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Model Context Protocol's biggest update targets enterprise scale with stateless architecture

The Model Context Protocol received its largest update since launch, introducing a stateless architecture that removes long-standing barriers to scalability. The changes, released by the Agentic AI Foundation under the Linux Foundation, enable organizations to deploy AI agents at massive scale using standard load balancers and existing DevOps infrastructure.

Technology4 sources

Model Context Protocol's biggest update targets enterprise scale with stateless architecture

Technology4 sources

Teacher arrested for clapping at AI data center hearing sparks debate over civic participation

Kansas physics teacher Lux Claridge was arrested and carried out of a city commission meeting after applauding speakers who opposed a proposed hyperscale datacenter. The Emporia city commission approved the zoning changes for the Flint Hills Digital Campus despite the incident, which has become a flashpoint in the national debate over AI infrastructure expansion and free speech rights at public meetings.

Policy2 sources

Teacher arrested for clapping at AI data center hearing sparks debate over civic participation

Policy2 sources

AI boom complicates monetary policy as central banks struggle to read blurred economic signals

The Bank for International Settlements warns that the AI boom is creating unprecedented challenges for central banks worldwide. As AI simultaneously drives investment demand and potential productivity gains, traditional economic indicators are becoming harder to interpret. This raises the risk of policy miscalibration, with central banks potentially misjudging whether strong growth reflects temporary investment surges or lasting improvements in productive capacity.

Policy4 sources

AI boom complicates monetary policy as central banks struggle to read blurred economic signals

Policy4 sources

Meta and BlackRock forge $14 billion venture to build massive El Paso data center for AI

Meta Platforms and BlackRock have formed a $14 billion joint venture to develop a data center campus in El Paso, Texas. BlackRock-managed funds will own 80% of the AI-focused facility, while Meta retains 20% and remains the sole tenant. The deal allows Meta to keep most costs off its balance sheet as it races to build AI infrastructure.

Business8 sources

Meta and BlackRock forge $14 billion venture to build massive El Paso data center for AI

Business8 sources

Nvidia behind $50bn lease on Texas data centre, raising questions about AI market financing

Nvidia has committed up to $50bn to lease Hut 8's entire 1-gigawatt Beacon Point facility in Texas, housing hundreds of thousands of its GPUs. The Financial Times reports the chipmaker could sublease capacity to cloud computing partners, but the arrangement intensifies concerns about circular financing as Nvidia underwrites more of the market for its own chips.

Business3 sources

Nvidia behind $50bn lease on Texas data centre, raising questions about AI market financing

Business3 sources

Meta quits global renewables pledge after backing 10 gas plants to power AI data centers

Meta has exited RE100, the global corporate initiative for 100% renewable electricity, after committing to fund 10 natural gas power plants in Louisiana to meet the surging power demands of AI. The tech giant joined the initiative in 2016 and claimed to meet its renewable energy goals in 2021, but AI's explosive growth has forced a dramatic reversal of its corporate sustainability pledges.

Business2 sources

Meta quits global renewables pledge after backing 10 gas plants to power AI data centers

Business2 sources

Zhongji Innolight drops 9% in Hong Kong debut despite raising $6.8 billion in city's largest IPO

Chinese AI data center supplier Zhongji Innolight fell as much as 9.4% in its Hong Kong debut after raising $6.8 billion in the city's largest IPO since Alibaba's 2019 listing. The optical transceivers maker, which supplies both US tech giants and Chinese firms, was swept up in a global tech sell-off despite strong demand from hyperscalers building AI infrastructure.

Business7 sources

Zhongji Innolight drops 9% in Hong Kong debut despite raising $6.8 billion in city's largest IPO

Business7 sources

AI Stock Sell-Off Hammers Chipmakers as South Korean Market Plunges 25% in Month

The South Korean stock market faced unprecedented turmoil as AI stock sell-off intensified, with trading halted after the Kospi plunged 8 percent. SK Hynix shares dropped 45 percent from June highs despite record profits, while Samsung Electronics fell over 9 percent, wiping $570 billion off market value and raising questions about the sustainability of AI spending.

