Framework has announced yet another price increase for memory modules, the second in roughly a month, and the company is now actively encouraging customers to source their own RAM elsewhere if they can find better deals. The laptop maker cited "extreme memory shortages and price volatility" as the reason for the hike, noting that 32GB modules and smaller currently cost around $10 per gigabyte while 48GB modules run approximately $13 per gigabyte.

Framework said it expects to raise prices again by January as its suppliers continue increasing costs, a trend analysts predict will persist through 2026. Framework plans to add a direct link to PCPartPicker in its configurators so DIY Edition buyers can compare prices and find cheaper alternatives. The company said its pricing still compares favorably to Apple's roughly $25 per gigabyte and pledged to stay as close as possible to acquisition costs. Storage price increases are also on the horizon, Framework warned.

An anonymous reader quotes a report from the Wall Street Journal: It's harder than ever to mine bitcoin. And less profitable, too. But mining-company stocks are still flying, even with cryptocurrency prices in retreat. That's because these firms have something in common with the hottest investment theme on the planet: the massive, electricity-hungry data centers expected to power the artificial-intelligence boom. Some companies are figuring out how to remake themselves as vital suppliers to Alphabet, Amazon, Meta, Microsoft and other "hyperscalers" bent on AI dominance.

Bitcoin-mining -- using vast computer power to solve equations to unlock the digital currency -- has been a lucrative and cutting-edge pursuit in its own right. Lately, however, increased competition and other challenges have eroded profit margins. But just as the bitcoin-mining business began to cool, the AI build-out turned white hot. The AI arms race has created an insatiable demand for some assets the miners already have: data centers, cooling systems, land and hard-to-obtain contracts for electrical power -- all of which can be repurposed to train and power AI models.

It's not a seamless process. Miners often have to build new, specialized facilities, because running AI requires more-advanced cooling and network systems, as well as replacing bitcoin-mining computers with AI-focused graphics processing units. But signing deals with miners allows AI giants to expand faster and cheaper than starting new facilities from scratch. These companies still mine some bitcoin, but the transition gives miners a new source of deep-pocketed customers willing to commit to longer-term leases for their data centers.

"The opportunity for miners to convert to AI is one of the greatest opportunities I could possibly imagine," said Adam Sullivan, chief executive of Core Scientific, which has pivoted to AI data centers. The shift has boosted miners' stocks. The CoinShares Bitcoin Mining ETF has surged about 90% this year, a rally that has accelerated even as bitcoin erased its gains for 2025. The ETF holds shares of miners including Cipher Mining and IREN, both of which have surged following long-term deals with companies such as Amazon and Microsoft. Shares of Core Scientific quadrupled in 2024 after the company signed its first AI contract that February. The stock has gained 10% this year. The company now expects to exit bitcoin mining entirely by 2028.

Micron, one of the world's three largest memory suppliers, expects the global shortage of DRAM and NAND flash memory to "persist through and beyond" 2026 as AI-driven demand continues to outstrip supply. CEO Sanjay Mehrotra made the forecast during the company's latest earnings call on Wednesday, saying that "supply will remain substantially short of the demand for the foreseeable future." The company posted record quarterly revenue of $13.64 billion, up from $8.71 billion in the same period last year.

Micron recently shuttered Crucial, its consumer-facing brand, to focus on high-bandwidth memory for AI data centers. HBM technology requires three times the silicon wafers of standard DRAM, leaving fewer resources for the chips that go into PCs, smartphones and cars. Micron plans to boost DRAM and NAND shipments by 20 percent next year but acknowledged this won't meet demand. New facilities in Idaho and New York are slated for 2027 and 2030 respectively.

A severe spike in global DRAM prices has pushed Samsung Semiconductor to refuse a long-term RAM order from its own sibling, Samsung Electronics. The move is forcing the smartphone division into short, expensive renegotiations, which will likely mean higher costs for consumer devices. PCWorld reports: Samsung subsidiaries are, naturally, going to look to Samsung Semiconductor first when they need parts. Such was reportedly the case for Samsung Electronics, in search of memory supplies for its newest smartphones as the company ramps up production for 2026 flagship designs. But with so much RAM hardware going into new "AI" data centers -- and those companies willing to pay top dollar for their hardware -- memory manufacturers like Samsung, SK Hynix, and Micron are prioritizing data center suppliers to maximize profits.

