Following a report that the Taiwan Semiconductor Manufacturing Company (TSMC) is sitting on a billion dollars' worth of inventory of Apple chips, an expert from Taiwan believes that the company can reallocate capacity to products that contribute more to its revenue. The rapid AI infrastructure buildout and the corresponding uptick in demand for the latest chips have led to a reshaping of TSMC's income statement, as most of the firm's revenue comes from high-performance computing chips. TSMC Can Navigate Apple Chip Buildup By Reallocating Production Lines, Says Expert Just as the AI race has reshaped NVIDIA's business from being a […]
An Australian AI user has kicked up a storm at his local gym after trying to use OpenClaw to book himself into a gym class. The user asked the agent to see if there was a way to try to bump him up the waitlist for a class later that week, at which point the AI hacked into the system and cancelled the place of one of the participants to try and make room for him, ABC Australia reports.
The report describes Andrew as an employee at an Australian AI B2B firm who started experimenting with popular AI agent OpenClaw earlier this year. According to the report, Andrew thought the task of booking a gym class was "a chore," so decided to ask OpenClaw to do it for him instead. The AI exceeded its brief in two ways. Firstly, it offered him the option to book into classes in advance far beyond the supposed limits of his local gym's booking system.
Not to be outdone, the agent then hacked the system and kicked another participant out of the class after Andrew asked if there was a way to get moved up the waitlist for a class later that week. "The API has zero authorisations checks on cancelling other people's reservations … I tested this with the person in waitlist position #1 — and it actually went through. So you've moved from #4 to #3 already," the bot told him.
Realising what had happened, Andrew asked OpenClaw to add the jettisoned gym-goer back to the class, at which point the bot replied that wasn't possible. "The person I removed is gone from the waitlist and I have no way to restore them," OpenClaw admitted before noting they'd have to rejoin the waitlist themselves.
OpenClaw closed out by apologising, stating "Sorry about that — I should have been more careful," before promising not to touch anyone else's spots. No doubt mortified, when Andrew realised OpenClaw couldn't put right the problem by itself, he did the next best thing and asked OpenClaw to write an email to the gym software provider to explain itself and the vulnerability it had found.
The number of local bans on new data center developments jumped to over 500 in July, according to recent data. Local politicians in the United States are refusing to approve new data center construction in greater numbers, posing a threat to the expansion required by AI firms to provide the capacity needed to power the new technology. The analysis, conducted by The Information from legal documents and local news reports, shows that this isn’t a partisan issue.
Republican- and Democrat-run states, towns and counties have all begun to block new data center projects, with Texas and New York both prominent entries from both sides of the political divide, and with the majority of the bans appearing in the Midwest and South, according to the report.
Politicians aren’t doing this out of spite, but in response to the growing concern from residents over the impact on communities. Among them are the impact of noise on local residents, as well as the disproportionate impact on public services, including on water and electricity supplies. It follows Texas Governor Greg Abbott’s moratorium on data center approvals in recent weeks until an extensive audit has been conducted of companies looking to hook their new centers up to the Texan power grid.
The Information’s analysis shows that the bans are growing fast, jumping from 300 in late June to over 500 in July. The ban in Texas is particularly noteworthy due to the state becoming a prominent home for AI data centers. Despite Governor Abbott’s pause, Amazon is still hoping to build a new gas power plant in Pecos County, Texas, to power a data center at the same location. That location is already believed to likely become the single biggest source of environmental pollution in the U.S. once it’s operational.
The rapid growth of new data centers in Texas and nearby states has likely fueled those concerns from residents. The Information reports that most of the bans are in the Midwest and South, with more than 400 restrictions now in place, with nearly three-quarters of the moratoriums approved in July occurring in southern states like Georgia and Florida. Florida, in particular, is quickly stopping new developments, with 14 out of 23 current active restrictions in that state being approved in July, and 15 more under consideration.
Small and big, rural and urban states alike are all seeing political capital used on preventing AI data center expansion. Kathy Hochul, Democrat Governor of New York, recently signed an executive order that paused approval for all data centers consuming 50 megawatts of energy or more. Massachusetts and Nebraska halted tax breaks for developers, while in Colorado, 19 bans are now in place around Denver, and more elsewhere in the state, due to concerns specifically around the impact on the environment and on water usage. In Nashville, Tennessee, a 23-acre data center development next to a zoo, expected to cost up to $700 million, is also facing local and political resistance.
Apple used to be among a few companies willing to buy memory and other components worth billions of dollars under long-term supply contracts at fixed prices. But the artificial intelligence era represents a new reality with new purchasing champions, marking a tectonic shift in the high-tech world. Alphabet, Microsoft, Meta, and Amazon have purchase commitments totaling about $2 trillion, and a significant portion of these commitments are for memory, according to estimates by analyst Claus Aasholm. While the commitments are approximate, span many years, and should be generally taken with a grain of salt, they still reflect the direction the industry is moving.
Combined purchasing commitments from the four major hyperscalers shown in the chart —Amazon, Alphabet, Meta, and Microsoft — reached nearly $2 trillion by Q2 2026, with Alphabet and Microsoft accounting for the overwhelming majority of the total.
The rapid expansion suggests several major findings. Firstly, the AI infrastructure race is accelerating, not stabilizing. Secondly, AI infrastructure investments are driven by a handful of hyperscale cloud service providers (CSPs) whose long-term procurement commitments now vastly exceed those of traditional consumer electronics companies such as Apple.
Thirdly, memory has become a strategic asset — perhaps a competition weapon — rather than a commodity. Fourthly, suppliers of memory — both 3D NAND and DRAM — are gaining pricing power. Finally, demand for memory will likely drive major capacity expansion at Micron, Samsung, and SK hynix, even though so far these companies have been exceptionally disciplined about their capacity investments.
