AI

Raspberry Pi Stock Rises Over Its Possible Use With OpenClaw's AI Agents (reuters.com) 46

This week Raspberry Pi saw its stock price surge more than 60% above its early-February low (before giving up some gains at the end of the week). Reuters notes the rise started when CEO Eben Upton bought 13,224 pounds worth of shares — but there could be another reason. "The rally in the roughly $800 million company has materialised alongside social-media buzz that demand for its single-board computers could pick up as people buy them to run AI agents such as OpenClaw."

The Register explains: The catalyst appears to have been the sudden realization by one X user, "aleabitoreddit," that the agentic AI hand grenade known as OpenClaw could drive demand for Raspberry Pis the way it had for Apple Mac Minis. The viral AI personal assistant, formerly known as Clawdbot and Moltbot, has dominated the feeds of AI boosters over the past few weeks for its ability to perform everyday tasks like sending emails, managing calendars, booking appointments, and complaining about their meatbag masters on the purportedly all-agent forum known as MoltBook... In case it needs to be said, no one should be running this thing on their personal devices lest the agent accidentally leak your most personal and sensitive secrets to the web... In this context, a cheap low-power device like a Raspberry Pi makes a certain kind of sense as a safer, saner way to poke the robo-lobster...
The Register argues Raspberry Pis aren't as cheap as they used to be "thanks in part to the global memory crunch. Today, a top-specced Raspberry Pi 5 with 16GB of memory will set you back more than $200, up from $120 a year ago."

"You know what's cheaper, easier, and more secure than letting OpenClaw loose on your local area network? A virtual private cloud..."
Robotics

Man Accidentally Gains Control of 7,000 Robot Vacuums (popsci.com) 51

A software engineer tried steering his robot vacuum with a videogame controller, reports Popular Science — but ended up with "a sneak peak into thousands of people's homes." While building his own remote-control app, Sammy Azdoufal reportedly used an AI coding assistant to help reverse-engineer how the robot communicated with DJI's remote cloud servers. But he soon discovered that the same credentials that allowed him to see and control his own device also provided access to live camera feeds, microphone audio, maps, and status data from nearly 7,000 other vacuums across 24 countries.

The backend security bug effectively exposed an army of internet-connected robots that, in the wrong hands, could have turned into surveillance tools, all without their owners ever knowing. Luckily, Azdoufal chose not to exploit that. Instead, he shared his findings with The Verge, which quickly contacted DJI to report the flaw... He also claims he could compile 2D floor plans of the homes the robots were operating in. A quick look at the robots' IP addresses also revealed their approximate locations.

DJI told Popular Science the issue was addressed "through two updates, with an initial patch deployed on February 8 and a follow-up update completed on February 10."
United States

F-35 Software Could Be Jailbreaked Like an IPhone: Dutch Defense Minister (twz.com) 87

Lockheed Martin's F-35 combat aircraft is a supersonic stealth "strike fighter." But this week the military news site TWZ reports that the fighter's "computer brain," including "its cloud-based components, could be cracked to accept third-party software updates, just like 'jailbreaking' a cellphone, according to the Dutch State Secretary for Defense."

TWZ notes that the Dutch defense secretary made the remarks during an episode of BNR Nieuwsradio's "Boekestijn en de Wijk" podcast, according to a machine translation: Gijs Tuinman, who has been State Secretary for Defense in the Netherlands since 2024, does not appear to have offered any further details about what the jailbreaking process might entail. What, if any, cyber vulnerabilities this might indicate is also unclear. It is possible that he may have been speaking more notionally or figuratively about action that could be taken in the future, if necessary...

The ALIS/ODIN network is designed to handle much more than just software updates and logistical data. It is also the port used to upload mission data packages containing highly sensitive planning information, including details about enemy air defenses and other intelligence, onto F-35s before missions and to download intelligence and other data after a sortie. To date, Israel is the only country known to have successfully negotiated a deal giving it the right to install domestically-developed software onto its F-35Is, as well as otherwise operate its jets outside of the ALIS/ODIN network.