The end result, according to a report from SE Daily spotted by SamMobile, is that Samsung Semiconductor rejected the original order for smartphone DRAM chips from Samsung Electronics' Mobile Experience division. The smartphone manufacturing arm of the company had hoped to nail down pricing and supply for another year. But reports say that due to "chipflation," the phone-making division must renegotiate quarterly, with a long-term supply deal rejected by its corporate sibling. A short-term deal, with higher prices, was reportedly hammered out.

Digital Trends reports: A wave of shortages now threatens to ripple across RAM, SSDs, and even hard drives, affecting not only performance-hungry rigs but also everyday systems.

— CyberPowerPC has publicly confirmed it will raise prices on all systems starting December 7th due to RAM costs spiking by 500% and SSD prices doubling since October.

— Memory suppliers warn of a global DRAM and SSD shortage running into late 2026 or even 2027, driven heavily by AI server demand.

— As reported by Bloomberg, Lenovo has already stockpiled memory to ride out the crunch and maintain steadier PC pricing.

— Among other OEMs, HP, in its recent earnings call, flagged possible price increases or lower-spec models on the back of rising component costs.
But Apple "may also be in a good position to weather the shortage," reports Ars Technica, since "analysts at Morgan Stanley and Bernstein Research believe that Apple has already laid claim to the RAM that it needs and that its healthy profit margins will allow it to absorb the increases better than most."

Ars Technica also shows how much RAM and storage prices have jumped — sometimes as much as 2x or even 3x in just three months. "In short, there's no escaping these price increases, which affect SSDs and both DDR4 and DDR5 RAM kits of all capacities (though higher-capacity RAM kits do seem to be hit a little harder)." Memory and storage shortages can be particularly difficult to get through. As with all chips, it can take years to ramp up capacity and/or build new manufacturing facilities... And memory makers in particular may be slow to ramp up manufacturing capacity in response to shortages. If they decide to start manufacturing more chips now, what happens if memory demand drops off a cliff in six months or a year (if, say, an AI bubble deflates or pops altogether)? It means an oversupply of memory chips — consumers benefit from rock-bottom prices for components, but it becomes harder for manufacturers to cover their costs... The upshot is: Not only are memory prices getting bad now, but it's exceptionally difficult to predict when shortage-fueled price hikes might end...

Tom's Hardware reports that AMD has told its partners that it expects to raise GPU prices by about 10 percent starting next year and that Nvidia may have canceled a planned RTX 50-series Super launch entirely because of shortages and price increases.

An anonymous reader quotes a report from Bloomberg: Malaysia's palm oil giants, long-blamed for razing rainforests, fueling toxic haze and driving orangutans to the brink of extinction, are recasting themselves as unlikely champions in a different, potentially greener race: the quest to lure the world's AI data centers to the Southeast Asian country (source paywalled; alternative source). Palm oil companies are earmarking some of the vast tracts of land they own for industrial parks studded with data centers and solar panels, the latter meant to feed the insatiable energy appetites of the former. The logic is simple: data centers are power and land hogs. By 2035, they could demand at least five gigawatts of electricity in Malaysia -- almost 20% of the country's current generation capacity and roughly enough to power a major city like Miami. Malaysia also needs space to house server farms, and palm oil giants control more land than any other private entity in the country.

The country has been at the heart of a regional data center boom. Last year, it was the fastest-growing data center market in the Asia-Pacific region and roughly 40% of all planned capacity in Southeast Asia is now slated for Malaysia, according to industry consultant DC Byte. Over the past four years, $34 billion in data center investments has poured into the country -- Alphabet's Google committed $2 billion, Microsoft announced a $2.2 billion investment and Amazon is spending $6.2 billion, to name a few. The government aims for 81 data centers by 2035. The rush is partly a spillover from Singapore, where a years-long moratorium on new centers forced operators to look north. Johor, just across the causeway, is now a hive of construction cranes and server farms -- including for firms such as Singapore Telecommunications, Nvidia and ByteDance. But delivering on government promises of renewable power is proving harder.