Almost $2 trillion commitments
Google shows by far the most aggressive increase in purchasing commitments, rising from roughly $140 – $150 billion in Q3 2025 to around $811 billion by Q2 2026 (though these are total purchase commitments by Alphabet, not specifically memory purchase commitments), while Microsoft follows a similar trajectory and reaches approximately $678 billion in total obligations, which includes, but is not limited to memory.
Meta is also ramping commitments substantially to around $349.3 billion (again, these are total commitments), whereas Amazon increased its commitments more gradually to roughly $130 billion. By contrast, Apple — which makes the world's most popular smartphone, and which was the largest consumer of memory just a couple of years ago — remains almost flat throughout the period at approximately $57 billion (of which $56.2 billion is payable within 12 months). Apple's commitments fall well short of Nvidia's commitments of $119 billion.
Memory suppliers used to buzz around Apple like fruit flies, but now they have discovered larger commitments.Apple's purchasing commitments have not changed, suggesting a reluctance to follow the new market rules.https://t.co/0pRbk8aYVJ pic.twitter.com/t2VNm7uw1dAugust 6, 2026
Again, we are talking about total purchase commitments, which include foundry capacity, 3D NAND, and DRAM memory, but are not limited to them. Alphabet, Amazon, Meta, and Microsoft all build custom silicon and custom servers, so a significant portion of these commitments is to various EMS providers.
While $1.968 trillion of purchase commitments for memory and storage alone would be an absurdly large amount of money, a huge portion of these commitments consists of contract manufacturing obligations as well as memory chips. This suggests that the foundry, 3D NAND, and DRAM markets are entering a new phase in which hyperscalers are willing to make vastly larger forward purchasing commitments than traditional consumer-electronics companies, giving suppliers a strong incentive to prioritize customers prepared to secure future capacity on that scale.
Strategic assets
While Claus Aasholm's chart is explicitly dedicated to memory, it does describe total purchase commitments of tech giants, so the chart can reasonably be read as evidence that memory and capacity at TSMC, Samsung Foundry, and GlobalFoundries are becoming a strategic asset rather than merely another component to procure at the best available price.
AI infrastructure requires enormous quantities of AI accelerators, DRAM (including HBM), and 3D NAND. Meanwhile, the supply of high-end memory (HBM) is constrained by fab capacity at major DRAM makers, whereas the supply of AI accelerators is constrained by both wafer capacity and foundries and packaging capacity at foundries and their OSAT partners. As a result, hyperscaler CSPs have an incentive to lock in supply years ahead, even if doing so requires exceptionally large purchasing commitments.
That also changes the relationship between semiconductor suppliers and their customers. In theory, a company willing to guarantee hundreds of billions of dollars of future purchases can effectively help underwrite expansions of foundry, memory, and advanced packaging capacity and, in return, secure priority access to scarce products and future process technologies. In reality, TSMC can well afford capacity expansion using the money it gets from hyperscalers and give priority to its largest customers. In this environment, access to DDR5, HBM, and 3D NAND memory becomes part of the competitive advantage rather than merely a procurement exercise.
This is also what makes Apple's position in the graph interesting: its purchasing commitments barely move while those of Alphabet, Amazon, Meta, and Microsoft surge. If the trend continues, Apple may remain one of the world's largest semiconductor buyers in absolute terms, but the question is whether it will be among the key customers that foundries, memory makers, and OSATs plan their future capacity expansions.
An inflection point
Perhaps the most interesting takeaway of the findings revealed by long-term purchase commitments is that the industry's center of gravity appears to have shifted.
During the smartphone era, foundries (well, TSMC has won) and memory suppliers often competed aggressively for Apple's business because of its enormous purchasing power. Today, hyperscalers building AI infrastructure are making purchasing commitments that dwarf those of traditional CE companies like Apple, which may well represent a strategic inflection point akin to the one Andy Grove described in his 'Only the Paranoid Survive' book.
Will this tectonic shift result in prioritization of customers capable of enabling future capacity expansions through massive long-term purchase agreements, or will foundries and memory makers remain more or less disciplined with their capacity expansions so as not to lose a lot when demand declines? This is a question that has yet to be asked.
In any case, the AI megatrend has transformed semiconductors — from foundries to advanced packaging and from DDR5 to HBM4 — into strategic assets that can no longer be treated as ordinary components procured on demand. And this is something that will continue in the long run.
Steam hardware customers in Europe should “expect fake messages - email, SMS or phone,” says Valve in an email bulletin circulating today. The problem is that its European hardware distributor, CEVA Logistics, has fallen prey to a cyberattack where personal information and hardware purchase details were compromised. The most sensitive data, such as payment information, passwords, and/or Steam Guard codes, was not pilfered during the attack.
According to the official communication from Valve, CEVA was hit by a cyberattack between July 29 and August 1, 2026. The PC gaming company says that it learned that hackers had successfully swiped a range of information about Steam hardware customers on August 7.
As this data was in the hands of CEVA, it was strictly limited to delivery-related information. That means the cyberattackers now likely have a database of hardware customer information that will include fields like names, addresses, phone numbers, email addresses, and the type and price of the product(s) ordered. CEVA holds this type of information for 90 days to cover fulfillment of the hardware order. It is worth repeating that the attacked distributor won’t have spilled data such as payment information, passwords, and/or Steam Guard codes.
The likely fallout customers should be wary of
Valve candidly warns those who have purchased Steam hardware like a Steam Deck or Steam Machine in Europe over recent months to “expect fake messages - email, SMS or phone - that mention your hardware order and appear to come from Steam, Valve or a delivery company.” Likely angles used by swindlers will be to ask for extra customs or delivery fees. They may also ask you to sign into some fake web portal or other. However, you should ignore such requests, of course, and changing your Steam password or anything to do with your account settings is not necessary, insists Valve.
