{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/68a43f4573bf5b62987006aa/6a61954a44c9eabf3c720f73?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Capex Surges, Model Access Risks, and the Next Wave of Physical AI","description":"In today’s episode of AI in Flow, Claire and Peter unpack a packed slate of AI developments shaping strategy and operations. Alphabet posts blockbuster cloud growth while raising AI capex guidance, highlighting the tension between soaring demand and escalating infrastructure costs. The conversation then shifts to rising model-provenance and geopolitical risks—from allegations of covert model distillation to renewed concerns about sudden restrictions on access to US frontier models—before zooming out to the wider compute crunch hitting CPUs, memory, and supply chains. They also cover Amazon’s shifting priorities inside its AGI org, major US Department of Energy funding for scientific AI, why most manufacturers still haven’t scaled “Physical AI,” Alibaba’s full-stack robotics push, and China’s new rules aimed at limiting emotionally manipulative AI companions. The throughline: resilience—designing AI programs for optionality, continuity, and governance, not just performance.","author_name":"Six & Flow"}