The strains are already being felt in Malaysia's data center capital. Sedenak Tech Park, one of Johor's flagship sites, is telling potential tenants they'll need to wait until the fourth quarter of 2026 for promised water and power hookups under its second-phase expansion, according to DC Byte. The vacancy rate in Johor's live facilities is just 1.1%, according to real estate consultant Knight Frank. Despite its rapid growth, the market is nowhere near saturation, with six gigawatts of capacity expected to be built out over time, said Knight Frank's head of data centers for Asia Pacific, Fred Fitzalan Howard. That potential bottleneck has incentivized palm oil majors such as SD Guthrie Bhd. to pitch themselves as both landowners and green-power suppliers. The $8.9 billion palm oil producer, SD Guthrie, is the world's largest palm oil planter by acreage, with more than 340,000 hectares in Malaysia. "SD Guthrie is pivoting to solar farms and industrial parks, betting that tech giants hungry for server space will prefer sites with ready access to renewable energy," reports Bloomberg. "The company has reserved 10,000 hectares for such projects over the next decade, starting with clearing old rubber estates and low-yielding palm plots in areas near data center and semiconductor investment hubs."

"The company's calculation is based on this: one megawatt of solar requires about 1.5 hectares. Helmy said SD Guthrie wants one gigawatt in operation within three years, enough to power up to 10 hyperscale data centers used for AI computing. The new business is expected to make up about a third of its profits by the end of the decade."

schwit1 shares a report from the Business Times: General Motors (GM) has directed several thousand of its suppliers to scrub their supply chains of parts from China, four people familiar with the matter said, reflecting automakers' growing frustration over geopolitical disruptions to their operations. GM executives have been telling suppliers they should find alternatives to China for their raw materials and parts, with the goal of eventually moving their supply chains out of the country entirely, the people said. The automaker has set a 2027 deadline for some suppliers to dissolve their China sourcing ties, some of the sources said. GM approached some suppliers with the directive in late 2024, but the effort took on fresh urgency this past spring, during the early days of an escalating US-China trade battle, the sources said.

BrianFagioli writes: Logitech has confirmed a cybersecurity breach after an intruder exploited a zero-day in a third-party software platform and copied internal data. The company says the incident did not affect its products, manufacturing or business operations, and it does not believe sensitive personal information like national ID numbers or credit card data were stored in the impacted system. The attacker still managed to pull limited information tied to employees, consumers, customers and suppliers, raising fair questions about how long the zero-day existed before being patched.

Logitech brought in outside cybersecurity firms, notified regulators and says the incident will not materially affect its financial results. The company expects its cybersecurity insurance policy to cover investigation costs and any potential legal or regulatory issues. Still, with zero-day attacks increasing across the tech world, even established hardware brands are being forced to acknowledge uncomfortable weaknesses in their internal systems.

German Chancellor Friedrich Merz said Chinese suppliers such as Huawei will be excluded from the country's future telecommunication networks on security grounds as he pushes for more digital sovereignty. From a report: "We have decided within the government that everywhere it's possible we'll replace components, for example in the 5G network, with components we have produced ourselves," Merz told a business conference in Berlin on Thursday. "And we won't allow any components from China in the 6G network."

Europe is increasingly concerned about its reliance on foreign technology, ranging from Asian semiconductors to US artificial intelligence and cloud infrastructure, as trade and geopolitical tensions threaten critical supply chains. Germany last year ordered telecom operators to remove Huawei equipment from their core networks, citing risks to national security. Berlin is now considering using public funds to pay Deutsche Telekom AG and others to strip out Chinese gear, Bloomberg News reported last month.

The European Commission is considering turning its non-binding 2020 guidance on "high-risk vendors" into a legal requirement that would effectively force EU member states to phase out Huawei and ZTE from mobile and fixed-line networks. Bloomberg reports: Commission Vice President Henna Virkkunen wants to convert the European Commission's 2020 recommendation to stop using high-risk vendors in mobile networks into a legal requirement, according to the people, who asked not to be identified because the negotiations are private. While infrastructure decisions rest with national governments, Virkkunen's proposal would compel EU countries to align with the commission's security guidance.

The EU is increasingly focused on the risks posed by Chinese telecom equipment makers as trade and political ties with its second-largest trading partner fray. The concern is that handing over control of critical national infrastructure to companies with such close ties to Beijing could compromise national security interests.

Virkkunen is examining ways to limit the use of Chinese equipment suppliers in fixed-line networks, as countries push for the rapid deployment of state-of-the-art fiber cables to expand high-speed internet access. The commission is also considering measures to dissuade non-EU countries from relying on Chinese vendors, including by withholding Global Gateway funding from nations that use the grants for projects involving Huawei equipment, according to the people.

