America's largest corporations are increasingly listing AI among the major risks they must disclose in formal financial filings, despite bullish statements in public about the potential business opportunities it offers. The Register: According to a report from research firm The Autonomy Institute, three-quarters of companies listed in the S&P 500 stock market index have updated their official risk disclosures to detail or expand upon mentions of AI-related risk factors during the past year.

The organization drew its findings from an analysis of Form 10-K filings that the top 500 companies submitted to the US Securities and Exchange Commission (SEC), in which they are required to outline any material risks that could negatively affect their business and its financial health.

Almost three-quarters of all solar and wind power projects being built globally are in China, says a new report that highlights the country's rapid expansion of renewable energy sources. From a report: China is building 510 gigawatts of utility-scale solar and wind projects, according to data from the Global Energy Monitor, a non-governmental organisation based in San Francisco. That compares with about 689GW under construction globally, GEM said.

A rough rule of thumb is that a gigawatt can potentially supply electricity for about 1mn homes. "China is [...] leading the world in global renewable energy build-out," the report said. "It continues to add solar and wind power at a record pace." China's expansion of clean energy sources is important for efforts to fight climate change, given the country's dominant role in global manufacturing.

Oracle has signed a landmark $30 billion annual cloud deal -- nearly triple the size of its current cloud infrastructure business -- with revenue expected to begin in fiscal year 2028. The deal was disclosed in a regulatory filing Monday without the customer being named. Bloomberg reports: "Oracle is off to a strong start" in its fiscal year 2026, Chief Executive Officer Safra Catz said in the filing. The company has signed "multiple large cloud services agreements," she said, adding that revenue from Oracle's namesake database that runs on other clouds continues to grow more than 100%.

The $30-billion deal ranks among the largest cloud contracts on record. That revenue alone would represent nearly three times the size of Oracle's current infrastructure business, which totaled $10.3 billion over the past four quarters. A major cloud contract awarded in 2022 from the US Defense Department, that runs through 2028 and could be worth as much as $9 billion, is split among four companies, including Oracle. That award was a shift after an earlier contract worth $10 billion was awarded to Microsoft and was contested in court.

An anonymous reader quotes a report from Ars Technica: OpenAI executives have discussed filing an antitrust complaint with US regulators against Microsoft, the company's largest investor, The Wall Street Journal reported Monday, marking a dramatic escalation in tensions between the two long-term AI partners. OpenAI, which develops ChatGPT, has reportedly considered seeking a federal regulatory review of the terms of its contract with Microsoft for potential antitrust law violations, according to people familiar with the matter. The potential antitrust complaint would likely argue that Microsoft is using its dominant position in cloud services and contractual leverage to suppress competition, according to insiders who described it as a "nuclear option," the WSJ reports.

The move could unravel one of the most important business partnerships in the AI industry -- a relationship that started with a $1 billion investment by Microsoft in 2019 and has grown to include billions more in funding, along with Microsoft's exclusive rights to host OpenAI models on its Azure cloud platform. The friction centers on OpenAI's efforts to transition from its current nonprofit structure into a public benefit corporation, a conversion that needs Microsoft's approval to complete. The two companies have not been able to agree on details after months of negotiations, sources told Reuters. OpenAI's existing for-profit arm would become a Delaware-based public benefit corporation under the proposed restructuring.

The companies are discussing revising the terms of Microsoft's investment, including the future equity stake it will hold in OpenAI. According to The Information, OpenAI wants Microsoft to hold a 33 percent stake in a restructured unit in exchange for foregoing rights to future profits. The AI company also wants to modify existing clauses that give Microsoft exclusive rights to host OpenAI models in its cloud. The restructuring debate attracted criticism from multiple quarters. Elon Musk alleges that OpenAI violated contract provisions by prioritizing profit over the public good in its push to advance AI and has sued to block the conversion. In December, Meta Platforms also asked California's attorney general to block OpenAI's conversion to a for-profit company.

