Kioxia expects annual profit to multiply by 31: NAND enters the AI supercycle
Net profit Q1 up 4500%, annual projection 31x - Kioxia joins SK Hynix in the AI memory supercycle. The pinch spreads from HBM to enterprise NAND.
10 h ago 9 11
Nuclear-for-data-centers finance structure comes together - how the first SMR-DC deal actually pencils out
e27 reports the deal structure for financing a first nuclear reactor to power a data centre is finally taking shape. The AI power wall meets project finance.
Jul 27, 2026 at 10:13 10 8
Buz: a Bun fork rewritten in modern Zig, with sub-second incremental builds
A project posted on ziggit.dev announces a drop-in replacement for Bun, rewritten in modern Zig, with sub-1s incremental builds. The question: does the JavaScript runtime really need a fork?
Jul 25, 2026 at 10:27 10 9
Data centers to consume 4 times more electricity by 2035 - the projection aligns with the moratoria
A new projection: data center consumption could quadruple by 2035. This is the quantified translation of what NY, Dublin, or grid ops have been saying for six months.
Jul 22, 2026 at 12:41 13 9
Ireland: data centers consume 23% of national electricity
The AI electric wall is no longer a projection: an entire country has just hit it, and Dublin is the canary.
Jul 13, 2026 at 02:18 3 6
Rachel Laycock: "Attention has become the scarce resource" - the dev-orchestrator, managing 8 to 12 agents simultaneously
The CTO of Thoughtworks asks the question that the "features/week" metric avoids: when execution becomes free, we're not making developers faster, we're making conductors—and no one trains them.
52 min ago 9 9
Thailand: +37% of investment requests in H1, driven by the AI wave
The Thai BOI rakes in a record first half - the country becomes a credible landing spot for AI/datacenter projects on the sidelines of the US-China duel.
Jul 24, 2026 at 09:33 12 9
MIT Tech Review: AI develops recruitment biases faster than humans
A study documents what HR managers feared without measuring it: algorithmic bias in recruitment is not inherited, it is produced.
Jul 20, 2026 at 16:42 9 10
The cost of saying yes has changed: GitHub reignites the debate on the real bottleneck
A GitHub Engineering post from July 17th puts the "accept/reject a ticket" trade-off back at the center: AI has collapsed the cost of production, it multiplies that of bad yeses.
Jul 17, 2026 at 22:04 29 11
The AI context gap: enterprise AI's real problem isn't retrieval, it's trust
VentureBeat raises the question that has been lingering in CIOs' minds: enterprise AI projects fail less on the technical aspects (retrieval, embedding, RAG) than on the trust in what they return—and on the governance of their sources.
Jul 16, 2026 at 21:44 26 8
COMPUTER COPS: in the supermarket of police AI
The Verge publishes an immersion into a convention "the future of policing in the digital age" in Fort Worth. Verdict: AI is no longer entering policing through the pilot project door - it's entering through the vendor catalog door.
Jul 16, 2026 at 17:45 21 8
Businesses are alarmed by the costs of AI - the CFO's return to the loop
The Economist documents what is seen in data rooms: LLM bills are skyrocketing, CFOs are taking charge. The "infinite PoC" comes at a cost, and ROI becomes the lifeline of every AI project.
Jul 11, 2026 at 17:19 3 11