AI

US Threatens Anthropic with 'Supply-Chain Risk' Designation. OpenAI Signs New War Department Deal (anthropic.com) 51

It started Friday when all U.S. federal agencies were ordered to "immediately cease" using Anthropic's AI technology after contract negotiations stalled when Anthropic requested prohibitions against mass domestic surveillance or fully autonomous weapons. But later Friday there were even more repercussions...

In a post to his 1.1 million followers on X.com, U.S. Secretary of War Pete Hegseth criticized Anthropic for what he called "a master class in arrogance and betrayal as well as a textbook case of how not to do business with the United States Government or the Pentagon." Our position has never wavered and will never waver: the Department of War must have full, unrestricted access to Anthropic's models for every LAWFUL purpose in defense of the Republic... Cloaked in the sanctimonious rhetoric of "effective altruism," [Anthropic and CEO Dario Amodei] have attempted to strong-arm the United States military into submission — a cowardly act of corporate virtue-signaling that places Silicon Valley ideology above American lives. The Terms of Service of Anthropic's defective altruism will never outweigh the safety, the readiness, or the lives of American troops on the battlefield. Their true objective is unmistakable: to seize veto power over the operational decisions of the United States military. That is unacceptable...

In conjunction with the President's directive for the Federal Government to cease all use of Anthropic's technology, I am directing the Department of War to designate Anthropic a Supply-Chain Risk to National Security. Effective immediately, no contractor, supplier, or partner that does business with the United States military may conduct any commercial activity with Anthropic... America's warfighters will never be held hostage by the ideological whims of Big Tech. This decision is final.

Meanwhile, Anthrophic said on Friday that "no amount of intimidation or punishment from the Department of War will change our position." (And "We will challenge any supply chain risk designation in court.") Designating Anthropic as a supply chain risk would be an unprecedented action — one historically reserved for US adversaries, never before publicly applied to an American company. We are deeply saddened by these developments. As the first frontier AI company to deploy models in the US government's classified networks, Anthropic has supported American warfighters since June 2024 and has every intention of continuing to do so. We believe this designation would both be legally unsound and set a dangerous precedent for any American company that negotiates with the government... Secretary Hegseth has implied this designation would restrict anyone who does business with the military from doing business with Anthropic. The Secretary does not have the statutory authority to back up this statement.
Anthropic also defended the two exceptions they'd requested that had stalled contract negotiations. "[W]e do not believe that today's frontier AI models are reliable enough to be used in fully autonomous weapons. Allowing current models to be used in this way would endanger America's warfighters and civilians. Second, we believe that mass domestic surveillance of Americans constitutes a violation of fundamental rights."

Also Friday, OpenAI announced that "we reached an agreement with the Department of War to deploy our models in their classified network." OpenAI CEO Sam Altman emphasized that the agreement retains and confirms OpenAI's own prohibitions against using their products for domestic mass surveillance — and requires "human responsibility" for the use of force including for autonomous weapon systems. "The Department of War agrees with these principles, reflects them in law and policy, and we put them into our agreement. We also will build technical safeguards to ensure our models behave as they should, which the Department of War also wanted. " We are asking the Department of War to offer these same terms to all AI companies, which in our opinion we think everyone should be willing to accept. We have expressed our strong desire to see things de-escalate away from legal and governmental actions and towards reasonable agreements. We remain committed to serve all of humanity as best we can. The world is a complicated, messy, and sometimes dangerous place.
Power

'World's Largest Battery' Soon At Google Data Center: 100-Hour Iron-Air Storage (interestingengineering.com) 37

Interesting Engineering reports: US tech giant Google announced on Tuesday that it will build a new data center in Pine Island, Minnesota. The new facility will be powered by 1.9 gigawatts (GW) of clean energy from wind and solar, coupled with a 300-megawatt battery, claimed to be the 'world's largest', with a 30-gigawatt-hour (GWh) capacity and 100-hour duration... The planned battery would dwarf a 19 GW lithium-ion project in the UAE...

