AI Becomes Infrastructure: Access, Agents, Energy, and Credit Risk

In this episode of AI in Flow, Claire and Peter break down a week-defining theme: AI is rapidly turning into regulated, capital-intensive infrastructure. They cover the US lifting export restrictions on Anthropic’s frontier models (and what that signals for supply-chain risk and access controls), Google’s Gemini Spark arriving on macOS as a true on-device agent, and Meta pausing an employee data-driven training programme after privacy and trust backlash. They also unpack GitHub Copilot’s shift to usage-based pricing and the resulting platform strain, new memory bets like SanDisk’s High Bandwidth Flash for future inference bottlenecks, reported Microsoft layoffs amid AI spend, and the accelerating energy buildout—from KKR/SK renewables in South Korea to local resistance against hyperscale data centres in Scotland. Finally, they examine Fitch’s warning that AI spend is becoming a real credit risk, with execution, monetisation, and pricing pressure in focus.About Six & FlowSix & Flow is a digital transformation consultancy helping businesses adapt, grow, and thrive in a fast-changing world. We specialise in AI, CRM, and revenue operations, blending strategy, technology, and creativity to deliver measurable impact. From scaling startups to global enterprises, we partner with ambitious teams to unlock growth through smart automation, customer-centric marketing, and forward-thinking sales enablement. Learn more at sixandflow.com. Hosted on Acast. See acast.com/privacy for more information.