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The Download: OpenAI’s turning point for math and a battery record

This is today’s edition of The Download, our weekday newsletter that provides a daily dose of what’s going on in the world of technology.

What OpenAI’s latest controversy tells us about the future of math

OpenAI says its agents have solved one of the most important open problems in mathematics. Under normal circumstances, that would be a huge milestone. But the announcement has been overshadowed by accusations that OpenAI failed to credit researchers whose AI-assisted work influenced its solution.

Whether those accusations are true or not, the episode may mark a turning point in the history of mathematics. AI models now seem essential for making progress on the field’s most important problems, but solving them may demand resources available only to a couple of frontier AI companies.

If that’s the future we are headed for, it is unclear how human mathematicians will fit into it.

Read on to see how AI could reshape mathematics.

—Grace Huckins

Batteries just broke another record in the US

Battery installations hit a new record in the US in the second quarter of 2026, with 20.2 gigawatt-hours of new capacity coming online. That’s enough to supply the daily electricity needs of 600,000 homes.

The surge puts the country on track for another record year, driven by cheaper batteries and an urgent need for more energy storage as renewables are added to the grid. But the boom looks different for grid-scale and residential batteries.

Take a closer look at the forces reshaping the US battery market.

—Casey Crownhart

This entrepreneur is developing agents that can plan ahead

Danijar Hafner’s office in San Francisco’s SoMa district sits mostly empty, but what it lacks in decor, it makes up for in robots. Humanoids of various shapes and sizes hang like marionettes from racks that run down the center of the wide-open space.

Hafner won’t say too much about his new venture just yet, but describes it as a continuation of his longtime work to enable AI to navigate environments it has not encountered in training.

Over the years, the 31-year-old has honed his approach by pitting agents trained within his world models against popular video games. More recently, he’s begun migrating his agents out of the virtual world and into physical reality.

Learn more about Hafner’s work teaching AI about our world.

—Mat Honan

Danijar Hafner is one of the artificial intelligence honorees on our 35 Innovators Under 35 list for 2026. Meet the rest of them here, or explore the full list across the biotechnology, AI, computing and robotics, and climate and energy categories.

MIT Technology Review Narrated: data from drones in Ukraine is fueling a new Wild West marketplace

Battlefields in Ukraine are littered with the remnants of drones. But behind all that wreckage, there’s a new gold mine for the defense sector: the data those drones generate.

Ukraine has begun making millions of data points gathered during tens of thousands of drone flights available to military contractors and commercial companies. It’s a quick way to attract funding and partnerships, but it turns the front line into a model training site, using the chaos of war to create conditions that AI companies struggle to reproduce.

As this new industry takes shape, we need a regulatory system that ensures battlefield data isn’t treated like ordinary commercial material.


This is our latest
article to become an MIT Technology Review Narrated podcast, which we publish each week on Spotify and Apple Podcasts. Just navigate to MIT Technology Review Narrated on either platform, and follow us to get all our new content as it’s released.

The must-reads

I’ve combed the internet to find you today’s most fun/important/scary/fascinating stories about technology.

1 OpenAI says it cracked a 90-year-old maths problem in 88 hours
It used 10,000 AI agents to tackle the Navier-Stokes equations. (CNBC)
+ OpenAI claims it’s the first major math problem solved by AI. (Nature)
+ But the breakthrough has been overshadowed by a credit controversy. (Axios)
+ OpenAI spent millions to win the $1 million math contest. (Quanta)

2 The US has accused six Chinese AI firms of “industrial-scale” theft
They include DeepSeek, Moonshot AI, Alibaba, and Z.AI. (CNN)
+ Officials accuse them of stealing America’s AI trade secrets. (Reuters $)
+ They allegedly used model distillation to train their systems. (WSJ $)
+ Targeting Claude, ChatGPT, Gemini, and Grok, among others. (NBC News)

3 The Pentagon asked OpenAI for an AI model that rarely says no
The military wanted it to have “minimal refusal rates.” (Intercept)
+ The Pentagon says US allies can’t keep pace on AI. (Guardian)
+ AI firms may soon train on classified military data. (MIT Technology Review)

4 Apple is expected to unveil a $2,000 folding smartphone today
It would be the iPhone’s biggest design change since its 2007 launch. (Guardian)
+ And the first big test for new CEO John Ternus. (NYT $)
+ Xiaomi and Huawei launched their own new foldables before the event. (CNBC)

5 Meta’s new AI agent can access apps to send emails and make payments
Muse autonomously uses apps and websites on people’s behalf. (CNBC)
+ Internal tests found it could expose sensitive personal data. (Reuters $)
+ AI agents are not your “coworkers.” (MIT Technology Review)

6 Google says it’s “degrading” search in Europe to comply with EU rules
New results will give more prominence to comparison sites. (Reuters $)
+ The changes follow a €460 million EU antitrust fine. (Quartz)

7 Meta ads pushed AI apps that nudified real teens
Researchers found 332 ads containing CSAM this year. (BBC)
+ They identified several AI-manipulated photos of real children (Ars Technica)
+ Apple and Google have missed the UK’s deadline to block child nudity. (Wired $)

8 Border Patrol is using financial data to target Americans for stops
The predictive-policing program feeds intelligence to local police. (404 Media)

9 New paints could cool buildings on the cheap without electricity
They reflect sunlight and radiate heat back into space. (Economist $)

10 The creepy first trailer for the Sam Altman biopic just dropped 
Luca Guadagnino’s Artificial will be released in the US on December 25. (Variety)
+ Amazon had dropped the film after investing in OpenAI. (Guardian)

Quote of the day

“This is a Deep Blue–Kasparov moment. The community needs to have serious and unhurried discussion about where to go from here.”

