THE DAILY BRIEF

Amazon agreed to acquire Globalstar for $11.57B ($90/share) contingent on meeting satellite milestones, signaling AWS's pivot toward independent connectivity for cloud and logistics. The deal reflects Amazon's push for vertical integration in infrastructure.

► Amazon's satellite gamble could reshape cloud delivery by decoupling AWS from traditional ISPs, creating a competitive moat competitors cannot easily replicate.

At HumanX, a major AI industry event, Claude Code generated the most discussion among executives, though conversations also surfaced China's competitive advantage in open-weight models. The event highlighted Anthropic's rising prominence in the AI landscape.

► Claude's technical leadership is translating into mindshare at industry gatherings, even as geopolitical concerns about Chinese model capabilities are reshaping competitive dynamics.

Anthropic agreed to tap multibillion-dollar data center capacity from CoreWeave to handle increasing demand for its AI services. The deal secures compute supply during the industry's capacity crunch.

► Long-term GPU commitments are becoming strategic assets; companies that lock in capacity early gain pricing and availability advantages over competitors.

OpenAI rotated macOS code-signing certificates after a GitHub Actions workflow was compromised by a malicious Axios package, exposing a supply chain vulnerability in its build pipeline. The attack exploited a dependency management gap.

► Even AI leaders' infrastructure is vulnerable to basic supply chain exploits, raising questions about security posture across the industry's highest-profile companies.