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Applied AI·July 28, 2026·1 min read

Core Scientific pivots to AMD with 2.5GW AI data-centre pact months after CoreWeave deal collapsed

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Core Scientific’s 2.5GW data center agreement with AMD — after a $9B CoreWeave deal fell through — underlines how fast capacity and chip allegiances can reconfigure in AI infra. If you’re a large buyer, diversify across chip vendors and colos now rather than betting your roadmap on a single ecosystem.

Applied AI

Sources: OpenAI and Anthropic have lobbied the Trump administration to make sure lagging competitors also have to comply with government reviews of their models

Front-runner labs reportedly lobbying for government reviews that also bind “lagging competitors” is a classic move to turn compliance into a shared moat. For smaller model builders, the game board is shifting from pure capability races to regulatory navigation — budget time and talent for policy, not just GPUs.