Welcome to March 24, 2026

The Singularity now has a multi-trillion-dollar endorsement. Jensen Huang has declared “I think we’ve achieved AGI,” a statement that lands differently when uttered by the man who manufactures the substrate it runs on. The architecture of that intelligence is turning recursively inward. Meta researchers have introduced “hyperagents,” self-referential agents that fuse task-solving and self-modification into one editable program, enabling metacognitive recursion that improves not just performance but the mechanism of future improvement. The same intelligence that recurses toward infinity now fits in a palm. The ANEMLL open source project has run a 400B model on an iPhone 17 Pro at 0.6 tokens per second, putting what Jensen calls AGI in your pocket.

The machines are solving problems their creators could not. GPT-5.4 Pro has cracked the first open problem in the FrontierMath Open Problems benchmark, real research questions professional mathematicians have tried and failed to answer. Will Brian, the UNC Charlotte professor who posed the conjecture in 2019, called it “an exciting solution” that eliminated an inefficiency in his construction. The pattern is broader than one conjecture. Epoch AI notes a consistent pattern across autonomous novel math: experts consider the general approach but get stuck executing it, and when they see the AI solution, they are happy with it. The frontier is shifting from individual breakthroughs to sustained inquiry. Anthropic has recommended Physical Superintelligence PBC’s Get Physics Done (GPD) software for long-running scientific computing with Claude, turning the model into a persistent research engine.

The agent is becoming the storefront. Gap is partnering with Gemini to let shoppers check out directly within the AI, the first major fashion brand to enable agentic commerce. Even the shelf is going digital: Walmart is rolling out electronic price labels to every U.S. store by year’s end. The plumbing runs deeper than commerce. Claude can now take control of your computer, using app connectors or operating the keyboard and mouse directly when none exist. Capital is scrambling to own the curve. OpenAI is offering private equity firms preferred stakes with a guaranteed 17.5% return and early model access as it races Anthropic for enterprise deals.

The silicon supply chain is arming for a generational build-out. SK Hynix plans to spend $7.9 billion on EUV lithography tools from ASML through 2027, one of the largest orders of its kind. Musk’s Terafab has launched a talent war in Taiwan, recruiting senior chip engineers with its 2-nm fab plan targeting TSMC.

The physical infrastructure of intelligence is now a theater of war, literally. AWS reports its Bahrain region has been “disrupted” by drone activity, in one of the first cases of cloud workloads migrating due to strikes on data centers. The State Department has launched a Bureau of Emerging Threats to counter adversaries’ weaponization of AI, while the FCC is banning imports of all new foreign-made consumer routers over security concerns. Defending the stack is one problem. Powering it is another. The White House plans a consortium to invest over $1 trillion in energy, minerals, and semiconductors under “Pax Silica.” OpenAI is in advanced talks to buy 12.5% of the output from Sam Altman-backed fusion startup Helion Energy, targeting 5 gigawatts by 2030 and 50 by 2035, with Altman stepping down from Helion’s board. Even domestic construction is being conscripted: the U.K. now requires heat pumps and solar panels in all new homes. The scale is bending balance sheets. SoftBank is testing its self-imposed borrowing limits as it commits another $30 billion to OpenAI, pushing past a 25% loan-to-value ratio to fund it all.

Intelligent machines are filling every niche in the mobility stack. Uber has launched at least a dozen robotaxi partnerships to prevent a Waymo or Tesla Cybercab monopoly. Wing is scaling drone delivery to the San Francisco Bay Area, bringing 10-minute service from the sky. Chinese humanoid startup Unitree has filed for a $610 million IPO in Shanghai, reporting 3,551 humanoids sold in nine months, up from 410 in all of 2024, an 8.7x surge suggesting humanoids are entering the hockey stick.

Even orbit is becoming contested infrastructure. Russia’s Bureau 1440 launched 16 broadband satellites as an early step in the Rassvet project, a sovereign space network intended to respond to Starlink’s battlefield dominance in Ukraine. Meanwhile, the mystery deepens above. An independent search of archival 1950s Hamburg Observatory sky survey plates has found further evidence of flat, reflective, rotating objects in Earth orbit before Sputnik, corroborating the VASCO Project’s transients and strengthening the case that something was parked upstairs before we arrived.

The Singularity, it turns out, may have a fossil record.