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AI could boost euro area productivity growth by 4% over decade, but Europe lags behind U.S.

The European Central Bank projects AI could lift euro zone productivity growth by over 4 percentage points in 10 years if adoption accelerates. But ECB chief economist Philip Lane warns that prolonged energy shocks and Europe's dependence on imported technology—spending nearly 250 billion euros annually on foreign royalties—could slow progress as the bloc trails the U.S. in AI innovation.

Business2 sources

AI could boost euro area productivity growth by 4% over decade, but Europe lags behind U.S.

Business2 sources

OpenAI explores major fusion energy deal with Helion as Altman steps down from board

OpenAI is in advanced talks with Helion Energy to secure fusion power, potentially accessing 5 gigawatts by 2030 and scaling to 50 gigawatts by 2035. Sam Altman has stepped down from Helion's board to avoid conflicts as the companies explore working together at significant scale, highlighting the tech industry's race to lock in energy for AI's growing power demands.

Business7 sources

OpenAI explores major fusion energy deal with Helion as Altman steps down from board

Business7 sources

Air Street Capital raises $232M fund, becomes Europe's largest solo VC backing AI startups

London-based Air Street Capital has closed a $232 million Fund III, making it Europe's largest solo general partner venture capital fund. Founded by Nathan Benaich, the firm focuses exclusively on AI investment and has backed unicorns like Black Forest Labs, ElevenLabs, and Synthesia. The raise signals a structural shift in the technology funding landscape as specialist AI investors challenge multibillion-dollar firms.

Startups3 sources

Air Street Capital raises $232M fund, becomes Europe's largest solo VC backing AI startups

Startups3 sources

Australian Government Sets New Rules for Data Centres to Protect Public Interest and Energy Grid

The Australian government unveiled a national interest framework demanding that AI and data centre projects fund renewable energy, use water responsibly, and create local jobs in exchange for fast-tracked approvals. Projects failing to meet these standards face delays, marking a shift in treating data centres as critical infrastructure rather than simple tech investments.

Policy4 sources

Australian Government Sets New Rules for Data Centres to Protect Public Interest and Energy Grid

Policy4 sources

Elon Musk's $5 Trillion Terafab Chip Plan Faces Skepticism Over Feasibility and Scale

Elon Musk announced plans to build Terafab, a massive chip manufacturing complex in Austin, Texas, to produce a terawatt of computing power annually for Tesla and SpaceX. The project aims to address the global shortage of AI chips needed for humanoid robots and space-based AI systems. However, analysts estimate the venture could cost $5 trillion and require over 140 fabs, raising questions about feasibility and whether Musk's real goal is to pressure existing chipmakers to increase production.

Technology32 sources

Elon Musk's $5 Trillion Terafab Chip Plan Faces Skepticism Over Feasibility and Scale

Technology32 sources

Qatar's Helium Crisis Threatens Chip Supply Chains as Iran Strikes Cut Off Third of Global Supply

Iranian drone strikes on Qatar's Ras Laffan facility have halted production at the world's largest helium source, cutting off 30% of global supply. The semiconductor industry faces a critical shortage in weeks, threatening AI chip production as South Korea's SK Hynix and Samsung hold only two to three months of inventory.

Business3 sources

Qatar's Helium Crisis Threatens Chip Supply Chains as Iran Strikes Cut Off Third of Global Supply

Business3 sources

AI bot traffic set to surpass human internet use by 2027 as automated activity reshapes the web

Cloudflare CEO Matthew Prince warns that AI bot traffic will exceed human traffic by 2027, driven by generative AI's insatiable appetite for data. A new report from Human Security reveals that bots have officially taken over the internet, with automated traffic growing eight times faster than human activity in 2025. This platform shift demands new infrastructure like sandboxing to handle millions of AI agents operating simultaneously.

Technology4 sources

AI bot traffic set to surpass human internet use by 2027 as automated activity reshapes the web

Technology4 sources

SoftBank builds massive AI data center in Ohio on former nuclear weapons site with $33B power plant

SoftBank's SB Energy is transforming a Cold War-era uranium enrichment facility in Piketon, Ohio into what could become the world's largest AI data center. The 10-gigawatt facility will be powered by $33 billion in new natural gas generation as part of a US-Japan trade deal, with $4.2 billion committed to grid upgrades that officials say won't raise consumer electricity rates.

