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Welcome to 2026

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Claude monitored and managed the growing conditions of a tomato plant. Small, and the first item in the corpus where a model’s agency extends to keeping something alive rather than producing something.

The year opens with xAI at 450,000 GPUs heading to 900,000, Goldman financing 5 GW of private power campuses to skip the grid queue, and Morgan Stanley warning of a 44-GW US shortfall by 2028.

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