AI just had an original idea. OpenAI says a general-purpose reasoning model disproved an 80-year-old geometry conjecture, a 1946 problem that mathematicians had long treated as settled. Fields Medalist Tim Gowers called it a milestone. The same week, Cohere’s Command A+ shipped under a full Apache 2.0 license—218B parameters, 25B active, running on as few as 2 H100s. Capability leveled up and went ownable in the same news cycle.
That capability is now being pushed to entire workforces at once. KPMG’s Anthropic alliance embeds Claude into its Digital Gateway platform, giving all 276,000 employees access to Cowork and Managed Agents. The supply side tells the cost story: SpaceX’s IPO filing revealed xAI’s numbers—a $6.4B operating loss in 2025 on $3.2B revenue, and $12.7B in capex. Demand is exploding faster than the providers can fund the build.
All of that capability and capex eventually lands on the grid. The $1 trillion buildout includes roughly $725B in 2026 spending from Amazon, Microsoft, Alphabet, and Meta alone, and data centers are now on track to consume as much as 12% of US electricity by 2028. Households are already paying: electricity prices rose 6.1% year over year, climbing about 61% faster than the 3.8% CPI. The cheapest input in AI just stopped being cheap.
The Pulse
Armada raises $230M at a $2B valuation to build portable, modular AI data centers
When the grid can’t keep up, you ship the data center to the power.
Lexroom raises $50M Series B to scale civil-law legal AI across Europe
Legal AI’s real frontier is everywhere the American playbook doesn’t translate.
Alibaba unveils the Zhenwu M890 AI chip and an agent-focused Qwen 3.7-Max model
Every cloud giant now wants to own its silicon, not just rent it.
That’s the signal.
— The PulseMark Team
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