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1.
CoreWeave gains 19%, Nebius surges 34% in post-earnings neocloud rally (cnbc.com)
2.
Four of five enterprises that secured AI agent identities still can't contain one that goes rogue (venturebeat.com)
3.
CoreWeave surges 18% after a 'cleaner quarter.' Here's what's happening (cnbc.com)
4.
CoreWeave surges 23% after a 'cleaner quarter.' Here's what's happening (cnbc.com)
5.
CoreWeave surges 20% in premarket after a 'cleaner quarter.' Here's what's happening (cnbc.com)
6.
CoreWeave surges 18% in premarket after a 'cleaner quarter.' Here's what's happening (cnbc.com)
7.
FCC proposes import ban on Chinese optical transceivers — blockade targets key AI interconnects as China holds 56% global market share (tomshardware.com)
8.
Nvidia lines up $500 billion in financing as CEO Jensen Huang tells CNBC his chips are ‘investable asset’ (cnbc.com)
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Wall Street Giants Partner With Nvidia On $500 Billion AI Financing Deal (slashdot.org)
10.
Hyperscalers commit nearly $2 trillion to secure AI hardware and memory — Google leads $811 billion spending surge while Apple trails at $57 billion (tomshardware.com)
11.
The AI Demand Bubble (news.ycombinator.com)
12.
Is the future of data centers portable? Runware builds a pod to find out (techcrunch.com)
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EON wants to move the data superhighway from ocean fiber to space lasers (techcrunch.com)
14.
AI's debt binge can't last, hidden borrowing reaches $1.65T (news.ycombinator.com)
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Here's my power rankings for the big 4 hyperscalers after this earnings season (cnbc.com)
16.
Cyberscript (news.ycombinator.com)
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Microsoft stock soars as Meta sinks: Why the two AI giants are heading in opposite directions today (feeds.feedburner.com)
18.
Rolls-Royce CEO says major hyperscaler nuclear deal is imminent as data center demand soars (cnbc.com)
19.
Zuckerberg lays out Meta's AI capacity dilemma: What to sell vs. what to keep (cnbc.com)
20.
Sequential reading of a stepwise-shortened peptide immobilized on nanopore (feeds.nature.com)
21.
Show HN: I was tired of opening 2 tabs for every HN link, so I made a userscript (news.ycombinator.com)
22.
A Missing Underscore Sent Innocent Man To Prison For 18 Months (slashdot.org)
23.
A missing underscore sent innocent man to prison for 18 months (news.ycombinator.com)
24.
'It sounds like someone set up a vacuum, like in your living room': Michigan residents sue AI data center emitting noise 24/7 — company fined for industrial noise ordinance violations, offers to buy homes from residents (tomshardware.com)
25.
Bond market anxiety is growing over AI capex budgets (cnbc.com)
26.
1 hyperscaler megacap down, 3 to go. Alphabet raises the stakes on AI spending (cnbc.com)
27.
Intel stock is down 27% from June record highs. How the chipmaker can reverse the slide (cnbc.com)
28.
Inside optical and the battle for scale – how the AI industry is racing to integrate photonic interconnects (tomshardware.com)
29.
The right-wing boomers protesting data centers have a lot in common with the left (theverge.com)
30.
AI tech companies have ‘hidden debt’ worth around $1.65 trillion, report claims — amount is 122% of debt reflected on the balance sheets of Alphabet, Amazon, Meta, Microsoft, and Oracle (tomshardware.com)
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