OpenAI's 8GW Ohio lease, Stripe's $7B OpenRouter bid

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OpenAI leases 8GW in Ohio for 20 years — SoftBank’s SB Energy, PORTS-Pike. Nvidia backstops residual value up to $105B and puts $1.5B into SB Energy. Jensen Huang says the bottleneck is LPS — land, power, shell — not chips. First 800MW in 2028. WSJ: ~$3T in Big Tech AI commitments sit off the books. → The Decoder
Stripe is reportedly buying OpenRouter for $7B+ — Bloomberg. Valued at $1.3B in May. 400+ models, 8 million users. The “Stripe for AI” pitch, swallowed by actual Stripe. → The Decoder
An AirTag followed rare books into an Amazon AI warehouse — 404 Media. Vegas team VGT3 cuts spines and scans for Nova. Anthropic ran the same play as Project Panama. Print is pre-2022 and not already on the web. → The Decoder
AI video recovered from Sora’s false start — Promise composites Seedance 2.5 grass live. Netflix: AI in 300 of 1,000 titles this year. Higgsfield: $1.3B → $5.4B in eight months, $700M ARR. → The Decoder
AI and data centers now outrank Israel and race on the trail — 1,200 candidate sites. AI in nearly 40% of House, Senate, and governor races. Democrats: risk, kids. Republicans: China. → The Decoder
Same GPU cluster, +33 points of utilization — just the order changed — Priority allocation vs FIFO. Training-heavy 8-GPU box: 53.6% → 87.0%, value +105%. → Hugging Face

ToolJet/ToolJet — Drag-and-drop internal tools, dashboards, agents. Enterprise side builds the app from a prompt.
OpenCut-app/OpenCut — Open-source CapCut. Mid-rewrite, with an MCP server for agents.
cordiverse/cordis — A meta-framework for spatiotemporal composability. API still moving.

6 open-source AI projects trending now — Matthew Berman. Quick hits on Unsloth, Obsidian Skills, Diagram Design, Buzz, Ego Lite, Modly. Local training and agent browsers.

Are latent reasoning models easily interpretable? — Coconut and CODI barely use hidden steps on logic puzzles. On math, correct traces decode ~93% of the time; wrong ones mostly don’t.
Qwen 3.8 27B is great — and wildly overthinks — Simon. Default is xhigh, so even “draw a circle” gets a treatise. Laptop pelican SVG: 21 minutes. Reasoning off: two.