Contracts, compute, and court rulings, the AI race gets real

Claire and Peter unpack a wide-ranging day of AI news on AI in Flow. OpenAI plans to wind down model access for Cursor after its acquisition by SpaceX, a reminder that M&A can quickly reshape critical AI supplier relationships. Neocloud Lambda raises 1 billion dollars in private debt to buy Nvidia GPUs and lease them to Microsoft, highlighting how financing and leasing are becoming core routes to scarce compute. A federal judge rules the Trump administration illegally labelled Anthropic a supply-chain risk, a consequential win as related Pentagon litigation continues. The US EPA moves to drop public notice and comment requirements for some air permits, raising concerns about transparency as data centre buildouts expand. Plus, Reuters reports Meta explored a major workforce overhaul, Project OT, as it pursues an AI-native operating model while facing massive infrastructure spend. Round-up items include IndiGo Ventures backing Sarvam AI, a senior Meta exit to OpenAI, research on self-improving systems targeting misaligned behaviours, rising acquisition interest in open-weight model firms, and an HBS boot camp using AI instructor avatars.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.