30 July 2026

Sources: DeepSeek plans to build a 1 GW data center in Inner Mongolia and aims to bring at least part of its capacity online by the end of 2027 or early 2028 (Bloomberg)

Bloomberg:
Sources: DeepSeek plans to build a 1 GW data center in Inner Mongolia and aims to bring at least part of its capacity online by the end of 2027 or early 2028  —  China's DeepSeek is planning a massive artificial-intelligence data center in Inner Mongolia, according to people familiar with the matter …

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Amazon researchers link the compromises of four npm packages, including axios, over the past 18 months to the North Korea-linked group tracked as Sapphire Sleet (Carly Page/The Register)

Carly Page / The Register:
Amazon researchers link the compromises of four npm packages, including axios, over the past 18 months to the North Korea-linked group tracked as Sapphire Sleet  —  Researchers say Sapphire Sleet socially engineered maintainers before publishing malicious updates through trusted accounts

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At a hearing, a US judge says "I don't see additional evidence" from the Pentagon justifying its designation of Anthropic as a supply-chain risk (Maria Curi/Axios)

Maria Curi / Axios:
At a hearing, a US judge says “I don't see additional evidence” from the Pentagon justifying its designation of Anthropic as a supply-chain risk  —  A federal judge on Thursday signaled she's become even more skeptical of the Pentagon's decision to blacklist Anthropic …

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Sources: a group of banks is in talks to lend $15B to Nexus to build a Texas data center; Anthropic will lease it and Google has provided financial guarantees (Anissa Gardizy/Wall Street Journal)

Anissa Gardizy / Wall Street Journal:
Sources: a group of banks is in talks to lend $15B to Nexus to build a Texas data center; Anthropic will lease it and Google has provided financial guarantees  —  Google's guarantees of power and lease obligations would help developer secure financing for the 1.6-gigawatt Texas project

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Source: Situational Awareness' assets have fallen to ~$10B after it liquidated some positions to meet margin calls, down from a reported $20B+ as of late May (Bloomberg)

Bloomberg:
Source: Situational Awareness' assets have fallen to ~$10B after it liquidated some positions to meet margin calls, down from a reported $20B+ as of late May  —  Assets at Leopold Aschenbrenner's hedge fund Situational Awareness have slumped to about $10 billion after it was forced to liquidate some positions to meet margin calls.

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