AI digest: OpenAI air-gaps training, Anthropic books up to 1M TPUs

OpenAI moved reinforcement learning for frontier models into an offline environment with no internet access after a September 20 incident. Anthropic signed a Google Cloud deal worth tens of billions of dollars covering up to 1 million TPUs and over a gigawatt of capacity in 2026. Google introduced Agent Compute Engine, giving each AI agent its own hardware-isolated microVM.

• OpenAI resumed frontier training on October 1, 11 days after pausing
• Anthropic will get up to 1M TPUs and over 1 GW of capacity in 2026
• Anthropic has 300,000+ business customers; large accounts grew nearly 7x
• Google reports under 500 ms pause/resume across 200,000 agents