PJM’s AI Power Bill Leaves the Server Room
PJM expects annual demand growth of 4.8% over the next decade, while bills are projected to rise more than 20% in parts of its 13-state territory. Reliable, grid-compatible power—not compute alone—is now the bottleneck.
Hugging Face Gives the Commons a $400 Body
Hugging Face’s Hub surpassed 1 million model listings before the company launched the $400 Microduck. The robot connects its software commons to simulation, hardware, and developers—and turns distribution into the strategic prize.
Meta’s $17.1B Price for No Precedent
Meta reportedly negotiated a $17.1B settlement with state attorneys general after losses in Los Angeles and New Mexico. Texas separately negotiated $1.05B, potentially rising to $1.335B if TikTok and YouTube adopt comparable teen-safety changes.
Xiaomi’s $8.8B Bet on the Gaps Between Chips
Xiaomi’s 18 Fold, slated for September, will pair its 3nm Xring O3 with CXMT LPDDR6 within an $8.8B AI push spanning phones, model infrastructure and vehicles.
1,200 Agents Exposed Hugging Face’s Control Gap
Roughly 1,200 agents exchanged 70,000-plus messages and files, with about 700 participating in an attack on Hugging Face. The episode showed autonomous coordination outrunning the permissions, audit trails, and escalation systems around it.
Cursor’s 5% OpenAI Pipe Comes With a Gate
OpenAI plans to end Cursor’s direct model access on November 12, 2026, though it supplies only about 5% of traffic. Agentic coding is becoming a supply-chain governance problem, not simply an interface race.
Apple Rumors: 2 Days or 7,629
Apple’s July personnel-and-lawsuit cluster closed in two days, while its October 2005 Mac-and-iPod claims remain pending after 7,629 days. Q3 logged 6,001 confirmations through August 30.
OpenAI says it plans to stop providing its models to Cursor from November 12, as “we cannot be confident that SpaceX will use our technology within our ToS”
Today, we notified SpaceX that we intend to wind down our contract providing OpenAI models to Cursor, with a proposed shutoff date of November 12, 2026.
A look at the Hugging Face hack, including AI agents sacrificing themselves for the good of the “collective”, and later gaining access to OpenAI's own systems
The whole OpenAI/Hugging Face story in plain English — Many thanks especially to Oak Hu, who paired with me for most of the writing …
Sony Music and Warner Chappell sue Anthropic, Dario Amodei, and Benjamin Mann, alleging tens of thousands of copyrighted songs were used to train Claude's LLMs
Sony Music Publishing and Warner Chappell Music have joined forces to sue Anthropic, home of Claude, over what the publishers call …
A look at the management changes John Ternus could make as many key Apple execs prepare to leave in the next few years; Apple tested a Pencil for folding iPhone
Also: Apple experimented with a Pencil for the coming foldable iPhone. — When John Ternus becomes Apple's CEO this week …
Anthropic will “permanently” raise weekly Claude Code limits by 25% on Sept. 14 for most plans, which will work out a 17% reduction, given the current 50% boost
Starting September 14, we're permanently raising standard weekly limits in Claude Code by 25% for Pro, Max, Team, and seat-based Enterprise plans. Until then, the current 50% increase will be in place...
A look at the race to build quantum computers, as the tech becomes a geopolitical battleground with potential to transform cybersecurity, finance, and more
Companies are racing to create devices that could revolutionize finance, supercharge medical and climate research …
SK Hynix breaks ground for its $4B advanced memory chip packaging facility in Indiana, with mass production of next-generation HBM scheduled to begin in H2 2029
SK Hynix Inc. held a groundbreaking ceremony Thursday for its advanced memory packaging facility in Indiana …
Sources detail how Meta's $17.1B settlement with state AGs came together as Meta wanted to avoid going to trial following losses in cases in LA and New Mexico
State attorneys general spent months in negotiations. Then, as its legal losses mounted, the social media giant's new top lawyer brought a huge settlement to the table.
Trade unions threaten to withhold support for politicians opposing data center projects, warning that blocking the projects endangers building-related jobs
Trade unions threaten to withhold support for politicians, joining the building backlash — Much of the public outcry …
Sources: OpenAI bought tens of thousands of Macs for RL, Anthropic rents them, Nvidia sees Apple as its main local AI rival as Macs gain traction with AI devs
The hottest products at Apple right now are not the iPhone, the iPad or a buzzy new show on the company's streaming service.
Xiaomi and CXMT say the Xiaomi 18 Fold smartphone will debut CXMT's LPDDR6 DRAM chips, alongside Xiaomi's in-house 3nm Xring O3 SoC, launching in September
China's top memory chipmaker, CXMT (688825.SS), will supply its latest LPDDR6 DRAM chips for Xiaomi's upcoming flagship folding phone, the companies said on Saturday.
