回顾了 2025 年科技与政治交缠的五个趋势。AI 资料中心成为经济与产业的核心：Meta、Google、Microsoft 加码基础设施，被视为可能的泡沫来源。建一座资料中心的成本中约 60% 花在 GPU 上，而 GPU 约每 3 年就需要更换；同时，资料中心推高能源价格、消耗大量水与电，让地方「就业红利」在建造期后迅速变薄，并可能在未来 3 年引发政治反弹与外移。

内容也指出前沿 AI 模型的全球竞赛在 1 月因中国 DeepSeek 释出 R1 开源权重模型而升温。市场对单一模型发布的敏感度极高：Nvidia 在 1 月 27 日单日市值蒸发近 6000 亿美元，凸显高估值的剧烈波动。开源权重让更多人可下载、修改并共同改进模型，被认为可能在 2、3、5、10 年内影响 AI 使用版图；与此同时，美国公司转向更封闭也被视为重复训练、浪费算力与能源的策略劣势。

在政治面，DOGE（政府效率部）被描述为以「消除资料孤岛」之名把不同政府资料库交叉整合，用于移民监控与执法；其宣称要削减 1 兆美元预算但难以达成，却造成大规模人事与机构冲击：约 30 万名联邦员工离职、CDC 约四分之一人力流失，USAID 的关闭被报导与数十万死亡相关。最后，Epstein 议题延烧：国会曾核准约 2 万份文件，司法部声称释出「未剪辑」监狱影像却被发现缺少约 2 分半到近 3 分钟，并在 12 月 19 日的期限压力下进一步助长阴谋论叙事。

The context recaps five tech-and-politics trends that defined 2025. AI data centers became a central economic story: Meta, Google, and Microsoft poured money into infrastructure that may be forming a bubble. About 60% of a data center’s build cost is GPUs, which need replacement roughly every three years; meanwhile centers raise energy prices, consume major water and power, and the “jobs boom” thins sharply after construction, risking political backlash and offshoring within the next three years.

It also highlights the frontier-model race, jolted in January by China’s DeepSeek releasing the R1 open-weight model. Markets proved hypersensitive to model news: Nvidia lost nearly $600 billion in market cap on January 27, showing how violently high-flying AI stocks can swing. Open weights let anyone download and modify models, potentially shaping AI adoption over the next 2, 3, 5, and 10 years, while a US shift toward proprietary systems is framed as duplicative training that wastes compute, energy, and research effort.

On the political side, DOGE is portrayed as merging government datasets—sold as “eliminating data silos”—to expand immigration surveillance and enforcement. It failed to reach its stated $1 trillion budget-cut goal but still drove sweeping disruption: roughly 300,000 federal workers leaving, about a quarter of the CDC gone, and USAID’s shutdown linked in reporting to hundreds of thousands of deaths. The year’s Epstein flare-up adds another data integrity flashpoint: around 20,000 documents were approved for release, and a DOJ “unedited” jail video was found to omit about 2.5 to nearly 3 minutes, fueling conspiratorial narratives under a December 19 deadline.