S1E69 - Weekly AI News - Jan 9, 2026

This week on the show, the hosts kick off with the massive infrastructure gap, noting that the US dominates global data center growth with over 50% of upcoming projects, a surge that raises alarms for the American energy grid. The conversation pivots to the "physical AI" revolution at CES 2026, where humanoid robots take center stage, highlighted by Boston Dynamics' reveal of its production-ready electric Atlas robot and NVIDIA's launch of Alpamayo for reasoning-based autonomous driving. The hosts then turn to the competitive landscape, where AMD challenges Intel's GPU claims and DeepSeek V4 rumors suggest a new Chinese rival could beat...