A massive cyberattack on Swedish IT supplier Miljodata exposed personal data from up to 1.5 million citizens, prompting a national privacy investigation and scrutiny into security failures across multiple municipalities. BleepingComputer reports: MiljÃdata is an IT systems supplier for roughly 80% of Sweden's municipalities. The company disclosed the incident on August 25, saying that the attackers stole data and demanded 1.5 Bitcoin to not leak it. The attack caused operational disruptions that affected citizens in multiple regions in the country, including Halland, Gotland, Skelleftea, Kalmar, Karlstad, and Monsteras.

Because of the large impact, the state monitored the situation from the time of disclosure, with CERT-SE and the police starting to investigate immediately. According to IMY, the attacker exposed on the dark web data that corresponds to 1.5 million people in the country, creating the basis for investigating potential General Data Protection Regulation (GDPR) violations. [...] Although no ransomware groups had claimed the attack when Miljodata disclosed the incident, BleepingComputer found that the threat group Datacarry posted the stolen data on its dark web portal on September 13. The leaked database has been added to Have I Been Pwned, which contains information such as names, email addresses, physical addresses, phone numbers, government IDs, and dates of birth.

The FCC plans to repeal a Biden-era ruling that required ISPs to secure their networks under the Communications Assistance for Law Enforcement Act, instead relying on voluntary cybersecurity commitments from telecom providers. FCC Chairman Brendan Carr said the ruling "exceeded the agency's authority and did not present an effective or agile response to the relevant cybersecurity threats." Carr said the vote scheduled for November 20 comes after "extensive FCC engagement with carriers" who have taken "substantial steps... to strengthen their cybersecurity defenses." Ars Technica reports: The FCC's January 2025 declaratory ruling came in response to attacks by China, including the Salt Typhoon infiltration of major telecom providers such as Verizon and AT&T. The Biden-era FCC found that the Communications Assistance for Law Enforcement Act (CALEA), a 1994 law, "affirmatively requires telecommunications carriers to secure their networks from unlawful access or interception of communications."

"The Commission has previously found that section 105 of CALEA creates an affirmative obligation for a telecommunications carrier to avoid the risk that suppliers of untrusted equipment will "illegally activate interceptions or other forms of surveillance within the carrier's switching premises without its knowledge,'" the January order said. "With this Declaratory Ruling, we clarify that telecommunications carriers' duties under section 105 of CALEA extend not only to the equipment they choose to use in their networks, but also to how they manage their networks." A draft of the order that will be voted on in November can be found here (PDF).

An anonymous reader shares a report: The rush to secure electricity has intensified as tech companies look to spend trillions of dollars building data centers. There's an industry that consumes even more power than many tech giants, and it has largely escaped the same scrutiny: suppliers of industrial gases.

Everyday items like toothpaste and life-saving treatments like MRIs are among the countless parts of modern life that hinge on access to gases such as nitrogen, oxygen and helium. Producing and transporting these gases to industrial facilities and hospitals is a highly energy-intensive process. Three companies -- Linde, Air Liquide and Air Products and Chemicals -- control 70% of the $120 billion global market for industrial gases. Their initiatives to rein in electricity use or switch to renewables aren't enough to rapidly cut carbon emissions, according to a new report from the campaign group Action Speaks Louder.

"The scale of the sector's greenhouse gas emissions and electricity use is staggering," said George Harding-Rolls, the group's head of campaigns and one of the authors of the report. Linde's electricity use in 2024 exceeded that of Alphabet's Google and Samsung Electronics as well as oil giant TotalEnergies, while the power use of Air Liquide and Air Products was comparable to that of Shell and Microsoft. Yet unlike fossil fuel and tech companies, these industrial gas companies are far from household names because their customers are the world's largest chemicals, steel and oil companies rather than average consumers.

The industry relies on air-separation units, which use giant compressors to turn air into liquid and then distill it into its many components. These machines are responsible for much of the industry's electricity demand, and their use alone is responsible for 2% of carbon dioxide emissions in China and the US, the world's two largest polluters.

"Exxon Mobil sued California on Friday," reports Reuters, "challenging two state laws that require large companies to publicly disclose their greenhouse gas emissions and climate-related financial risks." In a complaint filed in the U.S. District Court for the Eastern District of California, Exxon argued that Senate Bills 253 and 261 violate its First Amendment rights by compelling Exxon to "serve as a mouthpiece for ideas with which it disagrees," and asked the court to block the state of California from enforcing the laws. Exxon said the laws force it to adopt California's preferred frameworks for climate reporting, which it views as misleading and counterproductive...

