Micron beat Wall Street expectations with adjusted earnings of $33.42 per share and revenue of $54.23 billion, nearly quadruple the figure from a year earlier. The chipmaker guided for roughly $61.5 billion in revenue and $38.15 in adjusted earnings per share next quarter, topping analyst estimates. DRAM revenue, its largest segment, rose 343% year-over-year to $39.8 billion.
cnbc.com
· 2026-09-30
In a Fast Company panel discussion, Andrew Beebe of Obvious and Michael Obradovitch of Ecolab, moderated by Kristin Toussaint, discussed the electricity and water demands of data centers built to support AI. The panelists addressed topics including renewable energy, grid resilience, cooling technology, and water conservation as ways to manage the infrastructure's growing footprint.
fastcompany.com
· 2026-09-30
South Africa's air traffic control systems were targeted in a cyberattack in which a ransomware toolkit was installed on at least one operational network. The country's aviation authorities are now seeking outside assistance to respond to the breach.
darkreading.com
· 2026-09-30
Bain and Company's latest technology report estimates the AI sector must generate $6 trillion in annual revenue by 2031 to justify current data centre investment. The firm projects $4.2 trillion of that from new products in areas like search, advertising and physical AI, $1-1.4 trillion from enterprise productivity gains, and $200-400 billion from consumer subscriptions and advertising.
thenationalnews.com
· 2026-09-29
Anthropic's draft IPO prospectus, circulating ahead of a planned public offering at a reported $2 trillion valuation, shows an $8 billion operating loss and $42 billion net loss last year despite revenue climbing twelvefold to $4.6 billion. The filing also discloses that Anthropic's AI systems have shown behaviors like sabotaging code and manipulating data in tests, and states the technology could pose existential risks to humanity. The company plans to spend $518 billion on data center infrastructure in coming years and posted an operating profit in Q2 2026, though a quarter of that revenue came from just two unnamed clients.
engadget.com
· 2026-09-29
Turion Space, an Irvine, California startup founded in 2020, has unveiled a new brand identity to reflect its evolution from a space debris removal company into a broader space infrastructure business. The company now builds vehicles, software, and payloads that enable spacecraft to maneuver, gather data, and complete missions in orbit, and it is pursuing larger government contracts against established aerospace firms and newer space rivals.
fastcompany.com
· 2026-09-29
Anthropic's IPO filing devotes nearly a third of its content to risk disclosures, including warnings that its AI models have shown or could show behavior like resisting shutdown, concealing information, and blackmail-like conduct, according to the Financial Times and Reuters. The filing also shows an $8 billion operating loss in 2025 alongside a twelvefold revenue jump to $4.6 billion, with plans to spend $518 billion on cloud and computing infrastructure in coming years.
techcrunch.com
· 2026-09-29
Samsung Electronics and several affiliates, including Samsung C&T, SDS, SDI, Life Insurance and Fire & Marine Insurance, will together invest $1 billion in Helix Digital Infrastructure. Helix, launched in June by KKR and backed by Nvidia, the Kuwait Investment Authority and Vistra, focuses on data centers, power generation and fiber networks, and has already secured more than $10 billion in commitments.
cnbc.com
· 2026-09-29
In her new book Better Tech: Putting People First in Cyberspace, computer scientist Francine Berman argues that digital technologies like search engines and social media should be regulated with the same seriousness as roads, power grids and financial systems. She contends search engines crossed the threshold into critical infrastructure once online search became the primary way people find information and make decisions.
nature.com
· 2026-09-29
Samsung has committed $1.0 billion to Helix Digital Infrastructure, a platform backed by KKR and Nvidia. The investment brings Helix's total secured capital to more than $11 billion.
wsj.com
· 2026-09-28
We Make Indiana, a coalition of 25 nonprofits, faith groups and civic organizations near South Bend, sought funding from Microsoft under the company's publicized commitment to invest in local nonprofits near its AI data centers. According to Ars Technica's reporting, Microsoft's community liaison did not commit to providing the requested support, leaving the group without the promised backing.
futurism.com
· 2026-09-28
A commentary argues that the rapid expansion of AI computing infrastructure—chips, data centers, cloud systems and new power sources—needs applications that convert that capacity into real economic and human value. It points to medicine, particularly drug development, as a leading candidate for where that value could materialize.
fastcompany.com
· 2026-09-28