The Moat Was Never the Model
Enterprises will raise AI budgets again this year, yet only a quarter say the technology has transformed anything. A cluster of new research converges on why: once intelligence got cheap, the smartest model stopped being an edge, and the advantage moved to whoever can turn it into dependable, finished work.
Read full story →AI Has a Water Problem, and the Fix Runs on Electricity
Nvidia says its newest data-centre design can almost eliminate water use, and Microsoft, AWS and Meta make similar claims. The catch, researchers note, is that saving water usually means burning more power, even as a public backlash against data centres spreads across three continents.
Read full story →South Korea Weighs 20 Reactors as AI Turns Power Into a National Contest
AI data centres could add up to 30 gigawatts to South Korea's power demand, roughly 20 nuclear reactors' worth, and Seoul has just raised its energy research budget 48 percent to match. From Korea to India's grid planners, the binding constraint on the AI boom is no longer chips. It is electricity.
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