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Tech Giants Push Space Data Centers as AI Demands Outpace Earth's Resources

Google announced Project Suncatcher for 2027 test launches while Elon Musk predicts space data centers will become the most cost-effective AI training solution within five years. Industry leaders including Jeff Bezos, Sam Altman, and Jensen Huang back the orbital computing vision as terrestrial facilities face power shortages and local opposition.

Technology3 sources

Tech Giants Push Space Data Centers as AI Demands Outpace Earth's Resources

Technology3 sources

Memory shortage drives PC and smartphone price increases up to 20% as AI demand reshapes markets

Major PC and smartphone manufacturers are warning of significant price increases in 2026 due to an AI-driven memory chip shortage. Companies like Dell, Lenovo, HP, Asus, and Samsung confirm that rising costs of DRAM and NAND chips will push device prices up by 15-20%, as AI data centers consume the bulk of global memory production.

Business13 sources

Memory shortage drives PC and smartphone price increases up to 20% as AI demand reshapes markets

Business13 sources

Nvidia scrambles to meet surging China demand for H200 chips as orders hit 2 million units

Chinese technology companies have ordered over 2 million H200 chips for 2026, but Nvidia holds only 700,000 units in stock. CEO Jensen Huang confirms demand is "very high" as the company works with TSMC to ramp up production while navigating U.S. export licensing and awaiting Beijing's approval for shipments.

Technology12 sources

Nvidia scrambles to meet surging China demand for H200 chips as orders hit 2 million units

Technology12 sources

ByteDance plans $14 billion Nvidia AI GPU purchase as Trump eases chip export controls to China

ByteDance, TikTok's parent company, is set to spend $14 billion on Nvidia H200 AI GPUs in 2026, marking a significant jump from $12 billion in 2025. The massive investment hinges on Beijing's approval following the Trump administration's decision to ease export restrictions on Hopper-based chips to China, even as the company develops its own custom silicon.

Business2 sources

ByteDance plans $14 billion Nvidia AI GPU purchase as Trump eases chip export controls to China

Business2 sources

FTAI Aviation stock soars 13% as company tackles AI-driven power shortages with new turbine business

FTAI Aviation launched FTAI Power, converting CFM56 aircraft engines into 25-megawatt turbines to supply electricity to AI data centers facing critical power shortages. The stock surged over 13% to new 52-week highs as analysts maintained bullish ratings, with production expected to begin in 2026 and capacity exceeding 100 units annually.

Business3 sources

FTAI Aviation stock soars 13% as company tackles AI-driven power shortages with new turbine business

Business3 sources

Musk's xAI acquires third building, pushing AI compute capacity to a massive 2 gigawatts

Elon Musk announced that xAI has purchased a third building called MACROHARDRR near its Memphis Colossus supercomputer complex, expanding AI training compute capacity to nearly 2 gigawatts. The ambitious expansion positions xAI to compete more aggressively with OpenAI and other AI leaders, though it raises concerns about energy consumption and environmental impact in surrounding communities.

Technology10 sources

Musk's xAI acquires third building, pushing AI compute capacity to a massive 2 gigawatts

Technology10 sources

Apple's cautious AI approach could turn fortunes around with revamped Siri arriving in 2026

After a disappointing 2024, Apple's restrained AI strategy may prove advantageous as competitors pour hundreds of billions into data centers. With over $130 billion in cash reserves and a major Siri overhaul slated for spring 2026, the iPhone maker is positioned to capitalize if the AI spending bubble bursts. The company believes Large Language Models will become commoditized, making its hardware and software integration the key differentiator.

Technology6 sources

Apple's cautious AI approach could turn fortunes around with revamped Siri arriving in 2026

Technology6 sources

Satya Nadella enters founder mode as Microsoft races to maintain AI dominance amid rising competition

Microsoft CEO Satya Nadella has shifted to a hands-on 'founder mode' leadership style, overhauling senior leadership and demanding urgency from executives as the company faces intensifying AI competition from Google and Amazon. With Copilot at 150 million users versus OpenAI's 800 million, Nadella is restructuring to accelerate progress on AI models and tools following changes to the OpenAI partnership.

