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Anthropic's massive TPU commitments show that the AI race is no longer just about better models. It is increasingly about chips, data centers, electricity and who can finance the infrastructure.
Oct 5, 2026
AI agents are transforming software from chatbots into autonomous digital workers. But every extra thought, tool call and retry requires computation — and computation requires electricity. As AI agents scale from individuals to millions of autonomous systems, energy could become one of the biggest constraints on the AI revolution.
Sep 14, 2026
