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US Navy signs deal with AI firm for training underwater drones to detect mines in Strait of Hormuz β€” $100 million would allow drone minesweepers to update their detection algorithms in days instead of months

The U.S. Navy just signed a $99.7 million deal with Domino Data Lab to build software to monitor other AI mine detection systems, identify failures, and push corrections in the field.

Huawei could seize China’s AI chip crown in 2026 as Nvidia's H200 shipments stall in regulatory limbo β€” Beijing pushes homegrown AI hardware dominance in a market projected to hit $67 billion by 2030

Huawei is reportedly on track to become China’s top AI chip supplier as Nvidia faces export restrictions and customs delays. Analysts forecast China’s domestic AI chip market could hit $67 billion by 2030.

Pentagon budget reveals it's pursuing containerized 300kW+ laser weapons, ambitious Joint Laser Weapon System designed to shoot down cruise missiles β€” system part of $17.9 billion Golden Dome missile-defense initiative

New Pentagon FY2027 budget documents reveal the Joint Laser Weapon System, a containerized 300kW+ laser weapon designed to intercept cruise missiles as part of the US military’s Golden Dome missile-defense initiative.

Talent over tokens: AI models are becoming more expensive to run, and productivity gains are limited β€” efficient workers might be the solution to strained budgets

Major firms are finding the rising costs of AI hard to manage, as human workers are now often more affordable alternatives to AI within certain contexts. With many platforms switching to per-token billing and rising model costs, we may be reaching an inflection point where human workers are a more efficient way to spend.

Exploding number of AI data center build-outs delay Texas housing projects β€” data centers' high demand for electricians prices out contractors, homes now take two months longer to complete

Housing construction projects in Texas are facing delays of up to two months as contractors are having a harder time finding and keeping electricians. Data center projects are pricing out housing projects from the labor force as they offer 75% higher salaries and more benefits.

OpenAI has effectively abandoned first-party Stargate data centers in favor of more flexible deals β€” company now prefers to lease compute and says Stargate is an umbrella term

OpenAI has reportedly modified its arrangement on several Stargate projects, leaving the direct ownership set up and instead preferring to lease compute from other partners who took on the direct risk of investing in the infrastructure.

US stops exports of tools to China’s number two chip maker β€” Hua Hong and Huali Microelectronics reportedly on the cusp of starting a 7-nm fab in Shanghai

Applied Materials, KLA, and Lam Research received letters from the U.S. Department of Commerce preventing them from shipping some of Hua Hong's orders for the latest chipmaking tools. These are reportedly being planned for use on the Chinese company's planned 7-nm fab in Shanghai.

Nvidia exec says AI is more expensive than actual workers β€” yet some companies don't see the extra costs as a negative

As advanced LLMs do more and more for modern businesses, the outlays to cover all those tokens can cost more than worker salaries alone. But some companies don't see the added costs as a negative as they look toward a more automated future.

Ransomware accidentally destroys all files larger than 128KB, preventing decryption β€” VECT code likely partly vibe coded with AI or used an old code base, security researchers suggest

A ransomware's major flaw meant that files cannot be decrypted because of a programming mistake. It also has several minor issues, showing that its creator may not be as sophisticated as suggested. Still, researchers point out that these can be rectified in future versions of the malware.

Zuckerberg's Meta will beam sunlight from space to power AI data centers, solar-collecting satellites will orbit 22,000 miles above Earth β€” firm reserves 1 Gigawatt of orbital solar energy and 100 Gigawatt-hours of long-duration storage

Meta has announced plans to help power its AI data centers using sunlight beamed from space through a partnership with Overview Energy, alongside a 100 GWh long-duration storage deal with Noon Energy, as the AI industry’s energy demands continue to surge.

Market slumps as OpenAI reportedly misses internal targets for active users and revenue β€” Nvidia, Oracle, AMD, and CoreWeave shares all tremble on the news

Nvidia, Oracle, SoftBank, and CoreWeave saw their stock prices go down because of news that OpenAI has been missing its internal targets. SoftBank stock lost 9.9% of its value on the Tokyo Stock Exchange. Nvidia, AMD, Oracle, and CoreWeave also dropped during pre-market trading and remain down after the market opened.

OpenAI and Microsoft's alliance fractures as cloud exclusivity deal ends β€” Azure's single-provider monopoly for ChatGPT is officially over

Microsoft and OpenAI have announced a restructuring of their relationship. No longer will Microsoft pay OpenAI a revenue share, but it will continue to flow the other way. Microsoft will also retain model access and a first-refusal for its Azure server services, but OpenAI will be able to work with other CSPs.

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