{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/6710bd164114798e63e10fe5/69fad06ba6ade25592421a57?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"#053 AI News for business - week 19","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/6710bd164114798e63e10fe5/1778044785900-47add509-2516-44cb-8e08-5e9e642ee785.jpeg?height=200","description":"<p>For this week’s AI News: Three orders of magnitude now separate US, Chinese, and European AI bets. We unpack the week's $700B numbers and the four questions every business leader should bring to their next planning session.</p><p><br></p><p><strong>What Stood Out This Week:</strong></p><p><br></p><ul><li><strong>US AI infrastructure spend hit a new scale.</strong> The four big hyperscalers reported $130B in combined capex for one quarter, with full-year 2026 tracking above $700B.</li><li>Anthropic raised $65B in five days, then got shut out of the Pentagon. Classified AI contracts went to Amazon, Google, Microsoft, Nvidia, OpenAI, SpaceX, and Reflection.</li><li><strong>China's AI stack is now complete: </strong>Own models, own silicon, own buyers.</li></ul>","author_name":"Magnus Oxenwaldt"}