The California laws were supported by several big companies including Apple, Ikea and Microsoft, but opposed by several major groups such as the American Farm Bureau Federation and the U.S. Chamber of Commerce, which called them "onerous." SB 253 requires public and private companies that are active in the state and generate revenue of more than $1 billion annually to publish an extensive account of their carbon emissions starting in 2026. The law requires the disclosure of both the companies' own emissions and indirect emissions by their suppliers and customers. SB 261 requires companies that operate in the state with over $500 million in revenue to disclose climate-related financial risks and strategies to mitigate risk. Exxon also argued that SB 261 conflicts with existing federal securities laws, which already regul

"The First Amendment bars California from pursuing a policy of stigmatization by forcing Exxon Mobil to describe its non-California business activities using the State's preferred framing," Exxon said in the lawsuit.
Exxon Mobil "asks the court to prevent the laws from going into effect next year," reports the Associated Press: In its complaint, ExxonMobil says it has for years publicly disclosed its greenhouse gas emissions and climate-related business risks, but it fundamentally disagrees with the state's new reporting requirements. The company would have to use "frameworks that place disproportionate blame on large companies like ExxonMobil" for the purpose of shaming such companies, the complaint states...

A spokesperson for the office of California Gov. Gavin Newsom said in an email that it was "truly shocking that one of the biggest polluters on the planet would be opposed to transparency."

An anonymous reader quotes a report from Reuters: The hack of Jaguar Land Rover, owned by India's Tata Motors, cost the British economy an estimated $2.55 billion and affected over 5,000 organizations, an independent cybersecurity body said in a report published on Wednesday. The report was produced by the Cyber Monitoring Centre, an independent, not for profit organization made up of industry specialists, including the former head of Britain's National Cyber Security Centre. It said losses could be higher if there were unexpected delays to the restoration of production at the vehicle manufacturer to levels before the hack took place in August.

"This incident appears to be the most economically damaging cyber event to hit the UK, with the vast majority of the financial impact being due to the loss of manufacturing output at JLR and its suppliers," the report said. JLR will report its financial results in November, according to the company's website. A spokesperson for JLR declined to comment on the report. [...] JLR, which analysts estimated was losing around 50 million pounds per week from the shutdown, was provided with a 1.5 billion pound loan guarantee by the British government in late September to help it support suppliers.

Cory Doctorow has always warned that companies "enshittify" their services — shifting "as much as they can from users, workers, suppliers, and business customers to themselves." But this week Doctorow writes in Communications of the ACM that enshittification "would be much, much worse if not for tech workers," who have "the power to tell their bosses to go to hell..." When your skills are in such high demand that you can quit your job, walk across the street, and get a better one later that same day, your boss has a real incentive to make you feel like you are their social equal, empowered to say and do whatever feels technically right... The per-worker revenue for successful tech companies is unfathomable — tens or even hundreds of times their wages and stock compensation packages.
"No wonder tech bosses are so excited about AI coding tools," Doctorow adds, "which promise to turn skilled programmers from creative problem-solvers to mere code reviewers for AI as it produces tech debt at scale. Code reviewers never tell their bosses to go to hell, and they are a lot easier to replace."

So how should tech workers respond in a world where tech workers are now "as disposable as Amazon warehouse workers and drivers...?" Throughout the entire history of human civilization, there has only ever been one way to guarantee fair wages and decent conditions for workers: unions. Even non-union workers benefit from unions, because strong unions are the force that causes labor protection laws to be passed, which protect all workers. Tech workers have historically been monumentally uninterested in unionization, and it's not hard to see why. Why go to all those meetings and pay those dues when you could tell your boss to go to hell on Tuesday and have a new job by Wednesday? That's not the case anymore. It will likely never be the case again.

Interest in tech unions is at an all-time high. Groups such as Tech Solidarity and the Tech Workers Coalition are doing a land-office business, and copies of Ethan Marcotte's You Deserve a Tech Union are flying off the shelves. Now is the time to get organized. Your boss has made it clear how you'd be treated if they had their way. They're about to get it.
Thanks to long-time Slashdot reader theodp for sharing the article.

