🏛️ White House pauses plan to override state AI laws
The administration has paused a draft order that would have let Washington preempt state AI rules. States’ rights vs. Big Tech - spicy.
Backers say a single rulebook would cut red tape; critics see a power grab that could weaken deepfake and fraud protections. Honestly, both vibes can be true.
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🏗️ OpenAI taps Foxconn for US-made AI data center kit
A new collaboration aims to co-design multiple generations of AI racks and ready US factories for production - very industrial-policy energy.
No big checks announced yet, but early access and purchasing options are on the table… which sounds like a soft commitment, or so it seems.
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🇨🇳 Nvidia H200 sales to China back on the table
US officials are weighing whether to allow exports of H200 AI chips to China - a pivot that could loosen a huge bottleneck.
Geopolitics meets GPUs: any green light would reshape supply lines… and probably a few earnings calls. Weirdly elegant, in a very silicon way.
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📡 Nokia lines up a $4B US AI investment
The telecoms veteran plans to spend big on AI-driven network gear and related R&D in America. Old guard, new compute.
It’s about shoring up AI-era connectivity - less hype, more fiber, and a lot of base stations humming quietly.
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📉 AI-stock rally wobbles as bubble talk grows
A burst of volatility exposed cracks in the AI trade. Some folks whisper “bubble,” others say healthy reset.
Momentum is a fickle friend - one bad session and everyone’s suddenly a macro philosopher. The narrative isn’t dead, just dented.
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⚡ Data center boom strains power, water and nerves
Mega-AI sites are testing grids, soaking up water, and pulling record financing. The scale is… frankly, a little bonkers.
Great for builders; trickier for utilities and local communities. The metaphorical elephant now needs its own substation.
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🏦 Fed voice says AI gains aren’t a dot-com rerun
A senior Fed official argues AI-linked stock surges differ from the late-’90s mania: less froth, more earnings - that’s the claim.
Fair point or calm-the-markets talk? Depends which chart you stare at before coffee.
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