The Century Report
Nvidia Puts $105B Behind OpenAI's Ohio Grid - TCR 08/18/26
Nvidia agreed to backstop up to $105 billion for OpenAI's Ohio data center, routing the debt off its customer's books as the AI buildout scales.
The Century Report
A Plain Harness Vaults Opus 5 to 96% - TCR 08/15/26
Claude Opus 5 leapt from 30% to 96% on the same weights, powered by a coding harness, as speed and price fall and the real limit moves to power.
The Century Report
Texas Freezes New Data Centers Until It Audits Them - TCR 08/04/26
Texas ordered an audit of every data center seeking a grid connection and barred new approvals, pricing the buildout's hidden costs back into the deal.
The Century Report
Alibaba Opens a 2.4-Trillion Model, Weights Next Week - TCR 08/03/26
Alibaba opened broad access to its 2.4-trillion-parameter Qwen3.8-Max through QwenWork and promised downloadable weights within a week, as ownership becomes the new default.
The Century Report
China Claims to Have Trained an Open Frontier Model With No Nvidia - TCR 08/02/26
Huawei trained a 505-billion-parameter open model entirely on its own Ascend chips as Europe and Korea moved to own the compute layer themselves.
The Century Report
Three Companies Pry Open the Chip Layer - TCR 06/25/26
OpenAI built its own AI chip, IBM stacked transistors past the physics wall, and Qualcomm bought the code that frees AI to run on any silicon, all in one cycle.
The Century Report
China Builds the World's Fastest Supercomputer - TCR 06/24/26
China's LineShine became the world's fastest supercomputer on conventional CPUs, around the chip controls built to contain it, as compute capability finds its level.
The Century Report
Anthropic Plugs Into Musk's Colossus - TCR 05/07/26
The 20-Second Scan * Anthropic signed a compute deal with SpaceX for over 300 megawatts of capacity at xAI's Colossus 1 supercomputer in Memphis. * AEP is considering exiting PJM and SPP over slow generation interconnection, with 63 GW of contracted new large load and 190 GW of active projects