AI Model Race & Infrastructure

Model competition heats up with DeepSeek V4 Flash Vision Exp beating Opus, Mistral 3 open series, and GPT-5.4. Infrastructure faces power crunch (130% US data-center electricity growth by 2030) and data market shift to full-stack platforms (Frost & Sullivan white paper). New: Alibaba launches $10B HK placement specifically for AI funding, signaling aggressive compute buildout. New today: Peter Thiel's fund shows power is the next big AI bet, with 72% non-Amazon power plays, reinforcing the shift from chips to kilowatts.