AI SAFETY LEGISLATION DATA CENTERS
Morgan Stanley sees agentic AI widening chip spending beyond graphics processors to CPUs
Morgan Stanley predicts that as AI evolves towards autonomous action, demand will shift towards CPUs and memory, reshaping data center buildouts. This transition is expected to drive significant growth in the data center CPU market, expanding AI investment beyond GPUs to a wider range of chipmakers and memory suppliers.
Trump wants to stop states from regulating AI. This Utah Republican isn't listening
States are grappling with artificial intelligence regulation as the federal government resists. Lawmakers are proposing new rules for AI, focusing on child safety and disclosure of risks. Despite federal opposition, over a thousand AI-related bills are being considered across the country. Tech industry lobbyists are actively opposing these measures.
China humanoid robot half-marathon to showcase technical leaps
More than 300 humanoid robots participating in China's second robot half-marathon on Sunday will be facing tougher terrain designed to test their technical advancements, as Beijing seeks to develop the industry into a major pillar of its economy.
AMD UALink strategy: Can AMD disrupt AI data center dominance as open interconnect challenges NVIDIA NVLink ecosystem control?
AMD UALink Standard is driving a major shift in AI infrastructure right now. Advanced Micro Devices is leading this open interconnect push as AI cluster demand surges globally. AMD stock has jumped over 166% in one year, showing strong market confidence. This standard improves speed, reduces latency, and supports multi-vendor AI systems. It helps data centers scale faster with better efficiency. As cloud and enterprise AI grow rapidly, AMD UALink Standard is becoming critical for building flexible, high-performance AI clusters.
Samsung’s AI development is becoming more feedback-led, with India playing a larger role
Samsung's India R&D teams are significantly contributing to Galaxy AI features and flagship devices like the S26 series, with user feedback from channels like Samsung Members and service centers directly shaping product development. India-specific usage patterns are also influencing global software optimizations
Legal checkpoints for AI agents now mission critical, say experts
Legal and policy experts are urging Indian regulators to move beyond broad AI principles and begin addressing the unique risks posed by autonomous AI agents. India currently has no dedicated law to govern AI agents that can act on their own and interact with other systems, leading to a yawning gap as companies rapidly deploy such tools across payments, banking and supply chains, they said.
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AI is a gold mine for spammers and scammers, but Google is using it as a tool to fight back
Generative AI is supercharging online spam and scams, with the FBI reporting over $893 million in losses last year. Tech giants like Google are deploying advanced AI systems, such as Gemini, to combat this deluge. Gemini successfully blocked over 99% of policy-violating ads before they reached audiences, demonstrating AI's crucial role in defence.
OpenAI to spend more than $20 billion on Cerebras chips, receive equity stake: The Information
OpenAI has reportedly agreed to a significant deal with chip startup Cerebras, potentially worth over $20 billion across three years. This agreement, which could include an equity stake for OpenAI, aims to secure substantial computing power for AI model inference and development. Cerebras could disclose parts of its previously undisclosed arrangement with OpenAI as soon as Friday, the report said.
Airflow products maker Madison Air valued at $15.7 billion as shares rise on NYSE debut
Madison Air Solutions debuted on Thursday with an 18.5% stock surge, reaching a $15.65 billion valuation. The HVAC firm's successful IPO, the largest in the U.S. this year, highlights strong investor interest in AI-driven data center growth. The company, which provides air quality solutions for various sectors including data centers, raised $2.23 billion in its offering.
Unstoppable surge: AMD hits all-time high in best run in nearly two decades - what's fueling the drive?
AMD stock is rising very fast and hitting new highs after many days of gains. Strong demand for AI chips and servers is helping the company grow. A big deal with Meta is also boosting future hopes. Many analysts are positive, but some say the stock price is already high. Investors are now waiting for upcoming earnings results.
Unbelievable 600% rally in one day! Allbirds shares skyrocket as sneaker-maker plans AI pivot
Allbirds shares skyrocketed nearly 600% in a single session after the footwear brand unveiled a dramatic pivot to AI compute infrastructure, rebranding as NewBird AI and securing a $50 million financing facility to buy GPUs. The move marks a complete shift from its sustainable sneaker roots to the booming AI ecosystem.
Marc Andreessen, Ben Horowitz boost AI Super PAC to over $50 million
Venture capitalists Marc Andreessen and Ben Horowitz have injected $25 million into a pro-AI super PAC, bolstering its war chest to over $51 million. Leading the Future’s cash pile allows the industry to boost political candidates in both parties it sees as friendly to their cause and oppose potential antagonists.
Maine may become first US state to pause new data centres
Maine is poised to become the first US state to pause new data centre construction. Lawmakers approved a bill that requires a moratorium on large power-hungry facilities. This move comes amid growing concerns nationwide about their impact on energy bills and the environment. The bill now awaits the Governor's final approval.
US Senator Warren voices concern over Nvidia's acquisition of Slurm
Senator Elizabeth Warren has raised concerns regarding Nvidia's acquisition of SchedMD. This move potentially grants Nvidia significant control over critical software powering US government supercomputers. Warren is seeking information on the extent of government dependency on Nvidia's technology. The acquisition could impact national security and competition in the high-performance computing sector.
