How DeepSeek V4 Connects to the US Power Grid
About this episode
The episode discusses the connection between US grid infrastructure and DeepSeek's V4 release, highlighting energy as a key aspect of US-China AI competition.
Today's episode connects two stories that look unrelated on the surface — the White House invoking the Defense Production Act around US grid infrastructure, and DeepSeek's long-awaited V4 release. Together they point to a single conclusion, that energy has become the real frontline of the US-China AI competition. In the headlines: Google commits up to $40 billion to Anthropic, the AI trade roars back as hyperscalers push markets to new highs, and Nvidia becomes the first $5 trillion company. SIGN UP FOR OUR NEW FREE PROGRAM: AGENTOS https://aidbagentos.ai/ Brought to you by: KPMG – Agentic AI is powering a potential $3 trillion productivity shift, and KPMG’s new paper, Agentic AI Untangled , gives leaders a clear framework to decide whether to build, buy, or borrow—download it at www.kpmg.us/Navigate Granola - The AI notepad for people in back-to-back meetings. 100% off your first 3 months with code AIDAILY at http://granola.ai/aidaily Mercury - Modern banking for business and now personal accounts. Learn more at…
Topics covered
- US power grid
- AI competition
- DeepSeek V4
- energy infrastructure
- US-China relations
- technology investment
Sponsors
KPMG, Granola, Mercury, Zenflow Work, Drata
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