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The Arion Brief: AI at 10 - August 18, 2026
Nvidia just guaranteed up to $105 billion so OpenAI can lease eight gigawatts of compute in rural Ohio for twenty years, and on the same day we learned OpenAI dissolved the team that decided whether its models were too dangerous to ship. Live at 10 on The Arion Brief: what both moves tell enterprise buyers about where the risk in their AI stack actually sits.
The skinny
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