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ISSUE 124MORNING
AI Markets, Infrastructure and Safety
AI's safety brake just hit the price of the boom
A call to slow frontier model development sent AI-linked shares lower across three continents. The machines did not change overnight. The story investors were paying for did.
ISSUE 108MORNING
AI Markets, Compute and Capital
Nvidia may become the anchor investor in its own giant customer
Reuters says the chip supplier is considering up to $10 billion for a possible Anthropic IPO. The proposed loop joins investment, cloud commitments, and the machines that make Claude run.