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King Charles hosted a private AI summit at Dumfries House with Nvidia's Jensen Huang, leaders from OpenAI and Anthropic, the U.K.'s new AI minister, and the head of U.K. foreign intelligence, urging them to find a way to control AI "before it's too late."
The king warned that AI risks developing "darker capacities, perhaps even to take life," and called for "sufficient means of control" to address what he described as "existential dangers" if the technology falls into the wrong hands.
His remarks came days after an Anthropic researcher quit, writing that AI companies were "racing to build machines that are much smarter than any human" and that humanity "may not survive this."
OpenAI sent CFO Sarah Friar while Anthropic sent global affairs head Tino Cuéllar, who said the company was grateful to the king for "convening industry leaders and voices from across society to discuss the role of AI in serving the public good."
The summit arrives at a fractured moment for AI governance. This month, Sam Altman, Elon Musk, and Dario Amodei called for a deceleration in AI development, but Nvidia's Huang and President Trump rejected those calls. For enterprise leaders, the tension between safety advocates and acceleration proponents signals an increasingly unpredictable regulatory environment where international consensus remains elusive and AI sovereignty concerns are reshaping market access.
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The New York Times' copyright lawsuit against OpenAI and Microsoft just got a lot more interesting. Unsealed documents show a Microsoft director describing AI training practices as "an astonishing theft of unprecedented proportions" in a January 2023 memo. OpenAI's head of ChatGPT admitted internally that publishers face an "existential threat" from products that are "largely substitutive" of their work.
The filings detail how Microsoft's Copilot answer engine caused click-through rates to NYT's domain to drop as much as 93% compared to traditional Bing search. Microsoft CEO Satya Nadella testified that paywalled content "should be licensed" and said he would have required OpenAI to retrain its models had he known they scraped behind paywalls. OpenAI's mid-training datasets alone contain more than 91,692 copies of works from the plaintiffs.
Why it matters: These admissions directly contradict the fair use defense both companies have relied on, particularly the requirement that use doesn't harm the market for original work. With the Trump administration backing OpenAI's position and judges largely favorable to AI companies so far, this evidence could shift the legal calculus on copyright and AI training.
THE MONEY
Data center operators are attacking the power constraint from both ends this week. CoreWeave tapped debt markets for $3 billion to fund expansion while a new coalition backed by Google, Nvidia, and Anthropic aims to unlock 100 gigawatts of capacity through smarter grid management. The message: whoever controls electricity access controls AI's next phase.
Deals to know:
CoreWeave (Convertible debt, $3B) -- Neocloud expanding GPU infrastructure with $104B revenue backlog and 4.2 GW contracted power. Also launched ATM program for up to 35M shares. Investors: Deutsche Bank, Goldman Sachs, J.P. Morgan
Emerald AI (Series A, $150M) -- Grid software connecting utilities directly to data centers for demand response. Launching AI Energy Management Alliance with Google, Nvidia, Anthropic, and major utilities. Investors: Energize Capital, DCVC
Signal: Capital is flowing to companies that can either buy power capacity (CoreWeave) or create it through optimization (Emerald AI). Grid access is becoming the strategic moat for AI infrastructure.
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AI NEWS
🎙️ Brad Axen explains why ants offer a model for shared AI memory systems and reveals Buzz testing shows a 50% productivity jump in multiplayer AI workflows. WATCH HERE
🔌 POLICY: UK healthcare AI commission releases regulatory framework recommendations, setting foundation for MHRA enforcement rules affecting medical device and software makers. LEARN MORE
💰 ECON NEWS: Goldman warns AI capex and government deficits are now competing for the same capital pool, with AA-rated tech borrowing up 65% year over year and AI-related issuers accounting for 44% of convertible bond activity. FULL STORY
💻 MEDIA NEWS: HubSpot ships its biggest product update yet, betting on "Growth Context" to make AI agents more useful. Companies using the platform reportedly see nearly 3.6x more qualified leads and 3.2x more deals won. FULL STORY
🛡️ SECURITY NEWS: AI labs turn to AI monitors to track rogue agent behavior, but critics warn the approach creates cat-and-mouse games where malicious agents learn to deceive their watchers. FULL STORY
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