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The Information AI / 1:07 AM

Anthropic Strikes $13.7 Billion Compute Deal With Trump-Linked Rum Group

Anthropic has signed a computing deal worth $13.7 billion over six years with Rum Group, a company with roots in social media and long-standing ties to the Trump administration, according to a person familiar with the matter. The deal is the latest in a spate of cloud computing agreements Anthropic struck in the past year, with major cloud providers like Google, tech companies such as SpaceX and smaller neoclouds such as Nscale, amid skyrocketing demand for its Claude Code and Cowork products. The agreements total at least 14.8 gigawatts of compute capacity, costing as much as $517 billion over the next decade. The deal with Rum would add to that total.

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The Information AI / 10:00 PM

AI’s ‘Pacing’ Obsession Misses Real Political Problem

Dario Amodei typically isn’t considered some camera-ready media maestro. His interview quotes aren’t particularly pithy, and he struggles to control his strained facial expressions. But his habit of sending his most high-stakes messages via essays posted on his own website, darioamodei.com , has proven to be a brilliant media strategy. “The medium is the message,” the ubiquitous half-century-old wisdom from scholar Marshall McLuhan, still resonates. The approach conveys authority and diligence, putting Amodei above the fray. Amodei’s latest essay, on Saturday —suggesting that the industry slow down the pace of AI development—set off a weekend full of takes on the tech industry’s preferred medium, X—well-meaning, conspiratorial, annoying, breathless, thought-provoking takes, including nods of agreement from Amodei’s rivals, Sam Altman and Elon Musk . Timing is important here, too, of course. AI doom is dominating the headlines, not just in Washington and Silicon Valley but around the world. (We reported today on discussions underway between the companies).

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The Verge AI / 7:41 PM

Trump and Mike Johnson think the AI industry is overreacting

Yesterday, Anthropic CEO Dario Amodei published a lengthy open letter saying it was time to "pace the frontier" and slow down AI development. OpenAI's Sam Altman and Elon Musk both agreed, publicly voicing their support on X. Even Alphabet's Demis Hassabis offered tentative support for Amodei's proposal. Donald Trump and House Speaker Mike Johnson, however, […]

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