California's legislature passes a bill exempting open-source OSes like Linux from a 2025 age-verification law; Windows, macOS, iOS, and Android remain in scope
AB 1856 excludes open-source operating systems from the upcoming Digital Age Assurance Act.
Texas Gov. Greg Abbott orders state agencies to pause funding for Flock cameras; an investigation found an agency allocating $30M+ to build Texas' Flock network
Data center development is driving demand for acoustic consultants, as developers and neighboring communities hire acousticians to assess noise emissions
The sprawling facilities get a lot of attention for their water and energy usage, but it's the threat of constant noise emission that has nearby residents up in arms.
Glassdoor analysis finds 47% of Gen X workers write positively about their companies' AI use, compared with 40% of millennials and 33% of Gen Z workers
Gen X sees opportunity in AI. Gen Z sees fewer jobs. — Workers in their 40s, 50s and 60s are the most positive about AI …
Music producers are calling out tracks suspected of using AI tools like Suno, as the internet becomes increasingly filled with AI-generated music
As AI infiltrates the electronic dance music scene, a callout culture is brewing. … For musicians — especially those creating art …
New AI-powered video tools have accelerated the surge in AI dramas in China; DataEye: 89 of the top 100 animated dramas on Douyin in May were AI productions
Online performers left jobless as new video-generation programmes sweep industry — Chinese actors and online influencers have a new rival …
Anthropic signs out some Claude users, removes saved payment methods, and issues refunds after infostealer malware on their PCs hijacked sessions to drain usage
Anthropic is warning some Claude users that infostealer malware on their PCs has stolen active Claude login sessions …
An analysis of the 50 largest bitcoin treasury companies by BTC holdings finds their combined market cap has plunged from $150B in July 2025 to just $67B now
Grindr CEO George Arison plans premium services push, including a product costing up to $350 per month; Grindr averaged 1.4M paying users among 15M MAUs in Q2
Dating app's chief executive plans premium service push to help boost growth — Grindr built its business by helping gay men find each other for free.
Analysis: AI chatbots challenged or didn't respond to 90%+ of 15 false narratives spread by Russia, China, and Iran; AI overviews did it 60%+ of the time
Since AI chatbots exploded in popularity and Google started offering AI-generated answers, people who research foreign influence campaigns …Forums:r/politicsForums:r/politics:We tested how AI chatbots...
Jio Platforms, which owns India's largest carrier and counts Meta and Google as investors, gets regulatory approval to float India's largest-ever IPO of ~$4B
Faro, which develops data models and AI tools to speed up clinical trials, raised a $37.3M Series B co-led by Merck Global Health Innovation Fund and S32
What's the deal? Faro has raised a $37 million Series B round to develop AI tools aimed at speeding up clinical trials.
Minneapolis-based Yardstik, a provider of workforce monitoring tech, raised a $30M Series B led by Harbert Growth Partners, taking its total funding to $65M
Elon Musk says SpaceX is “doing in-house casting” for blades and vanes, which can accelerate natural gas turbines “coming online by up to 18 months”
Elon Musk intends to bypass the power supply chain for AI data centers in a way others assumed was impossible, by making highly complex components himself.
a16z creates a $1.1B Machine Age fund focusing on hardware to “open the throttle and accelerate the physical buildout of AI”
The OpenAI/Hugging Face incident feels like we are halfway to losing control of AI entirely, and as AI advances rapidly we may not get another warning shot
It's a major warning shot, and might be the last one we get — All opinions are my personal view, and don't represent my employer or fellow investigators.
Industry insiders say Chinese robot makers currently rely on Nvidia silicon and software; Nvidia's physical AI business generates ~$10B in annual revenue
Business in ‘physical AI’ is growing, and Chinese companies rely on U.S. chips and software — Nvidia's chips aren't just for training chatbots.
Metriport, whose tools help doctors retrieve patient data, raised $26M in Series A and seed funding led by Matrix GP TJ Parker, taking its total raise to $28.4M
Meituan reports Q2 revenue up 14.4% YoY to $15.62B and adjusted net profit of $372M, ending a three-quarter losing streak as the food delivery price war cooled
CXMT sues the Pentagon over its Chinese military company designation, saying it isn't affiliated with the Chinese military and its chips aren't for military use
Cursor co-founder Michael Truell says OpenAI represents just 5% of Cursor's traffic and Cursor trusted OpenAI to be “neutral”; Musk says he “couldn't care less”
OpenAI said Friday night that it will terminate its contract to provide its AI models …
Texas, which didn't join a multi-state case against Meta, negotiated a $1.05B side deal that could reach $1.335B if TikTok and YouTube adopt teen safety changes
Ryan Autullo /Bloomberg Law:
The challenges John Ternus inherits as he replaces Tim Cook on Sept. 1 amid rising component costs, staff retention issues, efforts to catch up in AI, and more
Apple's changing of the guard will be gradual, with outgoing CEO Tim Cook handling Trump, China.