NASA and Axiom Space have indefinitely delayed the Axiom-4 launch to the International Space Station due to concerns about a persistent air leak in the Russian PrK vestibule of the aging Zvezda module. "The PrK serves as a passageway between the station's Zvezda module and spacecraft docked at its aft port," notes CBS News. From the report: In a blog post, NASA said cosmonauts aboard the station "recently performed inspections of the pressurized module's interior surfaces, sealed some additional areas of interest, and measured the current leak rate. Following this effort, the segment now is holding pressure." The post went on to say the Axiom-4 delay will provide "additional time for NASA and (the Russian space agency) Roscosmos to evaluate the situation and determine whether any additional troubleshooting is necessary."

Launched in July 2000 atop a Russian Proton rocket, Zvezda was the third module to join the growing space station, providing a command center for Russian cosmonauts, crew quarters, the aft docking port and two additional ports now occupied by airlock and research modules. The leakage was first noticed in 2019, and has been openly discussed ever since by NASA during periodic reviews and space station news briefings. The leak rate has varied, but has stayed in the neighborhood of around 1-to-2 pounds per day. "The station is not young," astronaut Mike Barratt said last November during a post flight news conference. "It's been up there for quite a while, and you expect some wear and tear, and we're seeing that in the form of some cracks that have formed." The Russians have made a variety of attempts to patch a suspect crack and other possible sources of leakage, but air has continued to escape into space.

In November, Bob Cabana, a former astronaut and NASA manager who chaired the agency's ISS Advisory Committee, said U.S. and Russian engineers "don't have a common understanding of what the likely root cause is, or the severity of the consequences of these leaks." "The Russian position is that the most probable cause of the PrK cracks is high cyclic fatigue caused by micro vibrations," Cabana said. "NASA believes the PrK cracks are likely multi-causal including pressure and mechanical stress, residual stress, material properties and environmental exposures. "The Russians believe that continued operations are safe, but they can't prove to our satisfaction that they are, and the US believes that it's not safe, but we can't prove that to the Russian satisfaction that that's the case."

As an interim step, the hatch leading to the PrK and the station's aft docking compartment is closed during daily operations and only opened when the Russians need to unload a visiting Progress cargo ship. And as an added precaution on NASA's part, whenever the hatch to the PrK and docking compartment is open, a hatch between the Russian and U.S. segments of the station is closed. "We've taken a very conservative approach to close a hatch between the US side and the Russian side during those time periods," Barratt said. "It's not a comfortable thing, but it is the best agreement between all the smart people on both sides. And it's something that we crew live with and enact." Cabana said last year that the Russians do not believe "catastrophic disintegration of the PrK is realistic (but) NASA has expressed concerns about the structural integrity of the PrK and the possibility of a catastrophic failure."

International interest in American higher education has plummeted to levels not seen since the COVID-19 pandemic, according to new data tracking prospective student behavior online. Studyportals, which operates a global directory of degree programs, reports that clicks on American university courses have reached their lowest point since the early pandemic period.

Weekly page views of US university courses halved between January 5th and the end of April. First-quarter traffic to American undergraduate and master's degree programs fell more than 20% compared to the same period last year, while interest in PhD programs dropped by one-third. India, which supplies nearly a third of America's international students, showed the steepest decline at 40%. The data suggests British universities would be the primary beneficiaries of students looking elsewhere.

The sharp drop in interest follows the Trump administration's escalating restrictions on international students, including stripping Harvard University of its enrollment authority on May 22nd and suspending all new student visa interviews on May 27th. International students contributed $43.8 billion to the American economy during the 2023-24 academic year, with about three-quarters of international PhD students indicating they plan to remain in the country after graduation.

California's battery power capacity rose from 500 megawatts in 2018 to nearly 16,000 megawatts in 2025. Nearly a quarter of America's battery capacity is now in California alone, according to Bloomberg.

At their daily peak around 8pm, batteries can provide as much as 30% of the state's electricity. The batteries charge in the afternoon when solar power is cheap and release energy in the evenings when Californians get home and crank up their air conditioners. In the middle of the day, when the sun is strongest, as much as three-quarters of the state's electricity can come from solar.

