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Dec 26, 2025

Silver is quietly becoming a problem

Price just broke all-time highs after 14 years. Up 158% this year.

Electrification. AI datacenters. Grid. Defense. All need silver.

China is tightening export controls, and stockpiles are still depleting.

Here's what's actually happening:

1/ China is restricting exports

Starting 2026, silver exports require government licenses. Only large, state-approved firms qualify.

In practice: more paperwork, more gating, more “approved players.”

That can act like supply loss when timing matters.

Some reports suggest some institutional positioning may be shifting and governments may be stockpiling.

2/ The market was already short

Silver has run structural deficits for 4 straight years.

• Cumulative gap: 678 million ounces
• That's 10 months of global mine production
• 2025 is on track for year 5

Where'd the metal come from? Stockpiles built over 30 years.
Those stockpiles are nearly gone.

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Dec 3, 2025

"Journalists keep saying AI is 'draining aquifers' and 'boiling oceans.'

One problem: they're citing a 2023 estimate that's now off by ~100×.

Google just measured it. A median Gemini text query uses:
- 5 drops of water
- 9 seconds of TV worth of electricity
- 0.03g of CO₂

Per-prompt energy has dropped 33× in one year.

So why does the myth persist?
Outdated research, good headlines—and a real issue buried underneath.

The actual concerns are local, not global.

Here's what's actually happening:

1/ Where the water actually goes

AI doesn't "drink" water inside the model. Data centers use water to move heat:

Heat from chips → cooling towers → water evaporates

Water use varies by location, cooling design, and power source. A data center in wet Oregon on hydro ≠ one in drought-stricken Arizona on natural gas.

It's an infrastructure question, not a "prompt is evil" question.

2/ Per-prompt impact: small and falling

Google's Gemini data (May 2025):

- 5 drops of water (0.26 mL)
- 9 seconds of TV (0.24 Wh)
- 0.03g CO₂

Efficiency is improving fast: Google reports 33× lower energy and 47× lower carbon per prompt compared to one year ago.

The direction is clear: more usage, less water per useful token.

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Nov 28, 2025

🐋 The Whale is back!!

DeepSeek just dropped an IMO gold-medalist model.

On ProofBench-Advanced—where models prove formal mathematical theorems—GPT-5 scores 20%. Gemini Deep Think IMO Gold hits 65.7%. DeepSeek Math V2 (Heavy) scores 61.9%.

That's second place—but Gemini isn't open source.

This is the best open math model in the world. And DeepSeek released the weights. Apache 2.0.

Here's what they discovered:

1/ Why Normal LLMs Break on Real Math

Most large language models are great at sounding smart, but:
- They’re rewarded for the final answer, not the reasoning.
- If they accidentally land on the right number with bad logic, they still get full credit.
- Over time they become “confident liars”: fluent, persuasive, and sometimes wrong.

That’s fatal for real math, where the proof is the product.

To fix this, DeepSeek Math V2 changes what the model gets rewarded for: not just being right, but being rigorously right.

2/ The Core Idea: Generator + Verifier

Instead of one model doing everything, DeepSeek splits the job:
1. Generator – the “mathematician”
- Produces a full, step-by-step proof.

2. Verifier – the “internal auditor”
- Checks the proof for logical soundness.
- Ignores the final answer. It only cares about the reasoning.

This creates an internal feedback loop:
One model proposes, the other critiques.

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Nov 27, 2025

Batteries Just Became AI Infrastructure

Battery storage is already scaling—159 GW deployed globally, 926 GW projected by 2033.

Renewables needed it first. Now AI needs it too.

Tesla is deploying Megapacks at data centers. China is deploying 30 GW this year, integrating storage directly into AI buildout.

Why? Data centers can’t scale without solving three problems:
- 7-year interconnection queues
- power quality GPUs demand
- backup without diesel permits

Batteries solve all three ↓

Why AI Data Centers Need Batteries

Interconnection is broken. Utility connection takes 7+ years. Batteries bypass it. Skip the queue.

GPUs break traditional power. Training loads swing 90% at 30 Hz. Batteries smooth it in 30 milliseconds.

Diesel doesn’t scale. Permitting is hard. For 20-hour backup, batteries are cost-competitive.

The math: ~1% of data center capex.

The Scale

Global capacity: 159 GW by end-2024. Up 85% from 86 GW in 2023. Projected: 926 GW by 2033.

Cost curve: $115/kWh in 2024, down 84% from $723/kWh in 2013. Still falling.

Economics flipped. Solar plus 4-hour storage runs ~$76/MWh. New gas peakers cost $80-120/MWh.

Storage wins in sunbelt markets now.

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Nov 25, 2025

The universe isn’t just expanding — it’s speeding up

13.8 billion years after the Big Bang, astronomers expected gravity to slowly slow cosmic expansion. Instead, when they looked deep into space, they found the opposite: the universe is accelerating.

Whatever drives that acceleration makes up ~70% of the cosmos.

We call it dark energy.

We can measure it. We can see its effects. So what is it, really?

How we figured this out

Cepheid stars: the distance trick

Henrietta Leavitt discovered that certain stars (Cepheid variables) get brighter and dimmer with a regular period — and that period tells you their true brightness → lets us measure distance to faraway galaxies.

Redshift: galaxies on the move

Vesto Slipher used spectra of galaxies to show many had their light stretched to longer, redder wavelengths.
Redder → moving away faster.

Hubble & the expanding universe

Edwin Hubble and Milton Humason combined Cepheid distances with redshift and found a pattern:

>The farther a galaxy is, the faster it’s receding.

That’s the Hubble–Lemaître law: clear evidence that the universe is expanding.

The shock: expansion is accelerating

In the 1990s, two teams studied Type Ia supernovae, stellar explosions so consistent in brightness that they act like “standard candles.”

By comparing how bright they should be to how bright they look, you can get distance.

By measuring redshift, you get how fast they’re moving away.

The surprise:

• The supernovae were dimmer and farther away than expected.

• That only made sense if, over billions of years, the universe’s expansion had sped up instead of slowing down.

This cosmic acceleration is what we now attribute to dark energy.

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Nov 24, 2025

🚨The White House just launched the Genesis Mission — a Manhattan Project for AI

The Department of Energy will build a national AI platform on top of U.S. supercomputers and federal science data, train scientific foundation models, and run AI agents + robotic labs to automate experiments in biotech, critical materials, nuclear fission/fusion, space, quantum, and semiconductors.

Let’s unpack what this order actually builds, and how it could rewire the AI, energy, and science landscape over the next decade:

1/ At the core is a new American Science and Security Platform.

DOE is ordered to turn the national lab system into an integrated stack that provides:
• HPC for large-scale model training, simulation, inference
• Domain foundation models across physics, materials, bio, energy
• AI agents to explore design spaces, evaluate experiments, automate workflows
• Robotic/automated labs + production tools for AI-directed experiments and manufacturing

National-scale AI scientist + AI lab tech as infrastructure.

2/ The targets are very explicit and very strategic.

Within 60 days, DOE has to propose at least 20 “national challenges” in:

• advanced manufacturing
• biotechnology
• critical materials
• nuclear fission & fusion
• quantum information science
• semiconductors & microelectronics

This is about energy dominance, supply chains, and defense.

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