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Retired Navy Nuclear Reactors From Warships Could Power AI Data Centers in Tennessee

Texas-based HGP Intelligent Energy has proposed repurposing two retired Navy nuclear reactors from aircraft carriers and submarines to power AI data centers at Oak Ridge National Laboratory. The $1.8-2.1 billion CoreHeld Project would deliver 450-520 megawatts of carbon-free power, marking the first time military reactors would be converted for civilian use. The company seeks a U.S. Department of Energy loan guarantee to launch what could be a cost-effective solution to AI's escalating energy demands.

Business4 sources

Retired Navy Nuclear Reactors From Warships Could Power AI Data Centers in Tennessee

Business4 sources

OpenAI explores ChatGPT ads with sponsored content prioritization to monetize 900M users

OpenAI is developing an advertising strategy for ChatGPT that could prioritize sponsored content in the AI chatbot's responses. Internal discussions reveal plans for conversational ads and intent-based monetization, with staff exploring ways to integrate promotions while maintaining user trust. The move comes as the company seeks to monetize its 900 million weekly users amid mounting losses projected to reach $74 billion annually by 2028.

Business6 sources

OpenAI explores ChatGPT ads with sponsored content prioritization to monetize 900M users

Business6 sources

ByteDance ramps up AI spending to $23 billion as it chases US tech giants amid chip restrictions

TikTok parent ByteDance plans to invest $23 billion in artificial intelligence infrastructure in 2026, marking a significant increase from this year's spending. About half the budget will target advanced semiconductors for AI models, despite ongoing uncertainty over access to Nvidia chips due to U.S. export controls.

Business3 sources

ByteDance ramps up AI spending to $23 billion as it chases US tech giants amid chip restrictions

Business3 sources

Salesforce AI gains 6,000 customers while quietly pulling back on large language models

Salesforce's Agentforce added 6,000 enterprise customers in one quarter, reaching 18,500 total users and $540 million in annual recurring revenue. Yet executives now admit confidence in AI has dropped, with the company scaling back its use of large language models after facing reliability issues and laying off 4,000 support staff.

Technology2 sources

Salesforce AI gains 6,000 customers while quietly pulling back on large language models

Technology2 sources

Michael Burry warns Nvidia's power-hungry AI chips could hand China the edge in global AI race

Michael Burry, famed for predicting the 2008 crisis, warns that Nvidia's energy-intensive AI chips could disadvantage the US against China in the global AI race. He points to China's superior energy generation capacity and rapid infrastructure expansion as key advantages, while criticizing America's constrained power grid and calling for a shift to more efficient AI-tuned ASICs.

Technology2 sources

Michael Burry warns Nvidia's power-hungry AI chips could hand China the edge in global AI race

Technology2 sources

Alphabet buys Intersect for $4.75 billion to solve AI data centers' power crunch

Google's parent company Alphabet announced a $4.75 billion acquisition of Intersect, a clean energy developer and data center company, to bypass energy grid bottlenecks that slow AI expansion. The deal lets Alphabet build power generation alongside data centers, avoiding lengthy grid connection delays that have stalled the industry's AI ambitions.

Business17 sources

Alphabet buys Intersect for $4.75 billion to solve AI data centers' power crunch

Business17 sources

AI Boom Squeezes Videogame Console Industry as Memory Chip Demand Soars

The AI boom is creating intense pressure on the videogame console industry as memory chip demand exceeds supply. Sony, Microsoft, and Nintendo may raise console prices by 10-15% over the next two years while gaming hardware spending fell 27% last month. Memory makers prioritize higher-margin data-center chips for AI infrastructure, leaving consumer devices facing constrained supply and increased chip prices.

Business2 sources

AI Boom Squeezes Videogame Console Industry as Memory Chip Demand Soars

Business2 sources

Georgia Power wins approval for massive 50% capacity expansion to fuel AI data center boom

Georgia regulators have approved a 50% power capacity increase for Georgia Power, one of the largest U.S. buildouts aimed at meeting AI-driven electricity demand. The $16.3 billion construction plan will add 10,000 megawatts of capacity, with 80% designated for data centers. Critics warn existing ratepayers could bear the financial burden if projected demand fails to materialize.