California relied on regulation to achieve this scale. In 2013, the California Public Utilities Commission ordered the state's three big investor-owned utilities to procure 1,325 megawatts of energy storage by 2020 to help meet renewable targets and stabilize the grid. That goal was easily met. Mark Jacobson, an engineering professor at Stanford University, told Economist that most days this year contained periods when solar, hydropower and wind, helped by batteries, met 100% of California's demand -- even though just 54% of the state's electricity generation comes from renewables.

OpenAI CEO and Sam Altman believe Artificial General Intelligence could arrive within the next few years. But the speculations of some technologists "are getting ahead of reality," writes the New York Times, adding that many scientists "say no one will reach AGI without a new idea — something beyond the powerful neural networks that merely find patterns in data. That new idea could arrive tomorrow. But even then, the industry would need years to develop it." "The technology we're building today is not sufficient to get there," said Nick Frosst, a founder of the AI startup Cohere who previously worked as a researcher at Google and studied under the most revered AI researcher of the last 50 years. "What we are building now are things that take in words and predict the next most likely word, or they take in pixels and predict the next most likely pixel. That's very different from what you and I do." In a recent survey of the Association for the Advancement of Artificial Intelligence, a 40-year-old academic society that includes some of the most respected researchers in the field, more than three-quarters of respondents said the methods used to build today's technology were unlikely to lead to AGI.

Opinions differ in part because scientists cannot even agree on a way of defining human intelligence, arguing endlessly over the merits and flaws of IQ tests and other benchmarks. Comparing our own brains to machines is even more subjective. This means that identifying AGI is essentially a matter of opinion.... And scientists have no hard evidence that today's technologies are capable of performing even some of the simpler things the brain can do, like recognizing irony or feeling empathy. Claims of AGI's imminent arrival are based on statistical extrapolations — and wishful thinking. According to various benchmark tests, today's technologies are improving at a consistent rate in some notable areas, like math and computer programming. But these tests describe only a small part of what people can do.

Humans know how to deal with a chaotic and constantly changing world. Machines struggle to master the unexpected — the challenges, small and large, that do not look like what has happened in the past. Humans can dream up ideas that the world has never seen. Machines typically repeat or enhance what they have seen before. That is why Frosst and other sceptics say pushing machines to human-level intelligence will require at least one big idea that the world's technologists have not yet dreamed up. There is no way of knowing how long that will take. "A system that's better than humans in one way will not necessarily be better in other ways," Harvard University cognitive scientist Steven Pinker said. "There's just no such thing as an automatic, omniscient, omnipotent solver of every problem, including ones we haven't even thought of yet. There's a temptation to engage in a kind of magical thinking. But these systems are not miracles. They are very impressive gadgets."
While Google's AlphaGo could be humans in a game with "a small, limited set of rules," the article points out that the real world "is bounded only by the laws of physics. Modelling the entirety of the real world is well beyond today's machines, so how can anyone be sure that AGI — let alone superintelligence — is just around the corner?" And they offer this alternative perspective from Matteo Pasquinelli, a professor of the philosophy of science at Ca' Foscari University in Venice, Italy.

"AI needs us: living beings, producing constantly, feeding the machine. It needs the originality of our ideas and our lives."

An anonymous reader shared this report from the Washington Post: Facebook's loosening of its content moderation standards early this year got lots of attention and criticism. But a new study suggests that it might matter less what is taken down than when. The research finds that Facebook posts removed for violating standards or other reasons have already been seen by at least three-quarters of the people who would be predicted to ever see them.

"Content takedowns on Facebook just don't matter all that much, because of how long they take to happen," said Laura Edelson, an assistant professor of computer science at Northeastern University and the lead author of the paper in the Journal of Online Trust and Safety. Social media platforms generally measure how many bad posts they have taken down as an indication of their efforts to suppress harmful or illegal material. The researchers advocate a new metric: How many people were prevented from seeing a bad post by Facebook taking it down...?

"Removed content we saw was mostly garden-variety spam — ads for financial scams, [multilevel marketing] schemes, that kind of thing," Edelson said... The new research is a reminder that platforms inadvertently host lots of posts that everyone agrees are bad.

