Anthropic prints a $965 billion valuation on a $47 billion run rate, while Elon Musk publicly contradicts SpaceX's own S-1 about the Anthropic Colossus lease terms. JD Vance tells Air Force cadets that life-and-death decisions in war must stay with humans, not machines — putting the vice president on Anthropic's side of a fight with his own defense secretary.

Brussels prepares emergency powers to override semiconductor contracts and fines Temu €200 million the same day. Mistral signs Airbus and BMW for European-flagged AI in defense and manufacturing. Microsoft pulls Claude Code as Uber burns its entire 2026 AI budget in four months. Shanghai and Chicago are designing futures markets for AI tokens and GPU compute. And Google's $15 billion Visakhapatnam build is landing on some of the most water-stressed land in India.

Show notes

• Anthropic — Series H announcement
• TechCrunch — Anthropic raises $65B, nears $1T valuation ahead of IPO
• Techmeme — Anthropic valuation roundup
• TechCrunch — How long is Anthropic's lease with SpaceX? Opinions vary
• Techmeme — SpaceX S-1 and Colossus coverage
• NBC News — Vance warns AI must not outrank humans in war
• Techmeme — Vance Air Force Academy speech coverage
• European Commission — Temu fined €200 million under the Digital Services Act
• Euronews — Airbus and BMW strike deals with Mistral
• Techmeme — EU chip emergency draft coverage
• Fortune — Microsoft's AI cost problem
• Fortune — Uber COO on AI spending and Claude Code
• Reuters via Investing.com — China works on AI token futures market
• Techmeme — AI token futures coverage
• Techmeme — Google India data center coverage
• Mongabay India — India bets on data centres as water concerns mount
• Google Cloud Press — Google breaks ground on India AI hub