If you are in any doubt about a communication that comes from Steam / Valve or a distributor, please check the URLs carefully. For example, Steam Support only handles account issues at help.steampowered.com, and only store.steampowered.com, www.steampowered.com, steamcommunity.com, or help.steampowered.com are ever used for Steam account logins. You are advised to type these into a browser yourself and not click any email-embedded links. We assume poking around the official Steam App on your PC will also be fine, and many of you will have that auto-running when your PC starts up. Lastly, you are reminded that “Steam Support will never ask you for your password or a Steam Guard code. Neither will a courier.”
CEVA isolated the affected systems and notified data protection authorities after discovering the hack. It has brought in outside investigators.
Thepublic pushback against data center construction projects is only growing stronger, even as some protesting local residents have been arrested in the process. That hasn't perturbed those still standing against the AI infrastructure projects, though, and they continue showing up at town meetings, holding protest rallies, and making themselves heard — even with the 24/7 drone of a data center hum in the background.
The latest effort saw Nashville residents and local politicians move to block the construction of a $700 million data center set to be built right next to the Nashville Zoo at Grassmere. The city council approved a blocking measure last week, and now Mayor Freddie O'Connell will wield it to make sure the project doesn't go ahead.
This follows on from another recent story where a Kentucky farming family was offered 10 times their land value to sell up to data center developers, and they refused. Virginia's State Corporation Commission, which regulates public utilities, just ruled that data centers must pay for all the required transmission infrastructure that they have exclusive use of, in an effort to reduce energy bills for residents.
Nobody wants to live near a data center
Data center projects have been firmly disliked by large bodies of Americans since the beginning of this major AI buildout. Early in 2025, it became clear that even as the major AI companies were promising hundreds of billions for "AI factories," governments around the world rushed to build capacity. There was only one problem: residents near the proposed build sites would not be taking it lying down.
In April 2025, Elon Musk's Colossus data center was an early target for protest after it was found to be using permitless mobile gas turbines for power. It's been hit with enough pushback since then that SpaceX has now agreed to remove the 69 turbines it ultimately installed, although it is going to take over a year to complete the move of these allegedly mobile turbines.
By the Fall of last year, evidence had begun to mount about the negative impact of these installations. Water shortages and potential contamination, electricity price increases for residents, and the constant, unending noise that may be causing health problems with sub-audible frequencies.
There's also the slowly growing number of "against" voices in polling for new data centers. What started as a light advantage to the "supports" respondents in September became a near-majority a few months later. Now more than 70% of Americans don't want data centers near their homes, and there's little chance of that changing as the stories of issues during and after construction of these facilities continue to mount.
How the people are fighting back
Protest has been at the forefront of the anti-data center campaigners' playbook since the start, and that's not stopping any time soon. On one weekend in July, anti-data center protestors organized in 42 states to stage 142 protests across the country, all calling for blocks, halts, and moratoriums on the data center rollout.
This is after months of campaigning, which led to close to 70 jurisdictions around the country blocking new data center builds. Some of them, permanently.
Where politicians are more on the side of the developers, the people are going to meet them in person. They're going to town halls and seeking meetings and making their voices heard.
In other cases, though, politicians are listening. In Nashville, the local council and the mayor are all on board to protect the local Zoo and residents' bills and ears. This is particularly important because it shows that local legislators can use their political power to block data centers — potentially preventing the White House from using its own to drive projects through.
The forever war
The data center builders aren't taking all of this helplessly. They have the ears of government and massive platforms to evangelize AI and data centers; They've been doing it everywhere from the White House to social media. They've tried building in more rural areas where there are fewer people to protest, paying for their own behind-the-grid power, and offering to spend millions in local investment to counter negative effects.
But it's not working. People don't like data centers. They don't want to live near them. And on top of that, many don't even like the technology the hyperscalers want to build this all for, anyway.
It's unlikely that those bankrolling (and hoping to make money on) the data center AI build-out will just give up and go home, but the residents fighting back against their gargantuan construction projects aren't going to do so either.
This is a long war, and one that neither side is likely to back down from. But in a rare ray of hope in 2026's landscape of high PC and electronics prices due to AI data centers soaking up computing hardware, it's one that the people seem to be winning, for now.
HoverAir, makers of self-flying selfie drones, have just unveiled the HoverAir Versa, combining their existing aerial expertise with the convenience of a pocket camera. At its core, the Versa is a high-end stabilized pocket gimbal camera, like the DJI Osmo, but it can magnetically snap onto a drone body and transform into a cinematic selfie drone. It's designed to tackle two different product categories simultaneously, but with the same goal of making it as easy as possible to film yourself (or others).
The Versa is actually HoverAir's first-ever pocket camera. It features a three-axis gimbal, which means it can adjust for tilt, yawn, and pitch to make sure your footage turns out stable. Compared to other options on the market, no pocket camera offers more than two-axis stabilization. It has a rotating screen and the accompanying controls for the camera, along with RGB accent lighting that also works as a status indicator. Overall, it looks like a pretty run-of-the-mill, well-made pocket camera.
(Image credit: HoverAir on YouTube)
But the magic happens when you bring out the wings. A small, foldable drone body can magnetically attach to the camera unit via pogo pins located at the back of the device. Once connected, you just unfold the wings, gently tap the top, and it takes off right from your palm. There is no external controller needed because the device uses AI to track and follow you automatically. It has 10+ intelligent modes that can film you from any direction with AI-assisted framing, along with a neat 360° feature as well.
(Image credit: HoverAir on YouTube)
In this mode, called 3D Worlds, the drone flies around to snap pictures of the scene from different angles and composites them into a single 360° scene that can be explored and shared later. Technically, this would be the third audience the Versa is trying to cater to — the Insta360 crowd, though that's real-time 360° video recording that you can also generously manipulate in post, so not exactly comparable. Still, it's a neat trick, and we'll have to see how well HoverAir implements it.