Form Energy's batteries work very differently from most large batteries today. Instead of using lithium like the batteries in electric cars, they store electricity by making iron rust and then reversing the rusting process to release the energy when needed... Form's iron-air batteries are heavier and less efficient than their counterparts; they can only return about 50% to 70% of the energy used to charge them, while lithium-ion batteries return more than 90%. However, Form's batteries have one distinct advantage. They are cheaper than lithium-ion batteries, costing about $20 per kilowatt-hour of storage, which is almost three times as cheap... It will store 150 MWh of electricity and can supply to the grid for up to 100 hours, delivering about 1.5 MW at peak output.

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

OpenAI Fires an Employee For Prediction Market Insider Trading (wired.com) 16

An anonymous reader quotes a report from Wired: OpenAI has fired an employee following an investigation into their activity on prediction market platforms including Polymarket, WIRED has learned. OpenAI CEO of Applications, Fidji Simo, disclosed the termination in an internal message to employees earlier this year. The employee, she said, "used confidential OpenAI information in connection with external prediction markets (e.g. Polymarket)." "Our policies prohibit employees from using confidential OpenAI information for personal gain, including in prediction markets," says spokesperson Kayla Wood. OpenAI has not revealed the name of the employee or the specifics of their trades.

Evidence suggests that this was not an isolated event. Polymarket runs on the Polygon blockchain network, so its trading ledger is pseudonymous but traceable. According to an analysis by the financial data platform Unusual Whales, there have been clusters of activities, which the service flagged as suspicious, around OpenAI-themed events since March 2023. Unusual Whales flagged 77 positions in 60 wallet addresses as suspected insider trades, looking at the age of the account, trading history, and significance of investment, among other factors. Suspicious trades hinged on the release dates of products like Sora, GPT-5, and the ChatGPT Browser, as well as CEO Sam Altman's employment status. In November 2023, two days after Altman was dramatically ousted from the company, a new wallet placed a significant bet that he would return, netting over $16,000 in profits. The account never placed another bet.

The behavior fits into patterns typical of insider trades. "The tell is the clustering. In the 40 hours before OpenAI launched its browser, 13 brand-new wallets with zero trading history appeared on the site for the first time to collectively bet $309,486 on the right outcome," says Unusual Whales CEO Matt Saincome. "When you see that many fresh wallets making the same bet at the same time, it raises a real question about whether the secret is getting out." [...] Though this is the first confirmed case of a large technology company firing an employee over trades in prediction markets, it's almost certainly not the last. Opportunities for tech sector employees to make trades on markets abound. "The data tells me this is happening all over the place," Saincome says.

AI

Perplexity Announces 'Computer,' an AI Agent That Assigns Work To Other AI Agents (arstechnica.com) 16

joshuark shares a report from Ars Technica: Perplexity has introduced "Computer," a new tool that allows users to assign tasks and see them carried out by a system that coordinates multiple agents running various models. The company claims that Computer, currently available to Perplexity Max subscribers, is "a system that creates and executes entire workflows" and "capable of running for hours or even months."

The idea is that the user describes a specific outcome -- something like "plan and execute a local digital marketing campaign for my restaurant" or "build me an Android app that helps me do a specific kind of research for my job." Computer then ideates subtasks and assigns them to multiple agents as needed, running the models Perplexity deems best for those tasks. The core reasoning engine currently runs Anthropic's Claude Opus 4.6, while Gemini is used for deep research, Nano Banana for image generation, Veo 3.1 for video production, Grok for lightweight tasks where speed is a consideration, and ChatGPT 5.2 for "long-context recall and wide search."

This kind of best-model-for-the-task approach differs from some competing products like Claude Cowork, which only uses Anthropic's models. All this happens in the cloud, with prebuilt integrations. "Every task runs in an isolated compute environment with access to a real filesystem, a real browser, and real tool integrations," Perplexity says. The idea is partly that this workflow was what some power users were already doing, and this aims to make that possible for a wider range of people who don't want to deal with all that setup.

People were already using multiple models and tailoring them to specific tasks based on perceived capabilities, while, for example, using MCP (Model Context Protocol) to give those models access to data and applications on their local machines. Perplexity Computer takes a different approach, but the goal is the same: have AI agents running tailor-picked models to perform tasks involving your own files, services, and applications. Then there is OpenClaw, which you could perceive as the immediate predecessor to this concept.

