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WH AI action plan will be a public-private partnership on a scale not seen before: Theresa Payton
CNBC Television· 2025-07-23 12:50
AI发展战略 - 特朗普总统预计将阐述人工智能发展愿景,行动计划侧重于创新、基础设施和国家安全三大支柱 [1] - 讨论可能包括美国需要采取措施在人工智能领域超越中国 [2] - 人工智能发展需要公私部门大规模合作,需要管理以避免成本超支,确保按预算按时交付成果 [6] 能源需求与政策 - 高盛的报告指出,人工智能、量子计算和加密货币对能源的需求巨大 [3] - 支持这些技术所需的新数据中心,其耗电量相当于同时发射 50 枚火箭到月球 [3] - 能源政策对国家安全和经济安全至关重要,需要考虑所有能源来源 [9] - 数据中心与能源供应商达成协议,保证 99.99999% 的正常运行时间,这可能影响其他用户的能源供应 [12] 劳动力与技能 - 需要对美国劳动力进行再培训和技能提升,以适应人工智能创造的新工作岗位 [4] 能源与环境的平衡 - 在能源放松管制以支持数据中心建设时,需要平衡对居民区的影响 [7] - 在加速创新和保护现有客户及居民之间需要做出艰难的平衡 [8] 治理与监管 - 需要成立能源、技术安全、技术弹性和可靠性以及劳动力再培训方面的治理工作组 [15] - 能源容量规划比技术规划更重要,因为技术依赖于能源供应 [14]
X @The Economist
The Economist· 2025-07-17 18:10
“There is no such thing as clean or dirty energy.”In a guest essay @SecretaryWright explains why the Trump administration is focused on energy addition, not subtraction https://t.co/00NsOB1yyC ...
X @Andrew Tate
Andrew Tate· 2025-07-17 05:51
RT Young Kings (@youngkingsgrow)Young Kings.The most successful people in the worldAre not the smartest people in the world.They have something else - do you know what it is?ENERGY ...
Nvidia, AMD Set to Resume Some AI Chip Sales to China | Bloomberg Tech 7/15/2025
Bloomberg Technology· 2025-07-15 21:17
AI Chip Sales & Geopolitics - Nvidia and AMD are resuming some AI chip sales to China after securing licenses and approvals from the US government [1][5] - Jensen Huang believes US export controls on AI chips have been a failure and put US competitiveness at risk [1] - If Nvidia can't sell modified AI chips to China, the US risks ceding the market to Huawei, potentially allowing Huawei to export AI technology [1][6] - The US government views AI chip export curbs as a negotiating chip in trade talks with China, potentially linked to rare earth exports [1][5] - The Biden administration's policy is to not sell state-of-the-art semiconductors to China, with H20 chips being a heavily depreciated exception within trade negotiations [6] - The US aims to encourage business relationships with Gulf States, creating a pathway for them to purchase American technology and chips for data centers [6] Crypto & Regulation - Two investigations into Poly Market by the DOJ and CFTC have been dismissed [1] - There's a "tectonic shift" towards getting back to fundamentals and clarity in crypto regulation, with bipartisan support in Congress [2] - Stablecoin regulation is expected to move forward, with potential for House and Senate versions to be reconciled [2] Energy & AI - Surging demand for energy to power AI is a key focus, particularly in Pennsylvania [2][5] - The US Energy Secretary emphasizes enabling private businesses to build and invest in energy infrastructure to meet rising demand [2] - Mark Zuckerberg is pledging billions in energy centers, raising concerns about energy sources [2] - Pennsylvania is a massive energy producer and could grow production further to power AI, potentially keeping the US ahead of China in the AI race [3] - A 50% tariff on copper could speed up copper mining in the US, as copper is essential for data centers [3] Mergers & Acquisitions - Cognition is acquiring the remainder of Windsurf, citing a clean fit in products, enterprise focus, and customers [1][8][9] - The Windsurf acquisition aims to combine Windsurf's IDE with Cognition's software agent, Devon, to accelerate code production [9][19][20] - The acquisition terms include immediate consideration for all Windsurf employees, integrating them into Cognition [15] Next Door App Redesign - Next Door has launched a redesigned app focused on safety alerts, local news, and recommendations [4] - Next Door aims to become a daily habit for users, with the ambition of reaching over 1 billion users [4] - Next Door is inviting local publishers to use the platform as a distribution mechanism for local news [4]
Trump ‘touting’ business provisions of domestic agenda bill during AI and energy summit
NBC News· 2025-07-15 20:37
WELCOME TO MEET THE PRESS NOW. I'M GABE GUTIERREZ IN WASHINGTON, AND WE BEGIN IN PENNSYLVANIA, WHERE PRESIDENT TRUMP IS SPEAKING AT A SUMMIT ON AI AND ENERGY AS HE SEEKS TO TOUT A KEY PROVISION IN THE SWEEPING LEGISLATION CONGRESSIONAL REPUBLICANS DELIVERED FOR HIM IN A STATE THAT HELPED DELIVER HIM THE WHITE HOUSE. HERE'S A LIVE LOOK AT THAT SUMMIT IN PITTSBURGH, WHERE THE PRESIDENT JUST FORMALLY ANNOUNCED A $90 BILLION INVESTMENT IN AI, ALONG WITH THE ENERGY NEEDED TO POWER IT.>> TODAY'S COMMITMENTS ARE E ...
