"At the top of the security table of the Sino-American Summit, early news bulletin Rewire"

FOR THE FIRST TIME, SECURITY FOR AI WAS ON THE OFFICIAL AGENDA OF THE SINO-AMERICAN SUMMIT. IN APRIL, CPI HIT 3.8 PER CENT AND THE ECONOMIC SHOCK WAVE OF THE IRANIAN WAR SPREAD FROM THE INDIAN HOME RULE TO JAPANESE CHIP WRAPPING。

1 TRUMP TOOK MASKUKUK TO BEIJING

The list of visitors to China on May 14-15 included Mask, Cook, Fenk, Boeing Otberg, with rare specifications. The Summit agenda covers trade, Taiwan, Iran, AI four blocks, and the AI security dialogue framework is at the bilateral summit level for the first time. Axios reports that both countries have an interest in preventing the weaponization of AI, but the possibility of establishing norms remains unknown。

THE CFR AND CSIS ANALYSIS POINTS TO AN ASYMMETRICAL NEGOTIATING TABLE: THE STANFORD ANNUAL AI REPORT CONCLUDED THAT THE PERFORMANCE GAP BETWEEN THE SINO-AMERICAN AI MODEL HAS MATERIALLY DISAPPEARED AND THAT CHINA ' S GOAL IS TO GAIN TIME TO CONSOLIDATE ITS TECHNOLOGICAL POSITION. CHINA MAY BUY ADDITIONAL BOEING AIRCRAFT AND SOYBEANS AS SYMBOLIC CONCESSIONS, BUT THE CORE LEVERAGE LIES IN AI'S SECURITY DIALOGUE ITSELF. FOR BEIJING, SITTING AT THE NEGOTIATING TABLE IS THE OUTCOME. ON THE FACE OF TRADE SUMMITS, THE BOTTOM LINE IS THAT FOR THE FIRST TIME TWO AI SUPER-POWERS OFFICIALLY ACKNOWLEDGED THE NEED TO ESTABLISH A BILATERAL FRAMEWORK FOR AI SECURITY, WHICH IS JUST BEGINNING TO DOMINATE。

(Source: Fortune / Axios / CFR / CSIS / CNBC / Al Jazeera)

IN APRIL, CPI 3.8% WAS THREE YEARS HIGH, AND THE IRANIAN WAR ECONOMIC SHOCK SPREAD FROM OIL PRICES TO CHIP WRAPPING

APRIL CPI RATIO 3.8%, HIGHEST SINCE MAY 2023, RING INCREASE 0.6%. GASOLINE ROSE BY 28.4 PER CENT OVER THE SAME PERIOD, AND SUB-ENERGY CONTRIBUTED MORE THAN 40 PER CENT. THIS IS NOT JUST THE STORY OF OIL PRICES: INDIA'S HOME OFFICE ORDER FOR THE RECOVERY OF THE OUTBREAK AS A RESULT OF OIL LIFELINE FRACTURES, AND JAPAN'S KALOBE'S CONVERSION OF CHIPS TO BLACK AND WHITE AS RAW INK MATERIALS WERE CUT OFF. WAR COSTS ARE PENETRATING DAILY CONSUMPTION THROUGH UNEXPECTED SUPPLY CHAIN NODES。

The market has begun to price the possibility of an interest rate hike, which was initially postponed to December, with a risk of being delayed to 2027. The April meeting of the Federal Reserve had the highest number of objections since 1992, with Walsh's 51-45 votes confirmed as a board member, as inflation picked up again. On the surface is a monthly inflation figure, the bottom is a simultaneous tightening of tariff, war and energy pressures, with central banks falling into the narrowest moments of policy space。

(Source: Fortune / CNBC / Axios / CoinDesk / US News / The Hill)

3Ottman in court: Mask wants 90% of OpenAI, Microsoft has recovered $26 billion

Otman testified in Mask v. OpenAI, claiming that Mask had claimed “total control” over any profit-making entity that year, including 90 per cent equity. "Are you completely trustworthy?" counsel in Mask says. NPR reports that the core dispute at trial has escalated from contractual dispute to "who owns the future of AGI."。