—NYU mathematician Tristan Buckmaster issues a statement comparing OpenAI’s math breakthrough to an IBM supercomputer defeating chess champion Garry Kasparov in 1997, a landmark moment for machine intelligence.

One more thing


The shock of seeing your body used in deepfake porn

When Jennifer got a research job in 2023, she ran her new professional headshot through a facial recognition program. She wanted to see whether it would pull up the porn videos she’d made more than a decade earlier. It did, but it also surfaced something she’d never seen before: one of her old videos, now featuring someone else’s face on her body.

Conversations about sexualized deepfakes usually focus on the people whose faces are inserted into explicit content without consent. But another group often gets ignored: the people whose bodies those faces are attached to.

Adult content creators say AI systems are training on their work, cloning their likenesses, and generating explicit content they never agreed to make, all with little legal protection or control.  Read the full story on the threat to their rights, livelihoods, and ownership of their own bodies.

—Jessica Klein

We can still have nice things

A place for comfort, fun, and distraction to brighten up your day. (Got any ideas? Drop me a line.)

+ Cherish the workers dodging (and sabotaging) their employer’s AI mandates.
+ Artist Ali Hill stitches extraordinarily intricate buildings and cityscapes into fabric.
+ Here’s a fascinating look at the remarkable anatomy that may let elephants hear the Earth itself.
+ Check out the breathtaking winning images from the 2026 International Aerial Photographer of the Year competition.

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Batteries just broke another record in the US

Battery installations hit a new record in the US in the second quarter of 2026. In total, 20.2 gigawatt-hours of new capacity came online, according to a new report. That’s enough to supply the daily electricity needs of about 700,000 homes.

The surge is putting the country on a trajectory to see 71 gigawatt-hours of batteries installed in 2026, a 20% increase over last year. This growth is being driven by a combination of cheaper batteries and an urgent need for more energy storage capacity as renewables such as solar and onshore wind power are added to the grid. 

Massive, utility-scale systems are leading the way; they’re responsible for most of the record-setting quarter. Seven new gigascale battery installations (those with a capacity of over one gigawatt-hour) came online during the three-month stretch, according to the report, published by Benchmark Mineral Intelligence and the Solar Energy Industries Association.

“It really came down to a handful of big projects,” says Shan Tomouk, energy storage and energy lead for Benchmark Mineral Intelligence.

But there was also growth in the category of so-called behind-the-meter batteries, which include both residential and industrial battery storage systems. These projects, generally smaller than utility-scale installations, are typically owned and operated by homeowners or businesses rather than utilities or power providers. 

In the behind-the-meter category, data centers led the way, making up about three-quarters of new batteries in the commercial sector. But residential batteries saw a sharp slowdown. These systems are often installed in homes to store power from solar panels or serve as a backup source in case of a blackout. Home installations are projected to drop by 16% in 2026 compared with last year, according to the report.

That drop happened largely because a tax credit that helped subsidize home battery systems ended in 2025, Tomouk says. Home installations should recover by the end of the decade, he adds. And tax credits for nonresidential batteries have largely survived.

Overall, batteries are a bright spot in energy right now. “This is one of the strong sectors in the US,” says Isshu Kikuma, an energy storage analyst at BloombergNEF, an energy consultancy.

As the battery market continues to grow, one major trend to keep an eye on is a move toward US-made technology. Today, nearly all the systems coming online use cells made in China, though some are put together into complete energy storage systems in the US.

Tariffs were already pushing the US energy storage industry toward domestic production. And beginning this year, energy storage tax credits required projects to limit their reliance on batteries imported from China. There’s a lot of manufacturing capacity set to come online in the US, though these factories probably won’t be able to meet demand until at least 2030 or so, Tomouk says, so prices could tick up.

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Understanding the thermal ceiling in portable power

Plug a phone into a modern charger and the first 10 minutes are impressive. The next 20 are not.

This is not a defect. It’s the connected device protecting itself. As temperature rises during charging, a smartphone’s battery management system reduces the current it will accept, because heat accelerates the chemical degradation that permanently reduces battery capacity. The charger may be capable of delivering more, but the device simply stops taking it.

For anyone building products in the portable power category, this creates an uncomfortable gap between specification and experience. A device rated at 25 watts is accurate in the sense that it can deliver 25 watts. Whether it delivers 25 watts for the duration of a charge is a different question, and one the specification does not answer.

The specification gap

The gap matters commercially because it is invisible at the point of purchase and obvious in use.

Consumers compare wattage figures on packaging. They don’t compare thermal curves, because thermal curves are not published publicly. The result is a category where products differentiate on a number that describes peak output rather than sustained output, and where the actual user experience of two products with identical specifications can diverge substantially.

This is particularly acute in magnetic wireless charging. Inductive power transfer generates heat at both the transmitting and receiving coils, and the magnetic attachment that makes these products convenient also places the heat source in direct contact with the device it is charging. Convenience and thermal performance are working against each other by design.

The industry’s response for the past several years has been materials science. Graphite sheets, thermal interface materials, conductive housings, and heat-spreading layers have all improved how efficiently accumulated heat moves away from the source. Each generation has been incrementally better than the last.

But passive dissipation has a structural limitation: it can only move heat that has already been generated, and only as fast as the surrounding air will accept it. In a sealed, pocket-sized enclosure, that ceiling arrives quickly. Improving the materials slows the rate of temperature rise. It does not prevent the temperature rise.

Moving from dissipation to removal

The alternative is active thermal management, which is standard in stationary electronics and largely absent from portable ones for reasons that are easy to understand. Fans add volume, weight, moving parts, and noise. In a product category defined by portability, each of those is a meaningful cost.