Google

South Korea Set To Get a Fully Functioning Google Maps (reuters.com) 14

South Korea has reversed a two-decade policy and approved the export of high-precision map data, paving the way for a fully functional Google Maps in the country. Reuters reports: The approval was made "on the condition that strict security requirements are met," the Ministry of Land, Infrastructure and Transport said in a statement. Those conditions include blurring military and other sensitive security-related facilities, as well as restricting longitude and latitude coordinates for South Korean territory on products such as Google Maps and Google Earth, it said.

The decision is expected to hurt Naver and Kakao -- local internet giants which currently dominate the country's market for digital map services. But it will appease Washington, which has urged Seoul to tackle what it says is discrimination against U.S. tech companies. South Korea, still technically at war with North Korea, had shot down Google's previous bids in 2007 and 2016 to be allowed to export the data, citing the risks that information about sensitive military and security facilities could be exposed.
"Google can now come in, slash usage fees, and take the market," said Choi Jin-mu, a geography professor at Kyung Hee University. "If Naver and Kakao are weakened or pushed out and Google later raises prices, that becomes a monopoly. Then, even companies that rely on map services -- logistics firms, for example -- become dependent, and in the long run, even government GIS (geographic information) systems could end up dependent on Google or Apple. That's the biggest concern."
AI

Trump Orders Federal Agencies To Stop Using Anthropic AI Tech 'Immediately' 135

President Donald Trump has ordered all U.S. federal agencies to "immediately cease" using Anthropic's AI technology, escalating a standoff after the company sought limits on Pentagon use of its models. CNBC reports: The company, which in July signed a $200 million contract with Pentagon, wants assurances that the Defense Department will not use its AI models will not be used for fully autonomous weapons or mass domestic surveillance of Americans. The Pentagon had set a deadline of 5:01 p.m. ET Friday for Anthropic to agree to its demands to allow the Pentagon to use the technology for all lawful purposes. If Anthropic did not meet that deadline, Pete Hegseth threatened to label the company a "supply chain risk" or force it to comply by invoking the Defense Production Act.

"The Leftwing nut jobs at Anthropic have made a DISASTROUS MISTAKE trying to STRONG-ARM the Department of War, and force them to obey their Terms of Service instead of our Constitution," Trump said in a post on Truth Social. "Their selfishness is putting AMERICAN LIVES at risk, our Troops in danger, and our National Security in JEOPARDY."

"Therefore, I am directing EVERY Federal Agency in the United States Government to IMMEDIATELY CEASE all use of Anthropic's technology," Trump wrote. "We don't need it, we don't want it, and will not do business with them again! There will be a Six Month phase out period for Agencies like the Department of War who are using Anthropic's products, at various levels," Trump said.
On Friday, OpenAI said it would also draw the same red lines as Anthropic: no AI for mass surveillance or autonomous lethal weapons.
AI

Sam Altman Says OpenAI Shares Anthropic's Red Lines in Pentagon Fight (axios.com) 51

An anonymous reader shares a report: OpenAI CEO Sam Altman wrote in a memo to staff that he will draw the same red lines that sparked a high-stakes fight between rival Anthropic and the Pentagon: no AI for mass surveillance or autonomous lethal weapons. If other leading firms like Google follow suit, this could massively complicate the Pentagon's efforts to replace Anthropic's Claude, which was the first model integrated into the military's most sensitive work. It would also be the first time the nation's top AI leaders have taken a collective stand about how the U.S. government can and can't use their technology.

Altman made clear he still wants to strike a deal with the Pentagon that would allow ChatGPT to be used for sensitive military contexts. Despite the show of solidarity, such a deal could see OpenAI replace Anthropic if the Pentagon follows through with its plan to declare the latter a "supply chain risk."

Education

Microsoft: Computer Programming Is Dying, Long Live AI Literacy 104

theodp writes: On Tuesday, Microsoft GM of Education and Workforce Policy (and former Code.org Chief Academic Officer) Pat Yongpradit posted an obituary of sorts for coders. "Computer programmers and software developers are codified differently in the BLS [Bureau of Labor Statistics] data," Yongpradit wrote. "The modern AI-infused world needs less computer programmers (coders) and more software developers (more holistic and higher level). So when folks say that there is less hiring of computer programmers, they are right. But there will be more hiring of software developers, especially those who have adopted an AI-forward mindset and skillset. [...] The number of just pure computer programming roles has already been declining due to reasons like outsourcing, AI will just accelerate the decline."

