AI POWER DEMAND TO TRIPLE US EQUIPMENT MARKET
■ AI-SUMMARIZED FROM 2 SOURCES ▸ TIMELINE
U.S. spending on power-plant equipment is projected to triple by 2030, reaching $65 billion, with data centers driving up to 40% of the total investment surge.
■ MORE FROM THE AI DESK
Open-weight AI companies—those releasing freely available models—are attracting major acquisition interest from tech giants. The trend reflects growing capital investment in the business model of distributing AI models at no cost.
Google Deepmind has upgraded its Co-Scientist AI system to autonomously plan experiments, operate lab equipment, and publish scientific papers. The Gemini-based multi-agent platform demonstrated experimentally validated results across materials science, chemistry, and medical AI development.
Uber's weekly AI agent requests have grown nearly tenfold since February, yet the company has held spending flat since April after exhausting its entire 2026 AI budget in Q1.
A recent paper shows artificial intelligence often diagnoses and treats patients better than human physicians. The findings are prompting difficult conversations within the medical community about the profession's evolving role.