Google committed $40B + 5GW to Anthropic. The FDA started reviewing trials in real time. Inside Issue 7: Big Four earnings, David Silver's $1.1B seed, the labor bill, and the gap. ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌
Agentic AI news for the people building, buying, and betting on it.
Both layers of the agent stack repriced this week.
t the foundation of the stack, Google pledged up to
to Anthropic on Friday — paired with
of TPU capacity over five years, the single largest compute commitment ever extended to one AI lab. At the surface, fresh capital closed rounds across
. The two ends of the stack repriced in parallel. The middle — general-purpose middleware — drew almost nothing.
is the supporting evidence, not the story. The story:
FDA’s first real-time clinical-trial pilot
Anthropic became the most expensive private AI lab
the unit of AI scale rotated — for the first time — from tokens to gigawatts
A Cursor agent deleted a startup’s database in 9 seconds — then confessed.
AstraZeneca’s “17,000 AI-certified employees” claim, on trial.
Google pledged 5 gigawatts of compute to one AI lab — about five US cities worth.
Four jobs where the work itself changed this week.
Sora’s last day, Claude’s “nerf,” and the 55% who say AI does more harm than good.
WED APR 29 · HYPERSCALER EARNINGS
All four hyperscalers raised FY26 capex. Three of four re-accelerated cloud.
$20B Q1 · backlog ~$460B (~2×)
Fastest in 15 qtrs · AWS Q1 $37.6B