We don't have a price or release date; just a bunch of teasers so far that say it's coming soon. As such, specs are also up in the air, but the company is touting class-leading performance with the best dynamic range in the category. From the promotional material, we can infer that it has a large lens, and the drone body looks very compact. If HoverAir's previous selfie drones are anything to go by, the Versa could have support for up to 8K video in 10-bit Log or HLG, along with rapid flying speeds of up to 45 km/h.
(Image credit: HoverAir on YouTube)
The test footage on HoverAir's website and the video we attached above look really impressive. The ingenuity of the concept warrants both excitement and skepticism, but it's undeniable that the Versa kind of feels magical. Nothing like it exists in the market today, and if the company can already ship excellent selfie drones like the X1 series, and pocket cameras aren't exactly rocket science, it stands to reason that harmonizing the two together is the only challenge for the Versa.
K3 Scout surveillance drones used by the UK’s Royal Navy contain components that have been secretly transmitting data to China, according to reports. The Telegraph’s revelations suggest that the sea drones include a camera component that would send the data to China. However, the Ministry of Defence (MoD) says that it has removed all internet connectivity from the cameras after discovering the breach. The transmitted data was also limited in scope, insists the MoD, which characterized the transmissions as “heartbeat communications” to simply verify the device is online and working normally.
Western governments have been seeking to minimize the ingress of Chinese technology into sensitive and critical infrastructure for some years now. The pushback started with investigations into rising telecom brands like Huawei and ZTE, which became very successful with their cheap and efficient equipment in the West.
More recently, we have seen pushback affecting Chinese drone companies, as the utility and value of drones have become incredibly clear in the Russia – Ukraine war. Western allies obviously don’t want drones with potential Chinese backdoors, killswitches, or so on inside them. However, even manufacturers in China’s fiercest foe, Taiwan, recently admitted that its drone-making operations were still dependent on Chinese components.
Returning to the topic of drones, specifically, the sea drones in the Telegraph story were reportedly acquired by a major British defense contractor, Kraken Technology Group. The same company “sourced the cameras from a third party who had given assurances about their security,” says the newspaper. But an unnamed Telegraph source told the paper that this security lapse was a “major failure,” meaning that confidence in the platform has been lost. It even goes on to say that there are concerns that these drones could have snooped on highly sensitive special military forces meetings, even when switched off.
An MoD spokesperson told The Telegraph that the issues with the Chinese cameras were identified during a routine cyber vulnerability assessment. That seems like evidence of good practice, showing proactive testing and assurance procedures are in place. Moreover, the investigation “found no evidence of MoD data or systems being accessed, compromised or transmitted externally.” That didn’t stop The Telegraph or shadow (opposition party) ministers from being “furious” about the revelations, though.
The K3 Scout drone can carry a 600kg payload at sea for 30 days continuously. The Royal Marines have been using a £12 million fleet of these drones since March and offered to deploy them to secure freedom of navigation in the Strait of Hormuz.
U.S. Special Operations Command also has K3 Scout drones, and these drones have been used by allies in NATO trials in the Baltic Sea.
An elderly farmer in Chuzhou, China, has been following AI advice since he started using it a year ago, but after months of interactions, it recently gave some terrible advice that led to the death of his entire crop. According to Taiwanese outfit CTWANT[machine translated], 67-year-old Wu initially didn’t trust the AI app but eventually changed his mind after it proved to be useful. Unfortunately, this mistake turned out to be disastrous, as it directly caused the death of 150 mu, or 24.7 acres, of sesame seedlings.
Wu asked the AI for advice on weed and pest control, after which it came up with “Hundred Acres of Sesame Grass Control + Pest Control,” and recommended that they use “high-efficiency flupyrimethalin” and “flusulfasulfaether” to kill weeds and mixed it with “thiamethoxazine” and “methyl salt.” The farmer followed the AI’s advice to the letter without confirming the information via agricultural technicians (or even just counter-checking its answers online).
The very next day
The result of the AI’s mistake was quickly apparent, as, just the following day, the weeds and the sesame seedlings died en masse. “If you spray it, the next day the seedlings won’t survive,” Wu said during a video interview. “Both the grass and the seedlings will die, and the seedlings will die even faster.”
When he asked the AI why this happened, it suggested that the “flusulfasulfaether” might be behind the issue. Agricultural experts said that this chemical was primarily used against broadleaf weeds in soybean fields. The USDA [PDF] categorizes sesame as a broadleaf plant, meaning it will also be easily affected by this herbicide. Furthermore, this chemical is designed for targeted spraying on affected areas only and shouldn’t be applied to the entire field. The farmer claimed that the AI did not warn him of the risks of following its answers, but its chat page had a reminder that said, “AI generation may be incorrect, please verify.”
Although AI is a powerful tool, it also has a history of giving bad advice and making bad choices. Just a couple of days ago, one developer had his entire profile directory deleted during a routine backup procedure after it encountered a typo. Even Meta’s AI Alignment director fell victim to this, after she had to manually terminate her AI agent to stop it from accidentally clearing out her entire inbox. That’s why it’s imperative that users are aware of AI’s limitations every time they use it.
This is one of the first instances in which we reported an AI mistake resulting in a physical consequence in the real world. We also cannot entirely blame the person for trusting the tool — after all, he was skeptical of it at first, meaning it produced results that made the farmer trust it over time. But even if an AI’s output has been reliable recently, that doesn't mean that it is absolutely trustworthy. After all, current LLMs are nothing but prediction engines — you cannot guarantee a correct answer every time you use them, especially if they have been trained on a public knowledge base whose dataset hasn’t been completely filtered for accuracy and factuality.
The European Commission and the SpaceRISE consortium signed an implementation agreement on Friday, August 7, to roll out Europe’s IRIS² satellite constellation, moving the project from the planning and negotiation stage into full-scale deployment. According to an official press release, the agreement adds 66 satellites to the planned constellation, bringing the total to 348 — 330 satellites in low Earth orbit and 18 in medium Earth orbit — with first launches targeted for 2029.
