Compute War Intensifies in AI Sector

New Benchmarks: ExploitGym, BenchCAD, and IntegrityBench

Several new evaluation benchmarks have been released, including ExploitGym for security vulnerabilities and BenchCAD for design robustness.

METR Report: AI R&D Acceleration at Anthropic

Nebius delays data centers, cuts revenue forecast

Nebius is facing the harsh reality of scaling AI infrastructure: even with $40 billion in planned spending and massive prepayments from Microsoft and Meta, physical construction delays are derailing timelines. A key New Jersey site is months behind schedule due to regulatory fines and generator issues, forcing a shift in delivery dates to 2027. This isn't just a logistical hiccup; it signals that the 'neocloud' model of financing builds with customer cash is fragile when third-party operators fail. The market reacted swiftly, dropping shares by 17% after Nebius cut its 2026 revenue forecast, proving that hype cannot override concrete capacity.