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Summary: In today’s briefing, we analyze the aggressive expansion of AI hardware and energy infrastructure. We deconstruct the geopolitical fallout of China blocking Meta's $2 billion acquisition of the AI startup Manus. We explore the tectonic shift in Big Tech partnerships as Microsoft ends its exclusive cloud deal with OpenAI, right as OpenAI plans an AI smartphone to rival the iPhone. We look at the staggering energy numbers: a Utah data center scaling to 9 Gigawatts, and Me ...