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Bloomberg warns AI sector's finances resemble a fragile debt-fueled bubble

Bloomberg reports that Wall Street investors are increasingly worried the AI industry's financial structure is a precarious 'house of cards,' built on massive capital expenditures and debt tied to data center buildouts. Analysts note AI-related spending now accounts for roughly half of US GDP growth, meaning any slowdown could trigger a financial shock comparable to the dot-com crash.

Acer CEO Jason Chen disputes memory shortage claims, predicts PC price drops by late 2027

Acer chairperson Jason Chen said PC prices will keep rising 5-20% through late 2025, plateau in early 2027, then start falling as memory chip supplies normalize sooner than manufacturers claim. He pushed back on suppliers like SK hynix and Adata, who warn shortages could persist until 2030 or beyond, arguing these companies are inflating fears to protect profit margins.

Apple uses firmware trick to ship iPhone 18 Pro Max's oversized battery

Apple's iPhone 18 Pro Max ships with a battery-firmware lock that caps capacity below the 20Wh threshold that triggers international shipping restrictions on single-cell batteries. Once a customer activates the phone for the first time, the lock lifts automatically, restoring the battery to its full rated capacity of roughly 21-22Wh depending on the model. A 'Prepare to Ship' setting can reimpose the cap, limiting charging to 80 percent over 14 days, for anyone sending the device in for repair or resale.

Apple's firmware trick lets iPhone 18 Pro Max ship with oversized battery legally

Apple has built a 'Prepare to Ship' firmware feature into the iPhone 18 Pro Max that temporarily caps its battery below the 20Wh transport limit enforced in the US, EU and other regions. Once the device is activated by a customer, the cap lifts and the phone's full 5,391mAh capacity becomes available. The same toggle can be re-enabled manually when shipping a device for repair, trade-in or resale.

Noctua's NF-A4x10 fan cools CAIM1, a camera designed to cryptographically prove footage authenticity

Noctua has revealed that its NF-A4x10 5V PWM fan is being used inside the CAIM1, a compact 4K60 camera built to generate cryptographic proof that its footage is genuine and unaltered by AI. Because the device simultaneously handles high-bitrate video capture and cryptographic proof generation within a tightly enclosed shell, its processors run hot enough to need active cooling to avoid throttling.

Major AI labs' safety push draws regulatory capture concerns

OpenAI, Anthropic and other leading AI labs are promoting costly independent safety evaluations and a slower pace of frontier model releases. Some investors and analysts argue this push, while addressing genuine safety concerns, could function as a barrier that only well-funded labs can afford to clear.

Apple adds 'Prepare to Ship' setting for iPhone 18 Pro Max's oversized battery

Apple confirmed the iPhone 18 Pro Max packs a single-cell battery exceeding 20 watt-hours, triggering extra international shipping regulations for large batteries. To comply, Apple built firmware that caps the battery below 20 Wh during manufacturing and transit, only unlocking full capacity once a user activates the phone. A new 'Prepare to Ship' toggle in Settings lets owners discharge the battery back below that threshold before repairs, trade-ins, resale, or gifting.

Ex-DOJ Antitrust Chief Kanter Rejects AI Industry's Push for Safety Exemption

On The Verge's Decoder podcast, former DOJ antitrust chief Jonathan Kanter discussed AI companies' requests for antitrust exemptions to jointly coordinate on safety, amid growing alarm from researchers at Anthropic and Google DeepMind who have quit citing unheeded safety risks. Kanter, who led major antitrust actions against Google, Apple, and Ticketmaster under Biden, weighed in on whether such exemptions represent legitimate safety collaboration or a bid for regulatory capture and cartel-like behavior.

Today's top topics: openai anthropic apple ai safety iphone 18 pro dario amodei ios 27 artificial intelligence google nvidia
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