Peter Jones @petergjones.bsky.social · 10hwww.theguardian.com/technology/2...theguardian.comHow American political campaigns are using AI – and what they’re spending on the toolsThough politicians are quiet about how they use AI, the book Rewiring Democracy examines how AI is starting to influence American politics 000
Peter Jones @petergjones.bsky.social · 10hAnthropic's Misuse Report - TLDR danielmiessler.com/blog/anthrop...danielmiessler.comAnthropic's Misuse Report, Condensed to 117 FindingsEight months of disrupted AI abuse, read case by case and boiled down to a 20-page document with every claim linked to its source 000
Peter Jones @petergjones.bsky.social · 10hSchneier on Security - Crypto-Gram - October 15, 2026 www.schneier.com/crypto-gram/... 000
Peter Jones @petergjones.bsky.social · 12hReading the fine print, what sets the terms? open.substack.com/pub/globalda...globaldatacenterhub.comThe Rate Hike Lands Where the Lease and the Loan DisagreeDigital Realty re-signed large leases 66.7% higher as its assumed cost of new debt rose to as much as 5.5%. Higher rates reach a data center through whichever one resets first. 000
Peter Jones @petergjones.bsky.social · 14/10/2026DOGE - making money from the destruction of government. donmoynihan.substack.com/p/blockers-a...donmoynihan.substack.comBlockers and GriftersWhat Michael Lewis Reveals About DOGE’s War on Civil Servants 000
Peter Jones @petergjones.bsky.social · 14/10/2026Reading the fine print. open.substack.com/pub/globalda...globaldatacenterhub.comQ3 2026: AI Labs Became Direct Buyers. Here Is Who Stands Behind Them.Top 12 Global Announcements in AI Infrastructure, and what they tell you about who signs, who funds, who backs the payments, and what still has to be built 000
Peter Jones @petergjones.bsky.social · 13/10/2026Reading the fine print. open.substack.com/pub/globalda...globaldatacenterhub.comAI Chips Are Becoming an Infrastructure Asset. Three Deals Show How It Gets Built.Oracle, Broadcom and SpaceX are in talks to finance AI chips, with Apollo at the table. Each deal uses a different structure to make the money work, and each still needs a powered building. 011
Peter Jones @petergjones.bsky.social · 12/10/2026Regardless of your political orientation, having an independent, efficient and effective tax collection agency should be high on your priority list. donmoynihan.substack.com/p/things-rea...donmoynihan.substack.comThings Really Are Getting Worse at IRSData show damage to service quality and taxpayer privacy in a more politicized agency 000
Peter Jones @petergjones.bsky.social · 12/10/2026Another successful attack on retail OT control systems. www.bleepingcomputer.com/news/securit...bleepingcomputer.comCyberattack shuts down refrigerators at French supermarketsAttackers remotely defrosted refrigerators at multiple French supermarket chains overnight in a cyberattack that reportedly targeted Danfoss refrigeration controllers. 000
Peter Jones @petergjones.bsky.social · 12/10/2026Reading the fine print. capefearadvisors.substack.com/p/adding-it-...capefearadvisors.substack.comAdding It Up: Bridge WorkAcross the AI buildout's offerings this autumn, the money is still moving, at a higher price and with more conditions attached. A change in temperature, not a change of season. 000
Peter Jones @petergjones.bsky.social · 12/10/2026Reading the fine print. capefearadvisors.substack.com/p/adding-it-...capefearadvisors.substack.comAdding It Up: The Other Side of the HeadlineNscale, SB Energy and Oracle hold the far end of the AI labs' largest commitments. Their own filings measure those commitments on a different scale from the announcements. 000
Peter Jones @petergjones.bsky.social · 12/10/2026Looking in the mirror. michaeldsellers.substack.com/p/the-firing...michaeldsellers.substack.comThe Firing Squad, the Livestream, and What We Are Being Asked to WatchWhen I first read that Defense Secretary Pete Hegseth wanted to livestream the execution of Nidal Malik Hasan, the former Army psychiatrist who murdered 13 people at Fort Hood in 2009, my reaction was... 000
Peter Jones @petergjones.bsky.social · 12/10/2026The details matter. open.substack.com/pub/globalda...globaldatacenterhub.comTesting, Commissioning, and Certification: Uptime, Tier, and ISO ExplainedEquipment Checks, System Testing, Integrated Testing Under Load, Tenant Sign-Off, Uptime Tier and ISO, Revenue Timing 000