Policy2 sources

Georgia Power wins approval for massive 50% capacity expansion to fuel AI data center boom

Policy2 sources

Mac Cluster Computing Gets Major AI Boost with RDMA Support on Thunderbolt 5

Apple's macOS Tahoe 26.2 introduces RDMA over Thunderbolt 5, allowing Mac clusters to pool up to 1.5TB of unified memory for running massive AI models. Real-world tests show performance tripling with four Mac Studios, handling trillion-parameter models at a fraction of traditional supercomputer costs. But expiring memory supply agreements threaten Apple's cost advantage.

Technology4 sources

Mac Cluster Computing Gets Major AI Boost with RDMA Support on Thunderbolt 5

Technology4 sources

Data center deals hit $61 billion record as AI boom fuels infrastructure spending frenzy

Investment in data centers worldwide surged to a record $61 billion in 2025, driven by insatiable demand for computing infrastructure to support the AI boom. The spending spree involved over 100 transactions as tech giants and hyperscalers race to expand capacity. But the growth faces headwinds from environmental concerns, community opposition, and investor worries about debt-fueled expansion.

Business4 sources

Data center deals hit $61 billion record as AI boom fuels infrastructure spending frenzy

Business4 sources

SK hynix 256 GB DDR5 module slashes Intel Xeon power consumption by 18%, saving data centers millions

SK hynix announced its 256 GB DDR5 RDIMM based on 32Gb DRAM has passed Intel's certification for Xeon 6 platform, marking an industry first. The new server memory modules deliver 18% lower power consumption and 16% better inference performance, potentially saving hyperscale data centers millions of dollars through reduced energy costs.

Technology2 sources

SK hynix 256 GB DDR5 module slashes Intel Xeon power consumption by 18%, saving data centers millions

Technology2 sources

US Department of Energy enlists 24 tech giants for Genesis Mission to accelerate AI research

The US Department of Energy has signed agreements with 24 major tech companies including OpenAI, Google DeepMind, Nvidia, Microsoft, and Anthropic for the Genesis Mission. This national AI initiative aims to create an integrated platform that combines federal scientific data, national laboratory supercomputers, and private cloud capacity to accelerate scientific discovery across energy, security, and research domains.

Technology7 sources

US Department of Energy enlists 24 tech giants for Genesis Mission to accelerate AI research

Technology7 sources

Luma AI launches Ray3 Modify to generate video from start and end frames with character consistency

Luma AI unveiled Ray3 Modify, a new model that lets creators modify existing video footage using character reference images while preserving the original human performance. The tool can generate a video from a start and end frame, addressing control challenges in AI video generation for creative studios.

Technology2 sources

Luma AI launches Ray3 Modify to generate video from start and end frames with character consistency

Technology2 sources

Trump Media announces $6 billion fusion energy merger to power AI data centers

Trump Media & Technology Group is merging with fusion energy company TAE Technologies in a $6 billion all-stock deal aimed at building the world's first utility-scale fusion power plant. The combined entity plans to begin construction in 2026 to supply electricity for large AI data centers as surging energy demand from artificial intelligence threatens existing power infrastructure.

Business5 sources

Trump Media announces $6 billion fusion energy merger to power AI data centers

Business5 sources

Bernie Sanders demands moratorium on AI data centers to protect workers and democracy

Senator Bernie Sanders is calling for a halt on AI data center construction to address concerns about job displacement, environmental impact, and wealth inequality. The move puts Democrats in direct opposition to the Trump administration's push for rapid AI infrastructure expansion. Elizabeth Warren and other senators are investigating how tech companies' energy-guzzling facilities affect residential utility costs.

Policy10 sources

Bernie Sanders demands moratorium on AI data centers to protect workers and democracy

Policy10 sources

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