Anthropic buys a million TPUs straight from Broadcom and hands the physical operations to crypto-miners, skipping the cloud providers entirely. A Bloom survey finds 38% of data centers expect to generate their own power by 2030. The pattern is the same twice: the compute layer acquiring the attributes of a state — its own silicon, its own grid, its own territory.
Elsewhere the efficiency story gets a rare gift: Apple shows hyperparameter sweeps are scale-invariant, so settings found on toys transfer to real models.