Donald Trump has rejected calls to slow artificial intelligence development, including those from prominent researchers such as Geoffrey Hinton and Yoshua Bengio, citing competition with China as justification. The Stargate program, backed by OpenAI, Oracle, SoftBank and MGX, plans to invest 500 billion dollars over four years, supported by the America AI Action Plan and its ninety measures to deregulate the sector. Bitcoin miners are converting their farms into data centers for hyperscalers: IREN signed a 9.7 billion dollar contract with Microsoft, while Cipher and TeraWulf reached agreements with Google. China is responding with technological self-sufficiency, including the Kimi K3 model from Moonshot AI capable of rivaling GPT-5.5. The energy bill is mounting: the PJM grid capacity auction reached 16.1 billion dollars for 2026-2027, compared to 2.2 billion just two years earlier.
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