Amazon’s Data Center Power Warning, Ex-Trump AI Adviser’s $500M Fund, Anthropic’s Cheaper AI Agents

Grid capacity constraints, government-to-AI-industry talent flows, and agent cost economics are emerging as parallel structural risks and opportunities in the AI buildout.

• Grid risk to Amazon: Mississippi utility Entergy warned it may disconnect Amazon data centers at peak demand; Amazon built 'Project Falcon' to auto-switch to backup power (generators), per reporter Catherine Perloff.
• Industry-wide exposure: Similar grid-disconnect provisions exist via Texas's ERCOT, North Carolina's Duke Energy, and regional grid operator PJM; backups skew toward polluting diesel generators, with batteries and nuclear (Amazon-Constellation deal) as emerging alternatives.

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