Latest / HotTea: The AI Morning Briefing
AI's bottlenecks got physical.
Amazon showed cloud demand can coexist with a larger AI infrastructure bill, DOE turned a former uranium site into a data-center-and-power bet, Anthropic disclosed cyber-evaluation spillovers, Google pushed Gemini into whole-body robotics, and Apple showed the AI memory squeeze reaching consumer hardware. 5 evidence-backed stories. AI-generated narration. Sections 00:00 What we're covering today 00:21 1. Amazon showed why investors will tolerate AI spending only when cloud demand is visible 01:46 2. DOE put AI demand on a former uranium site, with gas and batteries attached 02:54 3. Anthropic…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.