Just happened in AI

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Big Tech’s data center boom is reshaping the energy map and your electric bill

Amazon, Google, and Microsoft are driving an AI arms race that needs one thing above all else: electricity. And it’s putting America’s grid and consumers’ wallets under pressure.

Here’s everything you need to know:

• Tech companies are now major energy players, not just consumers, they’re building power plants and selling electricity.

• Data centers already use 4% of U.S. electricity and could hit 12% by 2028.

• This surge in demand is driving utilities to build faster and spend more, costs that often get passed to regular households.

• In Ohio, a utility warned that AI-powered growth could push demand to six times the region’s current output.

• State regulators are pushing for new customer classes to make tech firms pay more of their share.

• Big Tech pushed back in Ohio, proposing to pay less upfront but lost a unanimous regulatory ruling.

• Delayed or canceled data center projects raise the risk that consumers get stuck footing the bill for unused infrastructure.

• In Virginia, residents could pay $276 more per year by 2030 because of grid upgrades for data centers.

The AI era isn’t just a compute problem, it’s an infrastructure problem. Unless policymakers hold Big Tech financially accountable for the grid they’re leaning on, the bill for AI may end up in your mailbox.

Huawei’s chip limitations delay China’s top AI challenger

DeepSeek, one of China’s most ambitious AI startups, has hit a wall. Its newest AI model won’t launch on time because Huawei’s chips couldn’t handle the training load.

Here’s everything you need to know:

• DeepSeek planned to train its next-gen AI model using Huawei’s Ascend chips.

• The chips failed to meet performance needs, causing significant delays.

• The incident underscores China’s struggle to replace U.S. tech amid export bans.

• Washington’s restrictions on Nvidia chips have left Chinese firms scrambling for alternatives.

• Huawei has been positioned as a domestic solution but its AI chips remain underpowered.

• The Financial Times reported DeepSeek's team had to suspend model training entirely.

• The delay could weaken China’s competitive edge in the global AI race.

This isn’t just a chip problem, it’s a strategic bottleneck. China’s AI ambitions hinge on homegrown hardware catching up. Until that happens, even its most promising startups are stuck waiting.

The “Netflix of audio” is betting on AI to speed storytelling

Pocket FM, India’s fast-growing audio series platform, wants to crank out episodes faster. Its new AI toolset, CoPilot, is designed to help writers craft cliffhangers, sharpen dialogue, and adapt stories for global audiences.

Here’s everything you need to know:

• CoPilot can suggest plot twists, transform narrative into dialogue, and add background sound cues.

• It tracks character arcs, relationships, and plot continuity to help maintain consistency.

• Localization features swap names, phrases, and cultural references for new markets, cutting expansion time from 18 months to under three.

• In Germany, AI-assisted shows boosted writer productivity by 50% and lifted revenue to $700K/month.

• U.S. AI-created series now account for 10% of listening time, generating $7M over 12 months at up to 3x lower production costs.

• Pocket FM is developing its own large language model to unify writing, adaptation, and dramatization tools.

• Downsides include layoffs, legal disputes, and concerns over “AI slop” lowering content quality.

• The company insists human writers remain in control, using AI for refinement rather than full automation.

Pocket FM is walking a tightrope. AI could make it the fastest content machine in audio storytelling but if quality slips or creators feel sidelined, the binge-worthy hits it’s chasing might turn into forgettable filler.

Thanks for reading…

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