Cloud

Rideshare Giant Grab Moves 200 Macs Out of the Cloud, Expects To Save $2.4 Million (theregister.com) 82

Singaporean super-app company Grab has dumped 200 cloudy Mac Minis and replaced them with physical machines, a move it expects will save $2.4 million over three years. From a report: Grab is Southeast Asia's leading rideshare and food delivery outfit and therefore needs to build apps for iOS to connect with customers. In a Thursday post, the company explains it builds those apps using Continuous Integration and Continuous Delivery/Deployment (CI/CD) infrastructure that runs on Apple Mac computers.

The company started with a single on-prem Mac Pro -- its post shows 2013's cylindrical model based around an Intel Xeon processor -- but eventually reached over 200 Macs, running in the cloud at an unnamed US cloud provider. "At the beginning, it was a no-brainer to rent when our demand for macOS hardware increased from 1 Mac Pro to 20 times that size," Grab's post explains. "However, when that grew to over 200 machines, the total cost became significant."

NASA

SpaceX: Starship Will Be Going To the Moon, With Or Without NASA (behindtheblack.com) 110

schwit1 shares a report from Behind the Black: SpaceX is going to land this spaceship manned on the Moon, whether or not NASA's SLS and Orion are ready. And even if those expensive, cumbersome, and poorly designed boondoggles are ready for those first two Artemis landings, SpaceX is likely to quickly outmatch them with numerous other private missions to the Moon, outside of NASA. It has the funds to do it, and it knows it has the customers willing to buy the flights. The news comes from a detailed update SpaceX released today on the Starship lunar lander. Here's the section where SpaceX "made it clear that it sees Starship and Superheavy as its own space effort, irrelevant of NASA": "To return Americans to the Moon, SpaceX aligned Starship development along two paths: development of the core Starship system and supporting infrastructure, including production facilities, test facilities, and launch sites -- which SpaceX is self-funding representing over 90% of system costs -- and development of the HLS-specific Starship configuration, which leverages and modifies the core vehicle capability to support NASA's requirements for landing crew on and returning them from the Moon. SpaceX is working under a fixed-price contract with NASA, ensuring that the company is only paid after the successful completion of progress milestones, and American taxpayers are not on the hook for increased SpaceX costs. SpaceX provides significant insight to NASA at every stage of the development process along both paths, including access to flight data from missions not funded under the HLS contract.

Both pathways are necessary and made possible by SpaceX's substantial self-investments to enable the high-rate production, launch, and test of Starship for missions to the Moon and other purposes. Starship will bring the United States back to the Moon before any other nation and it will enable sustainable lunar operations by being fully and rapidly reusable, cost-effective, and capable of high frequency lunar missions with more than 100 tons of cargo capacity."

United States

Obesity Rate Declining in U.S. (gallup.com) 138

Gallup: After peaking at a record high of 39.9% in 2022, the U.S. adult obesity rate has gradually declined to 37.0% in 2025. This is a statistically meaningful decrease representing an estimated 7.6 million fewer obese adults compared with three years ago. Meanwhile, diagnoses of diabetes -- a lifetime disease that can be managed but not cured -- have now reached an all-time high of 13.8%. Both metrics are part of the ongoing Gallup National Health and Well-Being Index.

[...] Over the past year, more Americans have turned to Type 2 antidiabetic GLP-1 drugs such as semaglutide (brand names Ozempic and Wegovy) for weight loss purposes. The percentage of adults who report taking this class of medicine specifically for weight loss has increased to 12.4%, compared with 5.8% in February 2024 when Gallup first measured it. Usage among women (15.2%) continues to outpace men (9.7%), but both groups have more than doubled their use in the past year. These results dovetail with increased awareness of the drugs used for weight loss, which has risen from 80% to 89% nationally in the same period.

