Today's episode connects two stories that look unrelated on the surface — the White House invoking the Defense Production Act around US grid infrastructure, and DeepSeek's long-awaited V4 release. Together they point to a single conclusion, that energy has become the real frontline of the US-China AI competition. In the headlines: Google commits up to $40 billion to Anthropic, the AI trade roars back as hyperscalers push markets to new highs, and Nvidia becomes the first $5 trillion company. SIGN UP FOR OUR NEW FREE PROGRAM: AGENTOS https://aidbagentos.ai/ Brought to you by: KPMG – Agentic AI is powering a potential $3 trillion productivity shift, and KPMG’s new paper, Agentic AI Untangled, gives leaders a clear framework to decide whether to build, buy, or borrow—download it at www.kpmg.us/Navigate Granola - The AI notepad for people in back-to-back meetings. 100% off your first 3 months with code AIDAILY at http://granola.ai/aidaily Mercury - Modern banking for business and now personal accounts. Learn more at https://mercury.com/personal-banking Zenflow Work - Agents for knowledge work - https://zenflow.free/ Drata - The agentic trust management platform - https://drata.com/ Blitzy - Want to accelerate enterprise software development velocity by 5x? https://blitzy.com/ AssemblyAI - The best way to build Voice AI apps - https://www.assemblyai.com/brief Robots & Pencils - Cloud-native AI solutions that power results https://robotsandpencils.com/ The Agent Readiness Audit from Superintelligent - Go to https://besuper.ai/ to request your company's agent readiness score. The AI Daily Brief helps you understand the most important news and discussions in AI. sponsors@aidailybrief.ai