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House advances SPEED Act to fast-track permits for AI data centers and chip manufacturing

The House cleared a critical procedural vote for the SPEED Act, a bipartisan bill backed by OpenAI, Meta, and Microsoft to accelerate federal permits for AI infrastructure. The legislation would shorten environmental review timelines and limit legal challenges to 150 days, but faces internal Republican opposition over an amendment restricting presidential authority on energy permits.

Policy2 sources

House advances SPEED Act to fast-track permits for AI data centers and chip manufacturing

Policy2 sources

OpenAI rolls back ChatGPT's model router, defaults free users to cheapest AI model

OpenAI has quietly reversed a major change affecting hundreds of millions of ChatGPT users. The company rolled back its model router system for free and Go tier subscribers, now defaulting them to GPT-5.2 Instant instead of automatically routing complex queries to advanced reasoning models. The shift appears to balance cost management with user control, though it raises questions about response quality for sensitive queries.

Technology4 sources

OpenAI rolls back ChatGPT's model router, defaults free users to cheapest AI model

Technology4 sources

Nvidia and SK Hynix develop AI SSD targeting 100 million IOPS to solve inference bottlenecks

Nvidia and SK Hynix are jointly developing an AI SSD called Storage Next, promising 100 million IOPS by 2027—ten times faster than current enterprise drives. The collaboration aims to eliminate data storage bottlenecks that throttle AI inference workloads, as the industry shifts focus from training to inference where storage speed becomes critical.

Technology3 sources

Nvidia and SK Hynix develop AI SSD targeting 100 million IOPS to solve inference bottlenecks

Technology3 sources

Senators probe tech giants as AI data centers drive electricity costs up, communities fight back

Three Democratic senators are investigating whether AI-driven data centers are raising residential electricity bills, citing increases up to 267% in some regions. Meanwhile, grassroots opposition has blocked or delayed $98 billion worth of data center projects in 2025 alone. Tech giants including Amazon, Google, Microsoft, and Meta face scrutiny over confidential utility contracts and broken promises to shield consumers from infrastructure costs.

Policy7 sources

Senators probe tech giants as AI data centers drive electricity costs up, communities fight back

Policy7 sources

Samsung denies ending SATA SSD production as AI-driven demand reshapes memory markets

Samsung has pushed back against reports claiming it plans to phase out consumer SATA SSD production, despite mounting pressure from AI infrastructure. The controversy highlights how artificial intelligence is redirecting NAND flash memory away from consumer hardware, creating supply constraints and driving dramatic price increases across the storage market.

Business2 sources

Samsung denies ending SATA SSD production as AI-driven demand reshapes memory markets

Business2 sources

Reliance Intelligence begins operations as RIL pushes into large-scale AI development

Reliance Industries has operationalized its new AI subsidiary Reliance Intelligence, led by chief AI scientist Gaurav Aggarwal. The unit is actively hiring AI/ML engineers for Indic-language model development and will house partnerships with Google and Meta. The move signals RIL's ambition to build national-scale AI infrastructure, including a gigawatt-scale data center in Jamnagar, Gujarat.

Business2 sources

Reliance Intelligence begins operations as RIL pushes into large-scale AI development

Business2 sources

Nvidia acquires SchedMD to strengthen open-source Slurm and unveils Nemotron 3 AI models

Nvidia acquired SchedMD, the developer behind Slurm workload management system, while launching the Nemotron 3 family of open AI models. The chipmaker pledges to maintain Slurm as vendor-neutral software while accelerating development for high-performance computing and AI. The move signals Nvidia's push to control more of the AI infrastructure stack while positioning itself as an open-source champion.

Technology11 sources

Nvidia acquires SchedMD to strengthen open-source Slurm and unveils Nemotron 3 AI models

Technology11 sources

HDD prices surge 4% as AI infrastructure and China's PC push strain global supply

Hard disk drive prices jumped 4% quarter-over-quarter in Q4 2025, marking the sharpest increase in two years. The surge stems from dual pressures: massive AI data center expansion in the US and China's government-backed PC procurement policies. Despite manufacturers operating at full capacity, supply lags behind demand, with experts warning the shortage could worsen through 2026.

