https://tankie.tube/videos/watch/d3644436-8026-40e7-bf2e-cc0faf945bf9 The economic model for the AI industry brought to us by Wall Street and Silicon Valley is falling apart, with subscription fees paid by users which are far below the companies' cost of compute. The companies also face severe blowback for new data center construction almost everywhere, and constraints on power grids and capital budgets have delayed dozens of projects. Top managers of Silicon Valley AI companies are also, finally, facing harsh public scrutiny, particularly after the disastrous opening days of the War on Iran. The Artificial Intelligence industry is comprised of five layers: energy, chips, infrastructure, models, and applications. Now that Chinese Large Language Models are optimized to run on Chinese-built chips, are are soaring in popularity across the world by enterprise users, even top US industry insiders admit that Chinese tech will dominate going forward. Closing scene, Guangzhou Resources and links: The Stargate Project: Trump and OpenAI announce $500 billion AI venture https://mashable.com/article/stargate-project-trump-openai-oracle-softbank-500-billion-venture-ai-infrastructure Nuclear Powered Data Centers: Microsoft Bets on SMRs to Fuel the Cloud https://www.captechu.edu/blog/nuclear-powered-data-centers-microsoft-bets-smrs-fuel-cloud Meta signs 3 deals for nuclear energy to power AI data centers https://www.cbsnews.com/news/meta-nuclear-power-deals-ai-data-centers/ How China Won the Open-Source LLM Race — and Why It Matters https://thisweekinaiclub.substack.com/p/how-china-won-the-open-source-llm Sam Altman May Control Our Future—Can He Be Trusted? https://www.newyorker.com/magazine/2026/04/13/sam-altman-may-control-our-future-can-he-be-trusted Energy demand from AI https://www.iea.org/reports/energy-and-ai/energy-demand-from-ai Nvidia’s Jensen Huang warns Huawei chips for DeepSeek AI models would be ‘horrible’ for US https://www.scmp.com/tech/article/3350460/nvidias-jensen-huang-warns-huawei-chips-deepseek-ai-models-would-be-horrible-us YouTube, Dwarkesh Patel and Jensen Huang – Will Nvidia’s moat persist? https://www.youtube.com/watch?v=Hrbq66XqtCo Exclusive: DeepSeek’s upcoming new AI model will be able to run on Huawei chips, a major milestone in China’s quest for semiconductor self-sufficiency. https://www.reuters.com/world/china/deepseeks-v4-model-will-run-huawei-chips-information-reports-2026-04-03/ DeepSeek's V4 model will run on Huawei chips, The Information reports https://x.com/theinformation/status/2040055486905487735 DeepSeek’s New AI Model Will Be a Victory for Huawei https://www.theinformation.com/articles/deepseeks-new-ai-model-will-victory-huawei China Added 543 Gigawatts in New Power Capacity in 2025 https://oilprice.com/Latest-Energy-News/World-News/China-Added-543-Gigawatts-in-New-Power-Capacity-in-2025.html China’s Four-Year Energy Spree Has Eclipsed Entire US Power Grid https://www.bloomberg.com/news/articles/2026-01-28/china-s-four-year-energy-spree-has-eclipsed-entire-us-power-grid DeepSeek’s hardware spend could be as high as $500 million, new report estimates https://www.cnbc.com/2025/01/31/deepseeks-hardware-spend-could-be-as-high-as-500-million-report.html Military Times, Deadly Iran school strike casts shadow over Pentagon’s AI targeting push https://www.militarytimes.com/news/your-military/2026/03/24/deadly-iran-school-strike-casts-shadow-over-pentagons-ai-targeting-push/ New York Times, U.S. at Fault in Strike on School in Iran, Preliminary Inquiry Says https://www.nytimes.com/2026/03/11/us/politics/iran-school-missile-strike.html China is already a powerhouse in AI for radiology and medical imaging. Next they're going global. https://www.youtube.com/watch?v=3RJlqhYt2XQ Maven Smart System https://www.missiledefenseadvocacy.org/maven-smart-system/ Wall Street Journal, China Intensifies Push to ‘Delete America’ From Its Technology https://www.wsj.com/world/china/china-technology-software-delete-america-2b8ea89f China built hundreds of AI data centers to catch the AI boom. Now many stand unused. https://www.technologyreview.com/2025/03/26/1113802/china-ai-data-centers-unused AI Whistleblower: We Are Being Gaslit By AI Companies, They’re Hiding The Truth! - Karen Hao https://www.youtube.com/watch?v=Cn8HBj8QAbk&t=7560s Silicon Valley Insider EXPOSES Cult-Like AI Companies | Aaron Bastani Meets Karen Hao https://www.youtube.com/watch?v=8enXRDlWguU&t=4320s “The problem is Sam Altman”: OpenAI insiders don’t trust CEO https://arstechnica.com/tech-policy/2026/04/the-problem-is-sam-altman-openai-insiders-dont-trust-ceo/ Nearly half of US data centers planned for 2026 are facing delays or cancellation https://www.techspot.com/news/111947-nearly-half-us-data-centers-planned-2026-facing.html Fri, 01 May 2026 06:02:25 GMT https://validator.w3.org/feed/docs/rss2.html PeerTube - https://tankie.tube https://tankie.tube/lazy-static/avatars/3ba3ff73-a8b6-49c9-add8-9653ef090c7f.webp https://tankie.tube/videos/watch/d3644436-8026-40e7-bf2e-cc0faf945bf9 All rights reserved, unless otherwise specified in the terms specified at https://tankie.tube/about and potential licenses granted by each content's rightholder.