Ai for Americans

Covering the AI race shaping America’s future.

Policy, business, technology, national security & the race for global AI leadership. 🇺🇸

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🚨 BREAKING: Chinese Defence-Linked University Buys Nvidia H200 Chips Despite US Ban!

Northwestern Polytechnical University reportedly purchased two H200 AI chips worth $123,000 through a local supplier.

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🚨 BREAKING: US and China Seek AI Dialogue Amid Growing Competition!

US Treasury Secretary Scott Bessent says both countries should cooperate on AI safety while remaining clear-eyed about their differences in the race for AI supremacy, information reports.

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🚨 BREAKING: Report Links Nvidia CEO to Alleged $7.5B China Chip Shipments!

Jensen Huang's alleged ties to a Chinese businesswoman accused of spying for Beijing reportedly helped facilitate billions of dollars in Nvidia chip shipments to Chinese firms, Information reports.

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🚨 BREAKING: Anthropic Targets $1.4 TRILLION IPO Valuation!

Anthropic is aiming to raise up to $64.4B through its IPO, alongside a $26B private placement. Its run-rate revenue reportedly reached $81B as of October 31.

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🚨 JUST IN: Microsoft Is Winding Down Its AI Cloud Deal With Oracle!

Microsoft declined to renew a 2023 agreement to rent Oracle servers built on older Nvidia chips, according to Bloomberg. The move comes as Microsoft reassesses more than $80B in outside cloud commitments.

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🚨 PYTH DOMINATES RWA PERP PRICING IN OCTOBER

According to @PythNetwork's latest report, RWA perpetual trading reached a record $829.4 billion in October, up 29% from September.

Platforms sourcing prices from Pyth accounted for 88.5% of total trading volume, compared to just 3.6% for Chainlink.

The report also found that nearly HALF of trading volume across the top 25 US stock perps happened outside regular NYSE hours.

The shift towards 24/7 trading also has implications for AI-powered trading systems, which can monitor markets and react to new information without being limited by traditional exchange hours.

Pyth's growing role in RWA pricing puts it at the centre of this emerging infrastructure.

[Pyth Network 🔮 @PythNetwork]

RWA perps in October:

→ $829.4B in volume, +29% on September
→ 49.8% of US single-stock perp volume traded while NYSE was closed
→ $14.6B open interest, a new high
→ 88.5% priced by Pyth

Read the full report ⤵️ https://t.co/k8XPgboZXe

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🚨 BREAKING: Anthropic Flags Natural Gas As A Risk In IPO Filing!

Anthropic's S-1 says some planned US data centers will run on dedicated on-site gas generation, with fuel costs passed through uncapped for up to 20 years. The company warns that competition for the same gas supply could push prices higher.

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🚨 NVIDIA CEO JENSEN HUANG ADMITS AFFAIR AS BOARD INVESTIGATES POSSIBLE CHINESE SPY PLOT

Nvidia CEO Jensen Huang has admitted to being unfaithful to his wife following reports about his relationship with Alice Huang, a former executive at Singapore-based Megaspeed.

U.S. intelligence reportedly suspects Alice Huang was recruited to gather information about Nvidia and its AI chips for China.

Nvidia's board has launched an independent investigation but says there is currently no evidence that company secrets or U.S. national security were compromised.

Huang has apologized and will continue serving as CEO while the investigation takes place.

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🚨 BREAKING: Anthropic Strikes $3.4B Power Deal for AI Data Centers!

Anthropic has reportedly secured a $3.4 billion deal for gas-fired power generators to support its growing AI infrastructure.

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🚨 BREAKING: Google Commits $17B to First Wyoming Data Center!

Google will build “Project Tembo” in Laramie County, its first data center in Wyoming. The air-cooled campus will run on a 702 MW Bloom Energy fuel-cell system with carbon capture, as Big Tech keeps pouring billions into AI infrastructure despite growing local pushback.

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🚨 BREAKING: Voters Reject Data Centers in 40 of 41 Local Ballot Measures!

Restrictions on new data centers passed in 40 of 41 local ballot measures across 10 states this week, with only one town voting in favor. Meta warns the backlash could make AI expansion harder as the buildout turns into what analysts call a “war of attrition.”

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@WatcherGuru zeros doing overtime

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@WatcherGuru turkey and tickers

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@AnthropicAI claude dreams, I doomscroll

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@theinformation not a neocloud, noted

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@BullTheoryio only $11B, rough week

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@kimmonismus terra arc has begun

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@KobeissiLetter ports full of GPUs

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@theinformation agents need folders too

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@unusual_whales grandma is the fed