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Weekly Briefs

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Complete archive of weekly strategic analysis and market insights.

The Energy Arbitrage Behind AI
Weekly Brief

The Energy Arbitrage Behind AI

Rapidly rising data-center electricity demand is reshaping energy, finance and technology: Wood Mackenzie forecasts ~5 TWh/year incremental U.S. nuclear output to meet baseload needs, NiSource is accelerating capex with ~$2bn additional 2025-2030 spend, Saudi ...

2025-10-29 — Wood Mackenzie analysts (via Reuters) said U.S. nuclear power generation is set to rise as data-center electricity demand strains grids; forecast implies an incremental increase of ~5 TWh/year in U.S. nuclear generation (terawatt-hours per year). Evidence: Reuters reporting quoting Wood Mackenzie on Oct 29 about rising nuclear generation driven by data-center demand.

2025-10-29 — NiSource (NI.N) announced raised long-term growth targets and said it will increase capital spending pace this decade, implying an incremental capital expenditure uplift of ~$2 billion (USD) over the 2025–2030 period. Evidence: Reuters Oct 29 coverage of NiSource raising long-term growth targets tied to increased capital spending.

6 sources
80% confidence
3,707 words
Command Theory Multi-agent Systems
Weekly Brief

Command Theory Multi-agent Systems

Recent technical signals converge on three advances: (1) an interactive energy state-space model demonstrated on a single RLC circuit that aligns instantaneous and generalized reactive power via a layer-wise interaction variable; (2) a formal correction to the...

2025-10-27 — Authors of the arXiv paper on interactive energy state-space modeling (actor: interactive energy state-space model authors) report implementing their multi-layered distributed output-feedback control on 1 RLC circuit with 1 controllable voltage source (1 circuit, 1 voltage source) to demonstrate alignment of instantaneous power and generalized reactive power.

2025-10-28 — The authors of a correction note (actor: correction note authors) formally identified and corrected 1 serious mistake in the 2007 Proceedings paper by Olfati-Saber, Fax, and Murray, and stated several stronger results applicable to that class of networked multi-agent consensus problems (correction affecting 1 cited paper).

10 sources
60% confidence
4,302 words
Autonomous Research Simulation AI
Weekly Brief

Autonomous Research Simulation AI

Recent signals converge: independent audits show leading AI assistants misrepresent news in roughly half of responses; Microsoft retains about $135 billion (~27%) of OpenAI; Reuters reports daily reach in the billions; Bloomberg Intelligence flags an industry ...

2025-10-27 — The European Broadcasting Union (EBU) found leading AI assistants misrepresent news in nearly half of responses, i.e., ~50% of responses (source: 'misrepresent news content in nearly half their responses').

2025-10-28 — Microsoft (the 'Windows-maker') will retain a stake of about $135 billion, or roughly 27%, in OpenAI Group PBC (source: 'will still hold a stake of about $135 billion, or roughly 27%').

8 sources
80% confidence
3,690 words
Drone Swarm Solutions
Weekly Brief

Drone Swarm Solutions

Recent signals show a dangerous convergence: low-cost lethal drones (Shahed‑model ≈$20k) enable massed, attritable strike options and drove recent U.S. fatalities; concurrent advances in swarm-control algorithms, startup commercialization of cooperative battle...

2025-10-27 — Wall Street Journal reports that a Shahed-model drone (built by Shahed Aviation Industries Research) that struck a remote base in Jordan cost about $20,000 (≈$20,000 USD), highlighting low per-unit cost of lethal drones.

2025-10-28 — Wall Street Journal and Reuters coverage note that the Shahed-model drone strike on Jan. 28 killed three U.S. service members (3 fatalities), underscoring recent lethal casualty counts tied to low-cost drones.

5 sources
80% confidence
3,363 words
Weekly Brief

Command Theory Multi-agent Systems

Recent ArXiv work introduces an interaction variable defined as instantaneous power (W) and a multi layer control architecture, demonstrated on an RLC circuit with one controllable voltage source, and shows reactive power commands can be implemented via Feedba...

2025-10-27 — ArXiv paper authors introduced an interaction variable defined as instantaneous power (unit: watts, W) to characterize component interactions in electric energy systems.

2025-10-28 — The same ArXiv authors illustrated their approach using 1 RLC circuit with 1 controllable voltage source (count = 1 circuit, 1 source).

7 sources
60% confidence
3,617 words