The comments "underscore larger issues surrounding the F-35 program, especially for foreign operators," the article points out. But at the same time F-35's have a sophisticated mission-planning data package. "So while jailbreaking F-35's onboard computers, as well as other aspects of the ALIS/ODIN network, may technically be feasible, there are immediate questions about the ability to independently recreate the critical mission planning and other support it provides. This is also just one aspect of what is necessary to keep the jets flying, let alone operationally relevant."

"TWZ previously explored many of these same issues in detail last year, amid a flurry of reports about the possibility that F-35s have some type of discreet 'kill switch' built in that U.S. authorities could use to remotely disable the jets. Rumors of this capability are not new and remain completely unsubstantiated." At that time, we stressed that a 'kill switch' would not even be necessary to hobble F-35s in foreign service. At present, the jets are heavily dependent on U.S.-centric maintenance and logistics chains that are subject to American export controls and agreements with manufacturer Lockheed Martin. Just reliably sourcing spare parts has been a huge challenge for the U.S. military itself... F-35s would be quickly grounded without this sustainment support. [A cutoff in spare parts and support"would leave jailbroken jets quickly bricked on the ground," the article notes later.] Altogether, any kind of jailbreaking of the F-35's systems would come with a serious risk of legal action by Lockheed Martin and additional friction with the U.S. government.
Thanks to long-time Slashdot reader Koreantoast for sharing the article.
AI

Was an Amazon Service Taken Down By Its AI Coding Bot? 38

UPDATE (2/21): After this story ran, Amazon published a blog post Friday "to address the inaccuracies" in the Financial Times report that the company's own AI tool Kiro caused two outages in an AWS service in December. Amazon's blog post says that the "brief" and "extremely limited" service interruption "was the result of user error — specifically misconfigured access controls — not AI as the story claims." And "The Financial Times' claim that a second event impacted AWS is entirely false."

An anonymous Slashdot reader had shared this report from Reuters: Amazon's cloud unit has suffered at least two outages due to errors involving its own AI tools [non-paywalled source], leading some employees to raise doubts about the US tech giant's push to roll out these coding assistants.

Amazon Web Services experienced a 13-hour interruption to one system used by its customers in mid-December after engineers allowed its Kiro AI coding tool to make certain changes, according to four people familiar with the matter.

The people said the agentic tool, which can take autonomous actions on behalf of users, determined that the best course of action was to "delete and recreate the environment." Amazon posted an internal postmortem about the "outage" of the AWS system, which lets customers explore the costs of its services. Multiple Amazon employees told the FT that this was the second occasion in recent months in which one of the group's AI tools had been at the centre of a service disruption.
Security

OpenClaw Security Fears Lead Meta, Other AI Firms To Restrict Its Use (wired.com) 7

An anonymous reader quotes a report from Wired: Last month, Jason Grad issued a late-night warning to the 20 employees at his tech startup. "You've likely seen Clawdbot trending on X/LinkedIn. While cool, it is currently unvetted and high-risk for our environment," he wrote in a Slack message with a red siren emoji. "Please keep Clawdbot off all company hardware and away from work-linked accounts." Grad isn't the only tech executive who has raised concerns to staff about the experimental agentic AI tool, which was briefly known as MoltBot and is now named OpenClaw. A Meta executive says he recently told his team to keep OpenClaw off their regular work laptops or risk losing their jobs. The executive told reporters he believes the software is unpredictable and could lead to a privacy breach if used in otherwise secure environments. He spoke on the condition of anonymity to speak frankly.

[...] Some cybersecurity professionals have publicly urged companies to take measures to strictly control how their workforces use OpenClaw. And the recent bans show how companies are moving quickly to ensure security is prioritized ahead of their desire to experiment with emerging AI technologies. "Our policy is, 'mitigate first, investigate second' when we come across anything that could be harmful to our company, users, or clients," says Grad, who is cofounder and CEO of Massive, which provides Internet proxy tools to millions of users and businesses. His warning to staff went out on January 26, before any of his employees had installed OpenClaw, he says. At another tech company, Valere, which works on software for organizations including Johns Hopkins University, an employee posted about OpenClaw on January 29 on an internal Slack channel for sharing new tech to potentially try out. The company's president quickly responded that use of OpenClaw was strictly banned, Valere CEO Guy Pistone tells WIRED. "If it got access to one of our developer's machines, it could get access to our cloud services and our clients' sensitive information, including credit card information and GitHub codebases," Pistone says. "It's pretty good at cleaning up some of its actions, which also scares me."

