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AI’s Energy Constraint, a Big New Compute Deal, and Benchmark Blind Spots | UpNext AI – June 23, 2026

Today on UpNext AI, we look at a bigger theme now shaping the industry: AI is no longer just a compute story, it is increasingly an energy story. We also cover a major new compute deal tied to Nvidia’s latest chips, a fresh research warning about safety benchmarks, and several fast headlines across chips, cybersecurity, browser AI, and power infrastructure.

Covered in this episode:

- Nvidia spotlights Eco Wave Power, arguing AI growth will be constrained as much by energy as by compute

- Reflection AI signs a massive compute deal with SpaceX for access to GB300 systems at Colossus 2

- New…

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