A federal judge dismantled the Pentagon's attempt to blacklist Anthropic. OpenAI pulled the plug on Sora, writing off $15 million per day in inference burn. And a data leak revealed Anthropic's next-generation model before the company was ready to talk about it.
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Watch & Listen First
Jensen Huang: NVIDIA -- The $4 Trillion Company & the AI Revolution · Mar 23 · Lex Fridman Podcast #494
-> Huang sits for a sprawling, technically dense conversation covering rack-scale Kyber architecture, the Groq acquisition, why he believes AGI has arrived, and what it means that NVIDIA now expects $1 trillion in cumulative AI infrastructure revenue through 2027.
Jensen Huang LIVE: Physical AI, Rise of the Agent, Inference Explosion · Mar 19 · All-In Podcast on Spotify
-> Recorded on the GTC show floor, Huang tells Calacanis, Chamath, Sacks, and Friedberg that inference demand is headed for a "million-x" explosion and that the $50 trillion physical-AI market will dwarf software.
Anthropic's Extraordinary Week
Judge Blocks Pentagon Ban, Calls Supply-Chain Label "Orwellian" · Mar 26 · NPR
-> U.S. District Judge Rita Lin issued a 43-page preliminary injunction, ruling that branding Anthropic a security risk for refusing to build autonomous weapons constitutes "classic First Amendment retaliation."
Leaked "Claude Mythos" Model Reveals Step Change in Capabilities · Mar 26 · Fortune
-> A misconfigured content-management system exposed nearly 3,000 unpublished assets, including a draft blog describing "Capybara-tier" Claude Mythos as Anthropic's most capable model to date -- one the company itself says poses unprecedented cybersecurity risks.
Anthropic Weighs October IPO That Could Raise $60 Billion · Mar 27 · Bloomberg
-> Valued at $380 billion after its February Series G, Anthropic is in early talks with Goldman Sachs, JPMorgan, and Morgan Stanley for what would be the largest AI-company listing in history.
OpenAI Kills Sora, Doubles Down on Reasoning
Sora Shutdown Ends the AI Video Experiment at $15M Per Day in Losses · Mar 24 · CNN
-> OpenAI is pulling the app, the API, and sora.com entirely; the product's lifetime in-app revenue totaled $2.1 million against inference costs that were, in the company's own words, "economically irreconcilable" with public pricing.
Disney Walks Away from $1 Billion OpenAI Investment · Mar 24 · Variety
-> The December deal that licensed Mickey Mouse and Cinderella for AI-generated video is dead, and Disney's planned equity stake is off the table.
Policy and Regulation
White House Unveils National AI Legislative Framework · Mar 20 · White House
-> The seven-pillar framework urges Congress to preempt state-level AI laws with a unified federal standard, reject any new regulatory body, and instead task existing agencies with sector-specific oversight -- though insiders doubt legislation will pass before November's midterms.
Baltimore Sues xAI Over Grok's 4.4 Million Deepfake Images · Mar 24 · CNBC
-> The city became the first U.S. municipality to file suit against Elon Musk's xAI, alleging deceptive trade practices after researchers documented 1.8 million sexualized images of women and an estimated 23,000 involving children produced in just days.
Infrastructure and Spending
Meta Increases El Paso Data Center Investment Sixfold to $10 Billion · Mar 26 · CNBC
-> The expansion targets 1 gigawatt of capacity by 2028 and follows Meta's announcement of a $27 billion, five-year compute deal with Nebius powered by NVIDIA Vera Rubin GPUs.
Oracle Eyes 20,000--30,000 Layoffs to Fund AI Data Centers · Mar 2026 · Bloomberg
-> Carrying more than $100 billion in debt from commitments including a 3-million-GPU deal with OpenAI, Oracle plans to redirect $8--10 billion in payroll savings toward infrastructure as U.S. banks retreat from financing its data center buildout.
Models and Products
Apple's Gemini-Powered Siri Ships in iOS 26.4 · Mar 2026 · MacRumors
-> The rebuilt assistant can read on-screen context, chain up to 10 sequential actions from a single request, and maintain 50-turn conversational memory -- all running Google Gemini for reasoning under Apple's privacy-enforcement layer.
Gemini 3.1 Flash-Lite Targets Enterprise Scale · Mar 20 · Google Blog
-> At $0.25 per million input tokens, Google's fastest Gemini 3 model delivers 2.5x faster time-to-first-token than its predecessor, signaling a clear bet that cost-per-token will determine enterprise adoption.
Anthropic spent the week fighting the government, leaking its own secrets, and planning to go public. In AI, sometimes the best product roadmap is the one you didn't mean to publish.