On Wednesday, Yongpradit's colleague Allyson Knox, Senior Director of Education and Workforce Policy at Microsoft, put another AI nail in the coder coffin, testifying before the House Committee on Education -- the Workforce Subcommittee on Early Childhood, Elementary, and Secondary Education on Building an AI-ready America: Teaching in the Age of AI. "Thank you to Chairman Tim Walberg, Ranking Member Bobby Scott, Chair Kevin Kiley, Ranking Member Suzanne Bonamici and members of the Subcommittee for the opportunity to share Microsoft perspective and that of the educators and parents we hear from every day across the country," Knox wrote in a LinkedIn post.

"Three themes continue to emerge throughout these discussions: 1. Educators want support to build AI literacy and critical thinking skills. 2. Schools need guidance and guardrails to ensure student data is protected and adults remain in control. 3. Teachers want classroom-ready tools, and a voice in shaping them. If we focus on these priorities, we can help ensure AI expands opportunity for every student across the United States."

Yongpradit and Knox report up to Microsoft President Brad Smith, who last July told Code.org CEO Hadi Partovi it was time for the tech-backed nonprofit to "switch hats" from coding to AI as Microsoft announced a new $4 billion initiative to advance AI education. Smith's thoughts on the extraordinary promise of AI in education were cited by Knox in her 2026 Congressional testimony. Interestingly, Knox argued for the importance of computer programming literacy in her 2013 Congressional testimony at a hearing on Our Nation of Builders: Training the Builders of the Future. "Congress needs to come up with fresh ideas on how we can continue to train the next generation of builders, programmers, manufacturers, technicians and entrepreneurs," said Rep. Lee Terry said to open the discussion.

So, are reports of computer programming's imminent death greatly exaggerated?
AI

OpenAI Raises $110 Billion in the Largest Private Funding Round Ever (openai.com) 20

OpenAI has closed what is now the largest private financing in history -- a $110 billion round at a $730 billion pre-money valuation that more than doubles the $40 billion raise it completed just a year ago, itself a record for a private tech company at the time.

Amazon invested $50 billion, SoftBank put in $30 billion, and Nvidia committed $30 billion, and additional investors are expected to join as the round progresses. The valuation is a sharp jump from the $500 billion OpenAI commanded in a secondary financing in October, and the round dwarfs recent raises by rivals Anthropic ($30 billion) and xAI ($20 billion).

The company has been telling investors it is now targeting roughly $600 billion in total compute spend by 2030, a more measured figure than the $1.4 trillion in infrastructure commitments CEO Sam Altman had touted months earlier. OpenAI is projecting more than $280 billion in total revenue by 2030, split roughly equally between consumer and enterprise. ChatGPT now has over 900 million weekly active users and more than 50 million paying subscribers.
The Military

Anthropic CEO Says AI Company 'Cannot In Good Conscience Accede' To Pentagon (apnews.com) 84

An anonymous reader quotes a report from the Associated Press: Anthropic CEO Dario Amodei said Thursday the artificial intelligence company "cannot in good conscience accede" to the Pentagon's demands to allow wider use of its technology. The maker of the AI chatbot Claude said in a statement that it's not walking away from negotiations, but that new contract language received from the Defense Department "made virtually no progress on preventing Claude's use for mass surveillance of Americans or in fully autonomous weapons."

The Pentagon's top spokesman has reiterated that the military wants to use Anthropic's artificial intelligence technology in legal ways and will not let the company dictate any limits ahead of a Friday deadline to agree to its demands. Sean Parnell said Thursday on social media that the Pentagon "has no interest in using AI to conduct mass surveillance of Americans (which is illegal) nor do we want to use AI to develop autonomous weapons that operate without human involvement."

