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Waymo robotaxis stalled at dark intersections in San Francisco during a 2025 power outage, causing traffic gridlock and emergency disruptions

Electric Vehicles

San Francisco Power Outage Paralyzes Waymo Robotaxis

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4 Min Read

December 21, 2025

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The AI Reckoning of December 2025: Asia-Pacific Braces for a Trillion-Dollar Earthquake December 2025 feels like the moment the future finally showed up — uninvited, slightly terrifying, and impossibly exciting all at once. On the second day of the month, UN economists quietly detonated a report that should be required reading in every capital from Tokyo to Jakarta: artificial intelligence could erase millions of jobs across Asia-Pacific in the coming decade… yet hand the same region nearly a trillion dollars in new wealth if leaders move fast enough. It’s the ultimate double-edged sword, sharpened to molecular precision. The Coming Storm in the World’s Most Populous Region Walk through the garment factories of Bangladesh, the call centers of Manila, or the back-office towers of Gurugram. Those jobs — the ones that lifted millions out of poverty in a single generation — are now squarely in AI’s crosshairs. Routine data entry, customer support scripts, even basic accounting and legal research are being swallowed by models that never sleep, never ask for a raise, and get smarter every week. The UN didn’t sugarcoat it: women, young workers, and anyone without digital skills will be hit first and hardest. In countries where broadband still feels like a luxury and electricity flickers daily, the idea of “retraining for the AI economy” can sound like cruel satire. Yet the same report dangles a prize so massive it’s almost obscene: $900 billion to $1 trillion in additional GDP by 2035. That’s not pocket change — that’s enough to build entire new industries, modernize healthcare, and turn rice paddies into solar-powered data centers. The catch? Only the countries that treat digital literacy like oxygen will collect. Think of it as the greatest talent race in human history — and the starting gun just fired. Meanwhile, in Washington and Las Vegas… While Asia-Pacific stares down the barrel, the West is busy building the gun. On December 1, the U.S. FDA did something that would have sounded like science fiction five years ago: it officially rolled out “agentic AI” across the entire agency. These aren’t chatbots — they’re autonomous systems that can read clinical trial data, spot safety signals, draft regulatory letters, and coordinate inspections across continents, all with human overseers who mostly click “approve.” Translation: the people who decide if your new cancer drug lives or dies are now supercharged by AI that thinks several steps ahead. A few hundred miles away in Las Vegas, AWS re:Invent 2025 turned into a three-day fever dream of frontier tech. The star of the show? Something called “Frontier Agents” — AI that can take a vague request like “secure this entire codebase and deploy it to production” and just… do it. For days. Without coffee breaks. They also unveiled Trainium3 chips that train massive models for pennies on the dollar compared to Nvidia’s best, and “AI Factories” — basically shipping containers packed with enough compute to rival small nations. The message was crystal clear: the age of human-only software engineering is ending faster than anyone predicted. The Great Chip Crunch: Pain Today, Reinvention Tomorrow Of course, no boom comes without growing pains. The global hunger for AI chips has turned into a full-blown famine. High-bandwidth memory prices are up 60% in months. Lead times for cutting-edge GPUs now stretch into late 2026. Consumer gadgets — phones, laptops, even cars — are getting pushed to the back of the line while hyperscalers hoard every wafer they can buy. It’s messy. It’s expensive. And strangely, it might be the best thing that could happen. Shortages force creativity. Companies that can’t buy their way out of the problem are suddenly investing in efficient algorithms, open-source models, and clever architectures that do more with less. The choke points are painful, but they’re also breaking the monopoly of “bigger is always better.” The Real Story of December 2025 This isn’t just another tech cycle. It’s the month the abstract idea of “artificial general intelligence” started showing up in government org charts, factory floors, and family dinner conversations from Seoul to Sri Lanka. Some countries will treat this like a crisis and get left behind. Others will treat it like the largest economic opportunity since electricity — and rewrite their destinies. The chips will eventually flow again. The models will get cheaper. The agents will get smarter. But the decisions made in the next 12–24 months — about who gets trained, who gets access, who gets a seat at the table — will echo for decades. Welcome to the AI century. It just started, and it’s moving faster than any of us imagined. What side of history will your corner of Asia-Pacific be on?

Why the HBM Shortage Is Triggering an AI Memory Chip Crisis (2025–2027)

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