Daily AI Newsletter: Google wants to build solar-powered data centers — in space

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In today’s email:

🕵🏻‍♂️ Google’s AI Mode gets new agentic capabilities
👀 Elon Musk hypes Tesla’s 8th-gen AI chip
👨🏻‍⚖️ Studio Ghibli and other Japanese publishers want OpenAI to stop training on their work
🧰 7 new AI-powered tools and resources. Make sure to check the online version for the full list of tools.

Google wants to build solar-powered data centers — in space

Key Takeaway: Google proposes launching TPU-powered satellites into near-continuous sunlight to run AI workloads on solar energy, with small demos in 2027 and potential economic viability by 2035—though technical, cost, and environmental hurdles remain.

More Insights:

Constellation concept: fleets of small satellites, each with TPUs, linked wirelessly; optical tests hit ~1.6 Tbps over hundreds of meters.
Timeline: two test satellites (four TPUs each) with Planet Labs target 2027; scaling hinges on falling launch costs.
Energy angle: special orbits could deliver up to 8× the annual solar yield of mid-latitude ground panels.
Reliability: UC Davis irradiation trials suggest TPUs could survive 5–6 years; bit-flip errors in space remain a risk.
Carbon calculus: an EU study says space data centers are greener only with reusable launchers emitting <370 kgCO2/kg; future rockets (e.g., Starship) could be decisive.

Why it matters: If workable, this could decouple AI growth from Earth’s power grids and carbon limits—signaling that the energy appetite of AI is so massive we may push core computing infrastructure off-planet.

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'Big Short' Michael Burry bets $1bn on AI bubble bursting

Key Takeaway: Michael Burry disclosed positions tied to a $1.1bn bet against AI high-flyers—most notably Palantir puts and a large Nvidia position—arguing the sector looks like a bubble.

More Insights:

Scion’s 13F lists ~$912m in Palantir put contracts and ~$187m tied to Nvidia; strike/expiry not disclosed.
Burry warned on X, sharing charts of tech capex echoing 1999–2000 and slowing cloud demand.
Nvidia recently crossed a $5T valuation; Palantir shares are up ~400% over the past year.
MIT research flagged many AI investments as delivering “zero returns”; OpenAI’s Sam Altman and Goldman’s David Solomon also cautioned on overexuberance.
After the news, Nvidia was ~2% lower pre-market and Palantir ~7% lower.

Why it matters: If AI spending keeps outrunning business returns, market leaders could face a painful re-rating—Burry’s bet is a high-profile signal to separate narrative from cash flow before momentum turns.

Amazon sends legal threats to Perplexity over agentic browsing

Key Takeaway: Amazon sent Perplexity a cease-and-desist over its Comet shopping agent not identifying itself, igniting a test case for how “agentic” browsers can operate on major platforms.

More Insights:

Amazon says agents must disclose themselves and honor a site’s decision to allow or block them; Perplexity argues agents inherit a user’s permissions.
Amazon hints it could block Comet entirely—and it already has its own bot, Rufus.
Perplexity claims Amazon’s motive is preserving ads and product placements that bots would likely ignore.
The dispute echoes earlier Cloudflare findings that Perplexity evaded bot blocks, raising transparency questions.
As bots handle shopping and bookings, platforms may set rules that function like a new “robots.txt for agents.”

Why it matters: This clash will shape the rules of the agentic web—whether autonomous shoppers must announce themselves and seek consent, or can act as invisible proxies—determining who captures value online: platforms monetizing attention, or users delegating decisions to bots.

Other stuff

Google’s AI Mode gets new agentic capabilities to help book event tickets and beauty appointments
Inside the race to train AI robots how to act human in the real world
State of Agentic AI: Founder’s edition
OpenAI debated merging with one of its biggest rivals after firing Sam Altman, court docs reveal
Elon Musk hypes Tesla’s 8th-gen AI chip, but still hasn’t delivered the promised self-driving on 3rd-gen
Studio Ghibli and other Japanese publishers want OpenAI to stop training on their work
Coca-Cola’s new AI holiday ad is a sloppy eyesore
Trump Officials Torpedoed Nvidia’s Push to Export AI Chips to China

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