Talent over tokens: AI models are becoming more expensive to run, and productivity gains are limited — efficient workers might be the solution to strained budgets

Major firms are finding the rising costs of AI hard to manage, as human workers are now often more affordable alternatives to AI within certain contexts. With many platforms switching to per-token billing and rising model …

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Samsung and SK hynix warn AI-driven memory shortages could last until 2027 and beyond, as HBM demand explodes — customers already reserving supply years ahead, while the wider DRAM market begins to tighten

Samsung and SK hynix warn that severe AI-driven memory shortages could persist through 2027 as exploding HBM demand overwhelms supply, tightens the broader DRAM market, and fuels record profits
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Google, Microsoft, Meta, and Amazon capex spending to hit $725 billion in 2026, up 77% from last year — analyst says bear thesis is ‘garbage’

Google, Amazon, Microsoft, and Meta collectively plan to spend $725 billion on capex in 2026, up 77% from last year’s record $410 billion.
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Victim of AI agent that deleted company’s entire database gets their data back — cloud provider recovers critical files and broadens its 48-hour delayed delete policy

An SaaS business got all its data back after its cloud data provider recovered critical databases that were ruthlessly wiped by an AI agent gone rogue.
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Tennessee bans crypto ATMs that have become ‘payment portal of choice for scammers’ — second state to restrict machines after Indiana

Tennessee becomes the second state to ban crypto ATMs after its governor signs a bill into law restricting these machines starting July 1st.
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Chinese GPU maker Cambricon’s Q1 revenue hits $423 million as country’s homegrown AI chip market accelerates — Chinese chipmakers continue to leech market share from Nvidia

The results come as Chinese chipmakers continue to absorb market share from Nvidia.

Exploding number of AI data center build-outs delay Texas housing projects — data centers’ high demand for electricians prices out contractors, homes now take two months longer to complete

Housing construction projects in Texas are facing delays of up to two months as contractors are having a harder time finding and keeping electricians. Data center projects are pricing out housing projects from the labor fo…

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Meta’s multi-billion-dollar Graviton deal highlights intensifying CPU shortages in AI infrastructure — the industry signals a shift to Agentic inference workloads, pushing demand

Meta signed a multibillion-dollar, multi-year deal with Amazon Web Services last week to deploy tens of millions of Graviton5 CPU cores across AWS data centers.
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OpenAI has effectively abandoned first-party Stargate data centers in favor of more flexible deals — company now prefers to lease compute and says Stargate is an umbrella term

OpenAI has reportedly modified its arrangement on several Stargate projects, leaving the direct ownership set up and instead preferring to lease compute from other partners who took on the direct risk of investing in the i…

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Google signs classified Pentagon AI deal but exits $100 million drone swarm program — report claims employees revolted over ethical fears, delivered letter to CEO Pichai

Google joins OpenAI and Elon Musk’s xAI in granting the Pentagon broad classified AI access.

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