Businesses

Alphabet Tops $100 Billion Quarterly Revenue For First Time 12

Alphabet reported its first-ever $100 billion quarter, fueled by a 34% surge in Google Cloud revenue and booming AI demand. The tech giant also announced an increase in expected capital expenditures for the fiscal year of 2025. CNBC reports: "With the growth across our business and demand from Cloud customers, we now expect 2025 capital expenditures to be in a range of $91 billion to $93 billion," the company said in its earnings report (PDF) Wednesday. "Looking out to 2026, we expect a significant increase in CapEx and will provide more detail on our fourth quarter earnings call," said finance chief Anat Ashkenazi on the earnings call with investors Wednesday.

Earlier this year, the company increased its capital expenditure expectation from $75 billion to $85 billion. Most of that goes toward technical infrastructure such as data centers. The latest earnings show the company is seeing rising demand for its AI services, which largely sit in its cloud unit. It also shows the company is continuing to spend more to try and build out more infrastructure to accomodate the backlog of customer requests.
"We continue to drive strong growth in new businesses. Google Cloud accelerated, ending the quarter with $155 billion in backlog," CEO Sundar Pichai said in the earnings release.
Security

Ransomware Profits Drop As Victims Stop Paying Hackers (bleepingcomputer.com) 16

An anonymous reader quotes a report from BleepingComputer: The number of victims paying ransomware threat actors has reached a new low, with just 23% of the breached companies giving in to attackers' demands. With some exceptions, the decline in payment resolution rates continues the trend that Coveware has observed for the past six years. In the first quarter of 2024, the payment percentage was 28%. Although it increased over the next period, it continued to drop, reaching an all-time low in the third quarter of 2025.

One explanation for this is that organizations implemented stronger and more targeted protections against ransomware, and authorities increasing pressure for victims not to pay the hackers. [...] Over the years, ransomware groups moved from pure encryption attacks to double extortion that came with data theft and the threat of a public leak. Coveware reports that more than 76% of the attacks it observed in Q3 2025 involved data exfiltration, which is now the primary objective for most ransomware groups. The company says that when it isolates the attacks that do not encrypt the data and only steal it, the payment rate plummets to 19%, which is also a record for that sub-category.

The average and median ransomware payments fell in Q3 compared to the previous quarter, reaching $377,000 and $140,000, respectively, according to Coveware. The shift may reflect large enterprises revising their ransom payment policies and recognizing that those funds are better spent on strengthening defenses against future attacks. The researchers also note that threat groups like Akira and Qilin, which accounted for 44% of all recorded attacks in Q3 2025, have switched focus to medium-sized firms that are currently more likely to pay a ransom.
"Cyber defenders, law enforcement, and legal specialists should view this as validation of collective progress," Coveware says. "The work that gets put in to prevent attacks, minimize the impact of attacks, and successfully navigate a cyber extortion -- each avoided payment constricts cyber attackers of oxygen."
Australia

Australia Sues Microsoft Over AI-linked Subscription Price Hikes (reuters.com) 35

Australia's competition regulator sued Microsoft today, accusing it of misleading millions of customers into paying higher prices for its Microsoft 365 software after bundling it with AI tool Copilot. From a report: The Australian Competition and Consumer Commission alleged that from October 2024, the technology giant misled about 2.7 million customers by suggesting they had to move to higher-priced Microsoft 365 personal and family plans that included Copilot.

After the integration of Copilot, the annual subscription price of the Microsoft 365 personal plan increased by 45% to A$159 ($103.32) and the price of the family plan increased by 29% to A$179, the ACCC said. The regulator said Microsoft failed to clearly tell users that a cheaper "classic" plan without Copilot was still available.

Power

Some US Electricity Prices are Rising -- But It's Not Just Data Centers (washingtonpost.com) 75

North Dakota experienced an almost 40% increase in electricity demand "thanks in part to an explosion of data centers," reports the Washington Post. Yet the state saw a 1% drop in its per kilowatt-hour rates.