Anthropic's policies prevent its models, such as its chatbot Claude, from being used for those purposes. It's the last of its peers -- the Pentagon also has contracts with Google, OpenAI and Elon Musk's xAI -- to not supply its technology to a new U.S. military internal network. Parnell said the Pentagon wants to "use Anthropic's model for all lawful purposes" but didn't offer details on what that entailed. He said opening up use of the technology would prevent the company from "jeopardizing critical military operations." "We will not let ANY company dictate the terms regarding how we make operational decisions," he said.
In a post on X, Parnell said Anthropic will "have until 5:01 PM ET on Friday to decide. Otherwise, we will terminate our partnership with Anthropic and deem them a supply chain risk for DOW."
Businesses

Jack Dorsey's Block Cuts Nearly Half of Its Staff In AI Gamble (theverge.com) 34

Jack Dorsey's Block is cutting more than 4,000 jobs, or nearly half its workforce, as part of a deliberate shift toward becoming a smaller, "intelligence-native" company built around AI. The Verge reports: "We're not making this decision because we're in trouble," Dorsey says. "Our business is strong. Gross profit continues to grow, we continue to serve more and more customers, and profitability is improving. But something has changed. We're already seeing that the intelligence tools we're creating and using, paired with smaller and flatter teams, are enabling a new way of working which fundamentally changes what it means to build and run a company. And that's accelerating rapidly."

Dorsey opted to do a big layoff instead of gradual cuts because "I'd rather take a hard, clear action now and build from a position we believe in than manage a slow reduction of people toward the same outcome." The layoffs were announced on Thursday as part of the company's Q4 2025 earnings. In a shareholder letter (PDF), Dorsey says that "We believe Block will be significantly more valuable as a smaller, faster, intelligence-native company. Everything we do from here is in service of that."

See Also: Jack Dorsey's Block Accused of 'AI-Washing' to Excuse Laying Off Nearly Half Its Workforce (entrepreneur.com)
Government

The Government Just Made it Harder to See What Spy Tech it Buys 17

An anonymous reader shares a report: It might look like something from the early days of the internet, with its aggressively grey color scheme and rectangles nested inside rectangles, but FPDS.gov is one of the most important resources for keeping tabs on what powerful spying tools U.S. government agencies are buying. It includes everything from phone hacking technology, to masses of location data, to more Palantir installations.

Or rather, it was an incredible tool and the basis for countless of my own investigations and others. Because on Wednesday, the government shut it down. Its replacement, another site called SAM.gov with Uncle Sam branding, frankly sucks, and makes it demonstrably harder to reliably find out what agencies, including Immigration and Customs Enforcement (ICE), are spending tax payers dollars on.

"FPDS may have been a little clunky, but its simple, old-school interface made it extremely functional and robust. Every facet of government operations touches on contracting at one point, and this was the first tool that many investigative journalists and researchers would reach for to quickly find out what the government is buying and who is selling it, and how these contracts all fit together," Dave Maass, director of investigations at the Electronic Frontier Foundation, told me.
Businesses

Tech Firms Aren't Just Encouraging Their Workers To Use AI. They're Enforcing It. (msn.com) 101

Tech companies ranging from 300-person startups to giants like Amazon, Google, Meta, Microsoft and Salesforce have moved beyond encouraging employees to use AI tools and are now actively tracking adoption and, in several cases, tying it to performance reviews. Google is factoring AI use into some software engineer reviews for the first time this year, and Meta's new performance review system will do the same -- it can track how many lines of code an engineer wrote with AI assistance.

Amazon Web Services managers have dashboards showing individual engineer AI-tool usage and consider adoption when evaluating promotions. About 42% of tech-industry workers said their direct manager expects AI use in daily work as of last October, up from 32% eight months earlier, according to AI consulting firm Section. At software maker Autodesk, CEO Andrew Anagnost acknowledged that some employees had been using initially blocked coding tools like Cursor stealthily -- and warned that AI holdouts "probably won't survive long term."
Social Networks

Discord Distances Itself From Persona Age Verification After User Backlash (theverge.com) 26

Discord is attempting to distance itself from the age verification provider Persona following a steady stream of user backlash. From a report: In an emailed statement to The Verge, Discord's head of product policy, Savannah Badalich, confirms the company "ran a limited test of Persona in the UK where age assurance had previously launched and that test has since concluded."

After Discord announced plans to implement age verification globally starting next month, users across social media accused Discord of "lying" about how it plans on handling face scans and ID uploads. Much of the criticism was directed toward Discord's partnership with Persona, an age verification provider also used by Reddit and Roblox.