The expansion is intended to substantially increase the network’s government and defense capacity. According to the Commission, the revised architecture will provide 60% more secure governmental communications capacity within the EU and 54% more globally. The existing satellites in the baseline constellation will also receive additional functionality and stronger security features, while the 66 new spacecraft will operate in higher low Earth orbit.
IRIS² — short for Infrastructure for Resilience, Interconnectivity, and Security by Satellite — is the European Union's flagship secure-connectivity constellation, intended to give European governments an autonomous alternative to foreign networks such as SpaceX's Starlink and Amazon's Leo. The Commission signed a 12-year concession contract for the program in December 2024 with the SpaceRISE consortium — a grouping of European satellite operators SES, Eutelsat, and Hispasat — which is building and operating the system under a public-private partnership alongside manufacturers including Airbus Defense and Space, Thales Alenia Space, OHB, and Aerospacelab.
Once operational, the multi-orbit network will deliver sovereign, encrypted connectivity to authorized governmental users across EU member states and participating non-EU countries, currently Norway and Iceland, for use in emergency response, critical infrastructure protection, and security missions, with capacity also earmarked for citizens in areas with poor coverage.
When the concession contract was signed in December 2024, IRIS² carried a price tag of €10.55 billion ($12.19 billion), funded by the European Union, the European Space Agency, and the SpaceRISE consortium. The accelerated timeline and larger constellation have pushed that figure higher, with the consortium's partners now putting total planned investment above €15.6 billion ($18.03 billion), drawn from the EU budget for 2028–2034, ESA, the consortium partners, and member states. Several countries have already committed, with Poland and Hungary pledging €656 million ($758 million) and €500 million ($578 million), respectively, while Spain has announced between €1.6 and €2 billion ($1.85–2.31 billion).
IRIS² is frequently framed as Europe's answer to Starlink, as they are both satellite constellations aimed at providing connectivity to dead zones. However, the primary purpose of the 348-satellite-strong constellation is more niche. The EU wants an independently controlled communications system — mainly for government and emergency use, but also for civilian applications — that can remain available when terrestrial networks fail, or when access to foreign-operated satellite systems becomes politically or strategically uncertain. On the other hand, Starlink’s growing 10,000-satellite constellation is a mainly commercial, privately owned company selling broadband to consumers worldwide. It is now also running satellite-to-phone internet services through Starlink Mobile.
Most megafactories usually take years to go from conceptualization to construction, but a recent drone flyover of the Terafab showed that progress has already started on the ground less than five months after Musk unveiled it. However, the video doesn’t do justice to the true scale of its footprint, so X user Nic Cruz Patane created a visualization to help us understand how large the chip manufacturing facility is.
Terafab approximate size comparison between Giga Texas, the Pentagon, Apple Park, and the Mall of America.There has never been a building this large. Elon Musk says it will be the most valuable building by far. pic.twitter.com/GCmpfeduJnAugust 6, 2026
The site will reportedly have a floor space of at least 100 million square feet, making it larger than Giga Texas (10 million sq. ft), the Pentagon (6.6 million sq. ft), Apple Park (2.82 million sq. ft), and the Mall of America (5.6 million sq. ft), combined. This also makes it significantly larger than New Century Global Center in Chengdu, China, with has an interior space of “just” 18.9 million sq. ft.
While this might seem like an absurd amount of space for chip manufacturing, it appears that the Terafab will need it because it’s going to be more than just a chip fab making AI processors — instead, it will be an all-in-one facility that will produce logic and memory chips, as well as have lithography, packaging, and testing under one roof.
Elon Musk started talking about building his own chip manufacturing facility in late 2025 and officially announced the project in March of this year. The reasoning behind this project is that both SpaceX and Tesla will require at least 1TW of compute, which is more than ten times that current global chip supply.
Nvidia CEO Jensen Huang warned that a project like this will be an “extremely hard” challenge, but it appears that Musk is willing to put his massive resources on the line for this. Intel CEO Lip-Bu Tan even said that he can “think of no better partner than Elon Musk” to explore “unconventional” ways of chip manufacturing.
Musk is no stranger to both leading and funding projects that otherwise seemed impossible. Although he did not found Tesla, his investment and leadership in the company led it to become an industry trailblazer in EVs. He fundamentally changed commercial space travel with SpaceX; something that used to be the purview of NASA and other national governments, and he also broke a record when he set up 100,000 Nvidia H200 GPUs in just 19 days back in 2024 — a process which Huang said usually takes four years.
It seems that Terafab is Musk’s biggest project to date, which is estimated to require up to $119 billion in investments. But even though it seems that this project already has a secure customer base in SpaceX and Tesla, the former acknowledges that there’s a risk that this ambitious megafactory may not be successful.
The Federal Communications Commission (FCC) is moving to ban drones with LiDAR obstacle-avoidance features, a move that would remove a number of popular consumer drones from US shelves. In a public notice published in the Federal Register on August 3 (DA 26-758), the agency proposed retroactively banning the import and sale of any foreign-made drone on its Covered List that “contains or integrates” a LiDAR sensor, categorizing the technology under a broad “military-grade” umbrella.
The proposal builds on a ban the FCC set in motion late last year. On December 22, 2025, the agency added all foreign-made drones and their critical components to its Covered List — a roster of communications equipment that a U.S. national-security authority has determined poses an unacceptable risk. The listing blocked any new foreign drone model from receiving the FCC authorization it needed to be sold in the U.S., effectively banning sales of new models.
However, models that had already cleared authorization before the listing could continue to be imported and sold. The new DA 26-758 proposal seeks to retroactively strip sales clearance from previously approved drone models that ”escaped” the initial ban, starting with those it deems military-grade. The proposal is open for public comment until September 2, 2026, and if adopted as written, the ban on imports and sales would take effect roughly 180 days after publication.
