United States

More Americans Are Breaking Into the Upper Middle Class (wsj.com) 54

More Americans have moved into upper-middle-class incomes over the past several decades (source paywalled; alternative source), with new research suggesting that group has grown sharply while the lower and core middle class have shrunk. The Wall Street Journal reports: In 2024, about 31% of Americans were part of the upper middle class, up from about 10% in 1979, according to a report released this year by the right-leaning American Enterprise Institute. There is no single, standard definition of middle class, or upper middle class, and what counts as a hefty income in one city can feel paltry in another. The AEI report, by Stephen Rose and Scott Winship, classified a family of three earning $133,000 to $400,000 in 2024 dollars as upper middle class. Households earning more were categorized as rich. The analysis looked just at incomes, not assets such as stocks or real estate.

[...] The gains span generations. Many baby boomers, born to parents who grew up in the Great Depression, are living well on their savings, aided by steady Social Security checks and decades of stock-portfolio gains that they can now tap. Millennials, who everyone worried would be permanently set back by the 2008-09 financial crisis, are earning solid incomes, buying homes and surpassing their parents. Many families are surprised to find that they have moved into this new economic tier, and see themselves as comfortable, not rich. They tend to have jobs that are white collar but not flashy -- think accountants, not tech founders.

This doesn't mean that all Americans are climbing the ladder. Entrenched inflation and higher prices on major necessities have pushed many families closer to the financial edge, or locked them out of homeownership. Those costs weigh on high-earning families too, and for many are the reason they don't feel wealthy. The AEI report divided families into five different groups by income. Three groups were in the middle: lower middle class, core middle class and upper middle class. The authors found that more families now fall into the two highest-earning groups -- upper middle class and rich -- and fewer fall into the three lower-earning categories.

Businesses

Peter Thiel Is Betting Big On Solar-Powered Cow Collars 44

Halter, a New Zealand agtech startup now valued at $2 billion, has raised $220 million to expand its AI-powered cattle management system. "Halter is now valued at $2 billion following the Series E, which was led by Peter Thiel's Founders Fund with participation from Blackbird, DCVC, Bond, Bessemer, and several others," reports Inc. From the report: alter plans to use the funding to expand its existing footprint in the U.S., Australia, and New Zealand, as well as to grow into new markets such as Ireland, the U.K., and parts of North and South America. The round is one of the biggest to-date in the industry, and comes amid growing adoption of the technology among U.S. ranchers. According to Halter, U.S. ranchers have erected some 60,000 miles of virtual fencing since the company's launch in 2024.

Halter's technology works through a system of solar-powered collars and in-pasture towers that collect data -- some 6,000 data points per collar per minute -- from grazing cattle and feed it into a cloud-based platform and app for farmers. The collars are ergonomically designed to be comfortable for the cattle wearing them, and leverage AI to play audio cues or vibrate when it is time to move to a different grazing location or if they step outside of a predetermined zone. The collars can also deliver an electric pulse if an animal does not respond.

Halter's app also creates a digital twin of a ranch, which essentially means a digital replica that leverages real-time data to accurately reflect conditions. Farmers can consult the app to check on their herd, or fence, and move cattle with just a few clicks. Halter also has a proprietary algorithm that it calls a "Cowgorithm" trained on seven billion hours of animal behavior. Altogether, this technology is meant to make ranchers' lives easier when herding cattle, help them save money on building physical fencing, and provide insights about pasture management to improve soil health and pasture productivity. Halter says some 2,000 farmers and ranchers currently use its tech worldwide.
AI

Copilot Is 'For Entertainment Purposes Only,' According To Microsoft's ToS 34

An anonymous reader quotes a report from TechCrunch: AI skeptics aren't the only ones warning users not to unthinkingly trust models' outputs -- that's what the AI companies say themselves in their terms of service. Take Microsoft, which is currently focused on getting corporate customers to pay for Copilot. But it's also been getting dinged on social media over Copilot's terms of use, which appear to have been last updated on October 24, 2025. "Copilot is for entertainment purposes only," the company warned. "It can make mistakes, and it may not work as intended. Don't rely on Copilot for important advice. Use Copilot at your own risk." Microsoft described the terms of service as "legacy language," saying it will be updated.

