Underclassic / this week

Issues since 2026-10-12. Today's paper is the front page.

Issue 76: Anthropic Leases First Canadian Data Center in Nova Scotia
2026-10-17. axis 84. Anthropic's Nova Scotia lease adds another long-term central campus, and Beijing's draft rule gives governments a new lever over who may hold frontier weights. Against that,...

Issue 75: Meta Releases Open Muse Model for Apple Mac Studios
2026-10-16. axis 84. Meta and NVIDIA both shipped open models aimed at desks and laptops, which pulls everyday agent work toward machines the operator owns. AEP's $4 billion Google fuel-cell plant and...

Issue 74: TSMC Posts Record Profit on AI Chip Demand
2026-10-15. axis 85. TSMC's record margin and the IEA's estimate of more than $700 billion in hyperscaler capital spending this year show where the money still goes: into central clusters and the...

Issue 73: Nvidia Weighs Deeper Bet on Reflection AI
2026-10-12. axis 84. Nvidia putting money and chips behind an open-weight lab, Qualcomm designing for hundred-billion-parameter phones, and Superfluid scheduling agents on a laptop all pull toward the...

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