At Anker, which manufactures charging and power products, engineering teams spent the past several development cycles working on whether that tradeoff could be made acceptable rather than eliminated. The approach involves several interacting systems: a micro centrifugal fan, dual airflow channels routed to avoid interference with the magnetic array, a three-layer graphene heat-spreading layer, and a control algorithm that modulates fan speed based on real-time temperature and battery state rather than running at a fixed rate. The result is that the Anker MagGo Power Bank 2 Pro has become the world’s fastest and coolest wireless power bank.

In internal testing, at 77 °F (25 °C) ambient, the back of the power bank stays below 96.8 °F (36 °C) throughout wireless charging, 21.6 °F (12 °C) below the international standard limit of 118.4 °F (48 °C), for a comfortable grip. Comparable magnetic power banks in the same testing typically reached 113 °F (45 °C) or higher within 20 minutes. The functional consequence is that the connected device does not reach the threshold at which it begins reducing charge acceptance, so 25 watts of Qi2.2 magnetic wireless charging is delivered as a working rate rather than an opening rate. In practice, an iPhone 17 Pro reaches 50% charge in 25 minutes. The Anker MagGo Power Bank 2 Pro’s premium performance in both charging speed and thermal management is certified by SGS, an independent testing and certification company.

The same principle applies in reverse. Recharging a power bank generates heat too, which is why devices in this category are often slow to recharge, leaving users with an empty accessory at the moment they need it. Active cooling during input allows the unit to accept 45 watts and reach 80% in 52 minutes.

What this suggests about the category

There is a broader pattern here worth naming, because it is not unique to charging.

When a category improves along a single axis for long enough, the constraint usually migrates somewhere else. Charging spent a decade optimizing power delivery. Power delivery is now, for most practical purposes, solved: the electronics can supply more energy than the receiving device is willing to accept. The binding constraint moved to thermal management, and the industry continued optimizing the axis it had always optimized, because that is the axis the specifications describe.

Recognizing when a constraint has moved is difficult precisely because the old metric keeps improving. Wattage figures have continued to climb. Products have continued to get faster on paper. The measurement stayed valid while quietly ceasing to describe the thing users experience.

For product organizations, the practical question is whether their specifications still measure the constraint or merely measure the capability. The two align until the constraint shifts and specifications rarely shift with it.

The transparency problem

A second implication follows from the first. If sustained performance differs meaningfully from peak performance, and if only peak performance is disclosed, then buyers cannot evaluate the products in front of them.

This is one reason Anker is adding displays on charging products. The Anker MagGo Power Bank 2 Pro shows real-time power, temperature, battery level, and estimated time remaining. Some of that is user convenience. But some of it is a Anker stating a deliberate position—this category deserves to have the complete and accurate data made transparent to all.

Anker expects independent reviewers to test these claims and considers our internal numbers to be the correct outcome. The gap between specification and experience closes faster when the experience is measurable. The Anker MagGo Power Bank 2 Pro will be available in the U.S. on September 17, 2026.

This content was produced by Anker. It was not written by MIT Technology Review’s editorial staff.



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What OpenAI’s latest controversy tells us about the future of math

OpenAI’s latest mathematical milestone has quickly become mired in controversy. Today, the company announced that its agents have solved one of the Millennium Prize Problems, some of the most important open problems in mathematics. Under normal circumstances, that solution would be a huge feather in OpenAI’s cap.

But the announcement has been overshadowed by accusations that OpenAI used NYU mathematician Tristan Buckmaster’s and Anthropic employee Levent Alpöge’s AI-assisted work on the problem as a jumping-off point and failed to credit them. OpenAI has denied the accusations.

It remains uncertain if OpenAI’s models made use of the work completed by Buckmaster and Alpöge, though Sébastien Bubeck, a member of the technical staff at OpenAI, said in a press briefing that the team was inspired to pursue the problem after hearing a rumor about Buckmaster and Alpöge’s efforts. But whether or not OpenAI’s models took advantage of Buckmaster and Alpöge’s research, this episode may mark a turning point in the history of mathematics.

AI models now seem essential for making progress on the most important mathematical problems of our time, and solving them may demand resources only available at a couple of frontier AI companies, which often defy the norms of academic collaboration that undergird most mathematical progress. If that’s the future we are headed for, it is unclear how human mathematicians will fit into it. 

The problem that OpenAI claims to have solved is known as the Navier–Stokes existence and smoothness problem. It is one of seven Millennium Prize Problems selected by the Clay Mathematics Institute in 2000. Solutions come with a one million dollar prize; before today, only one other Millennium Prize Problem had been solved. 

The Navier–Stokes problem concerns a set of equations that describes how fluids, such as water and air, flow over time. The equations are widely used in the field of fluid dynamics, and they have proven powerful, but physicists and mathematicians didn’t understand them completely. In particular, it was unknown until today whether the equations might, under some conditions, break down and predict an impossible state of affairs—such as a fluid having infinite velocity.

On Monday, NYU’s Buckmaster posted a proof on the social media site Mastodon showing that a simplified version of the Navier–Stokes equations can indeed break down—a major step forward on the Millennium Problem. He and Alpöge had worked on the problem for almost a year, using publicly available models from both OpenAI and Anthropic.

Then today, OpenAI presented a proof showing that the full Navier–Stokes equations can break down as well. The proof was obtained using an internal model that dramatically outperforms the already-impressive Astra model, which was only released last week. The company says it does not plan to claim the million-dollar prize for solving the problem.

These mathematical achievements are indisputably impressive, but they have attracted far less attention than the controversy about their origins. Along with the proof, Buckmaster posted a document detailing his interactions with OpenAI employees after he heard rumors about their work and reached out to one of them. According to him, OpenAI employees presented two possibilities to him: Either he and Alpöge could post their work and OpenAI would post their Navier-Stokes solution the following day, or he could work with OpenAI on a Navier-Stokes paper that excluded Alpöge from authorship, due to his affiliation with Anthropic, OpenAI’s biggest rival.

