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AI giants' gas bets could triple prices — Noreva warns of $10+ per BTU
Meta opens Glimmer but keeps Muse Spark locked — Zuckerberg's 'for everyone' vision has asterisks
Zhipu's GLM-5.3 tops US models on CyberGym, but trails on ExploitBench
A Eye on AI - 12:30 PM
On this episode of A Eye on AI: Natural gas prices could triple as Amazon, Google, Meta, and Microsoft build massive gas-fired power plants for their AI data centers — a Noreva analysis warns the bets may not be prepared for price shocks. Meta releases an open-weight model called Glimmer while keeping its more powerful Muse Spark closed, alongside Mark Zuckerberg's letter arguing AI should be 'for everyone.' In US-China competition, Chinese firm Zhipu claims its GLM-5.3 model beat Anthropic's Mythos 5 and OpenAI's GPT-5.6 on a cybersecurity benchmark (CyberGym), but trailed on ExploitBench. Plus, a rare US intervention to prop up the yen, fueled by Japan's sell-off of US Treasuries, and what Japan's sluggish EV pivot means for its last economic stronghold.
Sources:
- SCMP — Business (Greater China):
https://www.scmp.com/tech/big-tech/article/3364077/zhipu-launches-flagship-model-glm-53-china-seeks-mythos-level-edge-cyber-defence?utm_source=rss_feed- SCMP — Business (Greater China):
https://www.scmp.com/opinion/world-opinion/article/3363818/just-yen-america-cannot-save-ai-bubble?utm_source=rss_feed- TechCrunch AI:
https://techcrunch.com/2026/08/14/hyperscalers-might-regret-embracing-natural-gas-if-new-forecast-proves-correct/- TechCrunch AI:
https://techcrunch.com/podcast/metas-open-ai-and-a-250m-deal-gone-very-wrong/https://www.spreaker.com/podcast/a-eye-on-ai--7245888
