China-linked suppliers loom over US AI data center boom

FastSDCPU's beta.600 release adds pixel space image generation running on OpenVINO, targeting CPU-only Stable Diffusion inference. The project is a community effort to run diffusion models without a GPU.

Agility Robotics picked Nyobolt batteries for Digit 5, targeting 90 minutes of runtime per nine-minute charge — a 10:1 run-to-charge ratio versus Digit 4's 2:1. Early access is expected in the first half of 2027 for manufacturing and warehouse operators.

Meta's Muse Spark Open leads the batch at 816B total / 42B active parameters with 1M context, but its "desktop" target is two M5 Ultra Mac Studios with 512GB each. Of the four releases, only NVIDIA's fits in 24GB of VRAM.

OpenProse's team argues agent workflows should be written as declarative contracts in plain markdown — say what you want, not how to get it — which harnesses like Claude Code and Codex can compile and run. Demos include event-driven jobs triggered by webhooks and pull requests.

A viral graphic cited on r/ClaudeAI puts Anthropic's valuation at $2 trillion against $948 billion for 35 SaaS companies combined, with Anthropic quarterly revenue listed at $11.5 billion versus $53.4 billion for the group. The poster calls the comparison "absolutely insane."

Subject to stockholder approval, 5% of Anthropic's shares go into the fund, with an extra 2% added at the board's discretion for every 50% increase in company value above a baseline. The fund is a wholly-owned LLC barred from lobbying or political giving.