49,000 Lake Tahoe residents could be left powerless as AI data centers inhale electricity supply — power company looking to redirect power to 12 data centers, high demand plus a regulatory limbo equals a dim situation

Around 49,000 Lake Tahoe residents are finding out in the worst way that they might become literally powerless come May 2027, as provider NV Energy is poised to redirect the spice flow elsewhere, according to an article on…

Japanese chemical giant JSR expands to Taiwan for EUV photoresist production near TSMC — plant to fill missing chemical link to scale EUV materials

The plant, located in Yunlin County, is expected to come online as early as 2028 and will co-develop advanced photoresists with TSMC.
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Google reportedly in talks with SpaceX to launch its orbital data centers — partnership could mark a historic turning point and boost upcoming IPO

Google is reportedly in talks to make Elon Musk’s SpaceX its launch partner for its orbital data centers as part of its Project Suncatcher initiative.
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EU considers running undersea cable under the North Pole to link Europe to Asia — Polar Connect aims to bypass the Strait of Hormuz and Russia by 2030

The EU is planning an undersea cable that goes under the North Pole to connect to Asia. This route avoids geopolitical hotspots like the Red Sea and the Persian Gulf but will have to weather the harsh Arctic.
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South Korean official proposes ‘citizen dividend’ payouts from AI windfall — markets spooked by suggestion AI revenue should be redistributed to citizens

Kim Yong-beom, presidential chief of staff for policy, floated the idea of a “national dividend” in a Facebook post late Monday.
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Trump administration reportedly debating ban on Chinese cellular modules in expansion of FCC crackdown — potential restrictions could impact everything from smart devices and routers to connected cars and industrial IoT systems

A Financial Times report claims the Trump administration is considering restrictions on Chinese cellular modules as the FCC escalates its crackdown on Chinese communications technology, potentially affecting massive portio…

TSMC allocates $20 billion to Arizona expansion — project faces water and labor shortages, complicated by visa rules

TSMC’s Fab 21 becomes profitable in the first year of operations, though TSMC continues to struggle with labor shortage, water shortage, and is concerned about the long-term power supply. Nevertheless, it allocates $20 bil…