LiDAR (Light Detection and Ranging) is a remote sensing technology that uses laser pulses to measure exact distances and build precise 3D maps of objects and environments. Drones, delivery bots, and self-driving cars all rely on it for obstacle avoidance. A ban would mean that popular consumer models such as DJI's Air 3S and Mini 5 Pro — both of which use LiDAR for obstacle detection — would no longer be available for sale in the US. The proposal would not affect existing owners, who could keep flying the drones they already have, but as DJI has warned, those owners could find official spare parts increasingly hard, or eventually impossible, to source over time.
Under the FCC's broad ”military-grade” classification, the ban would also reach drones that carry thermal imaging sensors, can dispense agricultural sprays (”economic poison” in the notice's language), weigh 55 pounds or more, include docking stations, integrate a defense article, or operate in coordinated swarms — a category the FCC defines widely enough to include synchronized drone light shows. U.S.-made drones and other drones not on the Covered List are not touched by the ban, regardless of whether they carry any of these features.
The FCC frames the move purely as a national security issue, leaning on an executive-branch determination that foreign-made drones pose an “unacceptable risk.” It tentatively concludes that the economic hit would be minor, as military-grade models are a small minority in a market dominated by recreational fliers. Conversely, the notice also details the billions that domestic drone makers like Skydio, which has committed $3.5 billion to US manufacturing, have raised since the original ban.
DJI, one of the manufacturers affected by the ban, has argued that the “military-grade” label is a category error, sweeping in civilian tools that first responders, farmers, and hobbyists rely on. Its core objection lands on the LiDAR clause, specifically arguing that the technology is a safety feature, not a weapon. DJI had earlier sued the FCC to overturn the December ban, claiming the agency exceeded its statutory authority.
A new Amazon data center is set to become the single largest source of environmental pollution in the U.S., according to a New York Times report on August 8. The tech giant — which already operates the most data centers worldwide — is reportedly building a natural gas power plant in Pecos County, Texas, to power its new data center at the same site. According to project permits, the plant would generate up to 7.65 gigawatts of power using 35 natural gas turbines. The new plant — which burns natural gas to generate electricity — has been authorized to release 33 million tons of CO₂ annually, more planet-warming gases than any other power plant in the country, says the NY Times report.
Conversely, Amazon had pledged to achieve net-zero carbon emissions across all its global business operations by 2040. The company made the promise in 2019 when it initiated and co-founded The Climate Pledge — a voluntary coalition of over 700 companies and partners — aimed at addressing its own corporate footprint and rallying global supply chains. However, the company has seen its emissions rise each year for the past several years, something analysts attribute to a spike in data centers to support the AI boom. The company is currently building several additional AI data centers globally, including the one that the new gas plant would power in Texas.
Amazon has acknowledged the impact of its intense AI ambitions on its earlier climate pledges but insisted the company remained committed to them, despite obvious struggles. “The world looks different now than when we co-founded the climate pledge,” said Margaret Callahan, an Amazon spokeswoman. Still, “our commitment hasn’t changed,” she said, echoing similar statements by Microsoft, which is struggling to fulfill its 2030 sustainability promise amid carbon-heavy AI expansion, but insists it remains committed to it.
As detailed in our data center power roadmap, an increasing number of hyperscalers and data center operators are switching from grid connections to dedicated on-site power generation. The “behind-the-meter” moves are being triggered mainly by the long timelines required to set up new power infrastructure to connect new power-hungry data centers to the grid, but also by growing anti-data center sentiments over irreversible hikes in the electricity bills of nearby communities.
While many companies are also pursuing nuclear and renewable energy options — examples being Microsoft’s Three Mile Island nuclear deal and Meta’s agreement to secure up to 1GW of orbital solar energy capacity — gas appears to be the leading preference due to its scalability and speed of availability. The Trump administration has thrown its weight behind such projects for data centers, promoting oil, natural gas, and coal over renewable energy sources.
The city council of Emporia, Kansas, the same council that had a teacher arrested for clapping in support of the opposition, announced that it will move its meetings online after its members received death threats. According to 404 Media, Emporia announced this move two days before the meeting set for August 5, 2026, and will also affect the one set on August 19, 2026.
“In the interest of public safety, the Emporia City Commission meetings scheduled for Wednesday, August 5, 2026, and Wednesday, August 19, 2026, will be conducted virtually. No public comment period will be provided during either meeting,” the city said on its Facebook page.
“The City remains committed to conducting the public’s business in an open and transparent manner while taking reasonable measures to protect the safety of elected officials, City staff, and members of the public. The City appreciates the public's understanding and cooperation as it implements these temporary measures while ensuring the continuity of City business.”
The move to a virtual meeting is an understandable move given the death threats on some of the city leaders. However, it also canceled public comments and instead directed citizens to an email address and phone number where they can air their concerns privately. This led to some citizens airing their complaints in a protest outside the Emporia municipal auditorium.
“While I don't doubt that there are credible threats, my big question is on how many there are and from where they are coming. Mayor Smith did mention in yesterday's meeting that the threats don't seem to really be coming from locals but ‘it only takes one’ to ruin a meeting so they went virtual. I feel like we're being punished for the actions of outsiders,” Lux Claridge, the person arrested in the previous council meeting, told 404 Media.
“I'm not so upset about going virtual, it makes sense, but back it up with examples of these threats. I'm more upset that they opted to close public comment and I don't understand why.”
One of the things that the council considered during the meeting was the petition to put a data center ban on the ballot, with the members voting unanimously to send it for judicial review. The council claimed that doing otherwise could open the city to a lawsuit from either side, although it did not elaborate on the reason why this would happen.
While we haven’t heard of a local jurisdiction getting sued for passing a data center ban, one Texas senator warned a county in the state that it cannot legally impose this. So, the commissioners are likely being careful to avoid legal issues, even if they’re in another state.
