Welcome back! There is a push here from money, rules and real work loads. Large cloud providers are spending a lot of money to keep AI running, while new regional players are promoting their own "home turf" clouds. Defense officials are arguing about how much to let algorithms affect national security, and long-context assistants are quietly positioning themselves as the coworker for anything that can't be said in a short chat. The strain between them is simple: AI is becoming infrastructure. The real questions are who will pay for it, who will run it, and what you're willing to let it touch.

In today’s Generative AI Newsletter:

  • Amazon plans $200B AI buildout, unnerves investors.

  • Abu Dhabi backs $1B Vietnam AI cloud.

  • 35 countries sign AI military use pledge.

  • Anthropic launches Claude Opus 4.6 for long projects.

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