Business3 sources

Satya Nadella enters founder mode as Microsoft races to maintain AI dominance amid rising competition

Business3 sources

Anti-AI Movement Builds Momentum As Political Backlash Divides Both Major US Parties

Growing concerns about artificial intelligence are creating political divisions within both Democratic and Republican parties. While voters express anxiety over data centers, energy costs, and job displacement, public opinion polls reveal a more nuanced picture than the emerging anti-AI movement suggests, with nearly half of Americans still holding favorable views of the technology.

Policy2 sources

Anti-AI Movement Builds Momentum As Political Backlash Divides Both Major US Parties

Policy2 sources

India Pushes Digital Public Infrastructure Model to Democratise AI Access Nationwide

The Office of the Principal Scientific Adviser released a white paper outlining India's vision to treat AI infrastructure as a shared national resource. Despite generating 20% of global data, India holds only 3% of data center capacity. The government proposes extending its successful Digital Public Infrastructure approach to AI, enabling startups, researchers, and institutions across regions to access compute, datasets, and models without owning expensive hardware.

Policy2 sources

India Pushes Digital Public Infrastructure Model to Democratise AI Access Nationwide

Policy2 sources

Applied Digital spins off cloud unit to form ChronoScale as Ekso Bionics stock surges 54%

Applied Digital announced plans to merge its cloud computing arm with Ekso Bionics to create ChronoScale Corporation, a dedicated platform for AI compute infrastructure. The business combination sent Ekso Bionics stock soaring 54% in premarket trading as investors reacted to the strategic separation that will allow both entities to scale independently in the high-demand GPU market.

Business2 sources

Applied Digital spins off cloud unit to form ChronoScale as Ekso Bionics stock surges 54%

Business2 sources

SoftBank acquires DigitalBridge for $4 billion to secure critical AI data center infrastructure

SoftBank has agreed to acquire digital infrastructure investor DigitalBridge for $4 billion, including debt, in a move to secure data center capacity and power for large-scale AI compute. The deal gives SoftBank access to DigitalBridge's 22-gigawatt power bank and relationships with investors eager to deploy capital in the data center industry. This acquisition comes as AI infrastructure planning shifts upstream into power origination and grid access.

Business13 sources

SoftBank acquires DigitalBridge for $4 billion to secure critical AI data center infrastructure

Business13 sources

Bernie Sanders demands moratorium on AI data centers as bipartisan concerns over jobs and costs grow

Sen. Bernie Sanders called for a national moratorium on data center construction, warning that artificial intelligence threatens millions of jobs while enriching tech oligarchs. In a rare bipartisan agreement, Florida Gov. Ron DeSantis also opposes rapid AI expansion, citing grid capacity limits. Rising electricity prices and economic insecurity are fueling political opposition that could reshape the AI industry's development plans.

Policy3 sources

Bernie Sanders demands moratorium on AI data centers as bipartisan concerns over jobs and costs grow

Policy3 sources

Modders double RTX 5080 memory to 32GB for AI workloads, raising supply concerns for gamers

Chinese modders are upgrading Nvidia's RTX 5080 GPUs from 16GB to 32GB VRAM, specifically targeting AI workstations and servers. The modifications use blower-style cooler designs and could intensify existing GPU supply shortages, particularly affecting gamers as AI-focused buyers sweep up inventory at a fraction of RTX 5090 prices.

Technology3 sources

Modders double RTX 5080 memory to 32GB for AI workloads, raising supply concerns for gamers

Technology3 sources

Oracle's AI spending spree triggers worst stock decline since 2001 as investor concerns mount

Oracle shares have plummeted 30% this quarter, marking the company's steepest decline since the dot-com crash. Wall Street grows skeptical as the software giant's aggressive AI push strains its balance sheet with $50 billion in planned capital expenditures and delayed OpenAI data center projects.

Business2 sources

Oracle's AI spending spree triggers worst stock decline since 2001 as investor concerns mount

Business2 sources

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