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Energy digitimes.com

Taipower pushes 'information flow' strategy to ease northern Taiwan's AI data center power crunch

As artificial intelligence chip power consumption continues to rise, server racks are moving toward the megawatt (MW) scale. Amid the "electrical power is computing power" trend, the importance of power electronics is increasing, while the overall power system also faces significant upgrade requirements.

Startups thenextweb.com

The “GPT moment” for robots is already here. It’s just not in your home yet

The $14 Billion Robot Company That Doesn’t Make a Single Robot Inside Skild AI, the Pittsburgh startup building the “universal brain” that already powers hundreds of factory machines Eight months after Jensen Huang declared the “ChatGPT moment for physical AI is nearly here” at CES 2026, one Pittsburgh startup is...

Quick takes

Frontier labs are shipping coding-and-agent workhorse models in parallel—Gemini 3.7 Flash, Grok 4.6, and GPT-5.6 variants—while Ultrafast API tiers turn raw inference speed into its own product surface.
Models
Capital is concentrating around agent platforms and open-model infrastructure, from General Intuition's $6B robotics-agent raise talks to Hugging Face acquisition chatter near $13B.
Startups
Agent reliability research is shifting attention from raw model size to surrounding harnesses—memory dosage, trajectory learning, and fine-tuned control layers that keep agents on task.
Models
Frontier labs are pairing coding-and-agent workhorse releases with ultrafast API tiers that run GPT-5.6 Sol up to 14× faster on Cerebras hardware.
Models
Coding platforms are bundling frontier models into free creation modes so builders can ship software prototypes without metering every token.
Models
Enterprise software teams are using Codex to collapse multi-year engineering backlogs into week-scale delivery, including a reported five-year test rewrite finished in two weeks for about $12K.
Models
Enterprise AI budgets look rotational rather than locked-in as firms switch between OpenAI and Anthropic releases, while labs compete on zero-retention and private safety processing for API customers.
Models
Frontier labs are releasing coding- and agent-oriented workhorse models while API tiers pair them with specialized silicon for multi-x inference speedups.
Models

Market Pulse

AI Pulse
42/100
bearish

AI-linked equities are under pressure, with Super Micro Computer -5.56%, Advanced Micro Devices -3.49%, NVIDIA -2.91% driving the tracked basket lower.

SMCI -5.56%
Super Micro Computer cloud
AMD -3.49%
Advanced Micro Devices chips
NVDA -2.91%
NVIDIA chips
ORCL -2.74%
Oracle cloud

Recurring Movers

SMCI 12 hits · -4.65%
AMD 12 hits · -2.69%
NVDA 12 hits · -2.18%
ORCL 10 hits · -2.19%