Major firms are finding the rising costs of AI hard to manage, as human workers are now often more affordable alternatives to AI within certain contexts. With many platforms switching to per-token billing and rising model costs, we may be reaching an inflection point where human workers are a more efficient way to spend.
Samsung and SK hynix warn that severe AI-driven memory shortages could persist through 2027 as exploding HBM demand overwhelms supply, tightens the broader DRAM market, and fuels record profits
An SaaS business got all its data back after its cloud data provider recovered critical databases that were ruthlessly wiped by an AI agent gone rogue.
Housing construction projects in Texas are facing delays of up to two months as contractors are having a harder time finding and keeping electricians. Data center projects are pricing out housing projects from the labor force as they offer 75% higher salaries and more benefits.
Meta signed a multibillion-dollar, multi-year deal with Amazon Web Services last week to deploy tens of millions of Graviton5 CPU cores across AWS data centers.
OpenAI has reportedly modified its arrangement on several Stargate projects, leaving the direct ownership set up and instead preferring to lease compute from other partners who took on the direct risk of investing in the infrastructure.
Applied Materials, KLA, and Lam Research received letters from the U.S. Department of Commerce preventing them from shipping some of Hua Hong's orders for the latest chipmaking tools. These are reportedly being planned for use on the Chinese company's planned 7-nm fab in Shanghai.
As advanced LLMs do more and more for modern businesses, the outlays to cover all those tokens can cost more than worker salaries alone. But some companies don't see the added costs as a negative as they look toward a more automated future.
A ransomware's major flaw meant that files cannot be decrypted because of a programming mistake. It also has several minor issues, showing that its creator may not be as sophisticated as suggested. Still, researchers point out that these can be rectified in future versions of the malware.
Meta has announced plans to help power its AI data centers using sunlight beamed from space through a partnership with Overview Energy, alongside a 100 GWh long-duration storage deal with Noon Energy, as the AI industry’s energy demands continue to surge.
Researchers at Switzerland’s École Polytechnique Fédérale de Lausanne have developed a nanoscale device that generates continuous electricity from evaporating water, with heat and sunlight boosting the process.
Nvidia, Oracle, SoftBank, and CoreWeave saw their stock prices go down because of news that OpenAI has been missing its internal targets. SoftBank stock lost 9.9% of its value on the Tokyo Stock Exchange. Nvidia, AMD, Oracle, and CoreWeave also dropped during pre-market trading and remain down after the market opened.
The system would pack 47,000 processors into 92 compute cabinets, making it the first exascale machine designed to reach that performance tier without GPU accelerators.
Microsoft and OpenAI have announced a restructuring of their relationship. No longer will Microsoft pay OpenAI a revenue share, but it will continue to flow the other way. Microsoft will also retain model access and a first-refusal for its Azure server services, but OpenAI will be able to work with other CSPs.
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