"A new study from researchers at Lawrence Berkeley National Laboratory and the consulting group Brattle suggests that, counterintuitively, more electricity demand can actually lower prices..." Between 2019 and 2024, the researchers calculated, states with spikes in electricity demand saw lower prices overall. Instead, they found that the biggest factors behind rising rates were the cost of poles, wires and other electrical equipment — as well as the cost of safeguarding that infrastructure against future disasters... [T]he largest costs are fixed costs — that is, maintaining the massive system of poles and wires that keeps electricity flowing. That system is getting old and is under increasing pressures from wildfires, hurricanes and other extreme weather. More power customers, therefore, means more ways to divvy up those fixed costs. "What that means is you can then take some of those fixed infrastructure costs and end up spreading them around more megawatt-hours that are being sold — and that can actually reduce rates for everyone," said Ryan Hledik [principal at Brattle and a member of the research team]...

[T]he new study shows that the costs of operating and installing wind, natural gas, coal and solar have been falling over the past 20 years. Since 2005, generation costs have fallen by 35 percent, from $234 billion to $153 billion. But the costs of the huge wires that transmit that power across the grid, and the poles and wires that deliver that electricity to customers, are skyrocketing. In the past two decades, transmission costs nearly tripled; distribution costs more than doubled. Part of that trend is from the rising costs of parts: The price of transformers and wires, for example, has far outpaced inflation over the past five years. At the same time, U.S. utilities haven't been on top of replacing power poles and lines in the past, and are now trying to catch up. According to another report from Brattle, utilities are already spending more than $10 billion a year replacing aging transmission lines.

And finally, escalating extreme-weather events are knocking out local lines, forcing utilities to spend big to make fixes. Last year, Hurricane Beryl decimated Houston's power grid, forcing months of costly repairs. The threat of wildfires in the West, meanwhile, is making utilities spend billions on burying power lines. According to the Lawrence Berkeley study, about 40 percent of California's electricity price increase over the last five years was due to wildfire-related costs.

Yet the researchers tell the Washington Post that prices could still increase if utilities have to quickly build more infrastructure just to handle data center. But their point is "This is a much more nuanced issue than just, 'We have a new data center, so rates will go up.'"

As the article points out, "Generous subsidies for rooftop solar also increased rates in certain states, mostly in places such as California and Maine... If customers install rooftop solar panels, demand for electricity shrinks, spreading those fixed costs over a smaller set of consumers.
AI

'Meet The People Who Dare to Say No to AI' (msn.com) 112

Thursday the Washington Post profiled "the people who dare to say no to AI," including a 16-year-old high school student in Virginia says "she doesn't want to off-load her thinking to a machine and worries about the bias and inaccuracies AI tools can produce..."

"As the tech industry and corporate America go all in on artificial intelligence, some people are holding back." Some tech workers told The Washington Post they try to use AI chatbots as little as possible during the workday, citing concerns about data privacy, accuracy and keeping their skills sharp. Other people are staging smaller acts of resistance, by opting out of automated transcription tools at medical appointments, turning off Google's chatbot-style search results or disabling AI features on their iPhones. For some creatives and small businesses, shunning AI has become a business strategy. Graphic designers are placing "not by AI" badges on their works to show they're human-made, while some small businesses have pledged not to use AI chatbots or image generators...

Those trying to avoid AI share a suspicion of the technology with a wide swath of Americans. According to a June survey by the Pew Research Center, 50% of U.S. adults are more concerned than excited about the increased use of AI in everyday life, up from 37% in 2021.

The Post includes several examples, including a 36-year-old software engineer in Chicago who uses DuckDuckGo partly because he can turn off its AI features more easily than Google — and disables AI on every app he uses. He was one of several tech workers who spoke anonymously partly out of fear that criticisms could hurt them at work. "It's become more stigmatized to say you don't use AI whatsoever in the workplace. You're outing yourself as potentially a Luddite."

But he says GitHub Copilot reviews all changes made to his employer's code — and recently produced one review that was completely wrong, requiring him to correct and document all its errors. "That actually created work for me and my co-workers. I'm no longer convinced it's saving us any time or making our code any better." And he also has to correct errors made by junior engineers who've been encouraged to use AI coding tools.