It's the largest nuclear power plant in Europe. But "Ukraine's foreign minister accused Russia on Sunday of deliberately severing the external power line to the Russian-held Zaporizhzhia nuclear power station," reports Reuters, "in order to link the plant to Moscow's power grid." Ukrainian Foreign Minister Andrii Sybiha said Moscow was attempting to test a reconnection to Russia's grid. Ukraine has long feared that Moscow would try to redirect the plant's output to its grid. But Russian officials have denied any intention of trying to restart the plant, seized by Moscow's forces in the early weeks of the February 2022 invasion of Ukraine.

The plant produces no electricity at the moment, but has been without an external electricity source for nearly three weeks. Officials have relied on emergency diesel generators to secure the power needed to keep the fuel cool inside the facility and guard against a meltdown. "Russia intentionally broke the plant's connection with the Ukrainian grid in order to forcefully test reconnection with the Russian grid," Sybiha wrote on X in English. He denounced the "attempted theft of a peaceful Ukrainian nuclear facility".... Each side has accused the other of shelling that caused the line outage.
Russia's continued occupation of the Zaporizhzhia nuclear power plant deprived Ukraine of a quarter of its generating capacity, according to a report from the Brookings Institute — calling Ukraine's energy sector "a key battleground" in the war. The Russian invasion began on the very day that Ukraine launched its so-called island test. This involved completely isolating the Ukrainian and Moldovan power systems from their neighbors to check whether the system was stable. This is a mandatory procedure prior to synchronization with the European grid... Despite this, Ukraine managed not only to militarily defend itself but also to maintain grid stability in wartime conditions and implement all the solutions necessary for an unprecedented synchronization on March 16, 2022.
In 2022 a former commissioner of the U.S. Nuclear Regulatory Commission (from 1998 to 2007) even argued in the Wall Street Journal that "An unappreciated motive for Russia's invasion of Ukraine is that Kyiv was positioning itself to break from its longtime Russian nuclear suppliers..." At the time of the invasion, Westinghouse supplied fuel to six of the 15 [Ukrainian] nuclear reactors and could displace the Russians in all of them. The U.S. government had been highly supportive of this effort, and these fuel contracts represented hundreds of millions of dollars in yearly lost sales to Atomstroyexport [a nuclear exporter that's a subsidiary of Russian state corporation Rosatom]. By seizing the nuclear plants, Russia is able to retake the market for Ukrainian nuclear fuel.

Most important, Westinghouse, with support from the U.S., was in a position to build nuclear reactors in Ukraine over the next two decades. On Aug. 31, 2021, Energy Secretary Jennifer Granholm and her Ukrainian counterpart, Herman Halushchenko, signed a strategic cooperation agreement to build five nuclear units with a value, according to the World Nuclear Association, of more than $30 billion. The timing is telling. In November 2021, Ukraine's leaders signed a deal with Westinghouse to start construction on what they hoped would be at least five nuclear units — the first tranche of a program that could more than double the number of plants in the country, with a potential total value approaching $100 billion. Ukraine clearly intended that Russia receive none of that business.
Brookings looks at how Ukraine's energy sector has fared during the war: The Ukrainian energy sector was designed to be oversized with significant redundancy in order to meet huge Soviet-era industrial demand as well as to make it more resilient to a future world war... A radical change did not occur until 2014, when Ukrainians overthrew the pro-Russian president, Viktor Yanukovych. In the decade since then, Ukraine has pursued a policy of European Union (EU) integration with determination and without interruption... The real prospect of an improvement in the quality of life and development of Ukraine through integration with the EU and NATO was unacceptable to Russia, which first annexed Crimea and covertly attacked the Ukrainian Donbas, before launching a full-scale invasion of Ukraine on February 24, 2022. Russia's in-depth knowledge of the Ukrainian power system, dating back to the Soviet Union, was used to carry out a well-planned operation to cut off electricity to Ukrainians.

The aim was to break the morale of Ukrainians to continue defending themselves and to collapse the economy so that it could not support the Ukrainian military effort. Ironically, however, the size of the energy system, which had been scaled up in case of war, and the enormous Western support, unexpectedly ensured its resilience to Russian attacks.
Although they note that "During the first two years of the war, Russia fired nearly 2,000 missiles and drones at Ukrainian energy infrastructure... "

And this week in Ukraine, damage to substations, power plants and oil depot temporarily cut off electricity for hundreds of thousands of Ukrainian homes and businesses, reports the UN. "As colder weather sets in, strikes on critical infrastructure are deepening humanitarian needs," warned a UN spokesperson on Thursday...