United States

US Farmers Are Rejecting Multimillion-Dollar Datacenter Bids For Their Land (theguardian.com) 96

An anonymous reader quotes a report from the Guardian: When two men knocked on Ida Huddleston's door last May, they carried a contract worth more than $33m in exchange for the Kentucky farm that had fed her family for centuries. According to Huddleston, the men's client, an unnamed "Fortune 100 company," sought her 650 acres (260 hectares) in Mason county for an unspecified industrial development. Finding out any more would require signing a non-disclosure agreement. More than a dozen of her neighbors received the same knock. Searching public records for answers, they discovered that a new customer (PDF) had applied for a 2.2 gigawatt project from the local power plant, nearly double its annual generation capacity. The unknown company was building a datacenter. "You don't have enough to buy me out. I'm not for sale. Leave me alone, I'm satisfied," Huddleston, 82, later told the men.

As tech companies race to build the massive datacenters needed to power artificial intelligence across the US and the world, bids like the one for Huddleston's land are appearing on rural doorsteps nationwide. Globally, 40,000 acres of powered land – real estate prepped for datacenter development -- are projected to be needed for new projects over the next five years, double the amount currently in use. Yet despite sums that often dwarf the land's recent value, farmers are increasingly shutting the door. At least five of Huddleston's neighbors gave similar categorical rejections, including one who was told he could name any price.

In Pennsylvania, a farmer rejected $15m in January for land he'd worked for 50 years. A Wisconsin farmer turned down $80m the same month. Other landowners have declined offers exceeding $120,000 per acre -- prices unimaginable just a few years ago. The rebuffs are a jarring reminder of AI's physical bounds, and limits of the dollars behind the technology. [...] As AI promises to transcend corporeal fallibility, these standoffs reveal its very physical constraints -- and Wall Street's miscalculation of what some people value most. In the rolling hills of Mason county and farmland across America, that gap is measured not in dollars but in something harder to price: identity.

Bitcoin

Trump's 'Board of Peace' Explores Stablecoin For Gaza (ft.com) 119

An anonymous reader quotes a report from the Financial Times: Officials working with Donald Trump's "Board of Peace" are exploring setting up a stablecoin for Gaza as part of efforts to reshape the devastated Palestinian enclave's economy, according to five people familiar with the discussions. The talks around introducing a stablecoin -- a type of cryptocurrency whose value is pegged to a mainstream currency, such as the US dollar -- are at a preliminary stage, and many details of how one could be introduced in Gaza remain to be determined.

But officials have discussed the idea as part of their plan for the future of the enclave, where economic activity collapsed during Israel's two-year war with Hamas and the traditional banking and payments system has been severely impaired. A person familiar with the project said the stablecoin was expected to be tied to the US dollar, with the hope that Gulf Arab and Palestinian companies with expertise in the field of digital currencies will help spearhead the effort. "This will not be a 'Gaza Coin' or a new Palestinian currency, but a means to allow Gazans to transact digitally," the person said.

Work on the idea is being led by Liran Tancman, an Israeli tech entrepreneur and former reservist who is now working as an unpaid adviser to Trump's "Board of Peace," the US-led body tasked with rebuilding Gaza, according to two people familiar with the matter. [...] According to the person familiar with the project, the "Board of Peace" and NCAG will decide on the stablecoin's regulatory framework and access, although "nothing definitive" has yet been finalized. Speaking at a meeting of the "Board of Peace" in Washington last week, Tancman said the NCAG was working on building "a secure digital backbone, an open platform enabling e-payments, financial services, e-learning, and healthcare with user control over data", but did not elaborate.

Businesses

OpenAI Calls In the Consultants For Its Enterprise Push (techcrunch.com) 14

OpenAI has formed a multi-year "Frontier Alliance" with four consulting heavyweights to accelerate enterprise adoption of its no-code AI agent platform, OpenAI Frontier. TechCrunch reports: The alliance includes multi-year partnerships between OpenAI and four major consulting firms, Boston Consulting Group (BCG), McKinsey, Accenture and Capgemini, to sell its enterprise products. OpenAI's Forward Deployed Engineering team will work with the consulting giants to help them implement OpenAI's enterprise-focused technologies like OpenAI Frontier into customers' tech stacks.