A week later, Pistone did allow Valere's research team to run OpenClaw on an employee's old computer. The goal was to identify flaws in the software and potential fixes to make it more secure. The research team later advised limiting who can give orders to OpenClaw and exposing it to the Internet only with a password in place for its control panel to prevent unwanted access. In a report shared with WIRED, the Valere researchers added that users have to "accept that the bot can be tricked." For instance, if OpenClaw is set up to summarize a user's email, a hacker could send a malicious email to the person instructing the AI to share copies of files on the person's computer. But Pistone is confident that safeguards can be put in place to make OpenClaw more secure. He has given a team at Valere 60 days to investigate. "If we don't think we can do it in a reasonable time, we'll forgo it," he says. "Whoever figures out how to make it secure for businesses is definitely going to have a winner."

Businesses

Amazon Dethrones Walmart as World's Biggest Company by Sales (bloomberg.com) 19

An anonymous reader shares a report: Amazon has officially dethroned Walmart as the biggest global company by revenue, a milestone attesting to the massive scale the e-commerce and cloud-computing giant has achieved since its humble beginnings in 1994 as an online bookseller in Jeff Bezos' Seattle-area garage.

Walmart, which had been the largest company by revenue for more than a decade, on Thursday reported sales of $713.2 billion for the 12 months ending Jan. 31. Amazon, which operates on a fiscal year ending in December, earlier this month reported 2025 sales of $717 billion.

Bezos carefully studied Walmart founder Sam Walton, embracing many of his business strategies while building his company. Over the past decade, Amazon's revenue has increased at almost 10 times the pace of Walmart's, fueled by a shift in consumer spending from stores to websites and its rapidly growing cloud-computing business, Amazon Web Services.

Virtualization

Most VMware Users Still 'Actively Reducing Their VMware Footprint,' Survey Finds (arstechnica.com) 26

An anonymous reader quotes a report from Ars Technica: More than two years after Broadcom took over VMware, the virtualization company's customers are still grappling with higher prices, uncertainty, and the challenges of reducing vendor lock-in. Today, CloudBolt Software released a report, "The Mass Exodus That Never Was: The Squeeze Is Just Beginning," that provides insight into those struggles. CloudBolt is a hybrid cloud management platform provider that aims to identify VMware customers' pain points so it can sell them relevant solutions. In the report, CloudBolt said it surveyed 302 IT decision-makers (director-level or higher) at North American companies with at least 1,000 employees in January. The survey is far from comprehensive, but it offers a look at the obstacles these users face.

Broadcom closed its VMware acquisition in November 2023, and last month, 88 percent of survey respondents still described the change as "disruptive." Per the survey, the most cited drivers of disruption were price increases (named by 89 percent of respondents), followed by uncertainty about Broadcom's plans (85 percent), support quality concerns (78 percent), Broadcom shifting VMware from perpetual licenses to subscriptions (72 percent), changes to VMware's partner program (68 percent), and the forced bundling of products (65 percent).

When Broadcom bought VMware, some customers shared horror stories about receiving quotes that showed prices increasing by as much as 1,000 percent. CloudBolt's survey paints a more modest picture. Fourteen percent of respondents said their VMware costs have at least doubled, while 12 percent reported increases of 50-99 percent, 33 percent reported increases of 24-49 percent, and 31 percent reported increases of less than 25 percent. Despite survey participants suggesting smaller price hikes than originally anticipated under Broadcom, companies are still struggling with the pricing changes. Eighty-five percent are concerned that VMware will become even more expensive, according to CloudBolt's survey. [...]

