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A school district in Louisiana says some of its teachers will receive bonuses of more than $50,000 this year thanks to increased tax revenue linked to a Meta data center, per WSJ

Unlike many investors in crypto, I did not pivot to AI in the last few years. However, since 2020, I built some of the deepest understanding in this industry on the intersection of AI and decentralized networks (crypto, web3). From the start, it was very clear that AI models are a centralizing force and the biggest target for government control. That point became market fact last night, with @AnthropicAI’s export control compliance. As an investor in decentralized AI, I know that d-networks are a counterbalance to this state of affairs. In particular, the starting point of sovereign, open, public, decentralized AI is the seemingly insurmountable compute problem. How are people supposed to source more industrial compute for frontier training than these huge trillion dollar companies? The answer is simple: there is enough commodity GPU compute in the world to compete on the frontier, but to make use of it we need new algorithms for training. That’s what a few companies like @gensynai @PrimeIntellect @bageldotcom @Pluralis @NousResearch @MacrocosmosAI @covenant_ai set out to research, while everyone on the planet told them it was impossible. The result is that it is not only possible, but it can be cheaper and nearly as efficient as the alternative process. The second major problem is economic sustainability. Open source models are great, however, they are not economically viable as they don’t have a business model. So far in decentralized AI, only @Pluralis has an answer — by breaking up the weights of the model among participants, we create a business model for tokenized AI models. This is the moment of truth — will AI become fully centralized and fall under censorship and unilateral government control? Or will the AI world realize the importance of public AI on open decentralized networks?

The 8B model currently training on Agora is 350B tokens in and continuing to converge. The top level metrics and evals look almost exactly like a centralised run. But; - 133 external contributors total bringing 4090's, 5090's, L40S/RTX 6000 and RTX 6000 Pros. These are cards that people actually own - there are no H100, B200's etc. - The max number of nodes the system can support (104) was filled almost immediately. The authorization layer is receiving approximately 100 requests/minute to join. - The total tokens/per second processed moves directly with amount of compute in the swarm, with Agora constantly optimising to make most efficient use of what hardware is present. - MFU is approximately 20%, TPS is 170k tok/s. There are near constant communication failures which Agora is completely absorbing without slowdown. - The system is effectively on auto-pilot, requiring very little intervention from us. Bad nodes are purged immediately before training is affected and new nodes take their place.

The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees. The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance. Access to all other Claude models is not affected. We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible. Read our full statement: anthropic.com/news/fable-myt…

The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees. The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance. Access to all other Claude models is not affected. We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible. Read our full statement: anthropic.com/news/fable-myt…

Noticing the trend $AKT

Pick an industry where you can play long term games with long term people.

New Update! 1.8B Parameters TTS model for Odia is trained and OpenSourced by @Akiraiden_ Literally SOTA for Odia Language. Check the short dubbed video to see quality! Thanks Akash Network for Sponsoring Compute for OSS @akashnet @akashalpha_ @gregosuri (repo links below)

.@akashnetAI processed over 7 billion tokens yesterday, a new ATH and has been consistently processing over 5 billion tokens everyday on an average. Another proof point that Inference on decentralized compute is works great at scale.

Introducing Claude Fable 5: a Mythos-class model that we’ve made safe for general use. Its capabilities exceed those of any model we’ve ever made generally available.

5 billion tokens a day is the new norm for @akashnetAI -- a new ATH yesterday Its incredible what you can achieve by abstracting away crypto rails. Users of have no idea they're using $AKT to host on Akash -- things just happen in the background -- as it should be.

Hardware is hard

SpaceX has just announced that they have entered into a $920 million per month agreement with Google to provide compute capacity, according to a new filing. "On June 5, 2026, we entered into a Cloud Service Agreement with Google with respect to access to compute capacity. The customer has agreed to pay us $920 million per month from October 2026 through June 2029, with capacity ramping up through September at a reduced fee. The compute capacity provided includes approximately 110,000 NVIDIA GPUs, CPUs, memory, and other related components. After December 31, 2026, the agreement may be terminated by either party upon 90 days' notice. The customer will retain ownership of, and intellectual property rights in, its content, Al models, and related data."

Greg Osuri on the supply chain crisis hiding behind the AI boom "Most new data centers are using LNG. There's no other way to power these systems" "Now we have a 4-year lead time to get a transformer and a 14-year lead time to get a turbine" "Every part of the supply chain is constrained right now"

Greg Osuri on why the GPU shortage is about to get exponentially worse "I can't imagine doing things without agents now" "Out of the one billion global AI users, only 2.4 million use agents" "Imagine if that number is 10x.. what kind of demand are you going to see? 2.4M is leading to the current crisis where we have no h100s at all, what will 24M look like?"