Sources: US officials propose expanding AI chip export controls globally, requiring Commerce Department approval for Nvidia and AMD shipments for each country
worldwide licensing system would give Trump admin broad authority to block global salesIan Lyall /Proactive:US moves to require approval for all AI chip exportsAnanya Gairola /Benzinga:Trump Admin Wei...
A look at the growing reliance of US data centers and the Pentagon on Chinese batteries, a dependence increasingly viewed as a national security threat
Freezing DOE grants, the War on EVs, tariffs, and OBBBA have utterly wrecked our battery supply chain efforts. — 🔌💡🔌🚗 … Forums: r/technology : The Pentagon and A.I. Giants Have a Weakness. Both Nee...
A look at the growing reliance of US data centers and the Pentagon on Chinese batteries, a dependence increasingly viewed as a national security threat
China Warns Move Could ‘Backfire’ DigiTimes : China's battery and energy storage firms lead, fueled by AI-driven power demand surge Simon Sharwood / The Register : US punishes China's ‘dominance’ of l...
Sources: SoftBank plans to invest up to $3B to remodel an EV plant in Lordstown, Ohio, that will produce equipment for OpenAI's forthcoming US data centers
Sri Muppidi / The Information :
Sources: OpenAI has agreed to rent additional computing power from Oracle, totaling ~4.5 gigawatts of US data center power, as part of its Stargate initiative
OpenAI is dead man walking then, Microsoft owns all the IP, and it burns $60+b in competitor venture capital. … @onefeincat : Enough power to send 3.71 Martys McFly back to 1985, and they're using it ...
Trump's 20% China tariffs and potential 25% Mexico tariffs, hitting the US' two biggest computer equipment import sources, may pile new costs on US data centers
President Donald Trump is all in on artificial intelligence and the data centers that power it — but his tariffs threaten … X: @danprimack and @thestalwart X: Dan Primack / @danprimack : Yup. Not only...
TD Cowen: Microsoft cancels leases for a substantial amount of US data centers, potentially due to over-investment fears; Microsoft plans to spend $80B in 2025
- The company has pledged $80 billion toward computing capacity — Wall Street is questioning AI demand over the longer-term
Mark Zuckerberg says Meta is planning to invest $60B to $65B in capex in 2025, will end the year with 1.3M+ GPUs, and plans to grow its AI teams “significantly”
Market: WE LOVE AI, DO AI THING — META: Sure thing, ploughing $40bn into capex this year — Market: wait not like that — First time we've seen a negative market reaction to the reality of AI unit...
A profile of Dubai property tycoon Hussain Sajwani, who, alongside Donald Trump at Mar-a-Lago, pledged a $20B investment in US data centers, drawing skepticism
- Hussain Sajwani has seen big wins from Dubai's property boom — Sajwani has pledged to invest $20 billion in US data centers Bluesky: @sararose007 Bluesky: @sararose007 : more trouble
Trump announces a $20B investment in US data centers, saying the investor is Emirati billionaire Hussain Sajwani, chairman of DAMAC properties
U.S. President-elect Donald Trump on Tuesday announced a $20 billion new investment to build data centers across the United States.