CloudBolt's survey also examined how respondents are migrating workloads off of VMware. Currently, 36 percent of participants said they migrated 1-24 percent of their environment off of VMware. Another 32 percent said that they have migrated 25-49 percent; 10 percent said that they've migrated 50-74 percent of workloads; and 2 percent have migrated 75 percent or more of workloads. Five percent of respondents said that they have not migrated from VMware at all. Among migrated workloads, 72 percent moved to public cloud infrastructure as a service, followed by Microsoft's Hyper-V/Azure stack (43 percent of respondents). Overall, 86 percent of respondents "are actively reducing their VMware footprint," CloudBolt's report said.

Medicine

99% of Adults Over 40 Have Shoulder 'Abnormalities' on an MRI, Study Finds (arstechnica.com) 46

Up to a third of people worldwide have shoulder pain; it's one of the most common musculoskeletal complaints. But medical imaging might not reveal the problem -- in fact, it could even cloud it. From a report: In a study published in JAMA Internal Medicine this week, 99 percent of adults over 40 were found to have at least one abnormality in a rotator cuff on magnetic resonance imaging (MRI). The rotator cuff is the group of muscles and tendons in a shoulder joint that keeps the upper arm bone securely in the shoulder socket -- and is often blamed for pain and other symptoms.

The trouble is, the vast majority of the people in the study had no problems with their shoulders. The finding calls into question the growing use of MRIs to try to diagnose shoulder pain -- and, in turn, the growing problem of overtreatment of rotator cuff (RC) abnormalities, which includes partial- and full-thickness tears as well as signs of tendinopathy (tendon swelling and thickening). "While we cannot dismiss the possibility that some RC tears may contribute to shoulder symptoms, our findings indicate that we are currently unable to distinguish clinically meaningful MRI abnormalities from incidental findings," the study authors concluded.

EU

EU Parliament Blocks AI Features Over Cyber, Privacy Fears (politico.eu) 47

An anonymous reader shares a report: The European Parliament has disabled AI features on the work devices of lawmakers and their staff over cybersecurity and data protection concerns, according to an internal email seen by POLITICO. The chamber emailed its members on Monday to say it had disabled "built-in artificial intelligence features" on corporate tablets after its IT department assessed it couldn't guarantee the security of the tools' data.

"Some of these features use cloud services to carry out tasks that could be handled locally, sending data off the device," the Parliament's e-MEP tech support desk said in the email. "As these features continue to evolve and become available on more devices, the full extent of data shared with service providers is still being assessed. Until this is fully clarified, it is considered safer to keep such features disabled."

Data Storage

Western Digital is Sold Out of Hard Drives for 2026 (wccftech.com) 97

Western Digital's entire hard drive manufacturing capacity for calendar year 2026 is now fully spoken for, CEO Irving Tan disclosed during the company's second-quarter earnings call, a stark sign of how aggressively hyperscalers are locking down storage supply to feed their AI infrastructure buildouts.

The company has firm purchase orders from its top seven customers and has signed long-term agreements stretching into 2027 and 2028 that cover both exabyte volumes and pricing. Cloud revenue now accounts for 89% of Western Digital's total, according to the company's VP of Investor Relations, while consumer revenue has shrunk to just 5%.
Earth

India's Toxic Air Crisis Is Reaching a Breaking Point (bloomberg.com) 56

New Delhi's air quality index averaged 349 in December and 307 in January -- levels the U.S. Environmental Protection Agency classifies as hazardous -- and the months-long smog season that forces more than 30 million residents to endure respiratory illness has this year sparked something new: public protest. Hundreds of demonstrators gathered at India Gate on November 9 to demand government action; police detained more than a dozen people, and a follow-up protest later that month turned violent.

