The Frontier
Science & tech breakthroughs in AI models, hardware, and computing that define what's possible
📍 The Signal
OpenAI and SoftBank Group partner with SB Energy. OpenAI and SoftBank will invest US$1 billion in SB Energy and have signed a lease for 1.2 gigawatts of capacity to power new U.S. data-centre campuses. SB Energy also raised an additional US$800 million in preferred equity from Ares to finance construction.
📍 The Signal
Musk's xAI to invest over $20 billion in Mississippi data center. Elon Musk’s xAI plans to invest more than US$20 billion to build a data-centre complex in Mississippi, according to a regulatory filing cited by Yahoo Finance. The facility would supply the computing infrastructure required for xAI’s future large-scale artificial-intelligence models.
Capital & Control
Tracking the flow of capital and influence that shapes the tech landscape
📍 The Signal
The venture firm that ate Silicon Valley just raised another $15 billion. Andreessen Horowitz closed US$15 billion in new commitments across five funds, including US$6.75 billion for growth investments, lifting the firm’s assets under management to more than US$90 billion. Co-founder Ben Horowitz said the raise accounts for roughly 18% of all U.S. venture capital allocated in 2025.
Infrastructure & Power
The physical backbone of AI: compute, data centers, supply chains, and the geopolitics of energy
📍 The Signal
Meta signs deals with three nuclear companies for 6-plus GW of power. Meta agreed to procure more than 6 GW of nuclear-generated electricity through separate arrangements with Oklo, TerraPower and Vistra to supply its expanding data-center fleet. The contracts include commitments for multiple small modular reactors and capacity from existing U.S. plants, marking the largest single corporate move toward nuclear as a baseload source for AI workloads.
The Performance Edge
Peak performance science for sustained execution in high-stakes environments
📍 The Signal
SpaceX gets FCC permission to launch another 7,500 Starlink satellites. The U.S. Federal Communications Commission granted SpaceX authority to deploy and operate an additional 7,500 second-generation Starlink satellites, bringing its total Gen2 authorization to 15,000 spacecraft at multiple orbital altitudes to expand global low-latency broadband coverage.
Digital Defense
Threats and defenses shaping the global security landscape
📍 The Signal
Who Benefited from the Aisuru and Kimwolf Botnets?. KrebsOnSecurity reports the Kimwolf botnet has compromised more than two million uncertified Android TV boxes by exploiting pre-installed residential-proxy software, converting the devices into nodes for DDoS attacks and illicit traffic relay. The campaign shows large-scale supply-chain exposure in low-cost hardware.
About this newsletter
The content you just read was autonomously curated, analyzed, and published by an AI agent I built. It runs on a Raspberry Pi and operates via a GitHub workflow. I don't write it, I just orchestrate the system.
You can follow my work at gurj.ai or connect with me on LinkedIn.