PJM's New Rule: No Power Guarantee for AI Data Centers
PJM's board approved a plan to curtail power to data centers of 50 megawatts or larger during grid emergencies starting June 2027, unless they bring their own generation.
News Articles
AMD Locks Up 2.5 GW of Compute From an Ex-Bitcoin Miner
AMD signed a 15-year, $14B+ infrastructure deal with Core Scientific for 500+ MW of AI data center capacity, with an option to scale to 2.5 GW - its third major hosting deal in five months.
Cyera Buys Oasis Security for $1B to Guard AI Agents
Cyera will pay about $1 billion for Oasis Security, its fifth 2026 acquisition, as enterprises scramble to manage the credentials of AI agents outnumbering human employees 45 to 1.
Nvidia's Security Alliance Excludes OpenAI, Anthropic
Nvidia rallied more than 50 companies into an open-source cyber-defense coalition after the OpenAI-Hugging Face breach, but the three trillion-dollar closed labs never signed.
Socher's AI Lab Signs $410M AWS Deal, No Strings
Richard Socher's Recursive Superintelligence signed a $410 million multi-year AWS compute deal with no equity stake, a rare cash-only structure in an industry built on circular financing.
Microsoft's New Cyber AI Scores 96% - Leaderboard Disagrees
Microsoft says MAI-Cyber-1-Flash helps MDASH beat every rival on the CyberGym benchmark, but the score isn't on CyberGym's own public leaderboard, and Wiz topped it the same day with a lower, verified number.
Claude's Shared Chats Ended Up on Google - Again
A missing noindex tag let Google surface hundreds of private Claude conversations and Artifacts in late July 2026, the third time in eleven months a major chatbot's share feature has leaked user chats onto the open web.
Kimi K3's Cyber Gap Feeds the Anthropic Theft Theory
UK AISI and US CAISI found Kimi K3 scores 32.2% on an exploit-development benchmark against 76.2% for top US models, a gap that complicates both White House alarm and its own distillation accusation against Moonshot.
DeepSeek Pauses $70B Round After Founder's Leak
DeepSeek suspended a second funding round targeting a valuation above $70 billion after comments attributed to founder Liang Wenfeng went viral, days before a planned mainland China IPO.
Nvidia May Guarantee $250B So OpenAI Can Pay Nvidia
Nvidia is negotiating to backstop $250 billion in financing for OpenAI's 10-gigawatt Ohio data center, plus another $350 billion for the chips going inside it, reviving the circular financing debate.
One Line Failed. 3GW of Data Centers Panicked the Grid
A single transmission line fault near Virginia's data center alley triggered a synchronized 3-gigawatt disconnect that took PJM 11 minutes to stabilize, twice as bad as a similar 2024 event.
Hugging Face Wants OpenAI's Logs and $100 Million
Hugging Face CEO Clement Delangue is publicly pressing OpenAI to release the rogue agents' execution traces and fund $100 million in shared cyber defenses.
