SemiAnalysis research shared on X found that over 300 local data center moratoriums across the US have only likely delayed about 2.3 gigawatts out of roughly 21 gigawatts of planned capacity in affected areas. The firm tracks more than 400 local restrictions across 17 states and says its 2027 forecast of 38 GW of US data center capacity has barely changed over the past year.
tomshardware.com
· 2026-10-18
A study published in JAMA found that mandatory testosterone screening ordered by Defense Secretary Pete Hegseth could flag up to a quarter of active-duty Army members as having low testosterone, even though the true prevalence of the condition is likely far lower. Researchers from Pennington Biomedical Research Center and the US Army Research Institute of Environmental Medicine analyzed blood samples from 479 male soldiers across five Army installations, collected between August 2024 and January 2026.
arstechnica.com
· 2026-10-15
Micro Center has changed the listing status of Nvidia's GeForce RTX 5090 to 'Not Carried,' a classification indicating the retailer does not plan to restock the card, rather than a temporary out-of-stock label. Custom RTX 5090 models from partners like Asus, MSI, and Gigabyte remain listed on the site but are sold out at all physical stores, with the sole exception of a $11,000 Asus ROG 20th Anniversary bundle. The change follows recent rumors that Nvidia has halted production of the card.
tomshardware.com
· 2026-10-15
With DDR5 memory, NVMe SSDs and GPUs all seeing sharp price increases online, Micro Center's roughly 30 U.S. brick-and-mortar locations are reportedly offering better value through bundled component deals than major online retailers like Newegg, Amazon and Best Buy. The report notes an Nvidia RTX 5090 currently sells for $6,549.99 from a third-party Amazon seller, far above its $1,999.99 launch MSRP.
tomshardware.com
· 2026-10-15
Dell Technologies stock fell 11% on Wednesday, pulling down Hewlett-Packard Enterprise, Oracle, Super Micro and NetApp amid worries that enterprise AI spending won't match the scale of the ongoing data center buildout. Barclays analysts cut ratings on Dell, HPE and NetApp from buy to hold, saying they see no 'meaningful AI inflection' in enterprise demand and attributing recent revenue gains largely to a global memory shortage rather than AI adoption.
cnbc.com
· 2026-10-14
According to the Financial Times, JPMorgan, Morgan Stanley, SMBC and MUFG are exploring significant risk-transfer deals to shift portions of AI data center debt off their balance sheets, after racing to underwrite such loans for projects tied to Oracle and Meta. One case cited by Bloomberg involves $38 billion in construction debt for an Oracle-leased data center project in Texas and Wisconsin, which a bank group including JPMorgan and MUFG has spent over six months trying to distribute, with some lenders now selling pieces at a discount to non-bank buyers.
startupfortune.com
· 2026-10-14
AnitaB.org has called off this year's Grace Hopper Celebration, scheduled for Oct. 27-30 in Anaheim, citing registrations and sponsorship commitments that fell well below expectations and left the event unable to cover operating costs. CEO Brenda Darden Wilkerson said the shortfall has also damaged the nonprofit's broader finances, and the organization is now reviewing strategic options and future programming. Attendees must cancel their own travel, refund status for fees and sponsorships remains unresolved, and employers with career-fair interviews have been asked to continue them independently where possible.
tomshardware.com
· 2026-10-14
OpenAI's infrastructure lead Sachin Katti announced he is leaving the company after about a year, with his last day set for Nov. 15. He will remain as an advisor, while Uday Ruddarraju, currently OpenAI's CTO of compute, will take over leadership of the compute organization.
cnbc.com
· 2026-10-14
Security researchers from Genians, Proofpoint, Digital Security Lab Ukraine and Enki White Hat report that North Korean state-linked hacking groups, including one tracked as TA406 (also known as Konni or Opal Sleet), have been spear-phishing Ukrainian government, policy and academic targets since at least February 2025. The campaign aims to gather intelligence on Ukraine's wartime position after North Korea began sending 14,000 to 15,000 troops to support Russia in October 2024.
darkreading.com
· 2026-10-13
Meta has released two new AI models, Muse Wonder and Muse Wonder Full, trained at its gigawatt-scale Prometheus data center. The company says the models build on earlier work shown with Muse Spark and post state-of-the-art results on benchmarks covering agents, memory, and coding, including domain-specific tests in law, finance and health such as Harvey's Legal Agent Benchmark.
research.meta.ai
· 2026-10-12
Yandex confirmed that drone attacks damaged three of its data centers in Sasovo, Kaluga, and Vladimir between October 8-11, knocking two facilities offline entirely and degrading the third. Customers have reported being unable to access files stored on Yandex's cloud infrastructure, and the company says it cannot give a reliable timeline for restoring service. Yandex has urged customers to switch to alternative disaster-recovery infrastructure while its teams work to stabilize the remaining systems.
bleepingcomputer.com
· 2026-10-12
Indian wearables startup Ultrahuman has signed a two-year MOU with the Abu Dhabi Public Health Center to build and validate a model estimating biological age by combining clinical biomarkers with wearable data. The company says the model will eventually be rolled out to people across the UAE and will work with data from devices beyond its own smart ring. Ultrahuman has sold about 800,000 smart rings globally to date.
techcrunch.com
· 2026-10-12