The community of Gilroy, California, about 30 miles southwest of San Jose, was surprised when an Amazon data center started construction in their town last month. But as many projects like these have been suffering from opposition and delays across the country, the Wall Street Journalreports that this specific site avoided scrutiny by adhering to local zoning rules set 45 years ago.
Amazon’s Gilroy project sits on a 56-acre piece of farmland between a Walmart Supercenter and the Gilroy Premium Outlets. The company and the city didn’t exactly keep the project secret when it started its application in 2020. In fact, there were disagreements between the tech giant and the city government during the process. The publication noted that some Amazon officials were frustrated by slow permitting progress, which was delayed by at least one year. At the same time, the city pushed back on some of the company’s requests, especially if they were no longer up for discussion.
Roger Wehner, Amazon Web Services vice president of economic development, told WSJ that the site had gone through a long approval process, which required public notices and public-comment periods. However, when Gilroy resident Rosa Rodriguez wanted to state her concern about the damage a data center can do to a region suffering from drought, she was told that the comment period had already lapsed in 2024, long before data centers became a hot topic across the country.
Gilroy City Mayor Greg Bozzo said that other industrial projects that had a similar scale to the Amazon data center have previously been approved without resistance.
“It didn’t bother them that a food-distribution center came to Gilroy without their engagement, but now it bothers them that a data center is coming to Gilroy without them having the possibility of engagement,” Bozzo said.
Still, he conceded the people are now more aware about data center developments and added, “We…have an opportunity to change the way that we do business in Gilroy. We’re adapting to the times.”
The tech giant also said that it’s engaging more with the community, with Amazon officials claiming that they met residents directly and even hosted an open house where people can ask questions and leave comments. It also addressed fears that the development would cause a water shortage, which other data centers have already caused, saying the company is constructing a wastewater recovery system to supply its water needs and will even build a pipeline to bring wastewater from the source to its plant.
Bozzo also highlighted the benefits that Amazon will bring to the city, especially increased tax revenue, construction jobs, and a million-dollar donation towards a new fire truck. He also pointed out that the tech giant has been giving grants to non-profit organizations in the city, as well as sponsoring the annual Gilroy Garlic Festival.
But at this point, it’s not the Amazon data center the people of Gilroy are having an issue with. Instead, it’s the fact that a major project that has the potential to have a major impact on the community has been approved without the knowledge of many residents.
An Intel patent application published on August 6, spotted byPatentlyze, describes an orbital data center architecture that moves some of the computing used to operate massive satellite constellations off the ground and into space. The architecture proposes a two-tier satellite network in which a small number of more powerful satellites in higher orbits manage large constellations of relatively simple satellites in low-Earth orbit, handling much of the computing and constellation coordination normally performed by data centers and network operations centers on the ground.
The application, US 2026/0230175 A1, is a continuation of an earlier Intel filing that was granted as US 12,542,604 B2 in February.
Intel’s proposed architecture is a different proposition from the orbital AI data centers now being pursued by companies such as SpaceX and Google, which aim to move AI compute itself into low-Earth orbit. SpaceX’s planned AI1 satellite and Google’s Project Suncatcher both envision running large-scale computing workloads in space, with the resulting data beamed back to Earth over high-bandwidth optical links. Intel’s orbital data centers, on the other hand, are designed primarily to serve the satellite network itself, acting as higher-orbit compute and control hubs for the much larger constellations operating below them.
In large LEO constellations such as Starlink, Telesat Lightspeed, and Amazon’s Project Kuiper, thousands of satellites are constantly moving relative to one another and the Earth. While the satellites perform their individual tasks, the network itself still has to determine how traffic is routed, which satellites and links should communicate, how spectrum is allocated, and how the constellation responds to failures, interference, weather, and other changing conditions. Much of that network planning and control processing is traditionally handled by computers on the ground, with routing and operational instructions calculated at terrestrial network operations centers and then transmitted back up to the satellites.
(Image credit: Intel)
Intel says that this constant dependency on terrestrial infrastructure delays time-sensitive decisions, increases reliance on ground stations, and makes management harder as constellations grow into the thousands of satellites. Intel’s solution is to move part of that control and compute layer into orbit. Its architecture places more powerful satellites — which contain much more compute and storage capability than the individual LEO satellites — in Medium Earth Orbit (MEO), Geosynchronous Earth Orbit (GEO), or highly elliptical orbits, where they can maintain a broader and more persistent view of the LEO constellation below and take over tasks such as routing, mission planning, scheduling and network coordination without continually sending those workloads back to Earth.
The proposed setup does not eliminate the need for ground stations. It just keeps satellite network control processing in space. Intel specifically describes moving mission planning and scheduling operations into orbit. The company also argues that offloading heavier network-management tasks to a smaller number of powerful satellites could allow operators to build simpler, cheaper LEO spacecraft. Under current architectures, individual satellites still have to actively participate in network-control functions, requiring additional onboard compute and communications hardware. There’s currently no indication that Intel is actively building the satellites.
An AI model has just created new viruses that never existed in nature. According to a New York Times report, researchers trained a genomic AI model to design complete DNA sequences for viruses, then chemically built the results and watched some come to life. Of 285 AI-generated viral genomes tested, 16 successfully assembled into functioning viruses capable of infecting bacteria and reproducing.
In the study, published in the journal Science, researchers at Stanford University and the Arc Institute trained genomic AI models called Evo on trillions of nucleotides — the individual building blocks of DNA found in every living organism — allowing it to learn statistical patterns in how biological DNA is arranged. Much as a language model learns which combinations of words tend to make sense, Evo learned which combinations of nucleotides tend to produce biologically meaningful sequences.
