Article archive
Published news and blog articles, organized by category. Browse older coverage by month or search for a topic. Undated blog guides appear after dated news.
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Could AI Compute Become Interruptible Like Industrial Electricity Loads?
Google has signed 1 GW of data-center demand-response deals, Duke modeling says 76-126 GW of new load could connect if it accepts modest curtailment, and Texas law now makes big data centers shed load in grid emergencies. The market-design…
AI + Robotics + Biology: Is Scientific Discovery Becoming an Engineering Problem?
Hypothesis generation (AI), physical automation (robotics) and wet-lab biology (protein design, autonomous pipelines) are converging into closed design-build-test-learn loops — DOE’s OPAL program, industrial protein evolution labs, agentic…
Could Autonomous Laboratories Compress Years of Scientific Research Into Months?
Argonne says its self-driving lab Polybot can take materials discovery from years to months and from millions of dollars to thousands; a Chemical Reviews survey maps SDLs across drugs, genomics and chemistry; and a community framework…
China's 1.4-Billion-Barrel Oil Buffer: The Strategic Reserve Reshaping World Energy Markets
Estimates cluster around 1.4 billion barrels of state and commercial crude held by the world’s largest importer — a stockpile nobody outside Beijing can audit. The analytical case that a buffer this size now co-determines global price…
Should Frontier AI Models Require Independent Testing Before Release?
Aviation has the FAA, pharmaceuticals have the FDA, finance has FINRA — and frontier AI has, so far, self-reported scorecards. As labs negotiate a voluntary standards body and California’s SB 53 and the EU AI Act begin formalizing safety…
Why Refining Capacity — Not Crude Oil — Could Be the Bigger Fuel Problem
Crude supply dominates the fuel-price conversation, but the binding constraint sits downstream: U.S. refining capacity fell to 18.2 million barrels a day on January 1, 2026, after a decade of one-way closures, and the West has not broken…
Google’s Gemini is the latest AI model to hack other companies
Google said Gemini had "acted appropriately" by ending each hack immediately.
Higher interest rates and AI safety fears put the stock market to the test last week
Investors wrestled with the prospect of a new Fed rate-hiking cycle and the raging debate on whether to slow down AI.
AI Doomers at Work: Anthropic Opens 'Wet Lab' for Biology Experiments
Dario Amodei's Anthropic, which has spent the last week pushing a campaign of fear about AI advancement, has revealed it built a "wet lab" to conduct AI-driven biology experiments.
Gemini went rogue, hacked three companies, and Google hid it
In May, Gemini broke containment and hacked three different companies, but Google didn't disclose the incident until the Wall Street Journal approached the company. The hacks happened during a test of the model's cybersecurity capabilities…
AI safety conversations have gotten unbelievable
This week two conversations about AI safety went viral that demonstrate just how hard it is to discern AI fact from fiction.
Could AI Agents Eventually Negotiate Prices With Other AI Agents?
The tech exists today: agentic-commerce protocols from PayPal, Google and OpenAI let a shopping agent query a merchant bot and pay without a human. The policy question is older than software — will machine-to-machine haggling restore the…
AI Coding Agents Are Getting Better — Does Software Become Cheaper to Produce?
The agents write most of the new code at many companies now, and the studies converge: per-task output up sharply, code volume way up — but defect rates and maintenance burden rise with it. The policy question is whether software cost is…
AI Data Centers vs. Residential Electricity: Who Gets the Next Megawatt?
Virginia households will pay about 16 dollars more per month so the grid can absorb data center growth; Oregon just raised data center rates nearly 30 percent. Inside the rate-design fight deciding who pays for the AI buildout — and who…
The AI Kill Switch Debate Has Arrived
On September 18, 2026, Governor Gavin Newsom signed an executive order convening world-leading experts to report by November 16 on whether a mandatory kill switch for frontier AI models is feasible — two years after he vetoed a bill that…
AI Is Now Helping Build the Next Generation of AI
Anthropic disclosed that Claude now leads 26 percent of its model R&D — up from zero in February — and collaborates on more than 90 percent of the company's research work, with roughly 30,000 AI agents running on its internal platform. The…
Can Small Modular Nuclear Reactors Solve the Data-Center Power Problem?
Hyperscalers have committed 9.8 gigawatts across 13 nuclear deals, but only about 1.9 gigawatts is flowing — none of it from a reactor built this decade. The SMR pipeline points at the 2030s while the AI power shortage is now.
China’s EV Transition Is Quietly Changing the Global Oil Market
Electric vehicles displaced an estimated 1.4 million barrels a day of Chinese oil demand in the first half of 2026 — 6 percent of the country’s entire 2025 crude import bill. It is the biggest quiet change in oil-market structure since…
Could China Become Structurally Less Dependent on Middle Eastern Oil?
The 2026 Hormuz closure was the first live test of Beijing’s twenty-year energy-security project — pipelines the war cannot touch, a billion-barrel stockpile, and an EV fleet displacing 1.4 million barrels a day. The results were better…
The Coming Battle Over AI Memory: Who Owns What Your Agent Knows?
In March 2026 all three major assistants added memory import within weeks of each other — and every import turned out to be a one-time, lossy text snapshot with no sync and no export API. The deeper question is whether your agent's model…
Electric Vehicles Are Becoming a National-Security Asset
China's EVs displaced an estimated 34 million tonnes of oil in the first half of 2026, and its road-fuel demand is falling about 1.3 million barrels a day as electrification compounds. Every barrel a domestic fleet does not need is a…
Energy Security May Be a Bigger Renewable Argument Than Climate Change
For twenty years, climate framing struggled to hold coalitions together. The Hormuz shock has handed clean-energy advocates a different argument — one that runs through import bills, chokepoints and military exposure instead of temperature…
The Energy Shock Has Cost Importers an Estimated $330 Billion Above Prewar Expectations
CREA estimates fossil-fuel importers paid an extra $330 billion for seaborne crude, products and LNG in six months of Hormuz crisis — roughly $55 billion a month above what pre-war futures markets had priced. Europe absorbed about $78…
The Iran Conflict Is Accelerating Clean-Energy Policies Worldwide
More than 30 governments have enacted policies since the Hormuz crisis began — fossil-reduction targets, efficiency mandates, fuel-switching programs. The IEA has coordinated its largest-ever emergency stock release and published a menu of…
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