A weekly intelligence brief on where federal AI money goes.

capacity covers federal AI procurement, semiconductor industrial policy, and the supply chain underneath. One issue every Sunday morning ET, synthesized across primary federal sources — USAspending.gov, the Federal Register, NIST AISI publications, BIS export-control rules, DARPA program announcements, Grants.gov, SBIR awards, and the agencies' own press releases.

We don't take press releases at face value. We don't republish government talking points. Every claim cites a primary source — an award ID, an FR document, an entity-list update. If we can't trace it, we don't print it.

Who this is for

AI vendor BD teams — you've been calibrating to DoD AI buying for the last three years. The non-defense buy is now bigger and moving faster. The vehicle changing the game is the GSA Schedule, not the DARPA BAA.

Policy people at frontier AI labs — NIST AISI is shipping standards. BIS is updating the entity list quarterly. OSTP is drafting the next national security memo. You're already reading these. We make it one Sunday-morning email.

Buyside investors in AI compute — datacenter REITs, semicap, hyperscaler suppliers, defense AI primes (Palantir, Anduril, Shield AI). Federal procurement is now a leading indicator. We surface it weekly.

What we don't do

No scoops. We don't break news. The federal sources do. We synthesize across them and tell you what to care about.

No hot takes. We report what happened and what it sets up. We do not predict elections, opine on AI safety, or grade administrations.

No "AI is changing everything" filler. If a sentence doesn't add information that traces to a source, it shouldn't be in the brief.

The Sunday morning brief

One issue every Sunday morning ET. Eight-to-twelve minute read. Free for the first three months while we calibrate the editorial voice. After that we'll introduce a paid tier; the free tier will remain available for working journalists, researchers, and government program managers.