AIWall Street Journal1h ago — you're late
Analysis: nine top tech companies including Alphabet and Meta had ~$3T
Analysis: nine top tech companies including Alphabet and Meta had ~$3T of AI-related off-balance-sheet commitments, far exceeding their $600B in reported capex
Massive spending commitments for data-center leases and chips aren't shown on companies' balance sheets
TechEngadget · 2h ago2 sources

OpenAI reportedly disbanded its preparedness team
As part of a restructuring, OpenAI reportedly disbanded a team that assesses the potential for catastrophic risks with its models.
TechFinancial Times · 35m ago
Meta and BlackRock's $14B El Paso data center project is not insured
Investors in gigawatt-scale campuses face billions in underinsured risks as insurers balk at cost of full coverage
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