Evening brief · 1 September 2026

Power shortfall, light touch

Musk spoke to the G20 tech meeting in Chapel Hill this afternoon, by video. AFP: he said AI data centers are needed to fill a "power shortfall," and that in the EU "things are generally default illegal," which "inhibits progress with new technologies." He later quoted a recap of his own address that cited an already-here power crunch, at least 15 GW short in 2027 for AI chips, and chip production rising about 40 to 50 percent a year. AFP, his post.

Huang and Altman do fireside chats with Commerce Secretary Lutnick in person tomorrow. Hassabis and Zuckerberg are on as well, virtual. Washington wants the Carolina Principles: no new AI regulators.

OpenAI today posted that ChatGPT can connect healthcare sources. ChatGPT for Clinicians in the US also gets a Healthcare Public Data plugin: nine public sources, read-only, no patient charts. OpenAI, release notes.

Politico: Altman called Newsom last week on California SB 1119. The bill passed Monday night. OpenAI already backed it in a letter. Politico, OpenAI, 31 Aug.

xAI: Musk said Grok Bot users get another free token-usage reset, and that the bots run on their own cloud computer 24/7. his post.

Quiet from Hassabis, Karpathy, Amodei, Sutskever, and Huang on X today.