Business6 sources

SoftBank builds massive AI data center in Ohio on former nuclear weapons site with $33B power plant

Business6 sources

Ecolab acquires CoolIT Systems for $4.75 billion to meet surging AI data center cooling demand

Water solutions company Ecolab has agreed to acquire CoolIT Systems from KKR for $4.75 billion in cash, marking a significant bet on the booming AI infrastructure market. The deal represents a dramatic valuation jump from CoolIT's $270 million price tag when KKR acquired it in 2023, reflecting the surging demand for advanced cooling solutions as tech giants race to build AI-capable data centers.

Business4 sources

Ecolab acquires CoolIT Systems for $4.75 billion to meet surging AI data center cooling demand

Business4 sources

Trump AI Framework Seeks Federal Control While Shifting Child Safety Burden to Parents

The Trump administration released a legislative framework for AI regulation that would centralize power in Washington by preempting state AI laws. The plan prioritizes innovation over strict oversight, places significant responsibility on parents for child safety, and avoids creating new federal regulatory bodies. Critics argue it provides inadequate safeguards while limiting states' ability to act as early regulators of emerging risks.

Policy31 sources

Trump AI Framework Seeks Federal Control While Shifting Child Safety Burden to Parents

Policy31 sources

Jensen Huang proposes AI tokens worth half of base salary as new engineer compensation model

Nvidia CEO Jensen Huang suggests engineers should receive AI tokens worth up to half their annual salary as part of their compensation package. The proposal positions tokens as a recruiting tool in Silicon Valley, where companies are adopting computational budgets as a fourth pillar of engineer compensation alongside salary, equity, and bonuses. But questions remain about whether this benefits engineers or primarily serves company interests.

Business8 sources

Jensen Huang proposes AI tokens worth half of base salary as new engineer compensation model

Business8 sources

Uber bets $1.25 billion on Rivian robotaxis to deploy 50,000 autonomous vehicles by 2031

Uber is investing up to $1.25 billion in Rivian to deploy 50,000 fully autonomous R2 robotaxis across 25 cities by 2031. The deal begins with a $300 million initial investment and 10,000 vehicles launching in San Francisco and Miami in 2028. This marks Uber's largest robotaxi commitment as it positions itself as a marketplace for autonomous vehicle operators.

Technology5 sources

Uber bets $1.25 billion on Rivian robotaxis to deploy 50,000 autonomous vehicles by 2031

Technology5 sources

Blue Origin asks FCC for permission to launch 51,600 satellites as space data centers for AI

Jeff Bezos' Blue Origin has filed with the Federal Communications Commission to launch a massive constellation of 51,600 satellites designed to operate as orbital data centers for AI workloads. Called Project Sunrise, the initiative aims to shift energy-intensive computing away from Earth by harnessing solar power in space, though the technology faces significant economic and environmental challenges.

Technology6 sources

Blue Origin asks FCC for permission to launch 51,600 satellites as space data centers for AI

Technology6 sources

AI Tokens Become Employee Performance Metric, But Experts Question if Volume Equals Value

Companies including Meta and Shopify are evaluating employees based on how many AI tokens they consume, with internal leaderboards tracking usage. Nvidia CEO Jensen Huang predicts token budgets could reach half an engineer's salary. But critics warn that measuring AI adoption through token consumption conflates volume with actual business outcomes.

Business4 sources

AI Tokens Become Employee Performance Metric, But Experts Question if Volume Equals Value

Business4 sources

AMD and Samsung forge strategic partnership for AI memory supply with foundry deal on the table

AMD CEO Lisa Su secured a memorandum of understanding with Samsung for HBM4 memory supply to power next-generation Instinct MI455X AI accelerators and DDR5 for EPYC processors. The deal includes discussions for a potential foundry partnership that could see Samsung manufacturing AMD's future chips, marking a significant shift in AMD's production strategy beyond TSMC.

Technology5 sources

AMD and Samsung forge strategic partnership for AI memory supply with foundry deal on the table

Technology5 sources

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