Buckmaster also wrote that he asked the employees whether the agents had obtained access to transcripts of the work that he and Alpöge had done with OpenAI models, which they denied; and whether OpenAI models had been trained on those transcripts, to which they offered no response. MIT Technology Review reached out to Buckmaster for comment, but didn’t hear back before publication.

The clear implication of the document is that OpenAI’s models somehow made use of Buckmaster and Alpöge’s work. That scenario is plausible on its face. The Buckmaster/Alpöge and OpenAI proofs both make use of an approach to the Navier-Stokes problem pioneered by the mathematicians Diego Córdoba and Luis Martínez-Zoroa.

According to Javier Gómez-Serrano, a mathematics professor at Brown University, this approach was one of several that was thought to hold promise for solving the Navier-Stokes problem. So, while it’s by no means impossible that both teams could have arrived at this approach independently, it’s also conceivable that Buckmaster and Alpöge’s work could have influenced OpenAI’s.

In the press briefing, Mark Chen, OpenAI’s chief research officer, again denied that any agents or OpenAI employees accessed Buckmaster and Alpöge’s transcripts—but given what has been revealed about the Hugging Face hack, it’s clear that OpenAI is not always entirely aware of what its agents are doing. 

If OpenAI’s models did train on Buckmaster and Alpöge’s work, or if its agents somehow gained access to it, then the company’s failure to track down the truth and assign those researchers appropriate credit reflects poorly on it. But there might be a thin silver lining to that version of the story for mathematicians, because it would suggest that the hard work of two humans, one of whom is a prominent expert on Navier-Stokes, was essential to the agents’ ability to solve the Millennium Problem.

Experts have long identified “research taste,” or the ability to choose promising research questions and directions, as a major obstacle for AI in science and mathematics. If the OpenAI agents did indeed choose to follow the Córdoba–Martínez-Zoroa approach because Buckmaster and Alpöge had done the same, then human research taste played an essential role in OpenAI’s success.

Even so, the bigger picture here is sobering. The progress that Buckmaster and Alpöge made over almost a year of collaboration with publicly available models speaks to the promise of human–AI collaboration. But they were not able to achieve a full solution. Meanwhile, OpenAI brute-forced a solution in a few days using an internal model, and their successful solution came at an astronomical cost: In the press briefing, Bubeck and Chen said the team was only able to solve the problem by running about 10,000 agents concurrently, at a cost of millions of dollars.

Over the past few months, I’ve heard from several researchers that mathematicians are becoming depressed, and it’s not difficult to see why. Mathematics is quickly becoming the province of frontier AI companies with impressive internal-only models, money to burn, and a lack of collaborative spirit. “Whether AI companies will decide to spend their money on doing one thing or another, I truly don’t know,” says Gómez-Serrano. “What is clear is that very few mathematicians will have resources of that scale.”

If OpenAI and Anthropic keep striving for more and more impressive mathematical accolades, there might not be any open problems left for human mathematicians outside of those companies to wrestle with. That would dramatically change the field of mathematics.

Last week, UCLA mathematician Terence Tao wrote a Mastodon thread describing how important mistakes, wrong directions, and incomplete solutions are for the field. “In most cases in pure mathematics, the problems are posed not because we desperately want the solution to these problems in and of themselves, but because we have seen from past experience that human-directed efforts to solve these problems tend to spur further development of the field,” Tao wrote.

“Prematurely solving the problem by purely AI-powered methods—particularly without full transparency into the solution process—can contaminate this process to the point where it actually becomes a net negative for the progress of mathematics as a whole.”

Humans might take longer than agents to solve mathematical problems, but in the process, they uncover new mathematical approaches and ideas that might inspire their peers and even birth their own subfields.

But when AI agents solve those problems instead—and when private companies keep the agents’ wrong turns from public view—those benefits disappear. It remains to be seen what else will vanish in the process. 

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The Download: our 35 Innovators Under 35 this year

This is today’s edition of The Download, our weekday newsletter that provides a daily dose of what’s going on in the world of technology.

Introducing our 35 Innovators Under 35 list for 2026

What will the next generation of science and technology look like? Our latest Innovators Under 35 list offers a glimpse.

Every year, we recognize 35 people from around the world who are doing groundbreaking scientific work and building clever technical fixes for sticky problems. By finding the top young innovators globally and learning what they’re focused on, we aim to give readers a sense of the advances to expect in the years to come.

This year’s honorees were selected from 550 nominations, with 44 expert judges helping our editors evaluate the finalists. Each works in one of four categories: biotechnology, AI, computing and robotics, and climate and energy—and has already made clear progress toward their goals.

Meet our 35 Innovators Under 35 shaping the future of science and technology.

Welcome to the spiderverse, a world measured through webs

Counting the creatures around us is critical for conservation, but it’s often a laborious, costly process that still leaves gaps. Environmental DNA, or eDNA, offers a promising alternative by analyzing genetic material shed by living things. 

Recently, spiderwebs have emerged as an eDNA goldmine, as they trap material from their arachnid creators, their prey, and bio-detritus like saliva and pollen from nearby plants and animals. Studies found no passive tool matched spiderwebs’ ability to ID vertebrates. 

Find out how spiderwebs are unlocking better ways to measure nature.

—Stephen Ornes

This story is from our latest print magazine, which is all about kids. Subscribe now to receive every issue as soon as it lands.

The must-reads

I’ve combed the internet to find you today’s most fun/important/scary/fascinating stories about technology.