"Workers in several industries told The Post they were concerned that junior employees who leaned heavily on AI wouldn't master the skills required to do their jobs and become a more senior employee capable of training others."
Medicine

Resistant Bacteria Are Advancing Faster Than Antibiotics (wired.com) 59

The proliferation of difficult-to-treat bacterial diseases represents a growing threat, according to the World Health Organization's (WHO) Global Antibiotic Resistance Surveillance Report. Wired: The report reveals that, between 2018 and 2023, antibiotic resistance increased by more than 40 percent in monitored pathogen-drug combinations, with an average annual increase of 5-15 percent. According to data reported by more than 100 countries to WHO's Global Antimicrobial Resistance and Use Surveillance System (GLASS), one in six laboratory-confirmed bacteria in 2023 proved resistant to antibiotic treatment, all related to various common diseases globally.

For the first time, this edition of the report includes prevalence estimates of resistance to 22 antibiotics used to treat urinary tract, gastrointestinal, bloodstream, and gonorrheal conditions. The analysis focused on eight common pathogens: Acinetobacter spp, Escherichia coli, Klebsiella pneumoniae, Neisseria gonorrhoeae, non-typhoidal Salmonella spp, Shigella spp, Staphylococcus aureus, and Streptococcus pneumoniae. The results show that resistant gram-negative bacteria pose the greatest threat. Of particular note are Escherichia coli and Klebsiella pneumoniae, which are associated with bloodstream infections that can lead to sepsis, organ failure, and death. "More than 40 percent of E. coli and more than 55 percent of K. pneumoniae strains worldwide are now resistant to third-generation cephalosporins, the first-choice treatment for these types of infections," the report warns.

Cloud

Amazon's DNS Problem Knocked Out Half the Web, Likely Costing Billions 103

An anonymous reader quotes a report from Ars Technica: On Monday afternoon, Amazon confirmed that an outage affecting Amazon Web Services' cloud hosting, which had impacted millions across the Internet, had been resolved. Considered the worst outage since last year's CrowdStrike chaos, Amazon's outage caused "global turmoil," Reuters reported. AWS is the world's largest cloud provider and, therefore, the "backbone of much of the Internet," ZDNet noted. Ultimately, more than 28 AWS services were disrupted, causing perhaps billions in damages, one analyst estimated for CNN.

[...] Amazon's problems originated at a US site that is its "oldest and largest for web services" and often "the default region for many AWS services," Reuters noted. The same site has experienced two outages before in 2020 and 2021, but while the tech giant had confirmed that those prior issues had been "fully mitigated," apparently the fixes did not ensure stability into 2025. ZDNet noted that Amazon's first sign of the outage was "increased error rates and latency across numerous key services" tied to its cloud database technology. Although "engineers later identified a Domain Name System (DNS) resolution problem" as the root of these issues and quickly fixed it, "other AWS services began to fail in its wake, leaving the platform still impaired" as more than two dozen AWS services shut down. At the peak of the outage on Monday, Down Detector tracked more than 8 million reports globally from users panicked by the outage, ZDNet reported.
Ken Birman, a computer science professor at Cornell University, told Reuters that "software developers need to build better fault tolerance."

"When people cut costs and cut corners to try to get an application up, and then forget that they skipped that last step and didn't really protect against an outage, those companies are the ones who really ought to be scrutinized later."
Microsoft

Extortion and Ransomware Drive Over Half of Cyberattacks — Sometimes Using AI, Microsoft Finds (microsoft.com) 23

Microsoft said in a blog post this week that "over half of cyberattacks with known motives were driven by extortion or ransomware... while attacks focused solely on espionage made up just 4%."

And Microsoft's annual digital threats report found operations expanding even more through AI, with cybercriminals "accelerating malware development and creating more realistic synthetic content, enhancing the efficiency of activities such as phishing and ransomware attacks." [L]egacy security measures are no longer enough; we need modern defenses leveraging AI and strong collaboration across industries and governments to keep pace with the threat...

Over the past year, both attackers and defenders harnessed the power of generative AI. Threat actors are using AI to boost their attacks by automating phishing, scaling social engineering, creating synthetic media, finding vulnerabilities faster, and creating malware that can adapt itself... For defenders, AI is also proving to be a valuable tool. Microsoft, for example, uses AI to spot threats, close detection gaps, catch phishing attempts, and protect vulnerable users. As both the risks and opportunities of AI rapidly evolve, organizations must prioritize securing their AI tools and training their teams...

