AI Is Power-Hungry & Out of Control ⚡

Biz Analyst Club Newsletter

by The Business Model Analyst

Hello, Biz Enthusiasts!
AI is designing its own chips. IKEA is raising prices. Nestlé is laying off 16,000 people. And Waymo is letting self-driving cars loose in London. Meanwhile, Amazon’s new nuclear facility is somehow less explosive than Nvidia’s possible export scandal.
Let’s unpack it all — before your favorite app hires an AI to write your resignation letter.

Hot Takes 🚀

1. OpenAI Is Building Its Own Chips – And They’re Power-Hungry 🔋🤖
Forget just buying chips — OpenAI is now designing them with Broadcom. They plan to deploy enough power to light up 10 million homes. Add that to Nvidia and AMD deals, and AI’s electric bill is starting to look like a small country’s GDP.
👉 See how OpenAI is rewriting the AI chip game

2. Nvidia Chips, Shady Backdoors and a Billion-Dollar Mystery 🕵️‍♀️💻
A tiny Singapore firm called Megaspeed may be helping China sneak past U.S. chip export bans — after toasting billion-dollar Nvidia deals with CEO Jensen Huang himself. Washington and Singapore are now both investigating.
👉 Uncover the secret behind the suspicious sales

3. Nestlé Slashes 16,000 Jobs – Blames AI & Efficiency 📉🤖
KitKat and Nesquik may still be sweet, but Nestlé’s workforce just got bitter. The food giant is cutting 6% of its global staff, citing automation, AI, and “operational efficiency.” Translation: robots took your lunch and your job.
👉 Why Nestlé is leaning into layoffs

4. IKEA’s Era of Cheap Furniture Is Coming to an End 💸🛋️
The company that gave us $9 tables and meatballs just admitted it’s raising prices — thanks to new tariffs and a 2-year revenue slump. Somewhere, an Allen wrench just shed a tear.
👉 See why even IKEA can’t stay affordable anymore

5. Amazon’s Nuclear Flex: Mini Reactors for AI Power 💥⚛️
Amazon just dropped the first images of its new nuclear facility. The goal? Fuel the AI boom without cooking the planet. These mini modular reactors are compact, clean, and ready to power the next wave of data centers.
👉 Take a peek inside Amazon’s nuclear future

Strategy Deep Dive

Quick Hits 📰

• Samsung’s XR Headset Reveal Is Coming: Project Moohan (Samsung + Google + Qualcomm) is finally getting unveiled.
  👉 Here’s what we know about Samsung’s XR headset

• BlackRock’s $40B AI Power Play: BlackRock is going all-in on AI infrastructure, acquiring Aligned Data Centers in one of the biggest AI land grabs ever.
  👉 Follow the money into the data center gold rush

• Waymo Brings Robotaxis to London: Driverless cabs are coming to the UK in 2026 — assuming the Queen’s traffic laws don’t fry their CPUs.
  👉 See how Waymo plans to conquer London

• Anthropic Launches Cheap, Fast AI: Their new “Haiku 4.5” model costs 1/15th of the big boys — and can still code like a champ.
  👉 Check out the budget AI ready for the enterprise

• Salesforce Shoots for $60B Revenue: A new forecast, a big AI acquisition, and a $7B stock buyback have investors cheering again.
  👉 Why Salesforce stock is suddenly climbing

• Instagram Goes PG-13 for Teens: Swear words, nudity, and risky stunts are out. PG vibes are in. Your rebellious nephew just unfollowed half the platform.
  👉 Instagram’s teen accounts get major restrictions

• Spotify + Sony + AI = ???: Music giants team up with Spotify to build “responsible” AI tools for musicians. (No robot Drake… yet.)
  👉 Inside the music industry’s AI truce

• Gen Z vs. Hiring Managers: New study says Gen Z wants purpose, not prestige. Employers just want someone who shows up on time.
  👉 See why recruiters are confused by Gen Z values

• Standard Chartered Turns Staff into Gig Workers: The bank lets employees pick projects like freelancers to adapt to the AI era.
  👉 How banks are ditching job titles for task lists

• Auto Industry’s New Chip Panic: Dutch firm Nexperia halted chip shipments after a government takeover. Carmakers now face another supply crisis.
  👉 Why your next car could be delayed (again)

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