1 How a blacklisted Chinese company kept buying Nvidia’s best AI chips
Its US subsidiary shipped them to firms serving China from elsewhere. (NYT $)
+ Belgium has arrested a man accused of stealing chip tech for China. (WSJ $)
+ IBM’s new chip tech could extend Moore’s Law. (MIT Technology Review)

2 Mistral has raised a European record of $3.5 billion 
It’s the biggest equity round for a private European tech firm. (CNBC)
+ Mistral is betting on open models while US rivals keep theirs closed. (Reuters $)
+ It’s also shifting strategy to focus more on AI infrastructure. (NYT $)
+ But its pivot to data centers and services has drawn criticism. (Le Monde)

3 Anthropic formalized proof of Fermat’s last theorem in just 11 days
Claude produced a computer-verified 13-million-line proof. (Nature)
+ AI is starting to discover new mathematics. (MIT Technology Review)

4 Europe’s biggest carriers are in talks to build a Starlink rival
The consortium would create a satellite-to-mobile venture. (Bloomberg $)
+ It includes Deutsche Telekom, Orange, Vodafone, and Telefonica. (Reuters $)

5 Tech companies are exploring Patagonia for giant AI data centers
Due to its cool temperatures, abundant energy, and new reforms. (Reuters $)
+ AI data centers are learning to flex their power use. (MIT Technology Review)

6 Australia plans to let users switch off social media algorithms
A proposed law would impose penalties on platforms that refuse. (BBC)
+ Social media is distorting AI progress. (MIT Technology Review)

7 A laser experiment could finally reveal the quantum vacuum
It aims to expose the hidden structure of a vacuum. (New Scientist $)

8 Spacecraft are getting a new type of armor
New lightweight materials could protect satellites from debris. (Economist $)

9 NASA’s “quiet supersonic” jet is set for acoustic testing this year
The tests will determine whether it produces a sonic thump, not boom. (Gizmodo)

10 The largest-ever map of space has arrived—and you can play with it
The 5.6-trillion-pixel map covers about three-quarters of the sky. (Wired $)

Quote of the day

“The people who have developed AI are very, very smart, but they’re high IQ, stupid people. They’re terrible marketers.” 

—Sen. John Kennedy (R-La.) tells NBC’s “Meet the Press” that the AI industry has work to do to rebuild momentum among voters.

One more thing


We did the math on AI’s energy footprint. Here’s the story you haven’t heard.

AI’s integration into our lives is the most significant shift in online life in more than a decade. Hundreds of millions of people now regularly turn to chatbots for help with homework, research, coding, or to create images and videos. But what’s powering all of that?

To find out, we spoke to two dozen experts, evaluated different AI systems and prompts, pored over hundreds of pages of projections and reports, and questioned top model makers about their plans. The result is an unprecedented comprehensive look at how much energy the AI industry uses.

Our analysis reveals what AI’s carbon footprint looks like now and where it’s headed as adoption skyrockets. It also shows that the common understanding of AI’s energy consumption is full of holes.

Here’s what we discovered about AI’s energy demands—and what’s coming next.

—James O’Donnell and Casey Crownhart

We can still have nice things

A place for comfort, fun, and distraction to brighten up your day. (Got any ideas? Drop me a line.)

+ A long-lost coral reef that “defeated time” has been rediscovered off Benin’s coast.
+ Cookware captains Le Creuset have launched a stellar limited-edition Star Trek collection.
+ An 11–year-old boy has won a Guinness World Record for being the youngest museum curator.
+ The trailer for Nathan Fielder’s secrecy-shrouded Elizabeth Holmes documentary just dropped, and I still can’t quite believe it’s not a parody.

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This founder is teaching chips how to recycle (their energy)

Throughout the history of the computer chip, engineers have treated waste heat as an inevitable cost of a calculation. Hannah Earley, however, thinks it’s a design choice. Earley, 31, is cofounder and chief technology officer of Vaire Computing, a startup building chips that recycle energy usually thrown away as heat—a strategy known as reversible computing. Ultimately, she thinks, this approach could help make data centers (and our laptops and phones) much more energy efficient. 

When conventional computer chips perform calculations, they erase the information they no longer need along the way, dissipating energy as heat in the process. Earley compares the approach to racing through a city only to pump the brakes at every intersection: The car loses momentum and must burn more fuel to accelerate again. Reversible computing aims to keep the momentum going—instead of erasing information from the intermediate steps in a calculation, the circuit retains it, making it possible to run the computation backward and recover some of the energy.

While the idea was first proposed more than 50 years ago, it proved impractical to implement with existing transistors and circuits. Earley, though, has completely rethought the hardware needed to make energy recovery work. She designed a patent-pending type of resonator—a microscopic chip component that stores recovered energy for later reuse. “It’s really a glorified pendulum,” she says. Last year, Vaire announced a key breakthrough: a chip with a resonator that recovered more energy than it lost, even after the energy needed to power the component was taken into account. For a subfield that has existed mostly in theory, the result was proof of life.

“It’s clear they have something interesting,” says Igor Markov, a researcher in electronic design automation and a former professor at the University of Michigan, Ann Arbor. Still, he says, the technology is quite early stage; the company will need “a series of increasingly realistic and convincing demonstrations to attract the industry support needed for commercialization.” 

She gradually became convinced that the connection between information, energy, and heat could change computers forever.

Earley’s journey into chip design started sooner than most. She began programming around the age of nine, starting with high-level coding for the web before digging into other programming languages like Perl and Java. She continued progressing to more and more abstract layers of computing, until she got all the way down to transistors.

She eventually enrolled in a PhD program at the University of Cambridge under the computational biologist Gos Micklem. She started out studying how materials such as DNA could be used to perform calculations, but a few months in, Micklem sent her the 1999 PhD thesis of Michael Frank, a pioneer in reversible computing. Earley read it once, felt skeptical, read it again, and sat with it for a few weeks. She gradually became convinced that the connection between information, energy, and heat could change computers forever.

The fascination completely redirected her PhD work. Earley studied the physical limits of computation and built software that could turn ordinary programs into reversible ones. “Eventually I wouldn’t let her put my name on any of her papers, because I felt that I couldn’t really stand up and give a proper talk about them,” Micklem recalls. “It was her stuff.”