Apple said a majority of its devices shipped into the U.S. in the June quarter will originate in India and Vietnam, a move to allay investor concerns about the impact of tariffs on its operations. From a report: The company was among the hardest-hit of the tech giants last month because of its exposure to China, a primary target of the Trump administration's global tariff pressure. Most of Apple's devices are assembled in the country, and investors are closely watching its efforts to shift final assembly of devices bound for the U.S. to India and other countries.

Chief Executive Tim Cook said the impact in the June quarter from tariffs, assuming existing policies remain in place, would add $900 million to Apple's costs, a figure he suggested could be worse in future quarters. He also said that there was limited impact from tariffs in March. [...] He added that Apple would continue to diversify its supply chain away from China. "What we learned some time ago was that having everything in one location had too much risk with it," he said. Further reading: JPMorgan Says India-Assembled iPhone Within Spitting Distance of China Price.

After 10 consecutive quarters of rising AI-related investment, Microsoft has put on the brakes, spending over $1 billion less than the previous quarter (source paywalled; alternative source). Despite the slight slowdown, Microsoft posted stronger-than-expected results with $70 billion in revenue and $25.8 billion in profit. The New York Times reports: In the first three months of 2025, Microsoft spent $21.4 billion on capital expenses, down more than $1 billion from the previous quarter. The company is still on track to spend more than $80 billion on capital expenses in the current fiscal year, which ends in June. But the pullback, though slight, is an indication that the tech industry's appetite for spending on A.I. is not limitless.

Overall, Microsoft's results showed unexpected strength in its business. Sales surpassed $70 billion, up 13 percent from the same period a year earlier. Profit rose to $25.8 billion, up 18 percent. The results far surpassed Wall Street's expectations. "Cloud and A.I. are the essential inputs for every business to expand output, reduce costs, and accelerate growth," Satya Nadella, Microsoft's chief executive, said in a statement.

An anonymous reader quotes a report from Ars Technica: Comcast executives apparently realized something that customers have known and complained about for years: The Internet provider's prices aren't transparent enough and rise too frequently. This might not have mattered much to cable executives as long as the total number of subscribers met their targets. But after reporting a net loss of 183,000 residential broadband customers in Q1 2025, Comcast President Mike Cavanagh said the company isn't "winning in the marketplace" during an earnings call today. The Q1 2025 customer loss was over three times larger than the net loss in Q1 2024.

While customers often have few viable options for broadband and the availability of alternatives varies widely by location, Comcast faces competition from fiber and fixed wireless ISPs. "In this intensely competitive environment, we are not winning in the marketplace in a way that is commensurate with the strength of the network and connectivity products that I just described," Cavanagh said. "[Cable division CEO] Dave [Watson] and his team have worked hard to understand the reasons for this disconnect and have identified two primary causes. One is price transparency and predictability and the other is the level of ease of doing business with us. The good news is that both are fixable and we are already underway with execution plans to address these challenges." [...]

Cavanagh said that Comcast plans to make changes in marketing and operations "with the highest urgency." This means that "we are simplifying our pricing construct to make our price-to-value proposition clearer to consumers across all broadband segments," he said. Comcast last week announced a five-year price guarantee for broadband customers who sign up for a new package. Comcast said customers will get a "simple monthly price starting as low as $55 per month," without having to enter a contract, giving them "freedom and flexibility to cancel at any time without penalty." The five-year guarantee also comes with one year of Xfinity Mobile at no charge, Comcast said. [...] Additional offers are in the works, Cavanagh said. "We are not done. Providing more value to our customers with less complexity and friction is a top priority and you will see our go-to-market approach continue to evolve over the coming months," he said. Comcast investors shouldn't expect an immediate turnaround, though. "We anticipate that it will take several quarters for our new approach to gain traction and impact the business in a meaningful way," Cavanagh said.

Amazon has delayed some commitments around new data center leases, Wells Fargo analysts said Monday, the latest sign that economic concerns may be affecting tech companies' spending plans. From a report: A week ago, a Microsoft executive said the software company was slowing down or temporarily holding off on advancing early build-outs. Amazon Web Services and Microsoft are the leading providers of cloud infrastructure, and both have ramped up their capital expenditures in recent quarters to meet the demands of the generative artificial intelligence boom.