Tom's Hardware notes that similar AI warnings remain common across the industry, with companies like OpenAI and xAI also cautioning users not to treat chatbot output as "the truth" or as "a sole service of truth or factual information."
The Internet

Russia's VPN Crackdown Caused Bank Outages, Telegram Founder Says (yahoo.com) 36

Russia's "great crackdown" on VPNs — and a clampdown on Telegram's messaging platform — had an unintended side effect, reports Bloomberg. It "triggered the widespread banking outage seen across the country this week, Telegram's billionaire founder Pavel Durov said." "Telegram was banned in Russia, yet 65 million Russians still use it daily via VPNs," Durov said Saturday in a post on Telegram. "The government has spent years trying to ban VPNs too. Their blocking attempts just triggered a massive banking failure; cash briefly became the only payment method nationwide yesterday." Attempts on Friday to limit VPN use could have sparked the disruption affecting banking apps, The Bell and other Russian media reported, citing industry sources who weren't identified.

The outage may have been caused by an overload in the filtering systems run by Russia's communications watchdog, according to the reports, with experts warning that major restrictions risk undermining network stability... Separately, payments for Apple Inc.'s app store and other services became unavailable in Russia from April 1, the US company said on its website, without saying why. Earlier, RBC newswire reported that the Digital Development Ministry had asked mobile operators to disable top-ups, which could help limit VPN use....

Durov, who's being investigated in Russia for allegedly aiding terrorist activity, compared the situation in his home country to Iran, where similar restrictions prompted widespread adoption of VPNs instead of the intended shift to state-backed messaging apps. "Welcome back to the Digital Resistance, my Russian brothers and sisters," said Durov, who has lived in Dubai and France in recent years. "The entire nation is now mobilized to bypass these absurd restrictions," he wrote, adding that Telegram would continue adapting to make its traffic harder to detect and block.

AI

Will 'AI-Assisted' Journalists Bring Errors and Retractions? (msn.com) 20

Meet the "journalist" who "uploads press releases or analyst notes into AI tools and prompts them to spit out articles that he can edit and publish quickly," according to the Wall Street Journal.

"AI-assisted stories accounted for nearly 20% of Fortune's web traffic in the second half of 2025." And most were written by 42-year-old Nick Lichtenberg, who has now written over 600 AI-assisted stories, producing "more stories in six months than any of his colleagues at Fortune delivered in a year." One Wednesday in February, he cranked out seven. "I'm a bit of a freak," Lichtenberg said... A story by Lichtenberg sometimes starts with a prompt entered into Perplexity or Google's NotebookLM, asking it to write something based on a headline he comes up with. He moves the AI tools' initial drafts into a content-management system and edits the stories before publishing them for Fortune's readers... A piece from earlier that morning about Josh D'Amaro being named Disney CEO took 10 minutes to get online, he said...

Like other journalists, Lichtenberg vets his stories. He refers back to the original documents to confirm the information he's reporting is correct. He reaches out to companies for comment. But he admits his process isn't as thorough as that of magazine fact-checkers.

While Lichtenberg started out saying his stories were co-authored with "Fortune Intelligence", he now typically signs his own name, according to the article, "because he feels the work is mostly his own." (Though his stories "sometimes" disclose generative AI was used as a research tool...) The article asks with he could be "a bellwether for where much of the media business is headed..."

"Much of the content people now consume online is generated by artificial intelligence, with some 9% of newly published newspaper articles either partially or fully AI-generated, according to a 2025 study led by the University of Maryland. The number of AI-generated articles on the web surpassed human-written ones in late 2024, according to research and marketing agency Graphite." Some executives have made full-throated declarations about the threat posed by AI. New York Times publisher A.G. Sulzberger said AI "is almost certainly going to usher in an unprecedented torrent of crap," referencing deepfakes as an example. The NewsGuild of New York, the union representing Fortune employees and journalists at other media outlets, said the people are what makes journalism so powerful. "You simply can't replicate lived experiences, human judgment and expertise," said president Susan DeCarava.

For Chris Quinn, the editor of local publications Cleveland.com and the Plain Dealer, AI tools have helped tame other torrents facing the industry. AI has allowed the outlets to cover counties in Ohio that otherwise might go ignored by scraping information from local websites and sending "tips" to reporters, he said. It has also edited stories and written first drafts so the newsrooms' journalists can focus on the calls, research and reporting needed for their stories.... Newsrooms from the New York Times to The Wall Street Journal are deploying AI in various ways to help reporters and editors work more efficiently....

