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Key Facts

Key PlayersGoogle, OpenAI, Anthropic, Meta, Microsoft

Top InstitutionsStanford, MIT, CMU, UC Berkeley

AI Policy StancePro-innovation, light regulation

Notable LegislationNational AI Policy Framework (Mar 2026)

Top News

UAE and Qatar join Pax Silica, Trump's US-led coalition to secure global AI supply chains

The United Arab Emirates and Qatar have joined Pax Silica, a US-led coalition focused on securing AI and semiconductor supply chains. The Trump administration's economic security initiative now includes eight nations and aims to reduce dependence on China while strengthening economic ties among allied partners across critical minerals, semiconductors, and data infrastructure.

Policy5 sources

UAE and Qatar join Pax Silica, Trump's US-led coalition to secure global AI supply chains

Policy5 sources

Nvidia disputes upfront payment claims for H200 AI chips as China approval looms

Nvidia has refuted reports claiming it requires full advance payment from Chinese customers for H200 AI chips. The chipmaker stated it would never require customers to pay for products they don't receive, pushing back against Reuters reporting. Beijing is expected to approve H200 imports this quarter for select commercial use, with Chinese companies ordering over 2 million units despite ongoing US-China trade tensions.

Business19 sources

Nvidia disputes upfront payment claims for H200 AI chips as China approval looms

Business19 sources

Venture funding surges 30% in 2025 as AI investments dominate startup deals and valuations

Global venture funding reached $425 billion in 2025, up 30% from 2024, marking the third-highest year on record. The surge was driven by massive AI investments, with artificial intelligence capturing 50% of all funding. OpenAI's $40 billion round and SpaceX's $800 billion valuation set new records, while capital concentration intensified around the largest companies.

Business2 sources

Venture funding surges 30% in 2025 as AI investments dominate startup deals and valuations

Business2 sources

Microsoft partners with MISO to deploy AI for grid modernization across 15 U.S. states

Microsoft has partnered with the Midcontinent Independent System Operator to modernize the Midwest power system serving 42 million people across 15 states. The collaboration will deploy Microsoft Azure and Foundry AI to predict weather disruptions, optimize transmission line planning, and accelerate grid operations as AI power demand from data centers pushes electricity needs to record highs.

Technology4 sources

Microsoft partners with MISO to deploy AI for grid modernization across 15 U.S. states

Technology4 sources

Meta pauses Ray-Ban Display glasses global launch as US demand surges, adds teleprompter feature

Meta has delayed the international rollout of its Ray-Ban Display glasses to the UK, France, Italy, and Canada, citing overwhelming US demand and limited inventory. Waitlists now extend well into 2026. At CES, the company unveiled a teleprompter feature controlled by the Meta Neural Band, along with expanded pedestrian navigation to four more US cities.

Technology2 sources

Meta pauses Ray-Ban Display glasses global launch as US demand surges, adds teleprompter feature

Technology2 sources

ByteDance plans $14 billion Nvidia AI GPU purchase as Trump eases chip export controls to China

ByteDance, TikTok's parent company, is set to spend $14 billion on Nvidia H200 AI GPUs in 2026, marking a significant jump from $12 billion in 2025. The massive investment hinges on Beijing's approval following the Trump administration's decision to ease export restrictions on Hopper-based chips to China, even as the company develops its own custom silicon.

Business2 sources

ByteDance plans $14 billion Nvidia AI GPU purchase as Trump eases chip export controls to China

Business2 sources

Anti-AI Movement Builds Momentum As Political Backlash Divides Both Major US Parties

Growing concerns about artificial intelligence are creating political divisions within both Democratic and Republican parties. While voters express anxiety over data centers, energy costs, and job displacement, public opinion polls reveal a more nuanced picture than the emerging anti-AI movement suggests, with nearly half of Americans still holding favorable views of the technology.