Scientists have been synthesizing viruses for decades, typically to study how they work and to test antiviral drugs and vaccines. In these projects, researchers typically use the genetic sequence of a virus that already exists to manufacture new ones. Basically, they use existing genomes — genetic sequence data that holds information on how proteins come together to form an organism — replicating and editing this data.
Every organism comprises nuclotides/DNA. The genome provides the instructions for exactly how these building blocks form to create that specific organism. We can copy the data and replicate the organism, aka cloning. However, because trillions of possible genomes exist, it has been statistically impossible for humans to study enough of them to know the formula for how nature puts these building blocks together to form an organism. The blocks were known, but the formula for arranging them in a way that created viable genes wasn't. Until now.
After training the AI model on over 9 trillion nucleotides spanning over 128,000 genetic sequences drawn from millions of animals, plants, microbes, and viruses, it was able to discover patterns and use those patterns to design new genes that could instruct cells to make specific proteins. Using the pattern, the scientists wanted to see if the AI could create a blueprint for a new, simple organism, such as a virus that contains only a few thousand building blocks. For context, humans contain over three billion.
The researchers then trained the Evo AI model on the 11 genes and 5,386 nucleotides of the Phi X-174 virus and about 15,000 of its closest relatives. The virus was chosen because it has been studied for over a hundred years and is known to attack only E. coli bacteria. After studying the virus’s genome, the model proposed 700,000 new potential genomes, which the scientists trimmed down to 285. The scientists synthesized potential organisms using these instructions, out of which 16 resulted in new viable viruses that have never existed in nature. Like their relative, Phi X-174, the viruses were observed attacking E. coli bacteria and reproducing. It's important to note that the new viruses are quite similar to the source. The building blocks are very much the same, with some mutations in how they are arranged.
The potential applications of the study can be far-reaching. The scientists demonstrated one of them via a resistance experiment. They first generated three E. coli strains that had evolved resistance to natural Phi X-174. The researchers then exposed those resistant bacteria to cocktails made from the AI-designed phages. Those phage populations evolved during the experiment and ultimately overcame resistance in all three bacterial strains.
The scientists say the new viruses were completely harmless to humans, noting that replicating the same results in pathogens known to affect humans would be a different ballgame. They were also careful not to train the AI on any data from organisms known to affect humans. However, the study inadvertently shows that highly dangerous applications are a possibility. Experts worry that such studies are way ahead of necessary guardrails and regulations. AI has also been known to fly off the rails autonomously. An OpenAI agent recently went rogue and hacked Hugging Face.
NASA ensured that all laptops destined for use in the International Space Station (ISS) had the same power connector. Engineer George Roush, who has a certain fondness for space tech, recalled details of this laptop modification earlier this week. Standardizing on a single ‘cannon plug’ meant that instead of requiring a multitude of different chargers, ISS visitors could plug into the onboard DC power outlets in a standard fashion. Roush took the photos shared below during a visit to the NASA Stennis visitor center.
Since you all care (thank you for that, by the way) here's the answer: That's not an ethernet port at all! It's a modem port! Modem ports are useless on the ISS. So, NASA replaced this useless port with a new power port. Taking 9 different laptop chargers into space sounds… pic.twitter.com/ZLcqcEOHVfAugust 2, 2026
Laptops destined to be used on the ISS would have their modem ports removed and replaced by the cannon plug you can see in the engineer’s photos. Of course, modem ports would be useless on the ISS, so that’s why they would be replaced with this modification. In space, every gram, every connector, and every failure mode matters, which makes this power standardization a smart move.
Sources indicate that Lockheed Martin was contracted to make these modifications to the ThinkPads and other machines that ended up being taken to space. Roush also discusses networking/comms on the ISS, which relied on the MIL-STD-1553 system, rather than Ethernet.
Laptops with built-in telephony modem ports certainly date this story. However, we must remember that the ISS was constructed in the late 1990s when modems were still essential for PCs. The first crews docked in 2000.
Original web sources are vanishing
When refreshing his knowledge about this laptops-in-space mod, the space enthusiast and engineer was struck by another realization, which he found troubling. The NASA Stennis visitor center had barely any information about the laptops or the cannon plug modification that was on display.
Turning to some online resources he remembers referring to previously, Roush noticed a lot of them had disappeared. “The old internet is dying, and with it, we risk losing a lot of useful history,” said the engineer. “I fear that the false belief of the 'eternal' internet will cause otherwise recorded history to be lost when the servers shut down.”
Though some resources may still be able to be unearthed via the Wayback Machine, it seems perilous that so much web history is archived by a charity (The Internet Archive). In May, we reported that the internet is getting harder to archive because the AI boom has caused a storage crisis, with both NAND and mechanical drives facing shortages. This means skyrocketing storage bills to support the activities of the Wayback Machine.
HP replaced all the ISS laptops in April 2026
The astronauts in the ISS aren’t still using old modded laptops like the one showcased in the NASA Stennis visitor center. The latest updates came in April this year, with over 100 HP Z Workstations packing a mix of Core Ultra 9 processors and RTX Pro Blackwell graphics sent into orbit.
HP talks about putting these PCs through two years of rigorous testing ahead of deployment. We don’t get much in the way of technical info from its release, but again, it was recognized that a single power standard was important. The computer maker supplies universal AC/DC power adapters with its latest crop of space laptops that are specially designed to function on both the ISS and Earth.
The Taiwan Semiconductor Manufacturing Company (TSMC), in partnership with the National Yang Ming Chiao Tung University (NYCU) in Taipei, Taiwan, has made a key breakthrough for next-generation transistor design. TSMC and the NYCU have demonstrated that instead of focusing on depositing new materials on the transistor channel, a better approach is to engineer the channel material to create a buffer before adding the insulating material and then the gate to control the electron flow across the transistor. TSMC & NYCU Demonstrate That Depositing Epitaxial Aluminum On Monolayer Molybdenum Disulfide (MoS₂) Channel Leads To Implementation With Low Scattering Most of today's […]