$90 billion in investments announced at the Pennsylvania Energy and Innovation Summit
CNBC Television· 2025-07-15 19:00
AI and Energy Investment - Google is pledging $25 billion for AI and energy investment [1] - Coreweave is committing to $6 billion for data centers and AI infrastructure [2] - The industry anticipates trillions of dollars investing in infrastructure related to power grids, AI, and the digitization of the economy [10] Energy Production and Regulation - Pennsylvania's natural gas production is limited by pipeline capacity, but it's easy to ramp up production for electricity generation [3] - Constellation Energy needs to move more quickly through the Federal Energy Regulatory Commission and Nuclear Regulatory Commission for relicensing and permitting [5][6] - The industry needs regulatory approval to operate, increase plant output, and expedite engineering work and permitting [6] AI's Impact on Energy - AI is helping manage the energy system more efficiently [8] - AI can enable demand response, where big businesses reduce energy use during peak times [8] - Demand response or curtailing energy use during peak times can support dozens of data centers [9] Public vs Private Energy Consumption - Ensuring power produced by new or existing plants is available at a reasonable cost to the public, not just high-cost electricity to large tech companies [7] - The industry believes there will be abundant power, but managing peak demand is crucial [8]
X @Bloomberg
Bloomberg· 2025-07-15 17:55
The US may depart the International Energy Agency without changes to forecasting that Republicans have criticized as unrealistically green, said President Donald Trump’s energy chief https://t.co/5JGNL29zsq ...
Gov. Josh Shapiro: AI is one of the most critical security issues of our time
CNBC Television· 2025-07-15 17:48
Energy & AI Development - Pennsylvania aims to be the dominant state and country in AI, viewing it as a critical national security issue [4][5] - Pennsylvania's energy resources and workforce ingenuity are key to winning the AI race against competitors like China [6] - The state emphasizes the need for an "all of the above" energy strategy, incorporating various sources to meet growing energy demands [7] Collaboration & Economic Opportunity - Pennsylvania advocates for nonpartisan collaboration on energy and AI, bridging ideological and political gaps [2][3] - The state prioritizes creating jobs and economic opportunity through collaboration between the public and private sectors, Democrats and Republicans [3][4] - Pennsylvania highlights its historical role in powering the nation through steel mills and coal mining, aiming to lead the AI revolution [8][9]
LIVE: Trump participates in energy and innovation summit in Pennsylvania | NBC News
NBC News· 2025-07-15 17:27
Event Summary - President Trump participated in the inaugural Pennsylvania Energy and Innovation Summit at Carnegie Mellon University [1] News Coverage - NBC News provides live coverage of the summit [1] - NBC News offers breaking news, live video coverage, original journalism, and segments from NBC News Shows [1] - NBC News can be found on various platforms including NBCNewscom, MSNBCcom, TODAYcom, Nightly News, Meet the Press, and Dateline [1] Digital Presence - NBC News has a mobile app available [1] - Breaking News Alerts are available via signup [1]
LIVE: President Trump delivers remarks at the Pennsylvania energy summit
Yahoo Finance· 2025-07-15 13:37
LIVE: President Trump delivers remarks at the Pennsylvania energy summit About Yahoo Finance: Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life. - Get the latest news and data at finance.yahoo.com - Download the Yahoo Finance app on Apple (https://apple.co/3Rten0R) or Android (https://bit.ly/3t8UnXO) - Follow Yahoo Finance on social: X: http://twitter.com/Yahoo ...