What? Texas Needs Equivalent Of 30 Nuclear Reactors By 2030 To Power AI Data Centers

The AI infrastructure trade (aka the Power-Up America basket which we recommended one year ago before it soared into the stratosphere), had taken a back seat in recent weeks, with some marquee names such as a Vertiv, Contellation, Oklo and others, tumbling from record highs amid growing speculation that China’s DeepSeek – and other cheap LLM alternatives – will lead to far lower capex demands than what is currently projected.

But while the occasional hiccup is to be expected, the endgame for US infra/nuclear stocks looks (millions of degrees) bright. Consider Texas, where demand on the state power grid is expected to expand so immensely that it would take the equivalent of adding 30 nuclear plants’ worth of electricity by 2030 to meet the needs. That’s according to the Electric Reliability Council of Texas (ERCOT), which manages the grid.

The forecast is based on the addition of new data centers needed to power artificial intelligence. And it’s raising concerns about whether infrastructure in the state, which last week we said wants to be “king of nuclear power as the Next AI trade unfolds” – will be able to expand fast enough…. and at what cost.

Coming out of the pandemic, electricity demand on the Texas grid was already growing faster than anywhere else in the country, Bloomberg reports. And now that’s being supercharged by AI, with the state vying to become the data-center hub of the country, if not the world.

Individual projects are already starting to request 1 gigawatt of power and they pose new risks to maintaining a stable grid, said Agee Springer, Ercot’s senior manager of grid interconnections. A gigawatt is typically enough to power 250,000 homes in Texas. The data centers “present a reliability risk to the Ercot system,” said Springer, who spoke on a panel at Infocast’s ERCOT Market Summit in Austin this week.

“We’ve never existed in a place where large industrial loads can really impact the reliability of the grid, and now we are stepping into that world.”

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State Department To Use AI To Revoke Visas of Students Who ‘Appear Pro-Hamas’

Secretary of State Marco Rubio is launching an AI-driven effort to revoke the visas of foreigners in the US who “appear pro-Hamas” in a crackdown targeting pro-Palestine protests on college campuses, Axios reported on Thursday.

The report said the effort will involve AI-assisted reviews of social media accounts of tens of thousands of foreign students in the US on visas that will look for “evidence of alleged terrorist sympathies expressed after Hamas’s Oct. 7, 2023, attack on Israel.”

The language in the report suggests that any foreign students who attend pro-Palestine demonstrations or express sympathy for Palestinians online could be swept up in the crackdown since opponents of the Israeli siege on Gaza or US military support for Israel are often labeled “pro-Hamas.”

Civil liberty groups have strongly criticized President Trump’s promises to deport foreign students who attend pro-Palestine protests since the speech of foreigners inside the US is supposed to be protected under the First Amendment.

“If we open the door to expelling foreign students who peacefully express ideas out of step with the current administration about the Israeli-Palestinian conflict, we should expect it to swing wider to encompass other viewpoints too,” Sarah McLaughlin, senior scholar at the Foundation for Individual Rights and Expression (FIRE), said in an op-ed for MSNBC in January.

“Today it may be alleged ‘Hamas sympathizers’ facing threats of deportation for their political expression. Who could it be in four years? In eight?” McLaughlin added.

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This Is How The Military Wants AI To Help Control America’s Nuclear Arsenal

While it has long been a world-ending threat in science fiction, U.S. Air Force and Space Force officials see artificial intelligence (AI) playing important, if not critical roles in the command and control enterprise at the heart of America’s nuclear deterrent capabilities.

AI has the potential to help speed up decision making cycles and ensure that orders get where they need to go as fast and securely as possible. It could also be used to assist personnel charged with other duties from intelligence processing to managing maintenance and logistics. The same officials stress that humans will always need to be in or at least on the loop, and that a machine alone will never be in a position to decide to employ nuclear weapons.

A group of officers from the Air Force and Space Force talked about how AI could be used to support what is formally called the Nuclear Command, Control, and Communications (NC3) architecture during a panel discussion at the Air & Space Forces Association’s 2025 Warfare Symposium, at which TWZ was in attendance. The current NC3 enterprise consists of a wide array of communications and other systems on the surfacein the air, and in space designed to ensure that a U.S. nuclear strike can be carried out at any time regardless of the circumstances.

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Computer with 800,000 human neurons launches for $35,000

Australian company Cortical Labs launched the world’s first commercial biological computer made from human brain cells fused with silicon hardware.