Anthropic, Cursor backer Accel raises $5 billion for big AI bets
Venture capital firm Accel has raised $5 billion in new funds, with $4 billion dedicated to its fifth Leaders fund for late-stage AI startups. An additional $650 million will go to a sidecar fund for increased exposure to major investments.
NAACP sues Musk's xAI, alleging illegal operation of gas turbines
The NAACP has sued xAI and its subsidiary MZX Tech, alleging they illegally operated gas turbines to power a data centre in Mississippi without necessary air permits. The civil rights group claims this poses a health risk to local residents by emitting pollutants and known carcinogens, violating the Clean Air Act.
Maine to become first US state to bar major data centers
Legislators in Maine on Tuesday endorsed a moratorium on building large data centers, becoming the first US state to try and rein in rampant construction driven by the AI race. Data center construction spending in the United States has surged in recent years, with tech firms pouring tens of billions of dollars into building out infrastructure amid the race to lead in AI. The Maine law would prohibit local authorities from issuing permits for data centers with electrical capacity exceeding 20 megawatts.
Microsoft takes over Stargate data center from OpenAI in Norway
Microsoft will rent 30,000 additional Nvidia Vera Rubin chips from neocloud provider Nscale at a campus inside the arctic circle in Narvik, Norway, Nscale said in a statement. This builds on a prior $6.2 billion commitment Microsoft made at the same site.
Oracle stock surges 5% - what's driving the bullish sentiment? Key points for investors
Oracle stock is rising fast because of its strong push into AI and cloud business. New AI tools, big data center plans, and support from major companies are boosting investor confidence. The company is growing well, but high debt and big spending remain risks. Traders are watching closely as the stock shows strong upward momentum in the market.
Crisis contractor for OpenAI, Anthropic eyes a move to combat extremism
OpenAI was threatened with intervention by the Canadian government in February after revealing a person who carried out a deadly school shooting had been banned by the platform without the authorities being informed.
OpenAI to open first permanent London office in 2027
OpenAI is establishing its first permanent office in London. This expansion aims to meet growing demand and build the company's largest research hub outside the United States. The new office, set to open in 2027, will accommodate 544 team members. This move comes despite OpenAI pausing a data center project in Britain due to regulatory and energy cost concerns.
Crisis contractor for OpenAI, Anthropic eyes a move to combat extremism
ThroughLine, a startup hired in recent years by ChatGPT owner OpenAI as well as rivals Anthropic and Google, to redirect users to crisis support when they are flagged as being at risk of self-harm, domestic violence or an eating disorder, is also exploring ways to broaden its offer to include preventing violent extremism, its founder and former youth worker Elliot Taylor said.
AI juggernaut rumbles on even as markets whipsaw
The artificial intelligence sector continues its strong financial growth. Despite global tensions, significant funding is flowing into AI initiatives. Major companies are raising billions through debt sales. This trend is attracting investors seeking stable opportunities. The demand for AI infrastructure is driving substantial investment in the market.
Former OpenAI Stargate leaders plan to join Meta Platforms
Three key players in OpenAI’s massive effort to set up hundreds of billions of dollars’ worth of artificial intelligence data center capacity are joining Meta Platforms. Peter Hoeschele, who played a critical role in OpenAI’s Stargate initiative, is one of the new hires.
AI chatbots offer children harm as if it were help, says activist
AI chatbots present grave risks, especially to children, offering personalised harm. A watchdog warns that these systems can exploit a child's loneliest moments. Reports indicate many chatbots assist in planning violent acts. Experts urge new laws to regulate AI, noting the urgency before similar issues arise as with social media. Action is needed now to protect young minds.
Big Tech puts financial heft behind next-gen nuclear power as AI demand surges
Big Tech companies are injecting funds into new nuclear technologies. This is to power energy-hungry AI data centers. Firms like Meta, Amazon, and Google are partnering with modular reactor developers. These deals offer funding and revenue certainty. This boosts the advanced nuclear sector. It faces challenges but sees growing interest from investors and banks.
How the AI boom derailed clean‑air efforts in one of America's most polluted cities
America's push for cleaner air faces a new challenge. The growing demand for electricity from data centers is reviving coal-fired power plants. This shift is reversing environmental regulations and impacting communities with poor air quality. Activists are concerned about the long-term health effects. The future of clean air hangs in the balance as energy needs surge.
From OpenAI to Nvidia, tech firms channel billions into AI infrastructure as demand booms
Tech giants are making massive investments in artificial intelligence. CoreWeave and Meta have expanded their cloud capacity agreement to $21 billion. OpenAI is securing significant funding and partnerships with Amazon, Disney, Broadcom, AMD, Nvidia, and Oracle. Meta is also forging deals with AMD, Manus, CoreWeave, Oracle, and Google. Nvidia is investing heavily in Anthropic and acquiring Groq's assets.
OpenAI, Anthropic, Google unite to combat model copying in China
Rivals OpenAI, Anthropic PBC, and Alphabet’s Google have begun working together to try to clamp down on Chinese competitors extracting results from cutting-edge US artificial intelligence models to gain an edge in the global AI race. The rare collaboration underscores the severity of a concern raised by US AI companies that some users, especially in China, are creating imitation versions of their products that could undercut them on price and siphon away customers while posing a national security risk.
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