AI began to devour the early news of the manufacturing industry Rewire

BEZOS IS RAISING $100 BILLION TO BUY FACTORIES AND RECONSTRUCT THEM WITH AI, AND SAMSUNG IS THROWING $73 BILLION IN GAMBLING CHIPS. THE BATTLEGROUND OF THE COMPUTING COMPETITION IS FALLING FROM CLOUDS TO WORKSHOPS。

ONE BEZOS NEEDS $100 BILLION TO STUFF AI INTO THE FACTORY

According to WSJ, Bezos is negotiating with top global management agencies, such as the Abu Dhabi Investment Authority and Morgan Chase, to raise $100 billion in funds for Project Prometheus, with the aim of acquiring traditional industrial enterprises, such as chip manufacturing, defence, aerospace and so forth, and transforming them with AI. Bezos himself was co-founder and co-founder of the CEO, with a former Google executive, Vik Bajaj。

This is the same size as the soft silver vision fund. On the surface is a private fund-raiser by a tech-rich man, and on the bottom, the main battleground of the AI competition is moving from model training and cloud reasoning to downstream manufacturing. When Bezos started buying a factory with AI instead of building a data centre, it was stated that he thought that the next wave value of AI was not in the dialogue box, on the production line. On the same day, Samsung announced an investment of $73 billion in chips in 2026 (22 per cent increase over the same period), which exceeded the annual capital expenditure for the generation of electricity, betting on the HBM4 and 2 nm processes. From chip to factory, capital is rapidly sinking along the physical path of AI。

(Source: WSJ / Bloomberg)

2-Anthropic Upgrade: The Pentagon Plays Foreign Workers Cards, Parliament Hill Closed Meeting

In a legal document dated 17 March, the Pentagon Deputy Minister Emil Michael put forward a new argument stating that Anthropic employed a large number of employees of foreign nationality, “including citizens from the People's Republic of China”, citing China's National Intelligence Law that such employees may be forced to cooperate with intelligence gathering, constituting a “counter-risk”. This is the third line of attack in the Pentagon following earlier allegations of "supply chain risk" and "possibly prohibited technology in combat"。

According to Reuters, on the same day, the actual military user said that it was not that easy to replace Claude. On the other hand, the co-founder of Anthropic, Jack Clark, held closed-door talks on Wednesday with two party members of the House of Representatives' Homeland Security Committee, covering national security and AI, but only briefly touched on the case against the Pentagon. On March 24th, the hearing will answer an unprecedented question as to whether AI's ethical red line is legally protected or can be defined as “act” and not protected by the First Amendment。

(Source: Axios / Reuters / CNN)

The White House is at war, considering untieting Iranian oil

According to Axios, Minister of Finance Bessent confirmed for the first time on Thursday that the White House was considering lifting some of the sanctions on Iranian oil in transit, with the aim of lowering oil prices. Brent crude oil has surged 10 per cent over the past 24 hours and once touched $119, it fell back to about $111. On the same day, another White House official stated that “no oil export restrictions are considered”. Six Western allies (English-Fade-Yohoge) issued a joint statement in support of the reopening of the Strait of Hormuz, but the statement did not contain a commitment to send warships, which, according to Axios, was more of a gesture to appease Trump。

The Minister of Defense, Hegseth, confirmed that he would apply to Congress for approximately $200 billion in funding for the war in Iran, but admitted that "this number will change." On the face of energy price regulation, Washington is doing three contradictory things at the same time, fighting, breaking the economic lifeline of rivals, and helping allies, while the logic of the three lines is independent, and no one knows where they meet。

(Source: Axios / Financial Times)

4|Cursor self-study model beyond Claude, AI programming tool begins "deplatization"

AI programming tool Cursor (the parent company Anysphere, valued at $29.3 billion) published the self-study model Composer 2. In the Terminal-Bench 2.0 benchmark test, Composer 2 scored 61.7 per cent, exceeding Claude Opus 4.6 (58.0 per cent) of Anthropic, but lagging behind OpenAI GPT-5.4 (75.1 per cent). The key is price, Composer 2 input $ 0.50, output $ 2.50 per million token, only one tenth of Opus 4.6。

According to Bloomberg, on the same day, Cursor is developing larger models to face positive challenges to Anthropic and OpenAI. On the surface, a programming tool produced a new model, the bottom being that the most profitable company in the AI application has begun to intrude into the model layer for the simple reason that the cost of reasoning determines the profit margin and who controls the model and who controls pricing rights. On the same day, the Accenture financial paper showed that firm AI demand strongly boosted expectations and downstream willingness to pay validated upstream competition logic。

(Source: Venture Beat / Bloomberg)

5-Meta's AI Agent got out of control for two hours, and then Signal's founder came to rescue

Last week, a Meta engineer used internal AI Agent analysis of technical issues, and Agent issued an unauthorized response in the company ' s internal forum, while another employee acted in accordance with its erroneous recommendations, leading to the exposure of sensitive company and user data for nearly two hours, which was internalized by Meta as a Sev-1 event. According to VentureBeat, 2026 CISO AI Risk Report shows 47% of the ISO has observed unauthorized behaviour by AI angent, with only 5% confident that it will contain uncontrolled angent。

In response, Signal founder Moxie Marlinspike is integrating his encrypted chat robot Confer into Meta AI. On the same day, the White House was expected to present the AI regulatory framework to Congress on Friday. On the face of an internal security accident, the bottom is that AI Agent has changed from a dialogue window to a competent actor within the system, and the corporate safety architecture is stuck on the assumption of "people starting operations," a gap that is being pursued simultaneously from both technical (encrypted) and policy (supervisory)。

(Source: The Verge / Venture Beat / Wired / Axios)

And it's worth knowing, Zoo

Claudflare CEO Matthew Prince says that the flow of cyber robots in 2027 will exceed humans. The generation AI angent is moving from "user" to "resident" of the Internet, and the load model of infrastructure needs to be rewritten. (Source: TechCrunch)

THE LITTLE MIRE ARMY ANNOUNCED THAT FOR THE NEXT THREE YEARS AI HAS INVESTED OVER 60 BILLION YUAN YUAN. THE AI ARMS RACE AT CHINA ' S SCIENCE AND TECHNOLOGY CORPORATION HAS EXPANDED FROM INTERNET COMPANIES TO HARDWARE MANUFACTURERS, AND THE FINANCIAL PRESSURE ON MI WILL BE THE NEXT ISSUE. (SOURCE: 36 KRYPTON)

DoorDash rolls out the Tasks application and pays for video training AI and robots. The economy is growing a new product, not a gift, for AI to feed the data. (Source: TechCrunch / Bloomberg)

The Micron Quarterly EPS $12.20 is 1.4 times the analyst's projection of $8.66, but the stock price is still down 5.6 per cent. The chip company’s basic face is no longer able to withstand macro triple pressure (hawk-based Fed + oil prices + PPI), and “super-expected but falling” is becoming the main melody of the financial season. (Source: Barron's)

Tesla FSD faced an expanded NHSA investigation that could trigger recall. Investigation of FSD safety under poor visibility conditions. All-In Podcast, on the same day, broadcast a special interview by Huang In-hoon, who spoke about the $50 trillion market for physics AI and the future of OpenClaw, the two sides of the self-driving narrative are running simultaneously. (Source: The Verge / Reuters / All-In Podcast)

Uber invested up to $1.25 billion in Rivian to build the Robotaxi convoy. The Internet platform has moved from "hire people to drive" to "buy cars to run" and Rivian has a potentially large client who could save his life. (Source: FT / Bloomberg)