As reported in New Atlas, the CL1 uses 800,000 lab-grown human neurons on electrode arrays to create dynamic neural networks that learn and adapt more quickly than traditional AI while using far less power. A full rack of CL1 units consumes only 850-1,000 watts, a fraction of what traditional AI requires.

Cortical Labs said in their launch statement, “Synthetic Biological Intelligence (SBI) is inherently more natural than AI, as it utilizes the same biological material – neurons – that underpin intelligence in living organisms.”

Each unit houses living brain tissue in what the team describes as a “body in a box … it has pumps to keep everything circulating, gas mixing, and of course temperature control,”explains Chief Scientific Officer Brett Kagan.

The system can be purchased for US$35,000 or accessed remotely through cloud-based “Wetware-as-a-Service.” Potential applications include drug discovery and robotic intelligence development.

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Hydrogen Breakthrough: New Palladium Nanosheet Tech Could Accelerate Green Energy Revolution

Scientists have developed a cost-effective alternative to platinum for use in hydrogen production, replacing the expensive metal with palladium nanosheets to reduce costs and accelerate the shift to clean energy.

As global temperatures surpass the preindustrial benchmark outlined in the 2015 Paris Climate Agreement, the need for large-scale hydrogen production has become more urgent to accelerate the transition to zero-emission alternatives. However, the widespread adoption of hydrogen technology has been hindered by its dependence on costly platinum-based catalysts, making it economically unfeasible for everyday use.

Novel Hydrogen Development

Dr. Hiroaki Maeda and Professor Hiroshi Nishihara of the Tokyo University of Science (TUS) led a team consisting of other researchers from TUS, as well as contributors from Japan Synchrotron Radiation Research Institute, Kyoto Institute of Technology, RIKEN SPring-8 Center, and the National Institute for Materials Science, Japan. The team produced a breakthrough in hydrogen evolution reaction (HER) technology with their bis(diimino)palladium coordination nanosheets (PdDI), nearly duplicating platinum’s efficiency at a significantly lower cost.

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Mysterious Naval Vessel Spotted In Washington State Is A New DARPA Drone Ship

Aslender, partially covered naval ship that recently emerged in Washington state is the Defiant, a new medium-sized uncrewed surface vessel (USV) designed from the keel up to operate without any humans ever onboard. Developed under the U.S. Defense Advanced Research Projects Agency’s (DARPA) No Manning Required Ship (NOMARS) program, Defiant could be an important stepping stone for the U.S. Navy’s ambitions to add larger and more capable USVs to its fleets.

DARPA confirmed to TWZ that construction of the Defiant, also known by the hull code USX-1, was completed earlier this month. As noted, the first indications that the vessel had been launched came from residents in Washington state who spotted it being pushed by a tug through the Saratoga Passage in Puget Sound north of Seattle. This area of the Sound is also just a few miles from the U.S. Navy’s Naval Air Station (NAS) Whidbey Island. User @IntelWalrus on X was first to bring this to our attention.

The 180-foot-long, 240-metric ton Defiant is now set to “undergo extensive in-water testing, both dockside and at sea” and “is scheduled to depart for a multi-month at sea demonstration in spring 2025,” according to DARPA. It is unclear where exactly the vessel is currently docked. Serco Inc. is the primary contractor for the USV, which it has been developing since 2020. The company has told TWZ in the past that the core Defiant USV without any add-on mission systems has an approximately $25 million price tag.

The U.S. military has historically categorized uncrewed vessels like Defiant with lengths under 200 feet and displacements under 500 tons, but that are larger than ones with speedboat and jetski-type designs, as medium USVs (MUSV). Large USVs (LUSV) have been defined as ones up to 300 feet long and that displace up to 2,000 tons.

picture of Defiant in the Puget Sound, as well as additional images DARPA has now released, show much of the vessel literally still under wraps. However, the overall hullform, along with the mast at the center sporting various commercial navigation radars and other antennas, is in line with models and computer-generated renders of the design shown in the past. An additional smaller mast with more radars and other antennas is also present on the bow.

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Barbara Marx Hubbard and the Malthusian-Transhumanist Riders of the Pale Horse

Why did the celebrated futurist Barbara Marx Hubbard call for the culling of one-fourth of the human population? John Klyczek tracked down Hubbard’s infamous unpublished manuscript and digs deeper into the legacy of her Malthusian gospel of “conscious” transhuman evolution.