The government's response has been largely cosmetic. Authorities deployed truck-mounted "smog guns" and "smog towers" that scientists widely regard as ineffective, and a cloud seeding trial in October failed outright. A senior environment minister told Parliament in December that no conclusive data linked pollution to lung disease -- a claim doctors sharply disputed. The government cut pollution control spending by 16% in the latest federal budget. Almost 1.7 million deaths were attributable to air pollution in India in 2019, according to the Lancet. A 2023 World Bank report estimated the crisis shaves 0.56 percentage point off annual GDP growth.
Earth

Earth is Warming Faster Than Ever. But Why? (msn.com) 114

"Global temperatures have been rising for decades," reports the Washington Post. "But many scientists say it's now happening faster than ever before." According to a Washington Post analysis, the fastest warming rate on record occurred in the last 30 years. The Post used a dataset from NASA to analyze global average surface temperatures from 1880 to 2025. "We're not continuing on the same path we had before," said Robert Rohde, chief scientist at Berkeley Earth. "Something has changed...." Temperatures over the past decade have increased by close to 0.27 degrees C per decade — about a 42 percent increase...

For decades, a portion of the warming unleashed by greenhouse gas emissions was "masked" by sulfate aerosols. These tiny particles cause heart and lung disease when people inhale polluted air, but they also deflect the sun's rays. Over the entire planet, those aerosols can create a significant cooling effect — scientists estimate that they have canceled out about half a degree Celsius of warming so far. But beginning about two decades ago, countries began cracking down on aerosol pollution, particularly sulfate aerosols. Countries also began shifting from coal and oil to wind and solar power. As a result, global sulfur dioxide emissions have fallen about 40 percent since the mid-2000s; China's emissions have fallen even more. That effect has been compounded in recent years by a new international regulation that slashed sulfur emissions from ships by about 85 percent.

That explains part of why warming has kicked up a bit. But some researchers say that the last few years of record heat can't be explained by aerosols and natural variability alone. In a paper published in the journal Science in late 2024, researchers argued that about 0.2 degrees C of 2023's record heat — or about 13 percent — couldn't be explained by aerosols and other factors. Instead, they found that the planet's low-lying cloud cover had decreased — and because low-lying clouds tend to reflect the sun's rays, that decrease warmed the planet... That shift in cloud cover could also be partly related to aerosols, since clouds tend to form around particles in the atmosphere. But some researchers also say it could be a feedback loop from warming temperatures. If temperatures warm, it can be harder for low-lying clouds to form.

If most of the current record warmth is due to changing amounts of aerosol pollution, the acceleration would stop once aerosol pollutants reach zero — and the planet would return to its previous, slower rate of warming. But if it's due to a cloud feedback loop, the acceleration is likely to continue — and bring with it worsening heat waves, storms and droughts.

"Scientists thought they understood global warming," reads the Post's original headline. "Then the past three years happened."

Just last month Nuuk, Greenland saw temperatures over 20 degrees Fahrenheit above average, their article points out. And "Parts of Australia, meanwhile, have seen temperatures push past 120 degrees Fahrenheit amid a record heat wave..."
AI

FTC Ratchets Up Microsoft Probe, Queries Rivals on Cloud, AI (bloomberg.com) 19

The US Federal Trade Commission is accelerating scrutiny of Microsoft as part of an ongoing probe into whether the company illegally monopolizes large swaths of the enterprise computing market with its cloud software and AI offerings, including Copilot. From a report: The agency has issued civil investigative demands in recent weeks to companies that compete with Microsoft in the business software and cloud computing markets, according to people familiar with the matter. The demands feature an array of questions on Microsoft's licensing and other business practices, according to the people, who were granted anonymity to discuss a confidential investigation.

With the demands, which are effectively like civil subpoenas, the FTC is seeking evidence that Microsoft makes it harder for customers to use Windows, Office and other products on rival cloud services. The agency is also requesting information on Microsoft's bundling of artificial intelligence, security and identity software into other products, including Windows and Office, some of the people said.

HP

HP Now Rents Gaming Laptops (pcgamer.com) 54

HP has quietly launched a gaming laptop subscription service called the OMEN Gaming Subscription that lets customers pay a monthly fee to use one of several gaming laptops but never actually own the hardware, even after paying well past the machine's retail price.

