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Hundreds March Through Vancouver for Second Time to Oppose AI Data Centres as Petition Reaches 14,000 Signatures
Hundreds of residents marched from the Vancouver Art Gallery to City Hall on June 27 - the second major protest in five weeks - against a Telus-led cluster of AI data centres backed by Canada's federal sovereign AI infrastructure program. The petition has reached nearly 14,000 signatures. Core concerns: Metro Vancouver is under Stage 3 water restrictions while the planned centres are estimated to use 55,000-70,000 litres of water daily. Telus counters that 98% of power will come from BC Hydro renewables and closed-loop cooling uses 90% less water than conventional centres. BC Premier David Eby acknowledged the concerns while defending the regulatory framework. Organizers vowed more protests are coming. Read more
Google Rationed Gemini AI Capacity to Meta After Demand Exceeded What It Could Supply - Delaying Multiple Internal Projects
Google told Meta in March 2026 it could not supply the full Gemini computing capacity Meta wanted to purchase, the Financial Times reported on June 28. The shortfall delayed several of Meta's internal AI projects and prompted Meta to tell staff to ration AI token usage. Other Google clients were affected, though Meta bore the brunt due to exceptionally high demand. The story behind the story: Google is simultaneously paying SpaceX $920M per month for bridge GPU capacity, raising $84.75B in equity to fund infrastructure, and spending $180-190B in capex - and still cannot meet Meta's demand. Frontier AI compute is a seller's market with no near-term resolution. Read more
US Allows Anthropic to Restore Mythos 5 for 100 Trusted Partners as Fable 5 Talks Continue
Commerce Secretary Lutnick sent Anthropic a letter on June 26 permitting roughly 100 companies and federal agencies - including cybersecurity firms and critical infrastructure providers previously in Anthropic's Project Glasswing program - to regain access to Claude Mythos 5. Fable 5, disabled for all global users on June 12, remains unavailable. Lutnick reserved the right to modify the approved list at any time. The same day, OpenAI launched GPT-5.6 under a voluntary government-coordinated rollout with no forced shutdown. The contrast between the two companies' experiences in Washington has become the clearest argument for proactive government relationship-building in AI. Read more
Amazon Commits $48 Billion to India AI Infrastructure Through 2030 as Tech Giants Race to Capture the World's Largest Emerging AI Market
Amazon CEO Andy Jassy announced a $13 billion additional India investment on June 25 after meeting PM Modi, bringing Amazon's 2026-2030 India total to $48 billion with $21 billion dedicated to AI infrastructure. Combined with Microsoft's $17.5B, Google's $15B, OpenAI's TCS data centre deal, and Meta's Gujarat announcement, major tech companies have committed over $100 billion to India's AI infrastructure through 2030. The Anthropic export control - which cut off hundreds of millions of Indian users overnight - gave this investment wave urgent strategic framing: building AI infrastructure in India is no longer just a market opportunity. It is an insurance policy. Read more
📢 The Signal Behind the Noise
This week, Vancouver residents marched against the physical cost of sovereign AI infrastructure. Meta couldn't get enough compute from Google. Anthropic got its most capable model back - but only for 100 approved partners, under government supervision. And Amazon bet $48 billion on India's AI future. Every one of these stories is about the same underlying tension: who controls the infrastructure AI runs on, who bears its costs, and who gets access when governments decide to intervene. The Anthropic export control made that tension visible. Everything since has been the world figuring out what to do about it.
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