For some time, there have been efforts to facelift the Malthusian-transhumanist bent of the Fourth Industrial Revolution with a patina of New Age spirituality through a belief in “conscious evolution,” such as that propagated by futurist Barbara Marx Hubbard. Yet, notwithstanding Hubbard’s lofty invocation of “Christ consciousness,” her faith in conscious evolution holds that, in order to mitigate overpopulation crises, natural resources must be rationed through “sustainable development” economics while human resources must be neo-eugenically culled and biotechnologically engineered into a new transhuman species. In fact, with the blessings of Rockefeller philanthropy, Hubbard, who promoted sustainable development at the United Nations (UN) and collaborated with known Malthusians from groups like the World Economic Forum (WEF) and the Club of Rome, was one of the most radical advocates of population reduction in the name of spiritual evolution.

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Psychotronic and Electromagnetic Weapons: Remote Control of the Human Nervous System

In March 2012 the Russian defense minister Anatoli Serdjukov said:

“The development of weaponry based on new physics principles; direct-energy weapons, geophysical weapons, wave-energy weapons, genetic weapons, psychotronic weapons, etc., is part of the state arms procurement program for 2011-2020,” (Voice of Russia)

The world media reacted to this hint on the open use of psychotronic weapons by the publication of scientific experiments from the 1960‘s where electromagnetic waves were used to transmit simple sounds into the human brain. However, most of them avoided saying that since then extensive scientific research has been carried out in this area throughout the world. Only a Colombian newspaper, El Spectador, published an article covering the whole scale of the achievements of this (computerized English translation).

Britain’s Daily Mail, as another exception, wrote that research in electromagnetic weapons has been secretly carried out in the USA and Russia since the 1950’s and that “previous research has shown that low-frequency waves or beams can affect brain cells, alter psychological states and make it possible to transmit suggestions and commands directly into someone’s thought processes. High doses of microwaves can damage the functioning of internal organs, control behaviour or even drive victims to suicide.”

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MOON FEVER – Three Private Landers Are Headed to the Lunar Surface, With the First, Blue Ghost, Set To Touch Down Early Sunday

‘Fly me to the Moon, and Let me Play Among the Stars…’

While Planet Earth is teeming with geopolitical activity, three different groups of men and women are engaged in an Odyssey that is to take their spacecrafts to the surface of the Moon.

It’s definitely a big moment in the human race’s spaceflight saga.

SpaceX’s Falcon 9 rocket was launched on Thursday (Feb. 27), carrying Intuitive Machines’ ‘Athena’ spacecraft, so now there are three different private lunar landers currently on their way to the moon.

It’s an unprecedented surge in exploration, with the three missions operated by private companies.

Space reported:

“’Athena joining a historic wave of lunar landers on their way to the moon is an extraordinary moment’, Intuitive Machines CEO Steve Altemus said in a statement this morning (Feb. 28).

‘While the most vital part of this mission lies ahead, we believe this is a signal that lunar services are rapidly advancing alongside civil and commercial intent to establish a foothold on the moon to reach further into the solar system’, he added.”

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New AI text diffusion models break speed barriers by pulling words from noise

On Thursday, Inception Labs released Mercury Coder, a new AI language model that uses diffusion techniques to generate text faster than conventional models. Unlike traditional models that create text word by word—such as the kind that powers ChatGPT—diffusion-based models like Mercury produce entire responses simultaneously, refining them from an initially masked state into coherent text.

Traditional large language models build text from left to right, one token at a time. They use a technique called “autoregression.” Each word must wait for all previous words before appearing. Inspired by techniques from image-generation models like Stable DiffusionDALL-E, and Midjourney, text diffusion language models like LLaDA (developed by researchers from Renmin University and Ant Group) and Mercury use a masking-based approach. These models begin with fully obscured content and gradually “denoise” the output, revealing all parts of the response at once.

While image diffusion models add continuous noise to pixel values, text diffusion models can’t apply continuous noise to discrete tokens (chunks of text data). Instead, they replace tokens with special mask tokens as the text equivalent of noise. In LLaDA, the masking probability controls the noise level, with high masking representing high noise and low masking representing low noise. The diffusion process moves from high noise to low noise. Though LLaDA describes this using masking terminology and Mercury uses noise terminology, both apply a similar concept to text generation rooted in diffusion.

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