AI Markets Rattle, Data Centres Face a Reckoning

Claire and Peter unpack a brutal US market sell-off that wiped roughly 2.5 trillion dollars from valuations as investors fretted that political shifts could slow AI infrastructure buildouts. They dig into OpenAI’s new US data-centre commitments on power, water, transparency, and reduced use of NDAs with public officials, and why community pushback is now a defining constraint on AI growth. The episode also covers OpenAI’s GPT-6 Cyber launch and its promise and risk for vulnerability research, Dropbox’s acquisition of Tigris Data to strengthen AI infrastructure for agentic workloads, and a US indictment alleging a 129 million dollar deepfake-enabled fraud scheme. Plus, quick hits on Google’s Gemini Omni 1.2 Flash video upgrades, Meta’s warnings on data-centre opposition, Airbnb’s planned AI agent, Anthropic’s finance feature for Claude, and Box’s agent-first retrieval system.About Six & FlowSix & Flow is a digital transformation consultancy helping businesses adapt, grow, and thrive in a fast-changing world. We specialise in AI, CRM, and revenue operations, blending strategy, technology, and creativity to deliver measurable impact. From scaling startups to global enterprises, we partner with ambitious teams to unlock growth through smart automation, customer-centric marketing, and forward-thinking sales enablement. Learn more at sixandflow.com. Hosted on Acast. See acast.com/privacy for more information.