AI & Compute Desk
Model labs, chips, datacenters, and the capital behind them — the buildout repricing every other exposure in the portfolio. This desk reads the AI slice of the lattice: who is shipping, who is buying compute, and where the money is actually landing.
$300B+/yr — AI infrastructure capital expenditure — industry estimates.
As of 2026-07-03 · live snapshot.
Contracts & awards
From the federal public record (SAM.gov · USAspending) — the money actually moving, not the press release about it.
- IRS outlines AI risks, Circular 230 duties for tax practitioners - Journal of Accountancy · IRS Treasury (Google News) · 2026-06-26
- IRS Reminds Tax Pros AI Should Not Replace Human Judgment - Forbes · IRS Treasury (Google News) · 2026-06-26
- TaxStatus introduces AI-generated planning recommendations with Advice.ai integration - InvestmentNews · IRS Treasury (Google News) · 2026-06-26
- IRS Sets Introductory Guidelines on AI Use for Tax Professionals - CPA Practice Advisor · IRS Treasury (Google News) · 2026-06-24
- Professional Responsibility in the Age of Generative AI: Analyzing OPR Guidelines and Circular 230 Standards - Current Federal Tax Developments · IRS Treasury (Google News) · 2026-06-24
- IRS advisory committee recommends AI, preparer safeguards - Accounting Today · IRS Treasury (Google News) · 2026-06-18
- RFLP Artificial Intelligence (AI) Data Center Development at Joint Base Elmendorf Richardson, Eielson Air Force Base, and Clear Space Force Station — FA8903 772 ESS PK · closes 2026-06-29 · SAM.gov · 2026-06-05
- NVIDIA DGX H200 Systems — FA8751 AFRL RIKO · Award Notice · SAM.gov · 2026-06-05
- 29--DETECTOR,CHIP,ELECT — DLA AVIATION · Combined Synopsis · closes 2026-06-05 · SAM.gov · 2026-06-02
On the desk wire
Names native to this desk moving across the whole lattice right now — click through for momentum, coverage, and the read.
AI
In 73 verticals across 66 domains
Anthropic
In 17 verticals across 16 domains
OpenAI
In 11 verticals across 11 domains
Nvidia
In 8 verticals across 7 domains
Semiconductor
In 5 verticals across 5 domains
Qualcomm
In 5 verticals across 5 domains
TSMC
In 3 verticals across 3 domains
ASML
In 2 verticals across 2 domains with 7 sources
AMD
In 3 verticals across 3 domains
DeepSeek
In 3 verticals across 3 domains
Chips Act
In 2 verticals across 2 domains with 5 sources
In the coverage
The desk’s read of what its sources reported most recently.
- Redeploying Fable 5 · Hacker News Top Stories · 2026-07-01
- Claude Sonnet 5 continues Anthropic's pattern of hiding price increases behind unchanged token rates · The Decoder · 2026-07-01
- Investigating Multi-Agent Deliberation in Law · ArXiv cs.AI · 2026-07-01
- HealthAgentBench: A Unified Benchmark Suite of Realistic Agentic Healthcare Environments for Challenging Frontier AI Agents · ArXiv cs.AI · 2026-07-01
- Crypto exchange OKX wants AI agents to hire and pay each other · TechCrunch AI · 2026-06-30
- Vibe coding platform Base44 launches own model as AI startups seek defensibility · TechCrunch AI · 2026-06-30
- Unlocking Britain’s next era of productivity: Building a nation of AI trailblazers · Google AI Blog · 2026-06-30
- Popping the GPU Bubble · Hacker News Top Stories · 2026-06-30
- Anthropic's new Claude Sonnet 5 closes the gap to the pricier Opus model series · The Decoder · 2026-06-30
- Have your agent record video demos of its work with shot-scraper video · Simon Willison · 2026-06-30
Questions the desk is watching
What this desk sees, in your inbox — the record, the moves, and the read, written for managers whose portfolio is the world.
Informational only — event intelligence, not investment advice. Market-size figures are editorial estimates with sources as noted; contract and award lines are drawn from public federal records via our tracked pipelines.