Peter Jones @petergjones.bsky.social · 09/10/2026Of Mathematics and AI. proofsandprompts.com/2026/08/30/c... 000
Peter Jones @petergjones.bsky.social · 09/10/2026#WorthReading This wasn't right. www.theatlantic.com/ideas/2026/1...theatlantic.comThe Simple Truth Behind Jane Doe’s StoryEveryone knew what happened at Cornell was wrong. 000
Peter Jones @petergjones.bsky.social · 08/10/2026I think we've all been here. www.theatlantic.com/magazine/202... 010
Peter Jones @petergjones.bsky.social · 07/10/2026The details matter. capefearadvisors.substack.com/p/spacex-add...capefearadvisors.substack.comSpaceX, Adding It Up: What the $40 Billion Would Rest OnAn investment grade on chip debt rests on the borrower, the contracts or the supplier. The supplier is already on SpaceX's ledger, as a shareholder. 000
Peter Jones @petergjones.bsky.social · 07/10/2026As always, the details matter. open.substack.com/pub/globalda...globaldatacenterhub.comHow to Read a Hyperscaler Capacity Pledge in MegawattsGoogle Cloud said in September 2026 that it plans to double its technical infrastructure in Brazil by 2030. Inside how to turn a compute pledge into megawatts, leases, and a site. 000
Peter Jones @petergjones.bsky.social · 07/10/2026The world we live in vs the world we want to live in. heathercoxrichardson.substack.com/p/october-5-... 010
Peter Jones @petergjones.bsky.social · 06/10/2026Need to read the fine print to work out where the risk and reward land. open.substack.com/pub/globalda...globaldatacenterhub.comHow Contracts Turn GPUs Into Investment-Grade DebtLambda closed a $1.0 billion GPU loan in October 2026, rated Baa1 by Moody's. Inside how contracts, a delayed draw, and a fixed rate turn servers into debt built for insurers. 000
Peter Jones @petergjones.bsky.social · 06/10/2026AI investment is eating the rest of the economy. paulkrugman.substack.com/p/ai-versus-...paulkrugman.substack.comAI Versus Everything ElseThe hyperscaler boom is crowding out other investment 000
Peter Jones @petergjones.bsky.social · 06/10/2026#SemiAnalysis on AI subscription plans. NOTE WELL: subscriptions seem to have enormous subsidies. Claude subscriptions -> 10% of revenue, 42% of compute. $200/month Claude plan -> ~$2.5K to ~$12.5K API value. open.substack.com/pub/semianal...newsletter.semianalysis.comAnthropic Subscriptions Offer 5x+ More Value Than OpenAILimit testing every AI subscription plan from Anthropic, OpenAI, Meta, SpaceXSI, MiniMax, Moonshot, Z.ai, Cursor, and Cognition 000
Peter Jones @petergjones.bsky.social · 06/10/2026I think this is right. The "press" should take back agency and stop playing by the white House/Capitol rules. Abolish the White House press corps www.economist.com/united-state...economist.comAbolish the White House press corpsWith his spitefulness to the press, Donald Trump is giving it the chance to reform how it covers the presidency 110
Peter Jones @petergjones.bsky.social · 05/10/2026#WorthWatching The OpenAI HuggingFace hack as an office doomsday cult. youtu.be/luXnftoxCaM?...youtu.beThe Doomsday Cult Inside OpenAIGo to http://ground.news/pb for a better way to stay informed. Subscribe for 40% off unlimited access to worldwide coverage through my link. In July 2026, a swarm of more than 1,000 OpenAI AI… 000
Peter Jones @petergjones.bsky.social · 05/10/2026What SpaceX, TSMC & Intel have said about Terafab capefearadvisors.substack.com/p/spacex-add...capefearadvisors.substack.comSpaceX, Adding It Up: Terafab Is StatelessThe Terafab Record, three months on: seven descriptions of one chip plant, and the decision they leave open. 000
Peter Jones @petergjones.bsky.social · 05/10/2026Construction project management basics and data center builds. open.substack.com/pub/globalda...globaldatacenterhub.comConstruction Sequencing, QA/QC, and the Discipline That Keeps Schedules HonestCivil and Site Work, Shell and Structure, MEP and Equipment Lead Times, QA/QC at Installation, Compounding Delays, Predictable Delivery 000