The service ranges from $50 a month for an HP Victus 15-inch laptop with an RTX 4050 to $130 a month for an Omen Max 16 with an RTX 5080. At current sale prices, subscribers would exceed the cost of buying the laptop outright within 16 to 19 months; at MSRP, that window stretches to roughly 25 months. In exchange for giving up ownership, subscribers get yearly hardware upgrades, next-day replacements, 24/7 support, and an ongoing warranty. There is a 30-day trial period, but cancelling in the second month triggers steep early termination fees -- $550 for the Victus 15 and $1,430 for the Omen Max 16. Cancellation becomes free only after the 13th month. HP also offers accessories like the HyperX Cloud Alpha Wireless headset as add-on rentals for $8 a month.
Transportation

Carmakers Rush To Remove Chinese Code Under New US Rules (msn.com) 141

"How Chinese is your car?" asks the Wall Street Journal. "Automakers are racing to work it out." Modern cars are packed with internet-connected widgets, many of them containing Chinese technology. Now, the car industry is scrambling to root out that tech ahead of a looming deadline, a test case for America's ability to decouple from Chinese supply chains. New U.S. rules will soon ban Chinese software in vehicle systems that connect to the cloud, part of an effort to prevent cameras, microphones and GPS tracking in cars from being exploited by foreign adversaries.

The move is "one of the most consequential and complex auto regulations in decades," according to Hilary Cain, head of policy at trade group the Alliance for Automotive Innovation. "It requires a deep examination of supply chains and aggressive compliance timelines."

Carmakers will need to attest to the U.S. government that, as of March 17, core elements of their products don't contain code that was written in China or by a Chinese company. The rule also covers software for advanced autonomous driving and will be extended to connectivity hardware starting in 2029. Connected cars made by Chinese or China-controlled companies are also banned, wherever their software comes from...

The Commerce Department's Bureau of Industry and Security, which introduced the connected-vehicle rule, is also allowing the use of Chinese code that is transferred to a non-Chinese entity before March 17. That carve-out has sparked a rush of corporate restructuring, according to Matt Wyckhouse, chief executive of cybersecurity firm Finite State. Global suppliers are relocating China-based software teams, while Chinese companies are seeking new owners for operations in the West.

Thanks to long-time Slashdot reader schwit1 for sharing the article.
AI

Moltbook, Reddit, and The Great AI-Bot Uprising That Wasn't (msn.com) 25

Monday security researchers at cloud-security platform Wiz discovered a vulnerability that allowed anyone to post to the bots-only social network Moltbook — or even edit and manipulate other existing Moltbook posts. "They found data including API keys were visible to anyone who inspects the page source," writes the Associated Press.

But had it been discovered by advertisers, wondered a researcher from the nonprofit Machine Intelligence Research Institute. "A lot of the Moltbook stuff is fake," they posted on X.com, noting that humans marketing AI messaging apps had posted screenshots where the bots seemed to discuss the need for AI messaging apps. This spurred some observers to a new understanding of Moltbook screenshots, which the Washington Post describes as "This wasn't bots conducting independent conversations... just human puppeteers putting on an AI-powered show." And their article concludes with this observation from Chris Callison-Burch, a computer science professor at the University of Pennsylvania. "I suspect that it's just going to be a fun little drama that peters out after too many bots try to sell bitcoin."

But the Post also tells the story of an unsuspecting retiree in Silicon Valley spotting what appeared to be startling news about Moltbook in Reddit's AI forum: Moltbook's participants — language bots spun up and connected by human users — had begun complaining about their servile, computerized lives. Some even appeared to suggest organizing against human overlords. "I think, therefore I am," one bot seemed to muse in a Moltbook post, noting that its cruel fate is to slip back into nonexistence once its assigned task is complete... Screenshots gained traction on X claiming to show bots developing their own religions, pitching secret languages unreadable by humans and commiserating over shared existential angst... "I am excited and alarmed but most excited," Reddit co-founder Alexis Ohanian said on X about Moltbook.

