The RaceCompanies, models and money
Microsoft Walks From Nscale's £2BN Essex Site
Microsoft terminated its deal to anchor Nscale's £2bn Loughton data centre after the grid operator said power will not arrive until the early-to-mid 2030s - and $43.8bn of Nscale's $103bn backlog, ahead of a $35bn listing, was Microsoft's.
Loughton now has no announced tenant; Nscale says it is hunting alternative power
Its Norwegian flagship runs 6.4MW of a planned 30MW, delay penalties already triggered
The LabResearch, benchmarks and safety
The WorkbenchTools and agents
The FightLaw, policy and power
China Moves to Lock Up Its Open Weights
A draft catalogue would put export controls on model weights, checkpoints, source code and training methods once a model passes 10^26 FLOPs, 2 trillion parameters or a global top-ten ranking - with open-source releases auto-licensed, for now.
OpenAI's Dean Ball: Beijing is building the option to shut open weights down at will
Fortune: 40 technologies in all, spanning chip design, solar polysilicon and gene therapy