Waymo says it temporarily suspended its ride-hailing service in San Francisco during a citywide blackout, as downed traffic lights appeared to halt its vehicles (Joe Rivano Barros/Mission Local)
Joe Rivano Barros / Mission Local: Waymo says it temporarily suspended its ride-hailing service in San Francisco during a citywide blackout, as downed traffic lights appeared to halt its vehicles — - Click to email a link to a friend (Opens in new window) Email — Love what you read? Love that it was free?
A look at Tokyo-based neocloud provider Datasection, which sources say has a $1.2B+ contract giving Tencent access to a large share of its 15K Blackwell chips (Financial Times)
Financial Times: A look at Tokyo-based neocloud provider Datasection, which sources say has a $1.2B+ contract giving Tencent access to a large share of its 15K Blackwell chips — Contracts with Chinese tech giant have rapidly turned Datasection into one of Asia's biggest ‘neoclouds’
METR: Claude Opus 4.5 has a 50% task completion time horizon of about 4 hours and 49 minutes, more than double that of Claude Opus 4 released earlier this year (@metr_evals)
@metr_evals: METR: Claude Opus 4.5 has a 50% task completion time horizon of about 4 hours and 49 minutes, more than double that of Claude Opus 4 released earlier this year — We estimate that, on our tasks, Claude Opus 4.5 has a 50%-time horizon of around 4 hrs 49 mins (95% confidence interval of 1 hr 49 mins to 20 hrs 25 mins). While we're still working through evaluations for other recent models, this is our highest published time horizon to date. [image]
Chinese AI chipmaker Moore Threads announces a new generation of chips slated for mass production from 2026, just weeks after its blockbuster IPO in China (Bloomberg)
Bloomberg: Chinese AI chipmaker Moore Threads announces a new generation of chips slated for mass production from 2026, just weeks after its blockbuster IPO in China — Moore Threads Technology Co. introduced a new generation of chips aimed at reducing artificial-intelligence developers' dependence …
Surveillance tools exported by China, based on US tech and obtained by Chinese companies, to countries like Nepal are being used to stifle Tibetan refugees (Associated Press)
Associated Press: Surveillance tools exported by China, based on US tech and obtained by Chinese companies, to countries like Nepal are being used to stifle Tibetan refugees — The white dome of Boudhanath rises like a silent guardian over the chaotic sprawl of Nepal's capital, Kathmandu, crowned by a golden spire that pierces the sky.
A profile of Josh Woodward, the head of Google Labs who is credited with turning around the Gemini app, growing its MAUs from 350M in March to 650M by October (Jennifer Elias/CNBC)
Jennifer Elias / CNBC: A profile of Josh Woodward, the head of Google Labs who is credited with turning around the Gemini app, growing its MAUs from 350M in March to 650M by October — Josh Woodward may not be a household name in Silicon Valley. But inside Google, everybody knows about him.
S&P Global: data center deals hit $61B globally in 2025; debt issuance nearly doubled YoY to $182B, with Meta raising $62B debt since 2022, ~50% of that in 2025 (April Roach/CNBC)
April Roach / CNBC: S&P Global: data center deals hit $61B globally in 2025; debt issuance nearly doubled YoY to $182B, with Meta raising $62B debt since 2022, ~50% of that in 2025 — Global data centers dealmaking surged to hit another record high this year, driven by a rush to build out the infrastructure required for energy-intensive AI workloads.
Google advises some employees on visas, including H-1B visas, not to travel outside the US due to processing delays, following new social media screening rules (Business Insider)
Business Insider: Google advises some employees on visas, including H-1B visas, not to travel outside the US due to processing delays, following new social media screening rules — - Google and Apple are advising some employees with visas not to travel outside the US, per memos viewed by Business Insider.
The RAISE Act requires AI companies with $500M+ in revenue to publish safety protocols and disclose safety incidents within 72 hours, with fines up to $3M (Isabelle Bousquette/Wall Street Journal)
Isabelle Bousquette / Wall Street Journal: The RAISE Act requires AI companies with $500M+ in revenue to publish safety protocols and disclose safety incidents within 72 hours, with fines up to $3M — Days after President Trump moved to block states from regulating AI, New York's governor signs what the bill's sponsor calls the strongest AI safety law in the U.S.
Morgan Stanley: ad tiers account for 30% of Netflix subscribers and 50% of Disney+ subscribers; ad tiers accounted for all US net subscriber additions in 2025 (Max Knoblauch/Sherwood News)
Max Knoblauch / Sherwood News: Morgan Stanley: ad tiers account for 30% of Netflix subscribers and 50% of Disney+ subscribers; ad tiers accounted for all US net subscriber additions in 2025 — As streaming prices climb, ad-free subscribers are becoming a rarity. — A mass digital migration is taking place …
Google says it needs more time to upgrade Assistant to Gemini on most Android devices; Google previously planned to complete the transition by the end of 2025 (Mariella Moon/Engadget)
Mariella Moon / Engadget: Google says it needs more time to upgrade Assistant to Gemini on most Android devices; Google previously planned to complete the transition by the end of 2025 — The transition from Assistant to Gemini will continue into 2026. — Google wanted to remove Assistant from most Android phones …
Inside NeurIPS 2025, and how it has transformed from a small academic conference into a massive industry event with 24,000+ attendees, yacht parties, and more (Wall Street Journal)
Wall Street Journal: Inside NeurIPS 2025, and how it has transformed from a small academic conference into a massive industry event with 24,000+ attendees, yacht parties, and more — It used to be a small gathering just for nerdy researchers. Now there are yacht parties—and everyone is feeling bubbly.
Security company Koi finds browser extensions with 8M+ total installs that collected users' conversations with AI chatbots and sold them for marketing use (Dan Goodin/Ars Technica)
Dan Goodin / Ars Technica: Security company Koi finds browser extensions with 8M+ total installs that collected users' conversations with AI chatbots and sold them for marketing use — Browser extensions with more than 8 million installs are harvesting users' complete and extended AI conversations and selling …
Micron projects FY Q2 sales to grow over 2x YoY to $18.7B and adjusted operating income to rise over 5x to $11.3B, signaling higher memory chip prices in 2026 (Dan Gallagher/Wall Street Journal)
Dan Gallagher / Wall Street Journal: Micron projects FY Q2 sales to grow over 2x YoY to $18.7B and adjusted operating income to rise over 5x to $11.3B, signaling higher memory chip prices in 2026 — The AI gold rush is creating shortages for memory chips that could raise prices for all sorts of gadgets
A look at Meta's 2GW Hyperion data center in Louisiana, with the first phase opening in 2028; an analysis shows sales tax breaks on GPUs could total $3.3B+ (Jon Keegan/Sherwood News)
Jon Keegan / Sherwood News: A look at Meta's 2GW Hyperion data center in Louisiana, with the first phase opening in 2028; an analysis shows sales tax breaks on GPUs could total $3.3B+ — $10 billion of investment. Code names to disguise projects and companies. Mixed opinions. Skyrocketing property values.