🔎 Today’s Daily Sift: AI/Robotics AI is becoming an economy. Anthropic has signed a cloud computing agreement worth roughly $35 billion for a 350 megawatt Texas data center. That follows another recent $45 billion commitment for additional AI compute capacity. These are no longer software company numbers. AI labs are becoming infrastructure operators. Then OpenAI revealed a different kind of scale. ChatGPT Ads has reached a $1 billion annualized revenue run rate less than 200 days after launch. ChatGPT now serves more than 1 billion weekly active users. The internet monetized attention. AI may monetize intent. Then South Korea showed how deeply this is entering the macro economy. The country proposed a record $597 billion budget today as booming AI chip demand drives extraordinary profits at Samsung and SK Hynix and creates a major tax revenue windfall. Part of that money will be reinvested into semiconductor and technology infrastructure. Meanwhile, the United State...