Category: AI

AI

Orbital data centres: power constraint forces compute off-planet

Colin Henderson

Orbital data centres: power constraint forces compute off-planet Worth highlighting from today’s briefing. Orbital data centres: power constraint forces compute off-planetAI hyperscale demand has hit a hard ceiling: a single facility now requires 100–500 MW, and US grid capacity and permitting timelines (5–7 years) cannot keep pace. SpaceX filed FCC plans in January for up to one million data-centre satellites. Starcloud filed for 88,000. Google’s Project Suncatcher is developing radiation-hardened TPUs for orbital deployment. Nvidia’s GTC 2026 launched the Space-1 Vera Rubin Module for in-orbit AI compute; Starcloud has already trained an LLM in space on Nvidia H100s. This is … Continue reading Orbital data centres: power constraint forces compute off-planet

AI

EU AI Office shut out of Mythos as UK AISI leads

Colin Henderson

Resultsense Industry News 17 April 2026 3 min readResultsense via POLITICO Europe EU AI Office locked out of Mythos as UK keeps edge  AI safety groups tell the European Commission its AI Office lacks Mythos access and the staff to evaluate it, while the UK AI Security Institute published technical analysis within a week.  TL;DR: The EU’s AI Office has around 140 staffers, with 36 in the safety unit responsible for the most capable models. Critics interviewed by POLITICO say that is too few coders, too low in the Commission hierarchy, and too far from political leadership to respond to a Mythos-class release. The … Continue reading EU AI Office shut out of Mythos as UK AISI leads

AI

As many Governments express concern or downplay Mythos cybersecurity warnings Clark sees future open source similar capabilities

Colin Henderson

Semafor World Economy event Could China develop a Mythos competitor? Tasos Katopodis/Getty Images for Semafor Cybersecurity concerns about Anthropic’s new model Mythos raised a pressing question for policymakers and executives: Could China develop similar technology in the near future? The answer is yes, if you ask Anthropic co-founder Jack Clark. Within a year and a half, “there’ll be open-source models from China that have these capabilities,” Clark said at Semafor World Economy this week. White House cyber director Sean Cairncross agreed, telling Semafor that “it would be irresponsible” for the US “to assume that that wouldn’t be the case.” After … Continue reading As many Governments express concern or downplay Mythos cybersecurity warnings Clark sees future open source similar capabilities

AI, Business Models, Canada, EU, Geopolitics, NATO, unbanked, US

Morning Briefing — Tuesday, April 14, 2026 · 07:51 EST · 1,285 words

Colin Henderson

Today’s environment is dominated by a single cascading event: the US naval blockade of Iranian ports that took effect at 10:00 AM EDT Monday, immediately after the collapse of the Islamabad ceasefire talks. The blockade has set off simultaneous shocks across energy markets, NATO unity, and Gulf security. A partial relief signal arrived this morning — Trump says Iran has “called” and wants a deal — creating a whipsaw between escalation and diplomatic revival that will define the day’s market and political moves. Hungary’s watershed election result, landing Sunday, adds a structurally significant European political shift to the mix. 1. … Continue reading Morning Briefing — Tuesday, April 14, 2026 · 07:51 EST · 1,285 words

AI, Business Models, Frontier_AI

Meta launches Muse Spark: First model from Meta Superintelligence Labs

Colin Henderson

My attention span for Meta is low because their stated target is advertising promotion on their proprietary properties. However the shift away from (meta description-Open Source ) to paid API access is structural and could place them in direct competition with Anthropic and OpenAI as a Frontier model. Something to watch. ————————————- Meta launches Muse Spark: First model from Meta Superintelligence LabsMeta debuted Muse Spark (formerly Avocado) this week — its first proprietary model since the $14.3B acquisition of Scale AI’s Alexandr Wang last June. The headline claim: same capability benchmarks as Llama 4 Maverick at over 10× less compute. … Continue reading Meta launches Muse Spark: First model from Meta Superintelligence Labs

AI

### Anthropic announces Project Glasswing a new initiative that brings together partners in an effort to secure the world’s most critical software.

Colin Henderson

Anthropic Today we’re announcing Project Glasswing1, a new initiative that brings together Amazon Web Services, Anthropic, Apple, Broadcom, Cisco, CrowdStrike, Google, JPMorganChase, the Linux Foundation, Microsoft, NVIDIA, and Palo Alto Networks in an effort to secure the world’s most critical software We formed Project Glasswing because of capabilities we’ve observed in a new frontier model trained by Anthropic that we believe could reshape cybersecurity. Claude Mythos2 Preview is a general-purpose, unreleased frontier model that reveals a stark fact: AI models have reached a level of coding capability where they can surpass all but the most skilled humans at finding and … Continue reading ### Anthropic announces Project Glasswing a new initiative that brings together partners in an effort to secure the world’s most critical software.

AI, aml, Cybersecurity, Development, Innovation, Regulations

New tensions for Banks from regulators on both sides of Atlantic with deadlines

Colin Henderson

US Treasury released AI Based plan to regulate financial services core funtions Artificial intelligence is increasingly embedded in core financial services functions – from fraud detection and cybersecurity to credit underwriting and operational risk management. As adoption accelerates, regulators and institutions must ensure that governance, supervisory approaches, and market practices evolve alongside technological capability. This will undoubtedly create tension within Banks to meet the requirements. I must add my own view the Treasury deployment is moving at such speed I doubt it can meet its own deadline as well as incorporate all their own objectives. There is a parallel and … Continue reading New tensions for Banks from regulators on both sides of Atlantic with deadlines

AI

Nvidia GTC 2026: AI Becomes the Operating Layer

Colin Henderson

Source Bain & Co The companies leading in AI aren’t just deploying it. They’re rebuilding around it. We came away from this year’s Nvidia GPU Technology Conference struck by how far the conversation has moved. A year ago, the headline was that AI had graduated from pilots to real enterprise deployment. That’s now table stakes. Leaders of this wave aren’t just deploying AI in their businesses—they’re rebuilding their operating models around it. Even a few months ago, companies were asking how to get AI to work reliably at scale. Today’s questions are harder: How do we govern autonomous agents operating across … Continue reading Nvidia GTC 2026: AI Becomes the Operating Layer

AI

Decision ordered the Trump administration to desist from applying the president’s directive WSJ

Colin Henderson

Anthropic Wins Injunction in Court Battle With Trump Administration WSJ Judge Rita F. Lin of the Northern District of California in her decision ordered the Trump administration to desist from applying the president’s directive that federal agencies stop using Anthropic’s technology, and from implementing its designation of the company as a risk to the national security supply chain. She also required the government to provide a report by April 6 detailing how they have complied with her ruling. background Claude.ai The ruling just dropped today. Here’s the picture: The ruling: Judge Rita Lin granted Anthropic’s preliminary injunction, issued Thursday, two … Continue reading Decision ordered the Trump administration to desist from applying the president’s directive WSJ

AI

US National Policy Framework for AI

Colin Henderson

The White House released this document today. In context of the risk based approach being adopted in EU and the Anthropic ‘supply chain risk, this document is remarkably open and introduces conflict. I certainly sets AI guidelines at the Federal level which will impact laws in place in California, Colorado, and Texas. Trump White House Releases National AI Legislative Framework source claude aiReleased Friday March 20, the framework calls on Congress to preempt all state-level AI regulation, maintain a sector-specific (not single-body) approach, establish regulatory sandboxes, and address child safety, IP, and data centre energy costs. It explicitly targets “coercion” … Continue reading US National Policy Framework for AI