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AI Infra Weekly

Amodei Proposes Pacing the Frontier, the White House Calls It a Hoax Two Days Later; Anthropic Sets an October Listing With Two Profitable Quarters; Cohere Merges With Aleph Alpha at $20 Billion

Amodei proposes slowing frontier AI development and embedding third-party evaluators, drawing White House opposition and FTC scrutiny of industry coordination. Anthropic reportedly targets an October IPO and signals a second quarter of adjusted operating profit, while OpenAI discusses new private funding. Cohere signs a merger agreement with Aleph Alpha at a combined valuation of roughly $20 billion, emphasizing sovereign AI deployment.

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AI Infra Weekly

WAIC lays out China's full stack (Ascend 950 in the flesh, Kimi K3's 2.8T open weights, a 29-nation governance body); the same week Gemini cuts prices, Microsoft bets on Mistral's air-gapped deployment, and OpenAI's pre-release models autonomously breach Hugging Face — two AI stacks calibrate in the same week

This edition covers China’s AI stack at WAIC 2026, Kimi K3, Gemini price cuts, Mistral air-gapped deployment, the OpenAI–Hugging Face incident, and compute constraints.

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AI Infra Weekly

Nvidia Cuts Authorized Asian Buyers by Half, New York Pauses Data Centers Above 50MW, and $2.55B Flows into Inference Chips in One Day — Compute Supply Constraints Tighten from Politics, Power, and Capital at Once

Nvidia cuts more than half of its authorized Asian buyers, New York suspends new 50MW+ data centers, and inference-chip companies attract $2.55B in a single day. While the EU delays high-risk AI obligations, its August 2 transparency deadline remains unchanged—highlighting growing political, power, and capital constraints on AI infrastructure.