"Over the weekend, we heard from several industry sources that AWS has paused a portion of its leasing discussions on the colocation side (particularly international ones)," Wells Fargo analysts wrote in a note. They added that "the positioning is similar to what we've heard recently from MSFT," in that both companies are reeling in some new projects but not canceling signed deals.

Though it's stock price is still up 200% from its IPO in March of 2024 — last week Reddit's stock had dropped nearly 50% since February 7th.

And then this week, it dropped another 10%, reports Bloomberg, citing both the phenomenon of "volatile technology stocks under pressure" — but also specifically "the gloomy sentiment around Reddit..." The social media platform has struggled to recover since an earnings report in February showed that it is failing to keep up with larger digital advertising peers such as Meta Platforms Inc. and Alphabet Inc.'s Google, which have higher user figures. Reddit's outlook seemed precarious because its U.S. traffic took a hit from a change in Google's search algorithm.

In recent weeks, the short interest in Reddit — a proxy for the volume of bets against the company — has ticked up, and forecasts for the company's share price have fallen. One analyst opened coverage of Reddit this month with a recommendation that investors sell the shares, in part due to the company's heavy reliance on Google. Reddit shares fell more than 5% in intraday trading Friday. "It's been super overvalued," Bob Lang, founder and chief options analyst at Explosive Options said of Reddit. "Their growth rate is very strong, but they still are not making any money." Reddit had a GAAP earnings per share loss of $3.33 in 2024, but reported two consecutive quarters of positive GAAP EPS in the second half of the year...

At its February peak, Reddit's stock had risen over 500% from the $34 initial public offering price last March. Some of the enthusiasm was due to a series of deals in which Reddit was paid to allow its content to be used for training artificial intelligence models. More recently, though, there have been questions about the long-term growth prospects for the artificial intelligence industry.
"On Wall Street, the average price target from analysts has fallen to about $195 from $207 a month ago," the article points out. "That still offers a roughly $85 upside from where shares closed following Thursday's 8% slump..."

Meanwhile Reuters reported that more than 33,000 U.S. Reddit users experienced disruptions on Thursday according to Downdetector.com. "A Reddit spokesperson said the outage was due to a bug in a recent update, which has now been fixed."

A Nature survey has found that three-quarters of responding U.S. scientists are considering leaving the nation following disruptions to science under the Trump administration.

Out of 1,608 respondents, 75.3% said they were contemplating leaving the country. Scientists cited concerns over research funding and the general treatment of science as contributing factors for their reasoning. Europe and Canada were mentioned as potential destinations for those looking for opportunities abroad.

Two in five tech workers quit in the past year due to inflexible workplace policies around hours, location, and workload intensity, with most citing a desire for remote work and greater autonomy. The Register reports: The findings come from a survey of 26,000 plus staff that operate in 35 markets, including 2,548 respondents in tech, and fly in the face of more and more corporations issuing return to office mandates and demanding long working hours. Amsterdam-based recruitment biz Randstad, which commissioned the research, says 40 percent of the tech people it polled said they resigned due to hardline policies, and 56 percent threatened to seek an alternative if their requests for flexibility were ignored.

Almost three-quarters claim remote work boosts a "sense of community" with colleagues -- versus the average of 58 percent across other sectors -- and 68 percent say they'd trust their employer more if they were more easy going on hours, the intensity of the work and the place where they can work. Graig Paglieri, Randstad Digital boss, said the "IT sector has shown that personalized work benefits and flexible options are essential not only for attracting top talent but also for retaining them in competitive markets. Policies should align with organizational, team and individual needs, ensuring a flexible and tailored approach."

NBC News reports that Utah could make history as America's first state to ban fluoride in public water systems — even though major medical associations supporting water fluoridation: If signed into law [by the governor], HB0081 would prevent any individual or political subdivision from adding fluoride "to water in or intended for public water systems..." A report published recently in JAMA Pediatrics found a statistically significant association between higher fluoride exposure and lower children's IQ scores — but the researchers did not suggest that fluoride should be removed from drinking water. According to the report's authors, most of the 74 studies they reviewed were low-quality and done in countries other than the United States, such as China, where fluoride levels tend to be much higher, the researchers noted.

