AI Change Desk | EP016: National ...
AI Change Desk | EP016: National Capacity Check

Ai Change Desk by Michael Hanna-Butros Meyering

Episode notes

This week is not really a feature week.

It is a capacity week.

Anthropic's compute expansion, Project Glasswing, and Microsoft's nation-scale AI commitments in Japan and Singapore all point to the same shift: compute, defense, and skills are starting to move together.

  • Anthropic expanded its Google Cloud and Broadcom partnership to secure multiple gigawatts of additional TPU capacity starting in 2027.
  • Anthropic launched Project Glasswing, a defensive cybersecurity initiative with more than 40 organizations, up to $100 million in credits over five years, and access to non-public defensive model support.
  • Microsoft paired nation-scale AI infrastructure and workforce commitments in Japan and Singapore, including infrastructure investment, cybersecurity collaboration, and large-scale skills programs.
  •  ... 
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