What I Read This Week…

U.S. AI companies are facing electrical grid constraints, Chinese startup DeepSeek releases DeepSeek-V3, and scientists are working to overcome limitations in cryopreservation

Watch the All-In Holiday Spectacular Read our Deep Dive: A Primer on Cryptocurrencies Caught My Eye… U.S. AI companies are facing electrical grid constraints as their computing needs outstrip existing power and data center capacity. What's going on? Training large AI models requires massive computing power – for example, training GPT-4 reportedly used more electricity than 5,000 U.S. homes consume in a year. This growing power demand is straining both the electrical grid's transmission capacity and the availability of data centers with sufficient power supply, leading to voltage…

related reading

• Dario Amodei — On DeepSeek and Export Controlsdarioamodei.com
• How to Build the Future of AI in the United States | IFPifp.org
• Power 2026 - Electricity Pricing in the Age of AIpower2026.ai
• IIIa. Racing to the Trillion-Dollar Cluster - SITUATIONAL AWARENESSsituational-awareness.ai
• Why American data centers can't plug inworksinprogress.co
• Can AI scaling continue through 2030? | Epoch AIepoch.ai
• Roadmap: The AI data center stack - Bessemer Venture Partnersbvp.com
• My picture of the present in AI — LessWronglesswrong.com
• Deep Dive: Economics of the AI Build-Out | Contrary Researchresearch.contrary.com
• We did the math on AI’s energy footprint. Here’s the story you haven’t heard. | MIT Technology Reviewtechnologyreview.com
• Topic Overview: AI Energy Useepoch.ai
• The Moon Should Be a Computerpalladiummag.com