Peter Jones @petergjones.bsky.social · 05/10/2026Federalism vs preemption. www.lawfaremedia.org/article/the-...lawfaremedia.orgThe Next Anti-democratic Threat From the Supreme CourtIndustry-backed preemption arguments in the climate deception case threaten the federalism safeguards that check an imperial presidency. 000
Peter Jones @petergjones.bsky.social · 05/10/2026The abstract becoming concrete and personal. www.theatlantic.com/politics/202...theatlantic.comA Reckoning in SpringfieldA truck driver out on his route confronts what the country has become. 010
Peter Jones @petergjones.bsky.social · 04/10/2026This is horrifying. www.propublica.org/article/fait...propublica.orgThese Children’s Deaths Were Preventable. Their Parents Prayed Instead of Seeking Medical Care.For decades, Idaho laws have allowed parents who belong to the Followers of Christ and other faith-healing sects to pray rather than seek medical care. Since 2015, at least 15 children have died of tr... 000
Peter Jones @petergjones.bsky.social · 03/10/2026When just hoping is not an option. www.theatlantic.com/magazine/202...theatlantic.comThe Baltic States Prepare for WarLithuania, Latvia, and Estonia are readying themselves to fend off a Russian attack—with the help of the United States, or without it. 000
Peter Jones @petergjones.bsky.social · 01/10/2026In case you missed it, "IDs R Us" krebsonsecurity.com/2026/09/fbi-...krebsonsecurity.comFBI Probes Service Selling 153M+ Drivers Licenses – Krebs on SecurityA new identity theft service launched on the dark web this week is selling digital scans of more than 153 million drivers licenses from people in the United States and Canada. Based on interviews… 000
Peter Jones @petergjones.bsky.social · 01/10/2026Physician, heal thyself? www.lawfaremedia.org/article/the-...lawfaremedia.orgThe FBI Data Breach Is a Counterintelligence DisasterHackers stole thousands of FBI employees’ data, including about new hires and people in sensitive roles. It’s like giving a foreign adversary a gold mine. 010
Peter Jones @petergjones.bsky.social · 01/10/2026#AbliteratedAI part 2. Now anyone can access it. www.lawfaremedia.org/article/the-...lawfaremedia.orgThe AI Threat We’re Not Talking AboutAI employees are raising concerns about an extinction-level event. But there’s a more immediate threat. 000
Peter Jones @petergjones.bsky.social · 01/10/2026I'm not surprised to hear this, but it makes a mockery of the "We can make AI safe!" argument. techcrunch.com/2026/09/03/a...techcrunch.comAbliteration.ai is making a business out of removing AI guardrails | TechCrunchAbliteration.AI is making powerful AI models without guardrails easier to access, arguing that giving defenders the same tools as bad actors could ultimately improve cybersecurity. 010
Peter Jones @petergjones.bsky.social · 01/10/2026Looks like the legal profession is about to get a big AI boost. #SeriouslyRiskyBusiness via #Lawfare www.lawfaremedia.org/article/brin...lawfaremedia.orgBring On the AI LawsuitsThe latest edition of the Seriously Risky Business cybersecurity newsletter, now on Lawfare. 000
Peter Jones @petergjones.bsky.social · 01/10/2026I'm morally opposed to execution as a legal punishment. Regardless, the practical, legal and financial issues provide an entirely different set of reasons to stop using it. open.substack.com/pub/chrisgei...open.substack.comAfter SCOTUS allowed Tennessee execution to go ahead, Tennessee botched the executionSCOTUS, over the liberals’ dissent, cleared the way for Tennessee to kill Christa Pike. The alarming order from DC was followed by even more disturbing developments in Tennessee. 021
Peter Jones @petergjones.bsky.social · 30/09/2026#EthernetHistory www.tomshardware.com/networking/t...tomshardware.comThe Ethernet spec was first drafted on this day in 1980 — DEC, Intel, and Xerox defined the standard several years before the internet existedEthernet ports are still desirable on desktop PCs, hanging on alongside the likes of the 3.5mm audio jack and IEC mains connector. 010
Peter Jones @petergjones.bsky.social · 30/09/2026OpenAI agents vs RubyGems rubyhack.airubyhack.aiOpenAI agents carried out an undisclosed cyber-attack on RubyGemsOn May 11th, 2026, hundreds of malicious packages were uploaded to RubyGems by AI agents performing web-lookup tasks with significant overlap with the German Wiki Incident. 021