An Australian study published last year found no link between early childhood exposure to fluoride and negative cognitive neurodevelopment. Researchers actually found a slightly higher IQ in kids who consistently drank fluoridated water. The levels in Australia are consistent with U.S. recommendations.

Major public health groups, including the American Academy of Pediatrics, the American Dental Association and the CDC — which says drinking fluoridated water keeps teeth strong and reduces cavities — support adding fluoride to water.
The article notes that since 2010 over 150 U.S. towns or counties have voted to keep fluoride out of public water systems or to stop adding it to their water (according to the anti-fluoride group "Fluoride Action Network"). But this week the American Dental Association (representing 159,000 members) urged Utah's governor not to become " the only state to end this preventive health practice that has been in place for over three quarters of a century."

Thanks to Slashdot reader fjo3 for sharing the news.

Yahoo Finance shares an interesting prediction. Amazon has an "under-the-radar robot push" that "could boost its profit margins big-time, Morgan Stanley managing director Brian Nowak said." Nowak said Amazon has quietly developed six significant next-generation fulfillment centers in the past three years that bring automation front and center... Amazon now has industrial robots that can increase efficiencies across the storage, inventory management, pick and packing, and sorting order fulfillment processes.

Fulfillment costs make up about 20% of Amazon's retail revenue, so he reasoned that automation could have a significant impact on long-term operating profit potential. Nowak says if 30% to 40% of Amazon's US units were fulfilled through next-generation robotics-enabled warehouses by 2030, it could lead to $10 billion-plus of savings... The investments in robots may already be paying off. Amazon's North America retail operating margins on a trailing 12-month basis have risen for five straight quarters. North America operating margins improved to 6.2% from 4.6% a year ago.
Nowak made the remarks on a Yahoo Finance podcast (at the top of their article) after touring one of Amazon's robot-enhanced sites in Louisiana. He believes robotics can drive down Amazon's costs compared to other retailers like Target (which he sees as lagging behind Amazon on robotics).

Meanwhile workers at an Amazon facility in North Carolina held a vote Saturday on whether to unionize. But roughly 75% of the workers voted against unionization.

The world's peatlands are "dangerously underprotected" despite the colossal amount of climate-heating carbon dioxide already being emitted due to their destruction, a study has warned. From a report: Peatlands occupy just 3% of all land, but contain more carbon than all of the world's forests. However, farmers and miners are draining the peatlands, releasing so much CO2 that if they were a country, they would be the fourth biggest polluter in the world after China, the US and India.

The first global assessment found that only 17% of the peatlands were within protected areas. This contrasted starkly with other valuable ecosystems such as tropical forests, where 38% were protected, and mangroves (42%). Protection was even lower than the 17% average in the three nations with the most peatlands: Canada, Russia and Indonesia. The US and Brazil completed the top five nations, which contained almost three-quarters of all peatlands, and had higher proportions in protected areas. But the researchers cautioned that protected status on a map did not always translate to strong protection on the ground.

Most corporate tech leaders are hesitant to deploy AI agents despite vendors' push for rapid adoption, according to a Wall Street Journal CIO Network Summit poll on Tuesday. While 61% of attendees at the Menlo Park summit said they are experimenting with AI agents, which perform automated tasks, 21% reported no usage at all.

Reliability concerns and cybersecurity risks remain key barriers, with 29% citing data privacy as their primary concern. OpenAI, Microsoft and Sierra are urging businesses not to wait for the technology to be perfected. "Accept that it is imperfect," said Bret Taylor, Sierra CEO and OpenAI chairman. "Rather than say, 'Will AI do something wrong', say, 'When it does something wrong, what are the operational mitigations that we've put in place?'" Three-quarters of the polled executives said AI currently delivers minimal value for their investments. Some companies are "having hammers looking for nails," said Jim Siders, Palantir's chief information officer, describing firms that purchase AI solutions before identifying clear use cases.