2026-11-09 08:00:00
US AI demand grows from 66gw in 2027 while tokens per watt compound 2.9x a year, so the grid only binds if token demand outruns efficiency. Break-even real token growth is ~2.5x a year with no cancellations.
2026-11-06 08:00:00
The cost of an autonomous 32-step corporate break-in fell 99% in five months from $7,500 on Claude Mythos Preview in April 2026 to $90 on open-weight GLM-5.3. Attackers run an expected-value calculation on AI compute ($1m of compute for a 1% shot at a $1b payout yields $10m in expected value), while defenders must maximize security effectiveness across speed (responding in minutes or seconds), scale (parallel agent swarms), & breadth (82-to-1 non-human identities).
