This is the nextbigfuture GDP PPP forecast scenario, not an IMF, Anthropic, or consensus forecast. It took the Anthropic economic forecasts for their base case and their bullish case. I then aligned national data for Taiwan and other countries as of this year. I then used OpenAI GPT 6 to build the scenario where AI …
In 2022 the US was adding roughly 45–50% of the world’s new compute and China 30–35%. Export controls plus a huge US buildout flipped that: today about 70% of new AI data-center watts are going into America and China is under 10%. US AI chips are 2.3 to 2.7 times better at compute per watt …
X identified a bot farm of approximately 200,000 accounts. Within this farm, they found 200 accounts posting in a manner that could manipulate a legitimate debate about American AI and energy policy. These posts contained claims that AI data centers are driving up household electricity prices and straining the grid. Others included AI-generated cartoons that …
What becomes free and abundant stops being where the money is and becomes less important. Tap water is essential and it is not an industry. If Jason is right that Deepseek and Other Open Source AI are indistinguishable for 95% of queries. The consequence is not that corporations buy hardware and run open source. 95% …
China EV automakers are currently facing a double squeeze. Multiple Chinese automakers have issued earnings forecasts for the first half of the year, revealing a troubling trend. Rising costs for raw materials and components are eroding profit margins. Rising costs from upstream price hikes for materials and components are estimated to increase per-vehicle material costs …
Understand the two technical improvements made by Kimi k3. Kimi Delta Attention a hybrid linear-attention mechanism the company says delivers over 6x faster decoding at long context, and Attention Residuals, a drop-in replacement for standard residual connections that improves training efficiency. Kimi Delta Attention (KDA) refines the gated delta rule with fine-grained, channel-wise gating and …
Introducing Kimi K3 has been revealed and it is open Frontier Intelligence 🔹 2.8 Trillion Parameters, 1 Million Context, Native Multimodal 🔹 Kimi Delta Attention enables up to 6.3x faster decoding in million-token contexts 🔹 Attention Residuals deliver ~25% higher training efficiency at
China cut oil imports hard — and why it is not and may never rush back. China cut crude imports from 11.7 million b/d in February to just under 9 million by late May, and by May imports hit 7.8 million b/d — the lowest since 2018 — with state refinery run rates at 66.3%, …
BYD regained the global lead in battery electric vehicle (BEV) sales in Q2 2026 (April–June) by selling 557,090 passenger BEVs compared to Tesla’s 480,126 deliveries. BYD’s Q2 performance was a solid sequential rebound (strong QoQ growth) after a weak start to 2026, but still slightly down YoY overall. The main forcus is overseas sales to …
There could be a deal between the USA and Iran. This would restore oil traffic over the next 30-60 days. The US has a southern route through Hormuz that has about 3-7 million barrels per day which is two to four large oil supertankers per day. US Energy Secretary Chris Wright said vessels under US …
CATL will invest 5 billion yuan ($735 million) to significantly expand its sodium battery capacity by an added 40 GWh per year. According to a public document released on Thursday by environmental authorities in Ningde, Fujian province — CATL’s headquarters city — the expansion project will add 40 GWh of annual production capacity for sodium-ion …