Not all newsrooms disclose their use of AI, and in some cases have rolled out new tools that resulted in errors or PR gaffes. An October study from the European Broadcasting Union and the BBC, which relied on professional journalists to evaluate the news integrity of more than 3,000 AI responses, found that almost half of all AI responses had at least one significant issue.

Last week the New York Times even issued a correction when a freelance book reviewer using an AI tool unknowingly included "language and details similar to those in a review of the same book published in The Guardian." But it was actually "the second time in a few days that the Times was called out for potential AI plagiarism," according to the American journalist writing The Handbasket newsletter. We must stem the idea being pushed by tech companies and their billionaire funders who've sunk too much into their products to admit defeat that the infiltration of AI into journalism is inevitable; because from my perch as an independent journalist, it simply is not...

Some AI-loving journalists appear to believe that if they're clear enough with the AI program they're using, it will truly understand what they're seeking and not just do what it's made to do: steal shit... If you want to work with machines, get a job that requires it. There are a whole lot more of those than there are writing jobs, so free up space for people who actually want to do the work. You're not doing the world a favor by gifting it your human/AI hybrid. Journalism will not miss you if you leave...

But meanwhile, USA Today recently tried hiring for a new position: AI-Assisted reporter. (The lucky reporter will "support the launch and scaling of AI-assisted local journalism in a major U.S. metro," working with tools including Copilot and Perplexity, pioneering possible future expansions and "AI-enabled newsroom operations that support and augment human-led journalism.") And Google is already sponsoring a "publishing innovation award"...
Crime

Crooks Behind $27M in 'Refund' Scams Busted By YouTube Pranksters After Being Lured to Fake Funeral (sfgate.com) 27

One crime ring scammed 2,000 elderly people of more than $27 million between 2021 and 2023 using tech support/bank impersonation/refund scams. "Victims were in their 70s and 80s," reports the U.S. Attorney's office for California's southern district. Victims were first told they'd received a refund (either online or via phone), but then told they'd been "over-refunded" a massive amount, and asked to return that amount.

But 42-year-old Jiandong Chen just admitted Thursday in a U.S. federal court that he was involved in the fraud and money laundering via cryptocurrency — pleading guilty to two charges with maximum penalties of 40 years in prison and a $1 million fine, plus 20 years in prison with a maximum fine of $500,000 or twice the amount laundered. "Chen, a Chinese national, is the second defendant charged in a five-defendant indictment." And what tripped him up seems to be that "Certain members of the conspiracy also did in-person pickups of money directly from victims..."

And so YouTube enters the story — when the scammers called pranksters with 1,790,000 subscribers to their "Trilogy Media" channel. In an elaborate three-hour video, the team of pranksters lured the scammer to a rented Airbnb where they're staging a fake funeral with a nun. (One of the men acting in the video remembers "we start doing a prayer... I'm holding the scammer's hand in my nun outfit...")

They convince the scammer to collect the cash from a dead man — "Is there anything you'd like to say to him?" Then there's demon voices. The scammer's victim resurrects from the dead. Did the cash mule bring holy water?

The end result was a video titled "CONFRONTING SCAMMERS WITH A FAKE FUNERAL (EPIC REACTIONS)". But two and a half years later, their "cash mule sting house" video has racked up over 1.3 million views, 22,000 likes, and 2,979 comments. ("This video is longer than Oppenheimer. Thanks for the laughs fellas.")

And the scammer is facing 60 years in prison.
Apple

Apple's First 50 Years Celebrated - Including How Steve Jobs Finally Accepted an 'Open' App Store (substack.com) 47

Apple's 50th anniversary got celebrated in weird and wild ways. CEO Tim Cook posted a special 30-second video rewinding backwards through the years of Apple's products until it reaches the Apple I. Podcaster Lex Fridman noticed if you play the sound in reverse, "It's the Think Different ad music, pitched up." TechRadar played seven 50-year-old Apple I games on an emulator, including Star Trek, Blackjack, Lunar Lander, and of course, Conway's Game of Life.

And Macworld ranked Apple's 50 most influential people. (Their top five?)

