Updated 10 mins ago 18 visible stories 2 fresh this run 10 active categories
Top Story Signal 8/10
Energy mlq.ai 6 hours ago 98% confidence

Oracle Expands Bloom Energy Deal to 2.8GW Fuel Cell Power for AI Data Centers

Oracle has agreed to buy up to 2.8 gigawatts of fuel-cell power from Bloom Energy to fuel its AI data centers, with an initial 1.2GW order following a $400M stock warrant issuance. The deal accelerates on-site power deployment amid AI's massive energy demands, bypassing strained grids. Bloom Energy shares surged 15% on the announcement.

Why it matters

Unlocks gigawatt-scale clean power for AI hyperscalers, solving the biggest bottleneck in the AI arms race.

Monitor

Intelligence Stream

Healthcare techcrunch.com 1 hour ago 95% confidence

Max Hodak’s Science Corp. prepares first human brain sensor implant

Science Corp., founded by ex-Neuralink exec Max Hodak, will implant its first biohybrid brain-computer interface sensor in a human brain, led by Dr. Murat Günel. The device integrates lab-grown neurons with electronics for reliable brain-computer communication to treat diseases and enable enhancements. The company recently raised $230M and is advancing vision restoration tech.

Policy euronews.com 9 hours ago 95% confidence

Why Anthropic's new Mythos AI model has Washington and Wall Street worked up

Anthropic deems its flagship Mythos model too risky for public release, limiting access to select cybersecurity firms and banks amid cyber threat fears. US Treasury and UK regulators are engaging urgently on risks, with Wall Street banks testing it cautiously. The model solved advanced simulated attacks, raising supply-chain vulnerability alarms.

Quick Bites

Oracle secures 2.8GW fuel cells from Bloom, equivalent to 3 nuclear reactors for AI DCs
Energy
Bloom Energy BE jumps 15% after Oracle's 2.8GW AI power deal
Energy
CoreWeave CRWV stock soars 10% on Meta deal upgrade and Anthropic contract
Big Tech
CoreWeave CRWV shares +10.9% after Anthropic AI cloud deal
Big Tech
Claude Opus 4.6 drops from #2 to #10 on hallucination bench: 83%→68% accuracy
Models
Permanent memory Claude Code fork: 46k stars, 95% token save, resumes sessions perfectly
Models
Steering vectors bypassed: Single OV circuit flip removes all AI refusals undetected.
Research
UK's BoE/FCA to brief banks on Mythos-exposed IT vulns next fortnight
Policy

Market Pulse

AI Pulse
78/100
bullish

AI energy plays surge on Oracle-Bloom megadeal validating fuel cells for datacenters

BE +14%
Bloom Energy energy
ORCL +5%
Oracle cloud

Recurring Movers

ORCL 8 hits · +12.7%
BE 7 hits · +15%
CRWV 6 hits · +6.8%
NVDA 1 hits · +0.6%