Emerald AI founder and CEO @vsiv to @AmyAHarder on the 3 recent inflection points in AI and energy: 1. Demand for compute has intensified 2. Energy has become a bottleneck 3. The political backlash against data centers has accelerated #AxiosHouse#

Emerald AI founder @vsiv warns why moving AI data centers off-grid could be a "horrible outcome" for everyone: "A horrible outcome is the data centers say: I can't deal with all this regulation. I'm gonna go build my own data center off in the desert somewhere and be completely islanded from the public power grid. That is gonna deprive utilities and communities from anchor revenue for decades." "It's gonna raise costs for communities indirectly because all of the power equipment, the natural gas turbines and the power switchgear that they buy for the islanded data center is gonna raise prices for the public power system." "And ultimately, the data centers won't want it either because it'll raise the cost per token of artificial intelligence, because it's really expensive to operate your own private utility." @EmeraldAi_

Emerald AI founder @vsiv warns America can't compete with China on AI without fixing its power gap: "If we don't do this, there is no chance that you compete with China on AI. China built 500 gigawatts of power capacity last year. 10x what America built." "China will have more than three times all of the data centers in the world power consumption available as spare peak capacity in 2030." "Meanwhile, America already has a deficit, and that deficit's gonna grow between what we want to build, 70 gigawatts of data centers by 2028, and what we can connect to the grid, 30 gigawatts." "That's why it's so important that we unlock that 100 that's available right now, even as we continue to build out our power and grid infrastructure." @EmeraldAi_

Turing Award winner Andrew Yao and Moonshot AI founder Zhilin Yang have co-authored a new paper. They're asking a question: Can today's frontier LLMs do real theoretical computer science research? To find out, the team built TCSExam, a new benchmark for AI research. It covers four areas: • Theorem Proving • Solver Engineering • Mathematical Constructions • Open Conjectures Unlike typical benchmarks, TCSExam doesn't just test whether a model can solve a problem. It checks whether its work actually holds up. The team put together 100 tasks for the Full test and 20 for Lite, evaluating 8 agents on Full and 9 on Lite. Every submission is checked by the Lean kernel or an executable checker. Here's what they found. On theorem proving, GPT-6 Astra hit a 70% success rate with no hints. Kimi K3.1 Pro came second at 38.3%. No other model scored above 11.7%. Constructions results: GPT-6 Astra scored 104.9%, beating the existing reference results. Kimi K3 also pushed two records forward: • Graph theory: 630 edges in a 124-vertex graph with no 3- or 4-cycles, up from 629. • Quantum error correction: Improved a code's parameters from [[25,7,5]] to [[25,7,6]]. What about problems that are still unsolved? The team tested 30 open conjectures. No model independently solved any of them from start to finish. AI isn't ready to do frontier research on its own. But it's already producing results that researchers can check and build on.

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THE SCALE MAFIA one of the most special parts of starting a company is watching the people you fought and bled with in the early days go out and change the world. the Scale crew was supernatural. @scale_ai was one of the first companies to IOI and IMO-maxx, and the magic of Scale was that all of these geniuses gave a shit and ran through walls. it's no wonder that the Scale mafia is the first true mafia of the modern tech era. just to name a few: - cognition founder @stevenkplus1 & president @russelljkaplan - modal founder @akshat_b - tech & science advisor to POTUS @mkratsios47 - claude code head of product @_catwu - kpcb partners @LM_Braswell & @nayakkayak - bun founder @jarredsumner - tbd head of product @lindugong - netic founder @melisatokmak - cobot founder @BradPorter_ - secureframe founder @shravvmehtaa - paramount skydance cfo @DennisKCinelli - thinking machines gc lauren lennon - partner at greylock @sophia_luo_ - liquid ai coo jeffrey li - gallatin ai founder @agilemofo - tbd safety @_julianmichael_ - center for ai safety president @devindkim [photo courtesy the beautiful wedding of @thenateherman (who in many ways was a cofounder of Scale) and @ChristinaG325]