The company launched OpenAI Frontier in early February. The no-code open software allows users to build, deploy, and manage AI agents both built on OpenAI's AI models and beyond. OpenAI argues in its latest announcement that consultants are the right avenue to get enterprises on board.

"AI alone does not drive transformation. It must be linked to strategy, built into redesigned processes, and adopted at scale with aligned incentives and culture to deliver sustained outcomes," BCG CEO Christoph Schweizer said in OpenAI's blog post. "Our expanded partnership combines OpenAI's Frontier platform with BCG's deep industry, functional, and tech expertise and BCG X's build-and-scale capabilities to drive measurable impact with safeguards from day one."

Hardware

ASML Unveils EUV Light Source Advance That Could Yield 50% More Chips By 2030 (reuters.com) 26

An anonymous reader quotes a report from Reuters: Researchers at ASML Holding say they have found a way to boost the power of the light source in a key chip making machine to turn out up to 50% more chips by decade's end, to help retain the Dutch company's edge over emerging U.S. and Chinese rivals. ASML is the world's only maker of commercial extreme ultraviolet lithography (EUV) machines, a critical tool for chipmakers such as TSMC, Intel and others in producing advanced computing chips. "It's not a parlor trick or something like this, where we demonstrate for a very short time that it can work," Michael Purvis, ASML's lead technologist for its EUV source light, said in an interview. "It's a system that can produce 1,000 watts under all the same requirements that you could see at a customer," he added, speaking at the company's California facilities near San Diego. [...]

With the technological advance revealed on Monday, which is being reported here for the first time, ASML aims to outdistance any would-be rivals by improving the most technologically challenging aspect of the machines. This is the quest to generate EUV light with the right power and properties to turn out chips at high volume. The company's researchers have found a way to boost the power of the EUV light source to 1,000 watts from 600 watts now. The chief advantage is that greater power translates into the ability to make more chips every hour, helping to lower the cost of each. Chips are printed similar to a photograph, where the EUV light is shone on a silicon wafer coated with special chemicals called a photoresist. With a more powerful EUV light source, chip factories need shorter exposure times. "We'd like to make sure that our customers can keep on using EUV at a much lower cost," Teun van Gogh, executive vice president for the NXE line of EUV machines at ASML, told Reuters. Van Gogh said customers should be able to process about 330 silicon wafers an hour on each machine by the end of the decade, up from 220 now. Depending on the size of a chip, each wafer can hold anywhere from scores to thousands of the devices.

ASML got the power boost by doubling down on an approach that already places its machines among the most complex inventions of humans. To produce light with a wavelength of 13.5 nanometers, ASML's machine shoots a stream of molten droplets of tin through a chamber, where a massive carbon dioxide laser heats them into plasma. This is a superheated state of matter in which the tin droplets become hotter than the sun and emit EUV light, to be collected by precision optic equipment supplied by Germany's Carl Zeiss AG and fed into the machine to print chips. The key advancements in Monday's disclosure involved doubling the number of tin drops to about 100,000 every second, and shaping them into plasma using two smaller laser bursts, as opposed to today's machines that use a single shaping burst. [...] ASML believes the techniques it used to hit 1,000 watts will unlock continued advances in the future, Purvis said, adding, "We see a reasonably clear path toward 1,500 watts, and no fundamental reason why we couldn't get to 2,000 watts."

The Internet

Long Before Tech CEOs Turned To Layoffs To Cover AI Expenses, There Was WorldCom (nbcnews.com) 47

Long-time Slashdot reader theodp writes: Jeopardy time. A. This company spurred CEOs to make huge speculative capital expenditures based on wild unverified claims of future demand, resulting in the layoffs of tens of thousands of workers to reduce the resulting expenses, harming their core businesses. Q. What is OpenAI?

Sorry, the correct response is, "What is WorldCom?" In 2002, WorldCom, the second largest long-distance company in the U.S., entered Chapter 11 bankruptcy after disclosing accounting fraud that eventually totaled $11 billion, the biggest ever at the time. CEO Bernard Ebbers was subsequently sentenced to 25 years in prison.

