Christopher Mims / Wall Street Journal : TrendForce: data centers will use 70%+ of the high-end memory chips all manufacturers will produ...
TrendForce: data centers will use 70%+ of the high-end memory chips all manufacturers will produce in 2026, with little new manufacturing capacity until 2027 — AI companies' need for a type of once-affordable microchip threatens to drive up prices of all electronics—and limit data-center ambitions
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Filing: Elon Musk seeks $79B-$134B damages from OpenAI and Microsoft, alleging OpenAI defrauded him by abandoning nonprofit roots and partnering with Microsoft — Elon Musk wants OpenAI Inc. and Microsoft to pay him damages in the range of $79 billion to $134 billion over his claims …
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Appfigures: Sora 2 had ~6M iOS downloads as of December 2025; the Android version, available since early November 2025, had ~3.1M, as growth begins to slow — The app racked up 1 million downloads in its first five days, despite being iOS-only and requiring an invite.
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Adobe's stock has slumped more than 45% since the end of 2023, reflecting analyst concerns over the threat of AI-driven disruption to SaaS companies — Concern that Adobe Inc. will struggle in the artificial-intelligence era has driven Wall Street analysts' view on the maker of software …
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Sources: the EU's cybersecurity proposal, to be presented on Jan. 20, is expected to phase out vendors such as Huawei from the bloc's critical infrastructure — Proposed Cybersecurity Act would phase out groups such as Huawei and ZTE from telecom networks and solar energy systems
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Luxembourg-based Hydrosat, which builds AI-based thermal infrared satellite tech to provide data for water resource management and more, raised a $60M Series B — Defence, government and agribusiness customers use the Luxembourg startup's data to track the movement a critical resource: water
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Anthropic appoints Irina Ghose, a former Microsoft India managing director, to lead its business in India, which has the second-largest user base for Claude — Anthropic has appointed Irina Ghose, a former Microsoft India managing director, to lead its India business as the U.S. AI startup prepares to open an office in Bengaluru.
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Micron breaks ground in New York for its memory manufacturing complex, announced in 2022, that it says will be the largest semiconductor facility in the US — Clay, N.Y. — At the edge of a 1,400-acre tract of swamp, forest and former farmland just north of Syracuse, Micron Technology …
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Grid operator PJM plans to require large data centers to either bring their own power generation or curtail electricity use to prevent a large-scale outage — Grid operator PJM Interconnection on Friday unveiled a plan to manage surging power demand from data centers that Big Tech needs …
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Sources: suppliers of parts for Nvidia's H200 chips have paused production after Chinese customs officials blocked shipments of the AI processors — Parts makers concerned about whether Beijing will allow imports of AI processors — Suppliers of parts for Nvidia's H200 chips …
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