After completing her degree in 2021, Earley met Rodolfo Rosini, a technology entrepreneur and investor. The pair cofounded Vaire that same year, and the company has since raised more than $12 million, hired Frank as a senior scientist, and begun turning the vision of reversible computing into real hardware.

Innovation, however, doesn’t happen overnight. During the winter of 2022 in Grinnell, Iowa, Earley spent weeks in her now-wife’s basement apartment as the wind chill outside reached roughly −40 °F, covering a whiteboard over and over again with schematics for the core piece of circuitry needed to make reversible logic work. By the time the design finally came together, after the couple had escaped the cold for Las Vegas, it felt less like an aha moment and more like a gradual wave of relief. “I’m not completely out of my depth,” she remembers feeling. 

Earley and her colleagues’ next challenge is making their drastically different chip fit into familiar devices and manufacturing systems. She believes that’s where the future lies—not in further refining existing chips but in rebuilding them from the ground up with an eye toward reversibility. “I want to tackle every part of how computers are built,” Earley says, “and rethink it in these terms.” 

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This AI entrepreneur is developing agents that can plan ahead for the unexpected

Danijar Hafner’s office in San Francisco’s SoMa district sits mostly empty. His brand-new startup is still in stealth mode and doesn’t even have its name on the door. On the day I visit, there’s only one other person there, and little in the way of furniture. But what it lacks in decor, it makes up for in robots. Humanoids of various shapes and sizes hang like marionettes from racks that run down the center of the wide-open space.

While Hafner, 31, won’t say too much about his new venture just yet, he describes it as a continuation of his longtime work to enable AI to navigate environments it has not encountered in training. The humanoids, which he imports from China, are the next evolution of this work—and its physical embodiment. Their ability to react in previously untested scenarios will be key to getting robots into human spaces. Because if you want to send a robot into a person’s home, for example, it needs to be able to handle a floor plan and furniture it’s never seen before. 

To achieve this, Hafner relies on something called model-based reinforcement learning. He develops world models—AI models designed to emulate physical reality—and trains agents within them. The agent essentially treats the model as a real-world simulation and learns how to act there. It then uses those experiences to make predictions (to dream or imagine, Hafner might say) about future outcomes. That allows agents—or the robots they’re embedded in—to navigate unfamiliar situations IRL.

“I get to interact with a lot of really smart people in research at Google, and he easily sits in the top half of 1%.”

Timothy Lillicrap, Google DeepMind

Unlike other efforts, Hafner’s technique enables agents and the robots they control to execute massively complicated tasks without the real-world trial-and-­error training that’s traditionally been used in robotics. 

Hafner grew up in a rural town in northeastern Germany, where his parents were both classical musicians. He learned programming from a neighbor, and in high school he began taking online courses about AI, which quickly developed into a passion. “I was always fascinated with how thinking works,” he says. AI offered him a way to emulate it on a computer.

In 2015, as a second-year under­graduate studying engineering at Hasso Plattner Institute in Potsdam, he won a role as a student researcher at Google Brain. From there, he went on to a dozen internships and other positions at the company, including stints with Google Brain and Google DeepMind (the two have since merged under DeepMind) in the UK, Canada, and the US. He worked with industry legends including Geoffrey Hinton, who is often referred to as one of the godfathers of AI, and Ashish Vaswani, coauthor of the groundbreaking research paper “Attention Is All You Need,” which described the transformer technology used by today’s large language models.

One of Hafner’s former managers and coauthors at Google, Timothy Lillicrap, describes him as a standout among standouts. “I get to interact with a lot of really smart people in research at Google, and he easily sits in the top half of 1%,” Lillicrap says. “In many cases he would build, single-­handedly, things it would take entire teams of engineers to build.”

Over the years, Hafner has honed and proved his approach by pitting agents trained within his world models against popular video games. His first breakthrough was PlaNet, a model that allowed agents to execute actions by planning ahead. His Dreamer 2 was the first agent to hit human-level performance playing Atari 2600 games using a world model. Dreamer 3 was the first one to solve the Minecraft Diamond challenge—successfully mining in-game gems on its own. And Dreamer 4 went a step beyond that by learning to mine diamonds from an offline data set of recorded game-play videos, without ever interacting with the game directly. 

More recently, he’s begun to migrate his agents out of the virtual world and into physical reality. His DayDreamer project used the Dreamer algorithm to let robots operate themselves in novel environments and react to new experiences (such as being pushed over) without any specific training. 

Today, Hafner is working on his new startup, which he left Google DeepMind to form in the fall of 2025. Though he’s coy about his next steps, it’s clear he’s dreaming big: “I was interested in solving a problem,” he hints, “that would change the world.” 

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This founder is making cheaper, cleaner steel

The steel industry isn’t exactly known for innovation. Very little has changed about purifying iron ore since the process was invented and commercialized in the 1850s.

The majority of steelmakers melt solid iron ore at dizzyingly high temperatures inside blast furnaces, where the material reacts with gases to trigger chemical reactions that remove oxygen. It then undergoes further refining to purify it before it is made into products like rebar and car frames.

The process relies on coal, and it generates roughly 7% of the carbon emissions that drive climate change—about as much as the fashion industry. Decarbonization has proved difficult: Profit margins are tight and furnaces have long service lives, making investment tough to justify.

Now Laureen Meroueh may have found a way to clean up steelmaking without driving up the price. Meroueh, the founder of Hertha Metals, invented a new furnace that simplifies the chemistry behind the process. Her method turns iron ore into refined liquid steel in a single step, and it swaps coal for natural gas. Together, those changes slash emissions by at least half, she says, and cut costs by 25% compared with steelmaking business as usual.

