The Trump administration is weighing new tariffs on semiconductors, prompting pushback from tech lobbyists who say the move would raise chip costs and slow data-center construction. Industry representatives argue that domestic chip manufacturing capacity is years away from meeting soaring demand, making the tariffs impractical. The Computer and Communications Industry Association warned that the resulting cost increases and uncertainty could jeopardize the ongoing data-center expansion.
Apple has increased its Apple TV subscription price for the fourth time in four years, moving monthly fees from $12.99 to $14.99 and annual plans from $99 to $119. The Apple One bundle, which combines TV, Music, Arcade and iCloud+, also rises from $19.95 to $21.95 per month.
Andreessen Horowitz has closed a new $1.1 billion fund called 'Machine Age' dedicated to physical AI infrastructure rather than software. The fund targets investments across chips, memory, data centers, cooling systems, power and robotics, marking a shift from the firm's usual software-centric approach.
The EPA issued guidance stating that the Clean Air Act's Acid Rain Program does not apply to 'islanded' power generation facilities—those not connected to the public electricity grid. The move is aimed at making it easier for companies to build dedicated power plants for data centers without triggering certain federal pollution compliance requirements tied to grid-connected generation.
The EPA is moving to eliminate a decades-old federal requirement that developers publicly notify and take comment from communities before receiving air pollution permits under New Source Review. The agency would shift that responsibility to individual states, which advocates fear may choose not to require public notice at all. Critics say the change would let data center builders and other industrial developers start construction with little or no warning to nearby residents.
Labor unions are increasingly pushing back against data-center construction, warning politicians who support these projects that they risk losing union backing. The move signals that blue-collar workforce concerns are becoming a central point of contention in the broader public backlash against data-center expansion.
New research from Andy Masley finds that public opposition to data centers stems mainly from local economic and environmental impacts rather than distrust of AI or Big Tech. Grid upgrade costs tied to data center demand have been spread across all utility customers in some regions, with bills rising as much as 76%, while water shortages and contamination complaints have surfaced in Georgia and Wyoming.
X's Global Government Affairs team says it uncovered a network of roughly 200,000 accounts, suspected to be linked to Chinese operators, with about 200 of them actively posting content meant to sway American discourse on AI and energy policy. The flagged accounts used American-sounding names and shared legitimate news alongside inflammatory commentary and AI-generated images claiming data centers drive up electricity bills and strain the power grid.
Meta is testing robots from vendors including Watney Robotics, Kinova, and ABB to perform physical data center tasks such as power-cycling servers and swapping networking cables. Internal workers say one robotic arm being evaluated could eventually replace up to 80 percent of certain workers' tasks, while a simpler device already in use can remotely press power buttons to restart machines.
Marvell Technology's shares slid 8% in premarket trading even after the chipmaker beat second-quarter revenue expectations, posting $2.7 billion, up 37% year-over-year and $39 million above its own guidance. The company raised its fiscal 2028 revenue outlook to roughly $18 billion, about 50% growth, from a prior estimate of $16.5 billion, but offered scant detail on how it plans to get there.
Indiana Michigan Power (I&M) has proposed a major residential rate reduction plan expected to save Hoosier customers roughly $59 million in electric bills through 2027, or about $100 annually for a typical household. The utility also intends to freeze rates for three years, crediting rising demand from data centers and other large customers for boosting revenue enough to offset costs. The proposal now awaits approval from the Indiana Utility Regulatory Commission, with a decision anticipated by June 2027.
X's Global Government Affairs team says it identified roughly 200,000 accounts tied to a Chinese bot network, with about 200 of them dedicated to spreading posts critical of AI data centers. The posts claimed the facilities were raising household electricity bills and straining power grids, echoing similar findings OpenAI reported in June about ChatGPT users seeking ways to sway American opinion on data centers.
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