Amid the growing sophistication of cyber threats, one statistic stands out: more than 97% of identity attacks are password attacks. In the first half of 2025 alone, identity-based attacks surged by 32%. That means the vast majority of malicious sign-in attempts an organization might receive are via large-scale password guessing attempts. Attackers get usernames and passwords ("credentials") for these bulk attacks largely from credential leaks. However, credential leaks aren't the only place where attackers can obtain credentials. This year, we saw a surge in the use of infostealer malware by cybercriminals...

Luckily, the solution to identity compromise is simple. The implementation of phishing-resistant multifactor authentication (MFA) can stop over 99% of this type of attack even if the attacker has the correct username and password combination.

"Security is not only a technical challenge but a governance imperative..." Microsoft adds in their blog post. "Governments must build frameworks that signal credible and proportionate consequences for malicious activity that violates international rules." (The report also found that America is the #1 most-targeted country — and that many U.S. companies have outdated cyber defenses.)

But while "most of the immediate attacks organizations face today come from opportunistic criminals looking to make a profit," Microsoft writes that nation-state threats "remain a serious and persistent threat." More details from the Associated Press: Russia, China, Iran and North Korea have sharply increased their use of artificial intelligence to deceive people online and mount cyberattacks against the United States, according to new research from Microsoft. This July, the company identified more than 200 instances of foreign adversaries using AI to create fake content online, more than double the number from July 2024 and more than ten times the number seen in 2023.
Examples of foreign espionage cited by the article:
  • China is continuing its broad push across industries to conduct espionage and steal sensitive data...
  • Iran is going after a wider range of targets than ever before, from the Middle East to North America, as part of broadening espionage operations..
  • "[O]utside of Ukraine, the top ten countries most affected by Russian cyber activity all belong to the North Atlantic Treaty Organization (NATO) — a 25% increase compared to last year."
  • North Korea remains focused on revenue generation and espionage...

There was one especially worrying finding. The report found that critical public services are often targeted, partly because their tight budgets limit their incident response capabilities, "often resulting in outdated software.... Ransomware actors in particular focus on these critical sectors because of the targets' limited options. For example, a hospital must quickly resolve its encrypted systems, or patients could die, potentially leaving no other recourse but to pay."


Earth

Researchers Build Complex 3D-Printed, Carbon-Absorbing Bridge Inspired by Bones (cnn.com) 13

Concrete accounts for about 8% of the world's greenhouse gas emissions, notes CNN. But a research team at the University of Pennsylvania just used a robotic 3D printer to construct a bridge with "complex, lattice-like patterns" that are just as strong and durable — but with materials that absorb more carbon dioxide.

Check out the photos of the "Diamanti" projects "post-tensioned concrete canopy". And CNN's report includes an animated photo showing the 3D printer in action: While most regular concrete absorbs carbon dioxide (up to 30% of its production emissions over its entire life cycle, according to some research), Diamanti's enhanced concrete mixture absorbs 142% more carbon dioxide than conventional concrete mixes. Its first design, a pedestrian bridge, uses 60% less material while retaining mechanical strength, says Masoud Akbarzadeh, an associate professor of architecture at the University of Pennsylvania and director of the lab that spearheaded the project.

"Through millions of years of evolution, nature has learned that you don't need material everywhere," says Akbarzadeh. "If you take a cross section of a bone, you realize that bone is quite porous, but there are certain patterns within which the load (or weight) is transferred." By mimicking the structures in certain porous bones — known as triply periodic minimal surface (TPMS) structures — âDiamanti also increased the surface area of the bridge, increasing the concrete mixture's carbon absorption potential by another 30%... According to Akbarzadeh, 3D printing reduces construction time, material, and energy use by 25%, and its structural system reduces the need for steel by 80%, minimizing use of another emissions-heavy material. He added that using the technique with Diamanti's concrete significantly cuts greenhouse gas emissions compared to regular construction techniques, and reduces construction costs by 25% to 30%.