5. Tony Fadell (iPhone co-creator/"father of the iPod")
4. Sir Jony Ive
3. Steve Wozniak
2. Tim Cook
1. Steve Jobs

One of the most thoughtful celebraters was David Pogue, who's spent 42 years of writing about Apple (starting as a MacWorld columnist and the author of Mac for Dummies, one of the first "...For Dummies" books ever published in the early 1990s.) Now 63 years old, Pogue spent the last two years working on a 608-page hardcover book titled Apple: The First 50 Years. But on his Substack Pogue, contemplated his own history with the company — including several interactions with Steve Jobs. Pogue remembers how Jobs "hated open systems. He wanted to make self-contained, beautiful machines. He didn't want them polluted by modifications."

The tech blog Daring Fireball notes that Pogue actually interviewed Scott Forstall (who'd led the iPhone's software development team) for his new book, "and got this story, about just how far Steve Jobs thought Apple could go to expand the iPhone's software library while not opening it to third-party developers." "I want you to make a list of every app any customer would ever want to use," he told Forstall. "And then the two of us will prioritize that list. And then I'm going to write you a blank check, and you are going to build the largest development team in the history of the world, to build as many apps as you can as quickly as possible." Forstall, dubious, began composing a list. But on the side, he instructed his engineers to build the security foundations of an app store into the iPhone's software-"against Steve's knowledge and wishes," Forstall says. [...]

Two weeks after the iPhone's release, someone figured out how to "jailbreak" the iPhone: to hack it so that they could install custom apps. Jobs burst into Forstall's office. "You have to shut this down!" But Forstall didn't see the harm of developers spending their efforts making the iPhone better. "If they add something malicious, we'll ship an update tomorrow to protect against that. But if all they're doing is adding apps that are useful, there's no reason to break that." Jobs, troubled, reluctantly agreed.

Week by week, more cool apps arrived, available only to jailbroken phones. One day in October, Jobs read an article about some of the coolest ones. "You know what?" he said. "We should build an app store."

Forstall, delighted, revealed his secret plan. He had followed in the footsteps of Burrell Smith (the Mac's memory-expansion circuit) and Bob Belleville (the Sony floppy-drive deal): He'd disobeyed Jobs and wound up saving the project.

In fact, the book "includes new interviews with 150 key people who made the journey, including Steve Wozniak, John Sculley, Jony Ive, and many current designers, engineers, and executives" (according to its description on Amazon). Pogue's book even revisits the story of Steve Jobs proving an iPod prototype could be smaller by tossing it into an aquarium, shouting "If there's air bubbles in there, there's still room. Make it smaller!" But Pogue's book "added that there's a caveat to this compelling bit of Apple lore," reports NPR.

"It never actually happened. It's just one more Apple myth."
Social Networks

Are Employers Using Your Data To Figure Out the Lowest Salary You'll Accept? (marketwatch.com) 81

MarketWatch looks at "surveillance wages," pay rates "based not on an employee's performance or seniority, but on formulas that use their personal data, often collected without employees' knowledge." According to Nina DiSalvo, policy director at labor advocacy group Towards Justice, some systems use signals associated with financial vulnerability — including data on whether a prospective employee has taken out a payday loan or has a high credit-card balance — to infer the lowest pay a candidate might accept. Companies can also scrape candidates' public personal social-media pages, she said...

A first-of-its-kind audit of 500 labor-management artificial-intelligence companies by Veena Dubal, a law professor at University of California, Irvine, and Wilneida Negrón, a tech strategist, found that employers in the healthcare, customer service, logistics and retail industries are customers of vendors whose tools are designed to enable this practice. Published by the Washington Center for Equitable Growth, a progressive economic think tank, the August 2025 report... does not claim that all employers using these systems engage in algorithmic wage surveillance. Instead, it warns that the growing use of algorithmic tools to analyze workers' personal data can enable pay practices that prioritize cost-cutting over transparency or fairness...

Surveillance wages don't stop at the hiring stage — they follow workers onto the job, too. The vendors that provide such services also offer tools that are built to set bonus or incentive compensation, according to the report. These tools track their productivity, customer interactions and real-time behavior — including, in some cases, audio and video surveillance on the job. Nearly 70% of companies with more than 500 employees were already using employee-monitoring systems in 2022, such as software that monitors computer activity, according to a survey from the International Data Corporation. "The data that they have about you may allow an algorithmic decision system to make assumptions about how much, how big of an incentive, they need to give to a particular worker to generate the behavioral response they seek," DiSalvo said.

