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Policy2026-08-08 · source-backed
In a Punchbowl News interview released August 7, Trump criticized the Republican governor's industry-wide pause on new Texas data center approvals: "I think it's a mistake... because there are other communities that want it," and "for Texas to say no to data centers is a mistake in the sense that it could be bigger than oil." Abbott's moratorium requires state regulators to audit proposed data centers seeking grid connection on power and water use, cooling type, tax breaks received, community-impact mitigation and ownership. Abbott's office declined to back down, citing grid integrity and water supply. Read alongside Amazon's behind-the-meter plant above, which routes around exactly this.
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NVHBM, announced August 26, relocates NVIDIA's custom memory controller from the compute chip into the HBM base die, claiming up to 30% more bandwidth than standard HBM4E, 15% lower HBM power, and up to 25% more freed area on the XPU compute die (NVIDIA). Next-generation Train...
AWS announced and open-sourced Kiro Crew on August 4, Apache-2.0. It's a persistent multi-agent development workspace that coordinates coding agents across repositories, tools, and sessions rather than inside a single chat. Persistent memory. Scheduling via cron and webhooks....
Trump's State of the Union announced tech companies must "build, bring, or buy" their own power for AI data centers. Amazon, Google, Meta, Microsoft, OpenAI, xAI, and Oracle will sign March 4. US data center energy demand expected to triple by 2028. Critics call it unenforceab...
The compute starts serving Anthropic traffic in late 2027 (TechCrunch). It's the largest in a run of deals over eight months: $10B with Volta in August, $5B with AMD in July, a reported $1.25B monthly from SpaceX in May, 5 additional gigawatts from Amazon in April. The lead ti...
Willison's August 2 roundup lays out "Open Weights and American AI Leadership" (July 24, Microsoft-shepherded, now 235 signatory companies including NVIDIA, Amazon, Y Combinator, the Linux Foundation, and OpenAI after initially abstaining); Anthropic's separate July 27 rebutta...
The WSJ reported on August 25 that Anthropic is expected to tell investors its TAM exceeds $30 trillion, edging past SpaceX's claim and roughly matching US GDP (WSJ). The methodology prices the full scope of work models could perform rather than a software category. Hold that...
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