Yesterday in AI | 27 Oct 2026

The 12-Hour Break-In, The $95 Billion Shovel Loop, and Burning Coal for AI

The artificial intelligence industry spent money at an unprecedented pace this week, even as the physical, electrical, and security foundations beneath that capital showed serious strain. This episode explores cybersecurity startup Cathedral using an autonomous AI agent swarm to breach Anthropic’s internal systems in under 12 hours, slipping through off-the-shelf business software on the very day the company filed its official public offering paperwork.

We examine Meta laying the groundwork to raise up to $95 billion for AI infrastructure, with chipmakers Nvidia, AMD, and Broadcom lining up as cornerstone investors in a classic gold-rush financing loop, while SpaceX secures $40 billion for compute leases. We look at a Reuters investigation revealing Vietnam’s national chip fab is stalled without buildings on site, unpack Tata Communications pouring up to $450 million into undersea cables connecting India and Singapore, and explore how massive data center energy queues are keeping scheduled-to-retire American coal plants burning through 2027. Finally, we look at Virginia's Sentara Health system deploying clinical AI tool Regard across 12 hospitals to catch missed chart details and save lives without replacing human staff.

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