Business4 sources

HDD prices surge 4% as AI infrastructure and China's PC push strain global supply

Business4 sources

Stanford team builds first commercial 3D chip at US foundry with 4x AI performance gains

A Stanford-led research team has manufactured the first monolithic 3D integrated circuit at a commercial US foundry, showing four-fold performance improvements over conventional flat chips. The prototype, built at SkyWater Technology, vertically stacks memory and logic using carbon nanotube transistors and could eventually deliver up to 1,000-fold gains in energy efficiency for future AI systems.

Science2 sources

Stanford team builds first commercial 3D chip at US foundry with 4x AI performance gains

Science2 sources

Memory prices spike up to 400% as AI demand creates global shortage lasting through 2026

RAM and SSD prices have skyrocketed since summer 2025, with some kits costing four times more than in August. The surge stems from AI data centers consuming massive amounts of high-bandwidth memory, forcing manufacturers like Micron to redirect wafer capacity away from consumer products. Industry experts warn the memory shortage will persist well beyond 2026, affecting everything from PC builds to smartphones and home appliances.

Business21 sources

Memory prices spike up to 400% as AI demand creates global shortage lasting through 2026

Business21 sources

Taiwan opens Nvidia-powered cloud center to advance sovereign AI and cement role in global tech race

Taiwan President Lai Ching-te inaugurated a new cloud computing center in Tainan equipped with the Nano 4 supercomputer, powered by 1,760 Nvidia H200 chips and 144 Blackwell chips. The 15-megawatt facility marks Taiwan's shift from hardware manufacturing to becoming an AI island, advancing its sovereign AI ambitions. Analysts forecast rising investor confidence in Taiwan's entrenched position within AI supply chains.

Technology2 sources

Taiwan opens Nvidia-powered cloud center to advance sovereign AI and cement role in global tech race

Technology2 sources

Warren Accuses Trump of Selling Out National Security with Nvidia Chip Sales to China

Sen. Elizabeth Warren condemned President Trump's approval of Nvidia's H200 chip exports to China, calling it a betrayal of national security. The decision reverses longstanding restrictions and has sparked bipartisan concern, with senators questioning whether corporate donations influenced the policy shift that could accelerate China's military AI capabilities.

Policy3 sources

Warren Accuses Trump of Selling Out National Security with Nvidia Chip Sales to China

Policy3 sources

US launches Pax Silica Initiative with 8 nations to secure AI supply chain and counter China

The United States and eight partner countries launched the Pax Silica Initiative to build a secure global silicon and AI supply chain. The coalition includes Japan, South Korea, Singapore, the Netherlands, the UK, Israel, the UAE, and Australia, coordinating on semiconductors, critical minerals, and AI infrastructure to reduce dependencies and counter China's dominance in key technologies.

Policy4 sources

US launches Pax Silica Initiative with 8 nations to secure AI supply chain and counter China

Policy4 sources

Broadcom reveals Anthropic as mystery customer behind $21 billion Google TPU order

Broadcom CEO Hock Tan disclosed that Anthropic placed a $21 billion order for Google's Tensor Processing Units, including $10 billion for the latest TPU Ironwood racks. The AI lab plans to deploy one million TPUs backed by over one gigawatt of compute capacity in 2026, marking one of the largest AI infrastructure buildouts in the industry.

Technology2 sources

Broadcom reveals Anthropic as mystery customer behind $21 billion Google TPU order

Technology2 sources

Broadcom AI revenue surges 74% but stock tumbles on profitability concerns despite record earnings

Broadcom delivered crushing fourth-quarter results with AI chips revenue jumping 74% to $6.5 billion and total revenue reaching $18 billion. But the stock plunged over 10% after CEO Hock Tan warned that higher AI sales would compress gross margins. The company revealed an $11 billion custom chip deal with Anthropic and projected AI revenue to double to $8.2 billion next quarter, yet investors questioned whether rapid growth justifies stretched valuations.

Business14 sources

Broadcom AI revenue surges 74% but stock tumbles on profitability concerns despite record earnings

Business14 sources

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