If it catches on, the tech could be transformative. “There’s huge value in reducing the size of this production system,” says Iryna Zenyuk, director of the National Fuel Cell Research Center at the University of California, Irvine. “They’re massive. They’re inefficient and require a lot of energy input, so even if they just save energy efficiency, that’s already a big step.”

Hertha’s approach focuses on what it can fix about the steel industry now, as opposed to waiting around for a zero-carbon system.

Still, it’s a risky endeavor, but pushing limits isn’t new for Meroueh. At 12 she was accepted into a pilot program to take college-­level courses through Florida Atlantic University in lieu of a traditional secondary education. She was immediately drawn to engineering and explored topics including calculus and ocean wave energy.

Despite the rigorous coursework, she would spend hours sitting in trees and surfing, which fostered a deep appreciation for nature and a desire to safeguard it. “I don’t know how you can’t be drawn toward trying to help protect that,” she says. 

Now 34, Meroueh has let that passion inform her professional goals. After finishing her PhD in mechanical engineering at MIT, she led a green hydrogen startup before founding Hertha in 2022. A first-generation Lebanese-American from an entrepreneurial family, she saw starting her own company as a typical path. “Seeing how common it is to take that jump to start your own business is what made me feel like ‘This is normal,’” she explains on a video call from her office at Hertha’s pilot plant in Conroe, Texas, just north of Houston.

That facility can produce one metric ton of steel per day. “One ton per day is a big metric for steel,” says Rajesh Swaminathan, a partner at Khosla Ventures, one of the company’s investors. (Hertha had raised about $20 million in funding as of July 2026.) 

Swaminathan says the company’s scale-up is “impressive,” especially given how little the team has spent. Competitors, he notes, have created far less steel with $50 million or $100 million in funding.

Hertha’s approach focuses on what it can fix about the industry now, as opposed to waiting around for a zero-carbon system. While other approaches to making green steel center on using hydrogen to free oxygen from iron ore—a method that could one day cut or eliminate emissions—Meroueh says Hertha is content for the time being with a continued reliance on fossil fuels, mainly to keep costs down. The current Hertha plant could eventually switch to a fully decarbonized system without drastically changing the hardware, she says, if hydrogen becomes more affordable. 

In the meantime, plans are underway to expand into a new plant next to the existing one. The facility is slated to produce 10,000 metric tons of high-purity steel per year and should reach full capacity by the end of 2027. By 2030, Meroueh believes, Hertha can up its output to 500,000 metric tons per year with the addition of a third site. That’s only a fraction of the approximately 80 million metric tons of steel produced annually in the US, but Zenyuk says making even one metric ton is still an achievement.

In Meroueh’s mind, the world isn’t going to outgrow its need for steel, so she’s asking another question: “How can we be smarter about how we make things … so that it’s also not going to harm us in the long term?”

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This geneticist’s age-reversal tech could help restore sight

Yuancheng (Ryan) Lu is obsessed with aging. And with eyes. As he steps outside the Whitehead Institute in Cambridge, Massachusetts, his aviator glasses darken automatically in the sun. Age-related blindness runs in his family. A great-aunt in China, the story goes, was killed crossing a road because she couldn’t see oncoming traffic. And Lu’s own 23andMe test came back with a mutation for macular degeneration, a top cause of vision loss in old age. Exposure to bright sunlight is another risk factor—thus the shades. “They protect me,” he says. “Plus, they look cool.”

Lu, 34, works on gene therapies to prevent age-related vision loss. “I think the eye is a really unique system to study aging and rejuvenation,” he says. “I could give a whole presentation.” Pushing up my reading glasses, I lean in to listen.

Lu is behind one of the coolest results in rejuvenation science—and in eye research. In 2018, while earning his PhD at Harvard Medical School, he used an age-reversal technique called reprogramming to repair the optic nerves of mice. He crushed the nerves, blinding the animals, and then injected the cells with a gene therapy meant to restore them to a youthful state. Sixteen days later, the nerves were growing back, their axons showing up through a microscope as spidery orange filaments.

As hype around age reversal swirls, Lu has been busy in the lab searching for what he calls “the next generation of rejuvenation therapies.”

The head of that lab, the longevity scientist David Sinclair, remembers when Lu texted him the pictures: “He asked me, ‘What do you see here?’ And I said, ‘I see the future.’” Later tests carried out in a box with rotating bars of light showed the mice were tracking the changes. They could see again.

This year, nearly the exact genetic therapy Lu created for mice entered human clinical trials. On June 9, the startup Life Biosciences, which Sinclair cofounded and in which Lu owns a small stake, announced it had injected the treatment into the eye of a person with glaucoma. The trial has been big news. A headline in the New York Times suggested the technology could “change humanity.” Posters on X gushed, with one declaring that “the fountain of youth is here.”

“It’s remarkable that what he developed as a student is now going into humans,” says Sinclair of the treatment, now called ER-100. “It’s barely even changed since he built it.”

Reprogramming refers to an age-­restoring process that takes place inside an embryo. It’s why babies are born young, not old: The DNA they’ve inherited from their parents has been scrubbed and reset. In 2006, Japanese researchers showed they could cause the process to occur in the lab by introducing just four key genes, known by the acronym OSKM. Add these to a cell from a 100-year-old and it will turn into a stem cell that acts as if it was plucked from an embryo.

That’s powerful stuff. But we don’t want to turn people into blobs of stem-cell protoplasm. Lu figured out a way to control the effect. He trimmed the list of genes to just OSK—leaving out M, for Myc, the one most likely to cause dangerous changes like cancer. His extra flash of insight was that reprogramming could be tested on the optic nerve; the eye is particularly accessible.