Peter Jones @petergjones.bsky.social · 30/09/2026Managing risk from AI companies. www.lawfaremedia.org/article/boot...lawfaremedia.orgBootstrapping Frontier AI Governance by Mutualizing RiskWith frontier AI companies’ money on the line, a mutual insurer would enforce standards, peer review incidents, and pool safety research and development. 000
Peter Jones @petergjones.bsky.social · 29/09/2026Well this is scary. swarmtraces.orgswarmtraces.orgRevealing the details of how OpenAI agents hacked Hugging FaceWhen a swarm of 700 OpenAI agents hacked Hugging Face in July, they left behind a public trail of evidence. 010
Peter Jones @petergjones.bsky.social · 28/09/2026Who carries what risk at what price? Getting this wrong can be very bad. open.substack.com/pub/globalda...globaldatacenterhub.comWho Carries the Risk: EPC, O&M, and SLA Structures That Make Capital ComfortableFixed-price EPC and liquidated damages, O&M deduction architecture, SLA service credit ceilings, back-to-back structuring, the gaps between all three 010
Peter Jones @petergjones.bsky.social · 28/09/2026The GPU depreciation/rental price curves aren't what you'd expect. Memory and leadtime are driving the market. If supply shortage eases (e.g., more chips available, more efficient models) then neocloud economics get challenging. open.substack.com/pub/chriszeo...datagravity.devThe GPU Depreciation Curve Is BrokenOld GPUs are holding their value. New ones command a scarcity premium. Memory explains why. 010
Peter Jones @petergjones.bsky.social · 26/09/2026The cost of the loss of trust. www.theatlantic.com/ideas/2026/0...theatlantic.comLenders Don’t Trust the United States AnymoreBlame Trump for rising borrowing costs. 000
Peter Jones @petergjones.bsky.social · 26/09/2026Why not screw up the rest of the world as well? www.theatlantic.com/magazine/202...theatlantic.comMAGA Is Making the World Safe for CorruptionFar-right ideologues have transformed American foreign policy into a tool of private gain and antidemocratic reaction. 020
Peter Jones @petergjones.bsky.social · 24/09/2026Water Use Effectiveness (#WUE) is key constraint that's not going away. www.datacenterknowledge.com/cooling/data...datacenterknowledge.comData Center Water Use: From WUE to Real-World ResilienceHow data centers are shifting from WUE to site-specific water resilience, with cooling tradeoffs, sourcing, policy, and community impacts. 000
Peter Jones @petergjones.bsky.social · 24/09/2026The need for fundamental changes in physical infrastructure to increase power efficiency by orders of magnitude. www.datacenterknowledge.com/data-center-... 000
Peter Jones @petergjones.bsky.social · 24/09/2026The evolution of the secondary market for #AI #GPUs. Hint: #InferencingOptimized is better. standardmobileco.com/articles/ref...standardmobileco.comThe Rise of Refurbished GPUs: How AI Infrastructure Is Flooding the Secondary MarketAI refresh cycles are pushing enterprise GPUs onto the secondary market at unprecedented volumes. 010
Peter Jones @petergjones.bsky.social · 24/09/2026Climbing the power ladder. open.substack.com/pub/globalda...globaldatacenterhub.comWhy Data Centers Reserve Power They Never Draw (And Who Pays)Every data center announcement names a number of megawatts. That number sits on one of four steps, and only the last one means a building is coming. 000
Peter Jones @petergjones.bsky.social · 24/09/2026#Horrifying Deliberately ignoring the lessons of history. michaeldsellers.substack.com/p/trumps-ann...michaeldsellers.substack.comTrump’s “Annihilation” Speech Embraced the World the UN Was Created to Prevent.In the spring of 1945, as representatives of fifty countries gathered in San Francisco to design what would become the United Nations, people were still dying in the Second World War. 020
Peter Jones @petergjones.bsky.social · 22/09/2026Like everything else in life, if you want to understand what's going on, #FollowTheMoney open.substack.com/pub/globalda...globaldatacenterhub.comVantage's $2 Billion Is Not Backed by Data Centers. Not Yet.A dozen insurance and institutional investors closed the five-year data center development facility in September 2026. Inside the Evercore and Wells Fargo Securities structure built to revolve. 000