"Even without the material innovation, the higher surface itself allows higher CO2 absorption," one engineering lecturer tells CNN. The project was a collaboration with chemical company Sika, funded with grants from the U.S. Energy Department, and is now preparing its first full-size prototype in France.

The team has published their findings in the journal Advanced Functional Materials earlier this year.
Cellphones

Apple, Samsung Report Underwhelming Sales of Their New Thin Smartphones (macrumors.com) 79

In two separate reports, Apple and Samsung are said to report underwhelming sales of their new ultra-thin smartphones. According to The Elec, Apple plans to cut production of the iPhone Air while Samsung has canceled its planned Galaxy S26 Edge smartphone after disappointing sales of the Galaxy S25 Edge, Korea's NewsPim claims. MacRumors reports: Samsung apparently halted work on the Galaxy S26 Edge this week, informing employees internally that the product line would be discontinued. Internal discussions in September shifted priorities toward the more conventional "Plus" form factor after confirming that consumer demand for ultra-slim flagships was weaker than expected. [...]

Samsung will apparently instead add a Galaxy S26 Plus model to its 2026 lineup, reverting to the company's traditional three-tier structure of base, Plus, and Ultra variants. Despite the cancellation, development of the Galaxy S26 Edge was already complete. Development of the S26 Plus is expected to begin before the end of the third quarter of 2025. The atmosphere inside the company is said to be "chaotic" and "embarrassed" following the sudden lineup revision. Samsung reportedly plans to sell through existing inventory of the Galaxy S25 Edge and cease further production once stock is depleted.
As for Apple's iPhone Air, here's what MacRumors is reporting: The Japanese investment banking and securities firm claims that the iPhone 17 Pro and iPhone 17 Pro Max are seeing higher sales than their predecessors during the same period last year, while the standard iPhone 17 is a major success, performing significantly better than the iPhone 16.

The iPhone Air is apparently the outlier; Apple plans to reduce production by one million units this year. Meanwhile, Apple plans to increase production of all other models by two million units. The overall production forecast of the iPhone 17 series this year has also been increased from 88 million units to 94 million units for the start of 2026.

Education

South Korea Abandons AI Textbooks After Four-Month Trial (restofworld.org) 27

South Korea's government has stripped AI-powered textbooks of their official status after a single semester of use. The textbooks were introduced in March for math, English, and computer science classes as a flagship initiative under former President Yoon Suk Yeol. Students and teachers complained about technical problems, factual inaccuracies, and increased workload.

The government spent more than 1.2 trillion won ($850 million) on the program. Publishers invested around 800 billion won ($567 million). The textbooks were reclassified as supplementary material. Adoption rates dropped from 37% in the first semester to 19% in September. Only 2,095 schools now use them, about half the number from earlier in the year.
Medicine

Focused Sound Energy Holds Promise For Treating Cancer, Alzheimer's and Other Diseases (theconversation.com) 11

An anonymous reader quotes a report from the Conversation: Sound waves at frequencies above the threshold for human hearing are routinely used in medical care. Also known as ultrasound, these sound waves can help clinicians diagnose and monitor disease, and can also provide first glimpses of your newest family members. And now, patients with conditions ranging from cancer to neurodegenerative diseases like Alzheimer's may soon benefit from recent advances in this technology.

I am a biomedical engineer who studies how focused ultrasound -- the concentration of sound energy into a specific volume -- can be fine-tuned to treat various conditions. Over the past few years, this technology has seen significant growth and use in the clinic. And researchers continue to discover new ways to use focused ultrasound to treat disease. [...] Research on focused ultrasound has primarily focused on the most devastating and prevalent diseases, such as cancer and Alzheimer's disease. However, I believe that further developments in, and increased use of, focused ultrasound in the clinic will eventually benefit patients with rare diseases.