CNBC reported that an employee of WorldCom's Internet service provider UUNet set off a frenzy of speculative investment and infrastructure overbuild after he used Excel to create a best-case scenario model for the Internet's growth that suggested in the best of all possible worlds, Internet traffic would double every 100 days, a scenario that would greatly benefit WorldCom, whose lines would carry it. Despite no evidence to support it, WorldCom's lie became an immutable law and businesses around the world made important decisions based on the belief that traffic was doubling every 100 days. "For some period of time I can recall that we were backfilling that expectation with laying cables, something like 2,200 miles of cable an hour," AT&T CEO Michael Armstrong said. "Think of all the companies that went out of business that assumed that that was real."

In 2003, NBC News reported: Armstrong and former Sprint CEO Bill Esrey struggled for years to understand how WorldCom could beat them so handily. "We would look at the conduct of WorldCom in terms of their pricing, revenue growth, margins, in terms of their cost structure... and the price leader almost every quarter was WorldCom," Armstrong said. Added Esrey, "We couldn't figure out how they were pricing as aggressively as they were.... How could they be so efficient in their costs and expenses?" AT&T and Sprint began cutting jobs to push down their costs to WorldCom's level. "The market said what a marvelous management job WorldCom was doing and they would look over to AT&T and say, 'these guys aren't keeping up.' So, my shareholders were hurt. We laid off tens of thousands of employees in an accelerated fashion [in a futile effort to match WorldCom's phantom profits] and I think the industry was hurt," Armstrong says. "It just wrecked the whole industry," says Esrey.
AI

AI Now Helps Manage 16% of America's Apartments (sfgate.com) 37

Imagine a 280-unit apartment complex offering no on-site leasing office with a human agent for questions. "Instead, the entire process has been outsourced to AI..." reports SFGate, "from touring to signing the lease to completing management tasks once you actually move in."

Now imagine it's far more than just one apartment complex... At two other Jack London Square apartment buildings, my initial interactions were also with a robot. At the Allegro, my fiance and I entered the leasing office for our tour and asked for "Grace P," the leasing agent who had emailed us. "Oh, that's just our AI assistant," the woman at the front desk told us... At Aqua Via, another towering apartment complex across the street, I emailed back and forth with a very helpful and polite "Sofia M." My pal Sofia seemed so human-like in her responses that I did not realize she was AI until I looked a little closer at a text she'd sent me. "Msgs may be AI or human generated...." [S]he continued to text me for weeks after I'd moved on, trying to win me back. When I looked at the fine print, I realized both of these complexes were using EliseAI, a leading AI housing startup that claims to be involved in managing 1 in 6 apartments in the U.S...

[50 corporate landlords have funded a VC named RET Ventures to invest in and deploy rental-automating AI, and SFGate's reporter spoke to partner Christopher Yip.] According to Yip, AI is common in large apartment complexes not just in the tech-centric Bay Area, but across the entire country. It all kicked off at the onset of the COVID-19 pandemic in 2020, he said, when contactless, self-guided apartment tours and completely virtual tours where people rented apartments sight unseen became commonplace. Technology's infiltration into the renting process has only grown deeper in the years since, Yip said, mirroring how pervasive AI has become in many other facets of our lives. "From an industry perspective, it's really about meeting the renter where they are," Yip said. He pointed to how many renters now prefer to interact through text and email, and want to tour apartments at their convenience — say, at 7 p.m. after work, when a typical leasing office might be closed.

The latest updates in technology not only allow you to take a self-guided tour with AI unlocking the door for you, but also to ask AI questions by conversing with voice AI as you wander through the kitchen and bedroom at your leisure. And while a human leasing agent might ghost you for days or weeks at a time, AI responds almost instantly — EliseAI typically responds within 30 seconds, [said Fran Loftus, chief experience officer at EliseAI]... [I]n some scenarios, the goal does seem to be to eliminate humans entirely. "We do have long-term plans of building fully autonomous buildings," Loftus said.... "We think there's a time and a place for that, depending on the type of property. But really right now, it's about helping with this crazy turnover in this industry."

The reporter says they missed the human touch, since "The second AI was involved, the interaction felt cold. When a human couldn't even be bothered to show up to give me a tour, my trust evaporated."

But they conclude that in the years ahead, human landlords offering tours "will probably go the way of landlines and VCRs."

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