🔎 Today’s Daily Sift: AI/Robotics Instagram Version AI is entering its sovereignty phase. DeepSeek is reportedly building its own AI chip for inference. That matters because inference is where AI becomes useful at scale. Apps. Agents. Enterprises. Devices. Robots. At the same time, Beijing is reportedly considering restrictions on overseas access to China’s most advanced AI models. That is the real signal. The AI race is no longer just model versus model. It is stack versus stack. Chip control. Model control. Energy control. Deployment control. National power. Reuters also reports that AI data centers are driving up power bills for Rust Belt manufacturers. That cuts through the fantasy. AI does not live in the cloud. It lives on the grid. It consumes electricity. It competes with factories. It changes industrial economics. Meanwhile, humanoid robotics is facing sharper investor skepticism. The question is no longer whether robots look impressive. The questi...