AI’s $3T infrastructure binge continues despite lack of clear profits Summary Moody’s 2026 Outlook warns that global investment in data centre capacity to support AI, cloud and internet services could…
Two Thinking Machines Lab Cofounders Are Leaving to Rejoin OpenAI Summary Two senior engineers who helped found Thinking Machines — Barret Zoph and Luke Metz — are leaving the startup…
Cloud to be an American: Congress votes to kick China off remote GPU services Summary The US House of Representatives has passed the Remote Access Security Act by 369-22, extending…
AI and automation could erase 10.4 million US roles by 2030 Summary Forrester forecasts that AI and automation could eliminate about 6.1% of US jobs by 2030 — roughly 10.4…
Buy servers now or cry later: DRAM price spike threatens infrastructure budgets Summary DRAM module prices jumped sharply between September and December 2025, with distribution data from analyst Context showing…
Ignore rosy datacentre expansion projections – there isn’t enough power Summary Uptime Institute’s latest report warns that electrical supply — both grid capacity and generation — is not being added…
No fire sale for firewalls as memory shortages could push prices higher Summary Research firm Wedbush warns that a global DRAM shortage will drive up the bill-of-materials for next‑generation firewall…
Zuck forms Meta Compute to pave the planet with ‘hundreds of gigawatts’ of AI datacenters Summary Meta has created a new initiative called Meta Compute to centralise planning, deployment and…
Don’t bother with the retailer’s website, says Google: Gemini can shop for you Summary Google has unveiled a Universal Commerce Protocol (UCP) to let agentic AI — notably Gemini and…
Businesses in 2026: Maybe we should finally look into that AI security stuff Summary The World Economic Forum’s Global Cybersecurity Outlook 2026 shows a sharp rise in organisations assessing AI-tool…
