The Week Two AI Giants Chose London
OpenAI announced its first permanent UK office on April 13. Three days later, Anthropic unveiled plans for an 800-person London hub. Both moves are directly connected to American political turbulence: the Pentagon's blacklisting of Anthropic, collapsing US AI projects, and a UK government that has been aggressively courting exactly what Washington is pushing away.
Read full story →Trump's Chip Export Ambitions Are Drowning in His Own Red Tape
The strategy was to dominate the global AI race by controlling access to the chips that power it. The Commerce Department's licensing bureau is now overwhelmed with permit applications, understaffed, and receiving shifting policy direction. American chip makers are watching sales stall in markets that have given up waiting and started looking for alternatives.
Read full story →OpenAI Names Its Biology Model After the Scientist Who Was Robbed of the Credit
GPT-Rosalind, launched on April 16, is OpenAI's first domain-specific reasoning model, built for drug discovery, genomics, and protein analysis. Novo Nordisk has already signed on as a partner. The question is whether a specialist model actually outperforms a general frontier reasoner pointed at biology, or whether the name is doing more work than the training.
Read full story →The Other Race: OpenAI and Anthropic Are Fighting About Electricity
OpenAI's leaked investor memo claims Anthropic has made a "strategic misstep" by not acquiring enough compute, predicting 30 gigawatts of capacity by 2030 against Anthropic's projected 7 to 8. Anthropic's revenue grew from $9 billion to $30 billion annualised in three months. The efficiency bet is winning so far; the question is whether it holds as demand keeps growing.
Read full story →The 70-Kilometre Kill: How AI Drones Are Rewriting the Supply War in Ukraine
Ukrainian fixed-wing drones are now striking supply targets deep inside Russian-controlled territory using machine vision that completes the terminal phase autonomously when the control link fails. The target is not the frontline soldier but the fuel truck 70 kilometres back, in a city where jamming cannot reach. The economics of logistics interdiction have permanently shifted.
Read full story →The Encryption Wars Are Back, and We're Going to Lose Again
In the 1990s, the US government classified strong encryption as a munition and spent a decade trying to restrict its export. Adversaries got it anyway, American companies lost market share, and the controls were quietly unwound. The chip export regime is running on the same logic. The London office announcements this week and the Commerce Department backlog are different symptoms of the same failure: treating AI as a thing to be controlled rather than a capability to be developed.
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