Iranian missile blitz takes down AWS data centers in Bahrain and Dubai — Amazon reportedly declares “hard down” status for multiple zones

Internal company communications indicate that multiple zones at AWS Bahrain and Dubai are “hard down,” with no timeline for service restoration.
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Half of planned US data center builds have been delayed or canceled, growth limited by shortages of power infrastructure and parts from China — the AI build-out flips the breakers

As cloud giants plan to spend $650 billion on AI infrastructure this year, the availability of power infrastructure components has become a significant obstacle to deploying AI data centers.
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Memory will consume 30% of hyperscaler AI data center spending this year, a 4X increase over 2023 — Nvidia gets preferential supply terms well below standard market rates, says analyst firm

SemiAnalysis estimates on Thursday that memory will account for roughly 30% of total hyperscaler capex in calendar year 2026.
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Microsoft says Copilot is for entertainment purposes only, not serious use — firm pushing AI hard to consumers and businesses tells users not to rely on it for important advice

Microsoft Copilot’s terms of service explicitly say that it’s “for entertainment purposes only,” but its marketing says otherwise.
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TSMC reportedly plans to build 12 fabs, four packaging facilities in Arizona — plan purportedly part of Taiwan’s agreed $500 million investment in the US

New rumor indicates that TSMC is looking forward to expand its presence in the U.S. to 12 fabs and four packaging facilities.
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Crypto platform Drift suffers from hack suspected to total $270 million — firm goes into damage control mode, suspends deposits and withdrawals

Drift Protocol says that the platform is currently under attack from hackers, with multiple sources estimating that it lost somewhere between $130 million and $270 million in assets.
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Supermicro co-founder pleads not guilty to smuggling billions of dollars of Nvidia servers to China — suspected smuggler released on $5 million bond

Super Micro Computer co-founder Yih-Shyan “Wally” Liaw pleaded not guilty on Wednesday in a Manhattan federal court.
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Iran says it has struck Oracle data center in Dubai, Amazon data center in Bahrain — country has threatened to attack Nvidia, Intel, and others, too

Iran’s Islamic Revolutionary Guard Corps (IRGC) said on Thursday that it had hit a data center linked to Oracle in Dubai as part of its war against the U.S. and U.S. technology companies in the region.
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The largest programming community on Reddit just banned all content related to AI LLMs — r/programming is prioritizing only high-quality discussions about AI

The r/programming subreddit has banned all discussions related to LLMs to foster a more thoughtful community that focuses on high-quality discourse around AI. Posts on AI are still allowed, but only if they’re technical an…

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America’s AI chip rules keep changing — and the rest of the world is paying the price

We interview experts, including Chris McGuire, senior fellow for China and emerging technologies at the Council on Foreign Relations, and former senior director in the U.S. National Security Council on the Trump Administra…