The article notes that Colorado introduced the "Prohibit Surveillance Data to Set Prices and Wages Act" to ban companies from setting pay rates with algorithms that use payday-loan history, location data or Google search behavior for algorithmically set.

Thanks to long-time Slashdot reader sinij for sharing the article.
AMD

No, AMD Is Not Buying Intel (gadgetreview.com) 23

"The April 1st timing should have been your first clue," writes Gadget Review. TechSpot's false story was just an April Fool's prank — although Gadget Review thinks it's still funny how "something about this particular piece of satire felt uncomfortably plausible." Maybe it's because AMD stock sits around $196 while Intel hovers near $41, or perhaps it's the poetic justice of the underdog finally eating the giant. The semiconductor world has witnessed stranger reversals, but none quite this dramatic. Your gaming rig's CPU battle represents decades of corporate warfare, legal grudges, and technological leapfrogging that makes Game of Thrones look like a friendly board game.

Picture this: In 1975, AMD reverse-engineered Intel's 8080 processor, creating the Am9080 clone. The audacity was breathtaking — AMD spent 50 cents per chip to manufacture something they sold for $700. That's a 1,400% markup on borrowed technology, making today's GPU prices look reasonable. This relationship evolved from copying to partnership to bitter rivalry. The companies signed second-sourcing deals in the late 1970s, with AMD becoming Intel's official backup supplier. Then came the lawsuits. AMD sued Intel for antitrust violations in 2005, eventually settling for $1.25 billion in 2009. That settlement money helped fund the Ryzen revolution that's currently eating Intel's lunch. The historical irony runs deeper than your typical tech rivalry. AMD literally started as Intel's shadow, creating chips by studying Intel's designs under microscopes. Today, Intel engineers probably study AMD's Zen architecture the same way...

This April Fool's joke works because it captures something true about power shifts in technology.

The site TipRanks notes that both companies saw their stock price rise Wednesday, though that might not be related to the false article. "Positive analyst coverage from Wells Fargo could be acting as a catalyst for AMD stock today. Intel also announced plans to buy back its 49% equity interest in a joint venture with Apollo Global Management APO."
The Military

Iran Strikes Leave Amazon Availability Zones 'Hard Down' In Bahrain and Dubai (bigtechnology.com) 184

Iranian strikes have reportedly knocked out key AWS availability zones in Bahrain and Dubai, leaving parts of both regions effectively offline for an extended period and forcing Amazon to urge teams and customers to shift workloads elsewhere. "These two regions continue to be impaired, and services should not expect to be operating with normal levels of redundancy and resiliency," an internal Amazon communication memo reads. "We are actively working to free and reserve as much capacity as possible in the region for customers, and services should be scaled to the minimal footprint required to support customer migration." Big Technology reports: With the war now nearing its sixth week, Iran has made Amazon infrastructure in the Gulf an economic target and is now eyeing its peers. Amazon's Bahrain facilities have been hit multiple times, including a Wednesday strike that caused a fire. And its facilities in the UAE also sustained multiple hits. The IRGC is threatening multiple other U.S. tech giants, including Microsoft, Google, and Apple.

Amazons infrastructure in Bahrain and Dubai each have three 'availability zones' or clusters of compute. Both Bahrain and Dubai have a zones that are "hard down" and and "impaired but functioning," per the internal communication. "We do not have a timeline for when DXB and BAH will return to normal operations," the internal post said.

Government

Tech Companies Are Trying To Neuter Colorado's Landmark Right-to-Repair Law (wired.com) 27

An anonymous reader quotes a report from Wired: Today at a hearing of the Colorado Senate Business, Labor, and Technology committee, lawmakers voted unanimously to move Colorado state bill SB26-090 -- titled Exempt Critical Infrastructure from Right to Repair -- out of committee and into the state senate and house for a vote. The bill modifies Colorado's Consumer Right to Repair Digital Electronic Equipment act, which was passed in 2024 and went into effect in January 2026. While the protections secured by that act are wide, the new SB26-090 bill aims to "exempt information technology equipment that is intended for use in critical infrastructure from Colorado's consumer right to repair laws."

