Evening Scan

A quieter Friday than expected on the surface — until you look at the infrastructure layer, where large numbers keep appearing. SpaceX is lining up a $20B bond sale, Google is building a chip business on Nvidia's blueprint, and Anthropic's most advanced model is still running for ~200 companies despite a government shutdown order.

$3.2B — Google's investment in a NY data center renting its own TPUs to Anthropic, a company it also backs. The vertical integration here is direct. (WSJ)

SpaceX Plans $20B Bond Sale as Soon as Next Week (paywall)

The proceeds would repay a bridge loan taken out after the xAI merger. This is cleanup capital, not growth capital. (Financial Times)

Google Is Using Nvidia's Playbook to Build a Rival AI Chip Business (paywall)

Google is investing $3.2B to fund a New York data center that rents TPUs to Anthropic — the company it also backs as an investor. Google is now both a chip competitor and a compute landlord. (Wall Street Journal)

Early Users of Anthropic's Mythos Still Have Access After US Order

About 200 companies in Project Glasswing preserved access despite the shutdown directive. This is either a carve-out, a loophole, or a negotiating chip while the White House and Anthropic work out an AI security framework. (The Next Web)

FDA Advisors Unanimously Vote to Approve Moderna's mRNA Flu Vaccine

The FCC voted 9–0 after a turbulent stretch at the agency. (Ars Technica)