Morning Scan

Google holds 25% of global AI compute capacity, backed by 3.8 million TPUs and 1.3 million GPUs. At Palantir, internal tensions are spilling into view. At Samsung, striking workers have hit chip production.

25% — Google's share of global AI compute capacity, powered by 3.8 million TPUs and 1.3 million GPUs. (Financial Times)

Connected World

Google controls ~25% of global AI compute, with ~3.8M TPUs and 1.3M GPUs

Google Cloud's infrastructure investment is holding up as demand justifies the spend, according to CEO Thomas Kurian. (Financial Times)

Palantir employees are talking about company's "descent into fascism"

Internal dissent at the data analytics company reflects concerns about tech's role in Trump's second term. (Ars Technica)

Samsung sees major drop in chip production due to worker strike

Over 40,000 Samsung Electronics workers walked off the job, adding pressure to an already tight semiconductor market. (SamMobile)

AI Overview CTR Fell 61%, But Clicks Didn't Collapse

Google's AI-powered search summaries are getting more impressions but fewer clicks per view — the new economics of search discovery. (Search Engine Journal)

Connected World

Discord Sleuths Gained Unauthorized Access to Anthropic's Mythos

Security researchers got inside the AI company's internal systems, exposing vulnerabilities as the sector grows. (WIRED)

The US gets the worst phones

Apple and Samsung's market dominance has left American consumers with fewer innovative options than buyers in China. (The Verge)

Dwarkesh Patel's Podcast Lets You Eavesdrop on the A.I. Elite

A college sophomore turned podcaster now lands interviews with Jensen Huang and Mark Zuckerberg — access follows audience in the creator economy. (New York Times)

New robotic control software avoids jamming their joints

A "kinematic intelligence" advance may address the coordination problems that have held back robotics automation. (Ars Technica)