One rare disease of particular interest for my lab is cerebral cavernous malformation, or CCM. CCMs are lesions in the brain that occur when the cells that make up blood vessels undergo uncontrolled growth. While uncommon, when these lesions grow and hemorrhage, they can cause debilitating neurological symptoms. The most common treatment for CCM is surgical removal of the brain lesions; however, some CCMs are located in brain areas that are difficult to access, creating a risk of side effects. Radiation is another treatment option, but it, too, can lead to serious adverse effects.

We found that using focused ultrasound to open the blood-brain barrier can improve drug delivery to CCMs. Additionally, we also observed that focused ultrasound treatment itself could stop CCMs from growing in mice, even without administering a drug. While we don't yet understand how focused ultrasound is stabilizing CCMs, abundant research on the safety of using this technique in patients treated for other conditions has allowed neurosurgeons to begin designing clinical trials testing the use of this technique on people with CCM. With further research and advancements, I am hopeful that focused ultrasound can become a viable treatment option for many devastating rare diseases.

AMD

AMD Amps Up Chip War - But Nvidia's Still Leading (yahoo.com) 13

The Wall Street Journal marvelled at AMD's "game-changing deal" this week with OpenAI, calling it "the culmination of an extraordinary, decade-long turnaround effort, solidifying AMD's status as Nvidia's most legitimate competitor." Shortly after taking charge of the company in 2014, [CEO] Su implemented a systematic plan to eat Intel's lunch, which she accomplished by going after Intel's main product lines while it was bogged down by manufacturing problems. Now, Su has set her sights on Nvidia, the $4.5 trillion chips behemoth led by her cousin, Jensen Huang. Some analysts believe that if Su can sign up more big customers for its AI chips, AMD could join the $1 trillion valuation club before too long.
"With this, it's natural to ask: Did AMD just say checkmate to Nvidia?" asks the Motley Fool investment site. But their answer seems to be "no"... AMD has increased its push into the AI market over the past few years, launching the AMD Instinct line of accelerators, and in the latest quarter, predicted its MI350 series would drive revenue growth in the second half of the year. Some analysts have said that AMD's innovations position it to compete with Nvidia's Blackwell architecture and chip — released late last year — but Nvidia's commitment to release upgrades on an annual basis could keep it a step ahead when it comes to overall GPU performance and therefore revenue. Big tech companies are looking for the most powerful compute available — and so far, they know they can find that at Nvidia...

[AMD's deal this week] is indeed an interesting operation, ensuring the company a major position in this infrastructure scale-up phase. [Nvidia CEO] Huang has said AI infrastructure spending may reach $4 trillion by the end of the decade, and this represents an enormous opportunity for chip designers such as AMD and Nvidia. So, the OpenAI deal is positive for AMD — but I wouldn't say it's negative for Nvidia. This chip giant signed its own deal with OpenAI last month, and it involves the deployment of 10 gigawatts of Nvidia systems across data centers...

A quick comparison of the two deals: The Nvidia-OpenAI agreement involves more gigawatts, and Nvidia isn't giving up a stake in its business — on top of this, though Nvidia is offering OpenAI funding, this will result in revenue growth as OpenAI returns to Nvidia to order GPUs. This pretty much guarantees that Nvidia will be the chip designer to benefit the most as OpenAI expands — and AMD isn't about to step ahead of the market leader. All of this means that, yes, AMD should score a win thanks to its agreement with OpenAI and this may boost its growth in the market. But the chip designer can't say "checkmate" to its bigger rival as Nvidia is perfectly positioned to maintain its lead over the long term.

Advertising

Amazon Smart Displays Are Now Being Bombarded With Ads (arstechnica.com) 30

"Amazon Echo Show owners are reporting an uptick in advertisements on their smart displays," reports Ars Technica. The company's Echo Show smart displays have previously shown ads through the company's Shopping Lists feature, as well as advertising for Alexa skills. Additionally, Echo Shows may play audio ads when users listen to Amazon Music on Alexa. However, reports on Reddit (examples here, here, and here) and from The Verge's Jennifer Pattison Tuohy, who owns more than one Echo Show, suggest that Amazon has increased the amount of ads it shows on its smart displays' home screens.

