Elon Musk stated that building advanced AI requires massive programming training data, identifying OpenAI, Anthropic, and SpaceX’s Cursor as the only three institutions with sufficient datasets. He noted that Google barely meets the threshold for adequate programming data availability. In broader pre-market developments, cloud provider IREN rose over 4% following reports of a multi-year agreement with Anthropic. Broadcom’s CEO warned that AI computing demand will exceed supply for the next two years, though most companies are not yet seeing returns on AI infrastructure investments. Bernstein projects approximately 1,000 terawatt-hours of new U.S. electricity demand between 2025 and 2030, with data centers accounting for more than half of the additional load.