$IREN $NBIS $CRWV $MRVL $HUT | Meta Platforms negotiates a potential $10B deal to rent data center capacity to AI developer Anthropic over two years.

The strategic shift opens a brand new cloud infrastructure revenue pipeline beyond digital advertising.

Beijing is already planning for a post-Putin Russia. A major investigation by The Wall Street Journal reveals that China is quietly expanding its political and institutional ties far beyond Putin’s inner circle, directly targeting the rising elites who will shape Russia's future. The asymmetric reality of the "no-limits" partnership: Deepening Dependence: China now controls nearly 40% of Russia's foreign trade (up from 10% in 2013), while Russia accounts for less than 4% of China's global trade. Silent Infiltration: Chinese intelligence and recruitment of mid-level Russian officials are skyrocketing. The Kremlin is forced to swallow the humiliation in absolute silence, terrified of upsetting Beijing. The Vassal State: Beijing is bleeding Russia dry on energy deals, demanding gas at heavily subsidized domestic prices while blocking major projects like Power of Siberia 2 until Moscow bows to their terms. As Alexander Gabuev (Director of Carnegie Russia Eurasia Center) notes, China has the perfect opportunity to turn Russia into a "giant Laos or a giant Pakistan"—a deeply dependent supplier subordinated to Chinese strategic interests. Putin thought he was fighting to restore a multipolar empire. Instead, he fast-tracked Russia’s transition into a client state for Beijing. 🇨🇳🇷🇺📉 #ChinaRussia #PostPutin #Geopolitics #WSJ #WarEconomy #StrategicVassal

🇷🇺🚢172 vessels hit since July 6.

13 more Russian shadow fleet vessels hit on July 18.
8 dry cargo ships, 1 oil tanker, 1 gas carrier, 1 tug, 2 floating cranes.

That is an average of more than 13 a day, sustained for 13 straight days.

The Black Sea count has grown from 30 to 54 while the Azov count barely moved, from 117 to 118.

The campaign's center of gravity is shifting.

Russian media is confirming Wildberries will not compensate sellers for products destroyed in the warehouses.
This change went into effect on July 7th.

Wildberries functions similarly to Amazon.

$NNE $SMR $CCJ $LEU $CEG | Advanced reactor developer NANO Nuclear Energy joins the Virginia Nuclear Energy Consortium to scale up local data center infrastructure.

The alliance focuses on deploying microreactors directly to power AI hubs.

$TSM $MU $AAPL $INTC $ASML | TSMC pledges an incremental $100 billion expansion in Arizona, boosting total planned US semiconductor investments to a record $265 billion.

The capital drive funds four extra fabs to mass produce advanced 2nm chips.

$AMZN $RKLB $SPCX $ASTS $RDW | Amazon Leo partners with local internet provider Herotel to commercially launch satellite broadband in South Africa by 2027.

The strategic distribution agreement targets underserved rural homes under the new brand name Evry.

$OKLO $SMR $CCJ $NNE $CEG | New Jersey initiates a competitive procurement process under the Power NJ Act to build 1,100 MW of advanced nuclear energy.

The sweeping framework creates a transparent pathway for next generation small modular reactors.

🇺🇸🇨🇳🇷🇺 CIA Director John Ratcliffe: China is our greatest threat

"We're the largest economy in the world. China is the second-largest economy in the world.

Russia's economy is about the size of my home state, Texas.

Russia has to choose where they are gonna compete, but China competes with us across the board."

So basically: Russia remains a military threat, but China is viewed as the primary strategic rival.

🇺🇸🇨🇳 CIA Director John Ratcliffe on America's AI arms race with China:

"If China gets a technological advantage over us, that's a real problem.

We can't let that happen.

When we talk about frontier AI models and the fact that Western technology is ahead, we need to make sure we're taking advantage of that.

From the CIA's perspective, we need to make sure that we're deploying that, that our officers are able to use that."

‼️‼️🇷🇺🇨🇳 BREAKING | Beijing has just delivered a stunning geopolitical betrayal to Moscow—plunging a dagger directly into Putin’s desperate pivot to Asia by freezing the Kremlin's crown jewel energy project.

According to explosive reports from the Wall Street Journal, China has indefinitely suspended all negotiations with Russia regarding the construction of the massive "Power of Siberia-2" gas pipeline. The pipeline was designed to reroute hundreds of billions of cubic meters of natural gas originally bound for Europe directly into Chinese markets, serving as Moscow's primary economic hope to replace lost Western revenues. By halting the multi-billion-dollar project indefinitely, Beijing has signaled that it refuses to bail out Russia's collapsing energy economy on Putin’s terms.

This freeze represents a catastrophic strategic defeat for Russia, exposing the brutal reality of its asymmetric dependence on Beijing. With Europe permanently locked out and China walking away from the negotiating table, Russia’s massive gas reserves are effectively trapped in the ground with nowhere to go. This move proves that China views Russia not as an equal strategic partner, but as a vulnerable, junior partner to be exploited, leaving the Kremlin's long-term economic survival in absolute tatters.

Kimi's CEO Zhilin Yang:

"Everyone's trying to build one smarter agent

Many agent hits a wall fast, so instead of making it smarter we just made more - one boss, a thousand workers."

In a 39-minute talk he explains why one agent won't get you to real work.

Agent swarms + long context + RL on every sub-agent - that's the fix.

Black Clouds over Russia

🚨 BOMBSHELL! Databricks CEO Ali Ghodsi confirms greedy US AI monopolies are literally bankrupting companies!

Costs are exploding, forcing a massive global pivot to open-source.

He reveals China's brilliant Kimi model is in such high demand it drained global GPUs!

🚨 BOMBSHELL! Absolute humiliation in the octagon!

The white AI gladiator just executed a flawless flying kick, obliterating its opponent.

The black robot desperately struggles to reboot its balance systems as the crowd goes wild.

This robotic combat agility is terrifying!