The bill is supported by tech manufacturers like Cisco and IBM, according to lobbying disclosures. These are companies that have vested interests in manufacturing things like routers, server equipment, and computers and stand to profit if they can control who fixes their products and the tools, components, and software used to make those upgrades and repairs. They also cite cybersecurity concerns, saying that giving people access to the tools and systems they would need to repair a device could also enable bad actors to use those methods for nefarious means. (This is a common argument manufacturers make when opposing right-to-repair laws.)

[...] During the hearing, more than a dozen repair advocates spoke from organizations like Pirg, the Repair Association, and iFixit opposing the bill. YouTuber and repair advocate Louis Rossmann was there. The main problem, repair advocates say, is that the bill deliberately uses vague language to make the case for controlling who can fix their products. [...] The Colorado Labor and Technology committee advanced the bill, but it still needs to go through votes on the Colorado Senate and House floors before going into effect. Those votes may take place as early as next week. Regardless of how the bill goes in the state, it's likely that manufacturers will continue their push to alter or undo repair legislation in other states across the country.
"The 'information technology' and 'critical infrastructure' thing is as cynical as you can possibly be about it," says Nathan Proctor, the leader of Pirg's US right-to-repair campaign. "It sounds scary to lawmakers, but it just means the internet."

The current wording of the bill "leaves it up to the manufacturers to determine which items they will need to provide repair tools and parts to owners and independent repairers and which ones they don't," says Danny Katz, executive director CoPIRG, the Colorado branch of the consumer advocate group Pirg. "This is a bad policy and would be a big step back for Coloradans' repair rights."

iFixit CEO Kyle Wiens said in the hearing: "There's a general principle in cybersecurity that obscurity is not security," iFixit CEO Kyle Wiens said in the hearing. "The money that's behind the scenes, that's what's driving the bill."
Botnet

College Student, Cat Meme Helped Crack Massive Botnet Case (wsj.com) 21

The Wall Street Journal shares the "wild behind-the-scenes story" of how the world's largest and most destructive botnet was uncovered and taken down, writes Slashdot reader sturgeon. "At times, the network known as Kimwolf included more than a million compromised home Android devices and digital photo frames -- enough DDoS firepower to disrupt internet traffic across the U.S. and beyond." From the report: Sitting in his dorm room at the Rochester Institute of Technology, Benjamin Brundage was closing in on a mystery that had even seasoned internet investigators baffled. A cat meme helped him crack the case. A growing network of hacked devices was launching the biggest cyberattacks ever seen on the internet. It had become the most powerful cyberweapon ever assembled, large enough to knock a state or even a small country offline. Investigators didn't know exactly who had built it -- or how. Brundage had been following the attacks, too -- and, in between classes, was conducting his own investigation. In September, the college senior started messaging online with an anonymous user who seemed to have insider knowledge.

As they chatted on Discord, a platform favored by videogamers, Brundage was eager to get more information, but he didn't want to come off as too serious and shut down the conversation. So every now and then he'd send a funny GIF to lighten the mood. Brundage was fluent in the memes, jokes and technical jargon popular with young gamers and hackers who are extremely online. "It was a bit of just asking over and over again and then like being a bit unserious," said Brundage. At one point, he asked for some technical details. He followed up with the cat meme: a six-second clip that showed a hand adjusting a necktie on a fluffy gray cat. Brundage didn't expect it to work, but he got the information. "It took me by surprise," he said.

Eventually the leaker hinted there was a new vulnerability on the internet. Brundage, who is 22, would learn it threatened tens of millions of consumers and as much as a quarter of the world's corporations. As he unraveled the mystery, he impressed veteran researchers with his findings -- including federal law enforcement, which took action against the network two weeks ago. Chad Seaman, a researcher at Akamai, joked at one point that the internet could go down if Brundage spent too much time on his exams.

Power

Half of Planned US Data Center Builds Have Been Delayed or Canceled 62

Despite hundreds of billions of dollars in investment, nearly half of planned U.S. data center projects are being delayed or canceled. "One major reason behind these setbacks is the availability of key electrical components -- such as transformers, switchgear, and batteries -- that are used both at data center sites and outside of them," reports Tom's Hardware. "Meanwhile, grid infrastructure is also stressed by electric vehicles and electrified heating systems." Tom's Hardware reports: Approximately 12 gigawatts (12 GW) of data center capacity is expected to come online in the U.S. in 2026, according to data by market intelligence firm Sightline Climate cited by Bloomberg. Yet only about one-third of that capacity is currently under active construction because of various constraints.