Policy2 sources

Anti-AI Movement Builds Momentum As Political Backlash Divides Both Major US Parties

Policy2 sources

Retired Navy Nuclear Reactors From Warships Could Power AI Data Centers in Tennessee

Texas-based HGP Intelligent Energy has proposed repurposing two retired Navy nuclear reactors from aircraft carriers and submarines to power AI data centers at Oak Ridge National Laboratory. The $1.8-2.1 billion CoreHeld Project would deliver 450-520 megawatts of carbon-free power, marking the first time military reactors would be converted for civilian use. The company seeks a U.S. Department of Energy loan guarantee to launch what could be a cost-effective solution to AI's escalating energy demands.

Business4 sources

Retired Navy Nuclear Reactors From Warships Could Power AI Data Centers in Tennessee

Business4 sources

Trump's Tech Force AI hiring campaign attracts 25,000 applicants for 1,000 federal tech roles

The Trump administration's Tech Force initiative has drawn roughly 25,000 applicants competing for 1,000 positions focused on artificial intelligence expertise in federal agencies. The two-year program marks a shift from recent government downsizing, recruiting software and data engineers to work on technology projects across Homeland Security, Veterans Affairs, and Justice Department.

Policy3 sources

Trump's Tech Force AI hiring campaign attracts 25,000 applicants for 1,000 federal tech roles

Policy3 sources

Pentagon integrates xAI's Grok chatbot into defense operations alongside Google's Gemini

The Department of Defense announced it will deploy Elon Musk's Grok AI across its GenAI.mil platform by early 2026, reaching three million military and civilian personnel. The chatbot will operate at Impact Level 5 security tier, handling Controlled Unclassified Information while providing real-time insights from the X platform to support operational workflows.

Technology3 sources

Pentagon integrates xAI's Grok chatbot into defense operations alongside Google's Gemini

Technology3 sources

AI data centers force aging peaker power plants to cancel retirements amid power shortfalls

Surging electricity demand from AI is forcing obsolete peaker power plants back into service across the U.S. About 60% of oil, gas, and coal plants slated for retirement in the country's largest power grid postponed or cancelled those plans this year. The move raises environmental and social justice concerns as these fossil-fuel-fired plants disproportionately impact low-income communities of color.

Business3 sources

AI data centers force aging peaker power plants to cancel retirements amid power shortfalls

Business3 sources

Michael Burry warns Nvidia's power-hungry AI chips could hand China the edge in global AI race

Michael Burry, famed for predicting the 2008 crisis, warns that Nvidia's energy-intensive AI chips could disadvantage the US against China in the global AI race. He points to China's superior energy generation capacity and rapid infrastructure expansion as key advantages, while criticizing America's constrained power grid and calling for a shift to more efficient AI-tuned ASICs.

Technology2 sources

Michael Burry warns Nvidia's power-hungry AI chips could hand China the edge in global AI race

Technology2 sources

New York Governor Hochul signs RAISE Act as state AI safety laws face federal challenge

Governor Kathy Hochul signed the RAISE Act, making New York the second U.S. state to enact major AI safety legislation. The law requires large AI developers to publish safety protocols and report incidents within 72 hours, with penalties up to $1 million for violations. The move sets up a potential legal clash with President Trump's recent executive order aimed at blocking state AI regulation.

Policy4 sources

New York Governor Hochul signs RAISE Act as state AI safety laws face federal challenge

Policy4 sources

US Department of Energy enlists 24 tech giants for Genesis Mission to accelerate AI research

The US Department of Energy has signed agreements with 24 major tech companies including OpenAI, Google DeepMind, Nvidia, Microsoft, and Anthropic for the Genesis Mission. This national AI initiative aims to create an integrated platform that combines federal scientific data, national laboratory supercomputers, and private cloud capacity to accelerate scientific discovery across energy, security, and research domains.

Technology7 sources

US Department of Energy enlists 24 tech giants for Genesis Mission to accelerate AI research

Technology7 sources

Trump Media announces $6 billion fusion energy merger to power AI data centers

Trump Media & Technology Group is merging with fusion energy company TAE Technologies in a $6 billion all-stock deal aimed at building the world's first utility-scale fusion power plant. The combined entity plans to begin construction in 2026 to supply electricity for large AI data centers as surging energy demand from artificial intelligence threatens existing power infrastructure.

Business5 sources

Trump Media announces $6 billion fusion energy merger to power AI data centers

Business5 sources

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