The Echo Show's apparent increase in ads is pushing people to stop using or even return their Echo Shows.

The article notes Amazon's smart displays have also started showing ads for Alexa+ — and The Verge's reporter saw ads on one (but not all) of her Echo Shows this week. (Even when the display is set to show personal photos, ads sometimes appear for herbal supplements, Quest sports chips, and tabletop picture frames.

Ars Technica notes that users "are unable to disable the home screen ads." When reached for comment, an Amazon spokesperson told Ars Technica: "Advertising is a small part of the experience, and it helps customers discover new content and products they may be interested in..." Amazon declined to comment on whether it has increased Echo Show ad loads... According to Amazon, Echo Show home screen ads change based on how close someone is to the gadget. "When the customer is more than four feet away from their device, ads will display full-screen in rotation with other content such as weather, recipes, sports, and news..."
Earth

Climate Goals Go Up in Smoke as US Datacenters Turn To Coal (theregister.com) 62

US datacenters are experiencing a significant shift toward coal-powered energy due to elevated natural gas prices and rapidly growing electricity demand. From a report: According to a research note from financial services firm Jefferies, datacenter operators are racing to connect new capacity to the electrical grid, with accelerated load growth expected during the 2026-2028 period. This spike in demand is driving an unexpected resurgence in coal generation, which has increased nearly 20 percent year-to-date.

The research note, seen by The Register, states: "We raise our estimate for coal generation by ~11 percent (driven by higher capacity factors), and staying elevated through 2027 on favorable fuel pricing vs gas (particularly for existing fleet)." Warnings emerged last year that rising energy demand from the proliferation of data centers in the US risked outstripping available generation capacity, potentially extending the operational life of coal-fired power plants.
Further reading: India Needs Coal For the Next Decade and Nobody Wants To Say It.
United Kingdom

UK's Central Bank Warns of Growing Risk That AI Bubble Could Burst (theguardian.com) 82

The Bank of England has warned there is a growing risk of a "sudden correction" in global markets as it raised concerns about soaring valuations of leading AI tech companies. From a report: Policymakers said there were also threats of a "sharp repricing of US dollar assets" if the Federal Reserve lost credibility in the eyes of global investors. It comes as Donald Trump's continues to attack the US central bank and threaten its independence.

Continued hype and optimism about the potential for AI technology has led to a rise in valuations in recent months, with companies such as OpenAI now worth $500 billion, compared with $157 billion last October. Another firm, Anthropic, has almost trebled its valuation, going from $60 billion in March to $170 billion last month.

However, the Bank of England's financial policy committee (FPC) warned on Wednesday: "The risk of a sharp market correction has increased. "On a number of measures, equity market valuations appear stretched, particularly for technology companies focused on artificial intelligence. This ... leaves equity markets particularly exposed should expectations around the impact of AI become less optimistic." It said investors had not fully accounted for these potential risks, warning that "a sudden correction could occur" should any of them crystallise, resulting in finance drying up for households and businesses. The FPC added: "As an open economy with a global financial centre, the risk of spillovers to the UK financial system from such global shocks is material."

The Almighty Buck

Irish Basic Income Support Scheme For Artists To Be Made Permanent (www.rte.ie) 144

AmiMoJo writes: The Irish Government's basic income scheme for artists is set to become a permanent fixture from next year, with 2,000 new places to be made available under Budget 2026. Minister for Culture Patrick O'Donovan has secured agreement with other government departments to continue and expand the initiative, which had previously operated on a pilot basis. Participants in the scheme receive a weekly payment of $379.50.

The pilot programme, launched in 2022, provided basic income support to 2,000 artists and creative arts workers across Ireland. It aimed to support the arts sector's recovery following the COVID-19 pandemic, during which many artists experienced significant income loss due to restrictions on live performances and events. The scheme provides unconditional, regular payments to eligible artists and creative workers, allowing them to focus on their practice without the pressure of commercial viability. It is not means-tested and operates independently of social welfare payments. An independent evaluation of the pilot, published earlier this year, found that recipients reported increased time spent on creative work, reduced financial stress, and improved well-being.

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