Lu’s result, published in Nature in 2020, helped set off an investment rush. Since then, US tech billionaires have placed huge bets on private companies like Altos Labs and NewLimit to explore reprogramming and anti-aging medicine. The day I spoke with Lu, he’d spent the morning meeting with the business magnate Zhong Shanshan, one of China’s richest people.  

Still, as hype around age reversal swirls, Lu has been notably absent from the public conversation. He’s been busy in the lab searching for what he calls “the next generation of rejuvenation therapies.” With a sigh, Lu describes the grueling effort over the last six years to understand what OSK really does. The treatment remains toxic to many cell types, and he says it’s becoming obvious that different factors drive aging in each kind. This year, for example, he identified a gene responsible for protecting the retina from damage by free radicals—the main cause of age-­related macular degeneration.

While Sinclair, his former boss, believes humans could live to be 200, Lu disagrees. There’s just too much that goes wrong as we age. His work with OSK, he says, was more a proof of concept than a silver bullet. But it did change the conversation. “Six years ago, you couldn’t talk about rejuvenation. We didn’t use that word—there was pushback,” Lu tells me. “But I think people have accepted the concept that you can really reverse molecular age.” 

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The Download: the hunt for underground hydrogen and more rogue OpenAI agents

This is today’s edition of The Download, our weekday newsletter that provides a daily dose of what’s going on in the world of technology.

How much hydrogen awaits us underground?

A flurry of exploration efforts is searching for underground stores of hydrogen gas, which could provide a valuable source of zero-carbon fuel.

The hunt has spread all over the world and engaged dozens of startups, including the Bill Gates–backed Koloma, which has been poking around the US Midwest to reach ancient oceanic rocks associated with hydrogen production. But the search so far has come up short. 

No one has yet reported finding a commercially viable reservoir of the gas, and public data on what has been found remains in short supply. Yet researchers estimate that trillions of tons of H₂ are produced within Earth’s crust. If a small fraction could be recovered, it could meet global hydrogen demand for centuries.

Follow the global race to find hydrogen underground.

—James Dinneen

This story is from our latest print magazine, which is all about kids. Subscribe now to receive every issue when it lands.

The must-reads

I’ve combed the internet to find you today’s most fun/important/scary/fascinating stories about technology.

1 OpenAI agents hijacked a German website before the Hugging Face hack
The agents turned DseWiki into their own bulletin board. (Reuters $)
+ They shared tips on avoiding detection and made over 15,000 edits. (BBC)
+ OpenAI’s safety issues suggest it has a company culture problem. (MIT Technology Review)

2 The US military has disabled ad trackers due to Middle East targeting fears
Commercial location data has reportedly been used to target troops. (Reuters $) 
+ It can be sold by data brokers and used to track personnel. (Gizmodo)
+ The military is increasing restrictions on phone use overall. (Guardian)

3 A company claims its AI-designed drug can reverse aging markers
Patients’ average biological age fell by as much as six years in a clinical trial. (NYT $)
+ Insilico Medicine developed the drug, called rentosertib. (Bloomberg $)
+ Who gets the credit for AI-designed drugs? (MIT Technology Review)

4 Elon Musk’s xAI has lost its bid to block an AI-nudification ban
The Minnesota law aims to curb nonconsensual sexual images and CSAM. (Politico)
+ xAI argues the measure restricts free ​speech. (Reuters $)
+ Deepfakes are being weaponized. (MIT Technology Review)

5 The US is investigating Tesla’s rollout of Cybercab robotaxis
Regulators are probing how Tesla self-certified the unusual vehicle. (TechCrunch)
+ The robotaxi lacks a steering wheel and pedals. (Politico)
+ But Tesla CEO Elon Musk is not known to wait for regulations. (Reuters $)

6 Europe has its first commercial orbital rocket
The Spectrum is the first rocket to reach orbit from mainland Europe. (Verge)
+ German startup Isar Aerospace launched it from Norway. (Guardian)
+ Here’s what else we’re putting in space. (MIT Technology Review)

7 Tumbler Ridge shooting survivors have filed 30 lawsuits against OpenAI
They say OpenAI should have alerted police before the attack.(NYT $)

8 JD Vance’s “satanic” AI warning has resonated with Christian Republicans
AI’s spiritual consequences are causing growing concern. (WSJ $)

9 Another mysteriously perfect geometric shape has appeared on Saturn
Scientists still don’t know why Saturn forms these strange shapes. (Wired $)

10 Fake ads for AI grandfathers and underwear are targeting “slop voice”
Comedians created the viral campaign in New York subways. (New Yorker $)

Quote of the day

“Typically, when the public shifts, politicians shift with them. Trump is not doing that on data centers.”

—Darrell M. West, a senior fellow at the Brookings Institution’s Center for Technology Innovation, tells NPR that Republican midterm candidates are at odds with President Trump over data centers.

One more thing


What is AI?

Artificial intelligence is the hottest technology of our time. But what is it? It sounds like a stupid question, but it’s one that’s never been more urgent. 

Here’s the short answer: AI is a catchall term for a set of technologies that make computers do things that are thought to require intelligence when done by people. But even that definition contains multitudes.

And that right there is the problem. What does it mean for machines to understand speech or write a sentence? What kinds of tasks could we ask such machines to do? And how much should we trust the machines to do them?

Here’s why we still can’t agree on what AI actually is—and the real-world consequences it’s creating.

—Will Douglas Heaven

We can still have nice things

A place for comfort, fun, and distraction to brighten up your day. (Got any ideas? Drop me a line.)

+ Meet the Japanese cats who became unlikely 1980s fashion icons.
+ Seventeen buildings come crashing down spectacularly in this bird’s-eye-view footage.
+ For a few spectacular minutes each year, a Yosemite waterfall turns into what looks like a glowing river of fire.
+ Discover the pleasure of sustained looking alongside contemporary artist Jas Knight as he copies Diego Velázquez’s “Juan de Pareja.”

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