Intel CTO Sachin Katti says 18A and Panther Lake are “foundational to our future” and manufacturing is “mission critical, not just for Intel but for” the US
New York Times :
Oracle will pay for and oversee the construction of three of the new Stargate data centers, and OpenAI will then purchase computing power from Oracle
Cade Metz / New York Times :
At a White House event, Apple commits to spending another $100B on US manufacturing and aims to bring more of its supply chain to the US to avoid iPhone tariffs
Made In USA iPhone Still Off The Table Snaggy / The Joy of Tech : The Joy of Tech comic... Tim and Trump! MarketWatch : Dow Jones Top Markets Headlines at 11 PM ET: U.S. Trading Partners Race to Secur...
Amazon launches 27 satellites for its Project Kuiper broadband internet program, the first batch of 3,236 satellites that it plans to send into low-Earth orbit
and orbital overcrowding is a disaster waiting to happen Defense One : The D Brief: Jet falls off carrier; Yemen-bombing stats; Global defense-spending spike; Amazon's first satellites; And a bit more...
Amazon, AMD, and others are beginning to offer credible alternatives to Nvidia's AI chips, especially for inferencing, which is becoming increasingly important
Don Clark / New York Times :
Rivian and VW finalize a software development joint venture; VW has invested $1B of its planned up to $5.8B by 2027 in the JV designed to be a 50-50 partnership
To celebrate its recent coupling, Volkswagen … João da Silva / BBC : VW launches $5.8bn tie-up with Tesla rival Rivian Edwin Lopez / Automotive Dive : Volkswagen, Rivian launch their $5.8B joint ventu...
Nvidia will replace Intel in the Dow Jones Industrial Average on November 8, after Amazon replaced Walgreens in February 2024; Intel joined the index in 1999
Intel's 25-year reign has come to an end Varsha Agarwal / DNA India : Nvidia to replace rival Intel in Dow Jones indices by November 8 Kara Greenberg / Investopedia : Nvidia To Take Intel's Place in t...
Constellation Energy plans to invest $1.6B to revive the Three Mile Island nuclear plant in Pennsylvania and sell all the output to Microsoft for data centers
Nuke Will Be Restarted To Power Microsoft Data Center Jordan Valinsky / CNN : Three Mile Island is reopening and selling its power to Microsoft Reuters : Constellation to restart Three Mile Island nuc...
How Ukraine is working with private firms to test AI and other tech in drones to find land mines, save lives, and allow military forces to advance more quickly
Lara Jakes / New York Times :
Kamala Harris took a leading White House role on AI, including meeting executives; a Harris win could mean a continued relatively smooth runway for AI companies
New York Times :