
The New Arms Race: Inside the AI Sector's Escalation in Compute, Capital, and Enterprise Strategy
A special report from Berlin on the latest developments from Western AI labs as of July 2, 2026. Analysis of OpenAI's and Anthropic's escalating enterprise and compute strategies, the pivot to custom silicon, new safety research on 'evaluation awareness', and the evolving impact of the EU AI Act.
Lukas Hoffmann