AI Weekly Issue #511: Anthropic Bet $19B on Compute. Treasury Quietly Said ‘Bubble.’

This week the AI buildout stopped being about models and became about balance sheets. Anthropic committed $19 billion to a single data center, SK Hynix raised $28 billion, and SoftBank kept pouring in $87 billion, even as a leaked Treasury draft warned the whole thing rhymes with the dot-com crash. Governments moved too: Illinois made safety audits law and China switched off companion chatbots. And under all the noise, the technology itself kept getting more open and more useful.

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