Electrical infrastructure represents less than 10% of total data center cost, but it is as vital as compute hardware. A delay in any single element of the power chain can halt the entire project, which makes transformers, switchgear, and similar devices critical items despite their relatively small share of CapEx. Due to high demand, lead times for high-power transformers have expanded dramatically in the U.S.: delivery typically took 24 to 30 months before 2020, but waiting periods can stretch to as long as five years today, according to Sightline Climate cited by Bloomberg. For AI data centers, this is a catastrophe as their deployment cycles are under 18 months.

To address shortages, companies are turning to global markets. As a result, Canada, Mexico, and South Korea became the biggest suppliers of high-power transformers for AI data centers to AI data centers. At the same time, imports of high-power transformers from China surged from fewer than 1,500 units in 2022 to more than 8,000 units in 2025 through October, according to Wood Mackenzie data cited by Bloomberg. The volatility of exports from China does not end with transformers, as the PRC accounts for over 40% of U.S. battery imports, while its share in certain transformer and switchgear categories remains near 30%, according to Bloomberg.
The Courts

Perplexity's 'Incognito Mode' Is a 'Sham,' Lawsuit Says 5

An anonymous reader quotes a report from Ars Technica: Perplexity's AI search engine encourages users to go deeper with their prompts by engaging in chat sessions that a lawsuit has alleged are often shared in their entirety with Google and Meta without users' knowledge or consent. "This happened to every user regardless of whether or not they signed up for a Perplexity account," the lawsuit alleged, while stressing that "enormous volumes of sensitive information from both subscribed and non-subscribed users" are shared.

Using developer tools, the lawsuit found that opening prompts are always shared, as are any follow-up questions the search engine asks that a user clicks on. Privacy concerns are seemingly worse for non-subscribed users, the complaint alleged. Their initial prompts are shared with "a URL through which the entire conversation may be accessed by third parties like Meta and Google." Disturbingly, the lawsuit alleged, chats are also shared with personally identifiable information (PII), even when users who want to stay anonymous opt to use Perplexity's "Incognito Mode." That mode, the lawsuit charged, is a "sham."

"'Incognito' mode does nothing to protect users from having their conversations shared with Meta and Google," the complaint said. "Even paid users who turned on the 'Incognito' feature still had their conversations shared with Meta and Google, along with their email addresses and other identifiers that allowed Meta and Google to personally identify them."
"Perplexity's failure to inform its users that their personal information has been disclosed to Meta and Google or to take any steps to halt the continued disclosure of users' information is malicious, oppressive, and in reckless disregard" of users' rights, the lawsuit alleged.

"Nothing on Perplexity's website warns users that their conversations with its AI Machine will be shared with Meta and Google," Doe alleged. "Much less does Perplexity warn subscribed users that its 'Incognito Mode' does not function to protect users' private conversations from disclosure to companies like Meta and Google."
Businesses

OpenAI Acquires Popular Tech-Industry Talk Show TBPN (cnbc.com) 25

OpenAI is acquiring tech news podcast TBPN, a fast-growing daily show hosted by John Coogan and Jordi Hays. OpenAI says TBPN will keep its editorial independence, even though the acquisition is widely viewed as part of a broader effort to influence public discourse around AI. CNBC reports: In the announcement, OpenAI CEO of AGI Deployment Fidji Simo wrote that their mission of bringing artificial general intelligence comes with a responsibility to have a space for "constructive conversation about the changes AI creates." Altman has appeared on TBPN multiple times and is a frequent presence across media and podcasts, even hitting NBC's "Tonight Show Starring Jimmy Fallon" in December.

The announcement says TBPN will maintain editorial independence and continue to choose its own guests. "TBPN is my favorite tech show. We want them to keep that going and for them to do what they do so well," Altman wrote in a post on X. "I don't expect them to go any easier on us, am sure I'll do my part to help enable that with occasional stupid decisions." OpenAI did not disclose the terms of the deal but said TBPN will be housed within its strategy organization.
"While we've been critical of the industry at times, after getting to know Sam and the OpenAI team, what stood out most was their openness to feedback and commitment to getting this right," wrote Hays in a statement. "Moving from commentary to real impact in how this technology is distributed and understood globally is incredibly important to us."

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