Business18 sources

AI Stock Sell-Off Hammers Chipmakers as South Korean Market Plunges 25% in Month

Business18 sources

Applied Digital Crushes Q4 Revenue Estimates as AI Infrastructure Demand Surges 407%

Applied Digital exceeded Wall Street's fourth-quarter revenue expectations with a stunning 407% year-over-year growth, fueled by surging AI infrastructure demand. The company now holds approximately 1,410 MW of contracted critical IT load across five campuses. Citizens reiterated its Market Outperform rating with a $60 price target, raising EBITDA estimates as Applied Digital emerges as a scaled alternative supplier of AI infrastructure.

Business3 sources

Applied Digital Crushes Q4 Revenue Estimates as AI Infrastructure Demand Surges 407%

Business3 sources

Apple's Record Quarter Overshadowed by AI-Driven Supply Constraints and Rising Memory Costs

Apple delivered its strongest June quarter ever with iPhone revenue hitting $54.25 billion, yet shares tumbled over 7% as supply constraints and soaring memory costs cast shadows over future growth. Tim Cook's final earnings call as CEO revealed a company caught between record demand and a memory shortage some call "Ramageddon."

Business11 sources

Apple's Record Quarter Overshadowed by AI-Driven Supply Constraints and Rising Memory Costs

Business11 sources

AT&T expands D-Wave Quantum partnership to tackle network optimization with quantum computing

AT&T has expanded its partnership with D-Wave Quantum to deploy quantum computing technology across its network operations. In early testing, the telecom giant reduced processing time for network optimization from one hour to less than 15 seconds. The collaboration aims to integrate quantum capabilities into AT&T's agentic AI solutions, which already cut customer downtime by 12 million hours in 2025.

Technology3 sources

AT&T expands D-Wave Quantum partnership to tackle network optimization with quantum computing

Technology3 sources

Big Tech Debt Hits $1.65 Trillion as AI Infrastructure Spending Triggers Credit Concerns

Credit default swap prices for Oracle, Alphabet, Amazon, Meta and Nvidia have hit record highs as investors grow wary of massive AI infrastructure investments. Off-balance-sheet liabilities now total $1.65 trillion across five tech giants, exceeding their disclosed $1.35 trillion in official debt, raising questions about financial stability.

Business8 sources

Big Tech Debt Hits $1.65 Trillion as AI Infrastructure Spending Triggers Credit Concerns

Business8 sources

Coinbase CEO Pushes Back on AI Pivot, Says Crypto Will Power AI Agents in New Financial Era

Coinbase CEO Brian Armstrong rejected calls for crypto firms pivoting to AI, calling it zero-sum thinking. He argues crypto and AI are complementary technologies, with AI agents needing crypto-based financial infrastructure for autonomous transactions. Armstrong unveiled his vision for agentic finance, pointing to Base network's 100 million transactions as proof the future is already unfolding.

Technology4 sources

Coinbase CEO Pushes Back on AI Pivot, Says Crypto Will Power AI Agents in New Financial Era

Technology4 sources

Multiverse Computing targets $570M Series C to shrink AI models and slash inference costs

Spanish AI startup Multiverse Computing has opened a $570M Series C funding round at a $1.7B valuation, betting that AI model compression will outpace the race for scale. The company's CompactifAI technology uses tensor networks from quantum physics to shrink large language models by up to 95% with minimal accuracy loss, targeting the growing inference cost burden facing enterprises.

Startups2 sources

Multiverse Computing targets $570M Series C to shrink AI models and slash inference costs

Startups2 sources

Nvidia's $250 billion OpenAI backstop ignites debate over circular AI financing risks

Nvidia is negotiating a $250 billion financial guarantee to help OpenAI lease a massive data center in Ohio, potentially the largest AI infrastructure project ever. The deal has sent Nvidia's credit default swaps to record levels as investors question whether the chipmaker's pattern of backing its own customers creates systemic financial risks across the AI industry.

Business12 sources

Nvidia's $250 billion OpenAI backstop ignites debate over circular AI financing risks

Business12 sources

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