Afternoon briefing Sent to 5,372 subscribers

AI Alerts — November 8, 2026 (Afternoon — Incremental)

TL;DR
  • Anthropic's $3.4B grab of 1.7GW in Caterpillar gas generators from OnePWR marks the largest known AI-lab power buy, jumping the production queue instead of waiting on grid capacity.
  • Apiiro found Claude Code's 'don't ask again' setting leaked 2,539 secrets across 1,994 public GitHub repos, including 379 database passwords and 23 AWS keys, by plaintext-saving approved commands outside .gitignore.
  • Infrastructure scale and developer-tool security are diverging: frontier labs lock down gigawatts of generation while their own coding agents quietly exfiltrate credentials into public repos.
  • The OnePWR deal signals labs are now buying industrial capital-equipment slots directly, treating OEM backlogs as a strategic resource alongside chips and data center sites.
  • Practitioners using Claude Code should audit .claude/settings.local.json immediately, add it to .gitignore, and rotate any secrets ever passed through an approved command.

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