The UK government will underwrite a $2 billion loan guarantee to Jaguar Land Rover in a bid to support its suppliers as a cyber-attack continues to halt production at the car maker. BBC: Business Secretary Peter Kyle said the loan, from a commercial bank, would protect jobs in the West Midlands, Merseyside and across the UK. The manufacturer has been forced to suspend production for weeks after being targeted by hackers at the end of August. There have been growing concerns some suppliers, mostly small businesses, could go bust due to the prolonged shutdown.

About 30,000 people are directly employed at the company's UK plants with about 100,000 working for firms in the supply chain. Some of these firms supply parts exclusively to JLR, while others sell components to other carmakers as well. It is believed to be the first time that a company has received government help as a result of a cyber-attack.

It's the world's largest companies by revenue. But Walmart's executives have a blunt message, reports the Wall Street Journal: "Artificial intelligence will wipe out jobs and reshape its workforce." "It's very clear that AI is going to change literally every job," Chief Executive Doug McMillon said this week in one of the most pointed assessments to date from a big-company CEO on AI's likely impact on employment... "Maybe there's a job in the world that AI won't change, but I haven't thought of it."

Inside Walmart, top executives have started to examine AI's implications for its workforce in nearly every high-level planning meeting. Company leaders say they are tracking which job types decrease, increase and stay steady to gauge where additional training and preparation can help workers. "Our goal is to create the opportunity for everybody to make it to the other side," McMillon said. For now, Walmart executives say the transformation means the size of its global workforce will stay roughly flat even as its revenue climbs. It plans to maintain its head count of around 2.1 million global workers over the next three years, but the mix of those jobs will change significantly, said Donna Morris, Walmart's chief people officer. What the composition will look like remains murky... Already Walmart has built chat bots, which it calls "agents," for customers, suppliers and workers. It is also tracking an expanding share of its supply chain and product trends with AI...

Some changes are already rippling across the workforce. In recent years Walmart has automated many of its warehouses with the help of AI-related technology, triggering some job cuts, executives said. Walmart is also looking to automate some back-of-store tasks. New roles have been established, too. Walmart, for example, created an "agent builder" position last month — an employee who builds AI tools to help merchants. It expects to add people in areas like home delivery or in high-touch customer positions, such as its bakeries. The company has also added more in-store maintenance technicians and truck drivers in recent years.
The article also a comment made by Ford Motor Chief Executive Jim Farley earlier this summer. "Artificial intelligence is going to replace literally half of all white-collar workers in the U.S."

Jaguar Land Rover has halted production for nearly a month following a major cyberattack, costing an estimated 30,000 vehicles and billions in lost revenue. "The company said on Tuesday that production would be halted for another week until at least October 1, which increased concerns that a full return to production could be months away," reports The Times. From the report: David Bailey, professor of business economics at Birmingham University, said the JLR statement did not commit to reopening production on October 1 and even if it did "it's not going to be back to normal, but phased production start with some lines opening before others, as we saw after the Covid closure back in 2020." He said: "It's 24 days [shutdown] as of September 24. So that is roughly 1,000 cars a day, 24,000 cars not produced. So by then, that's about 1.7 billion pounds in lost revenue. By October 1, it will be a hit to revenue of something like 2.2 billion pounds. It's pretty massive. JLR can get through, but they're going to be burning through cash this month."

Bailey also raised concerns that smaller companies further down the supply chain lacked the cash reserves to withstand the shutdown. The company directly employs more than 30,000 people, and it is estimated that approximately 200,000 workers in the supply chain depend on work from JLR. "The union has said that in some cases, staff have been told to go and apply for universal credit. There are firms I know that have applied for bank loans to keep going. But even then, you know they're approaching the limit of what they do. There's an added knock-on effect that some of the suppliers also supply other car assemblers, Toyota or Mini. So some of those are concerned that bits of the supply chain may go under and affect them as well, because the industry is so connected. One way or another, the government's going to take a hit. Either through some sort of emergency support, whether that's furlough or emergency short-term loans or through unemployment benefit, if this carries on."

There has been uncertainty over the extent of the cyberattack and exactly how the company has been affected, as well as who is responsible for it. According to one source, some JLR staff were still unable last week to access the Slack messaging system through the company's "one sign on" system. The JLR statement added: "We have made this decision to give clarity for the coming week as we build the timeline for the phased restart of our operations and continue our investigation."