Episode Details

Nvidia is financing up to $105 billion of OpenAI's new 8-gigawatt Ohio campus and taking a direct equity stake in its developer, the sharpest compute-landlord move yet in a month full of them. SpaceX's Cursor launched a proprietary GitHub rival built for AI coding agents days after its acquisition closed, and an AI-authored code fix at Snowflake got exploited by an AI pentesting agent within two months. Anthropic's revenue run rate crossed $65 billion the day after its own CEO called the industry's backlash a crisis of trust, and the Cherokee Nation became the newest veto point on where hyperscale data centers get built.