Data coming out of the water the same week added a note to the battle for control: Microsoft had recovered over $26 billion in early investment of $13 billion, with a return of over two times. Nadra calls the removal of Otman an "amateur." Mask seeks more than compensation, but to remove Ottmann, and the outcome of the trial may affect OpenAI ' s IPO prospects. On the surface are personal grievances of two technology giants, the bottom being that the attribution of AGI control is being redefined in court。

(Source: Al Jazeera / Fortune / The Information / NPR / CNN / MIT Technology Review)

FOUR CMES LAUNCHED THE CALCULATOR FUTURE, GOOGLE SENT THE DATA CENTRE TO SPACE, LAKE TAHOE, 50,000 PEOPLE LOST POWER FIRST

CME worked with Silicon Data to launch the first global calculator futures contract based on H100 per hour lease price index. Silicon Data was created by a former DRW trader, Carmen Li, and the contract allows AI builders to react to the price fluctuations of the offset. AI capital expenditure is projected to reach $70 billion in 2026, shifting from technical resources to financial commodities。

Google Project Suncacher plans to equip solar satellites with TPU and negotiate with SpaceX for launch prototypes in 2027. This is not so romantic on the ground: NV Energy informs Lake Tahoe that it will no longer be powered, that electricity will be diverted to the AI data centre and that nearly 50,000 people will lose their sources of electricity. On the surface is the simultaneous expansion of the computing infrastructure at three dimensions, with the financialization of computing at the bottom, as well as the spatialization and crowding out effects on the population。

(Source: FT / Bloomberg / TechCrunch / WSJ / Fortune / CME Group / CNBC)

5x30 Anthropic Four Strikes: The Pentagon uses Mythos and says "Closed."

Anthropic is listed as a supply chain risk on the side of the Pentagon, while Mythos is deployed to repair the network gap. CTO calls Mythos another national security moment and NSAs are also used. On the same day, Anthropic published an AI tool kit for the legal profession and warned investors to stay away from eight unauthorized secondary market trading platforms。

The Information reports that Anthropic is negotiating the acquisition of an OpenAI and Google development tool company. Four threads are coming together: defence, law, developers' tools, capital markets, and simultaneously. On the surface is the multi-line expansion of an AI company, and on the bottom is that Anthropic infiltrates the national security infrastructure with a path "first you can't leave, then talk about compliance," and the Pentagon's contradictory attitude is itself evidence of a strategy。

(Source: Reuters / Bloomberg / TechCrunch / The Information)

And it's worth knowing, Zoo

DHS applied $7.5 million for the development of ICE Law Enforcement AI human face recognition smart glasses. At least 6 state ICE agents already wear Meta Ray-Ban smart glasses to enforce the law, and DHS has to develop self-recognised versions of real-time facial recognition. AI Enforcement tools move from borrowing consumer-grade hardware to customization. (Source: Fortune)

Google DeepMind's Isomorphic Labs financing $2.1 billion. Thive Capital voted, with the participation of Alphabet, Tintin, British Sovereign AI. Based on AlphaFold ' s AI Drug Design Engine, clinical trials are being initiated by 2026. AI Pharmaceuticals go from dissertation to the last mile of the clinical. (Source: Reuters / Bloomberg)

Morgan Chase applied for the introduction of a tokenization fund, and Wall Street was on the rise. After Belet, Franklin Templeton, Morgan Chase entered. The attitude of traditional financial institutions towards chain-based asset management has shifted from watching to running. (Source: CoinDesk)

Google posts Googlebook platform, Android system re-enters the PC market. An AI Priority Notebook Platform based on Android, which contains an AI feature such as Magic Pointer, does not replace Chromebook. Google repackaged the desktop with an AI narrative. (Source: Bloomberg / Wired)

Walsh was great at a time of high inflation. Senate 51-45 confirmed that only Democrat Feltman had voted in favour. Powell's term expires on May 15th. NYT commented that Walsh "is making a mistake" and Warren accused him of being the "muppet" of Trump. The new Chairman is faced with the Fed, which has had the greatest internal disagreement since 1992. (Source: CoinDesk / CNBC / US News / The Hill)

America's electricity prices went up by 61 per cent, and AEP announced $2.6 billion in stock increases. The surge in data centre demand added to the energy costs of the Iranian war. Power companies become invisible beneficiaries and financing machines in the AI calculator boom. (Source: Bloomberg)