Exploding number of AI data center build-outs delay Texas housing projects — data centers’ high demand for electricians prices out contractors, homes now take two months longer to complete

Housing construction projects in Texas are facing delays of up to two months as contractors are having a harder time finding and keeping electricians. Data center projects are pricing out housing projects from the labor fo…

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Meta’s multi-billion-dollar Graviton deal highlights intensifying CPU shortages in AI infrastructure — the industry signals a shift to Agentic inference workloads, pushing demand

Meta signed a multibillion-dollar, multi-year deal with Amazon Web Services last week to deploy tens of millions of Graviton5 CPU cores across AWS data centers.
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OpenAI has effectively abandoned first-party Stargate data centers in favor of more flexible deals — company now prefers to lease compute and says Stargate is an umbrella term

OpenAI has reportedly modified its arrangement on several Stargate projects, leaving the direct ownership set up and instead preferring to lease compute from other partners who took on the direct risk of investing in the i…

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Google signs classified Pentagon AI deal but exits $100 million drone swarm program — report claims employees revolted over ethical fears, delivered letter to CEO Pichai

Google joins OpenAI and Elon Musk’s xAI in granting the Pentagon broad classified AI access.

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TSMC SoIC 3D stacking roadmap outlines path from 6-micron pitches today to 4.5-micron in 2029 — Fujitsu’s Monaka CPU to benefit from face-to-face chiplet stacking

TSMC adds support for face-to-face stacking, 6.5 µm and 4.5 µm pitches for the next generation of SoIC 3D stacking.
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US stops exports of tools to China’s number two chip maker — Hua Hong and Huali Microelectronics reportedly on the cusp of starting a 7-nm fab in Shanghai

Applied Materials, KLA, and Lam Research received letters from the U.S. Department of Commerce preventing them from shipping some of Hua Hong’s orders for the latest chipmaking tools. These are reportedly being planned for…

Nvidia exec says AI is more expensive than actual workers — yet some companies don’t see the extra costs as a negative

As advanced LLMs do more and more for modern businesses, the outlays to cover all those tokens can cost more than worker salaries alone. But some companies don’t see the added costs as a negative as they look toward a more…

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Ransomware accidentally destroys all files larger than 128KB, preventing decryption — VECT code likely partly vibe coded with AI or used an old code base, security researchers suggest

A ransomware’s major flaw meant that files cannot be decrypted because of a programming mistake. It also has several minor issues, showing that its creator may not be as sophisticated as suggested. Still, researchers point…

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Zuckerberg’s Meta will beam sunlight from space to power AI data centers, solar-collecting satellites will orbit 22,000 miles above Earth — firm reserves 1 Gigawatt of orbital solar energy and 100 Gigawatt-hours of long-duration storage

Meta has announced plans to help power its AI data centers using sunlight beamed from space through a partnership with Overview Energy, alongside a 100 GWh long-duration storage deal with Noon Energy, as the AI industry’s …

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Nanoscale device generates continuous electricity from evaporating water and some sunlight — paves the path for battery-free sensors, wearable electronics, and more

Researchers at Switzerland’s École Polytechnique Fédérale de Lausanne have developed a nanoscale device that generates continuous electricity from evaporating water, with heat and sunlight boosting the process.
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