Tuesday morning edition. Anthropic teams up with Macquarie and GIC on Theseus Infrastructure -- a data-center platform where Anthropic doesn't own the buildings, just leases them and covers any local electricity-rate increases. Plus: Meta's locally-runnable 30B open model, Intel's $15B stock raise for its foundry turnaround, record semiconductor sales, the EU ordering Google to open Android to rival AI assistants, and China's AgiBot overtaking Unitree in humanoid robots.