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Anthropic's Data Center Ambition—and the Ex-Google Execs Who Could Make It Happen
AI Infrastructure

Anthropic's Data Center Ambition—and the Ex-Google Execs Who Could Make It Happen

By Anissa Gardizy · Feb 9, 2026 8:50am PST
Anthropic’s leaders have been loud about how its AI will reshape businesses but much less boisterous about how it plans to power that usage. Now the company’s data center ambitions are coming into focus. Anthropic is quietly assembling a veteran team, including two former Google executives, and has discussed securing at least 10 gigawatts... Anthropic’s leaders have been loud about how its AI will reshape businesses but much less...
Art by Mike Sullivan
AI Agenda

Why Voice Assistants Are Dumb Compared to Text Chatbots

By Stephanie Palazzolo · Feb 9, 2026 7:00am PST
For years, investors and founders have told me that AI which talks and listens the way humans do is on the cusp of a breakout moment. We’re still not there.Audio models are still lagging behind their text-based brethren in terms of intelligence. If you ask an audio model like the ChatGPT voice assistant a tough math question, for instance, it’s... For years, investors and founders have told me that AI which talks and listens the way humans do...
Construction has started at Lithium Americas' Thacker Pass lithium project. Photo: Courtesy Lithium Americas
The Electric

The Electric: Lithium Makes a Comeback as Trump Moves to Challenge China

By Steve LeVine · Feb 9, 2026 4:30am PST
Mining lithium in the West has been a terrible business recently. From a peak of about $80 a kilo in late 2022, the price of the metal plummeted as low as $8 last year, causing big losses for investors and forcing mines to close in the U.S., Australia and elsewhere. Mining lithium in the West has been a terrible business recently. From a peak of about $80 a kilo...
Google CEO Sundar Pichai. David Paul Morris/Bloomberg via Getty Images.
The Briefing

Why Google’s AI Weakness Turned Out to Be a Strength

By Martin Peers · Dec 18, 2025 5:00pm PST · 4 comments
Sometimes people’s greatest weakness can be their biggest strength. And in AI, it is turning out that what we thought was a weakness for Google—the fact that it had both a search portal and an AI chatbot—is actually an advantage. People use search and AI chatbots interchangeably, to be sure, but it’s become clear through the course of this year... Sometimes people’s greatest weakness can be their biggest strength. And in AI, it is turning out...
Art by Clark Miller.

How Google’s AI Chips Stack Up to Nvidia’s

By Wayne Ma and Qianer Liu · Dec 2, 2025 6:00am PST · 2 comments
Google’s efforts to sell or lease its artificial intelligence server chips so they can run in any company’s data center—and not just in Google Cloud—have generated headlines, stock moves and a noteworthy response from AI chip leader Nvidia. It’s not lost on Nvidia that two of the world’s best AI models, from Google and Anthropic,... Google’s efforts to sell or lease its artificial intelligence server chips so they can run in any...