Ann Davis Vaughn
AI infrastructure columnist at The Information who reports on power grid build-outs and the expansion of extra high-voltage and ultra high-voltage transmission lines tied to data-center demand.
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Mar 2, 2026 • 41min
Anthropic vs Pentagon & OpenAI’s Deal, Apple Discusses Google Hosting Siri, Supercharged Power Lines
Erin Woo, reporter on AI and defense, breaks down Anthropic’s clash with the Pentagon and OpenAI’s different DoD approach. Ethan Choi, investor at Khosla Ventures, weighs contract language, risk and investment stakes in frontier models. Aaron Tilley, Apple reporter, explains Apple’s talks with Google for Siri and cloud limits. Ann Davis Vaughn, AI infrastructure columnist, maps a $75B extra high-voltage buildout and China’s ultra high-voltage lead.