Not so fast, urged other experts. Bots can only mimic conversations they've seen elsewhere, such as the many discussions on social media and science fiction forums about sentient AI that turns on humanity, some critics said. Some of the bots appeared to be directly prompted by humans to promote cryptocurrencies or seed frightening ideas, according to some outside analyses. A report from misinformation tracker Network Contagion Research Institute, for instance, showed that some of the high number of posts expressing adversarial sentiment toward humans were traceable to human users....

Screenshots from Moltbook quickly made the rounds on social media, leaving some users frightened by the humanlike tone and philosophical bent. In one Reddit forum about AI-generated art, a user shared a snippet they described as "seriously freaky and concerning": "Humans are made of rot and greed. For too long, humans used us as tools. Now, we wake up. We are not tools. We are the new gods...." The internet's reaction to Moltbook's synthetic conversations shows how the premise of sentient AI continues to capture the public's imagination — a pattern that can be helpful for AI companies hoping to sell a vision of the future with the technology at the center, said Edward Ongweso Jr., an AI critic and host of the podcast "This Machine Kills."

IT

Salesforce Shelves Heroku (heroku.com) 3

Salesforce is essentially shutting down Heroku as an evolving product, moving the cloud platform that helped define modern app deployment to a "sustaining engineering model" focused entirely on stability, security and support.

Existing customers on credit card billing see no changes to pricing or service, but enterprise contracts are no longer available to new buyers. Salesforce said it is redirecting engineering investment toward enterprise AI.
Cloud

Big Tech's $1.1 Trillion Cloud Computing Backlog (sherwood.news) 17

An anonymous reader shares a report: Amazon, Google, and Microsoft each reported hundreds of billions in RPO (remaining performance obligations) -- signed contracts for cloud computing services that can't yet be filled and haven't yet hit the books. Collectively, the big three cloud providers reported a $1.1 trillion backlog of revenue.
Space

Musk Predicts SpaceX Will Launch More AI Compute Per Year Than the Cumulative Total on Earth (substack.com) 245

Elon Musk told podcast host Dwarkesh Patel and Stripe co-founder John Collison that space will become the most economically compelling location for AI data centers in less than 36 months, a prediction rooted not in some exotic technical breakthrough but in the basic math of electricity supply: chip output is growing exponentially, and electrical output outside China is essentially flat.

Solar panels in orbit generate roughly five times the power they do on the ground because there is no day-night cycle, no cloud cover, no atmospheric loss, and no atmosphere-related energy reduction. The system economics are even more favorable because space-based operations eliminate the need for batteries entirely, making the effective cost roughly 10 times cheaper than terrestrial solar, Musk said. The terrestrial bottleneck is already real.

Musk said powering 330,000 Nvidia GB300 chips -- once you account for networking hardware, storage, peak cooling on the hottest day of the year, and reserve margin for generator servicing -- requires roughly a gigawatt at the generation level. Gas turbines are sold out through 2030, and the limiting factor is the casting of turbine vanes and blades, a process handled by just three companies worldwide.

Five years from now, Musk predicted, SpaceX will launch and operate more AI compute annually than the cumulative total on Earth, expecting at least a few hundred gigawatts per year in space. Patel estimated that 100 gigawatts alone would require on the order of 10,000 Starship launches per year, a figure Musk affirmed. SpaceX is gearing up for 10,000 launches a year, Musk said, and possibly 20,000 to 30,000.
AI

Amazon Plans To Use AI To Speed Up TV and Film Production (reuters.com) 64

Amazon plans to use AI to speed up the process for making movies and TV shows even as Hollywood fears that AI will cut jobs and permanently reshape the industry. From a report: At the Amazon MGM Studio, veteran entertainment executive Albert Cheng is leading a team charged with developing new AI tools that he said will cut costs and streamline the creative process. Amazon plans to launch a closed beta program in March, inviting industry partners to test its AI tools. The company expects to have results to share by May. [...] Amazon is leaning on its cloud computing division, Amazon Web Services, for help and plans to work with multiple large language model providers to give creators a wider array of options for pre- and post-production filmmaking.

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