AI infrastructure surge begins squeezing Apple’s component costs — company considering supplier other than TSMC for lower-end chips, report claims

Apple is beginning to feel the downstream effects of the AI infrastructure boom, as surging demand for data center hardware pushes up component costs and weakens its leverage.

Former Google engineer convicted of stealing GPU and TPU trade secrets for ‘Chinese interests’ — tried to raise funding for his own start-up

A federal jury in San Francisco has convicted a former Google engineer of stealing confidential AI infrastructure data and transferring it to benefit Chinese interests.

SpaceX formalizes plan to build 1 million satellite Orbital Data Center System — FCC filing sketches out plans, but over-packed orbits could be limiting factor

SpaceX said in an FCC filing that it plans to launch a million satellites to serve as AI data centers that would deliver 100 gigawatts of compute capacity.

Starlink uses emergency fix to block Russian drones using its devices to bomb Ukraine — company looking for permanent solutions to stop unauthorized use of its service

The Ukrainian government has successfully blocked unauthorized Starlink terminals from operating within its borders, stopping Russian drones from using the internet service to strike targets deep within the country.

Malicious OpenClaw ‘skill’ targets crypto users on ClawHub — 14 malicious skills were uploaded to ClawHub last month

Security researchers are warning that the growing ecosystem around ‘OpenClaw,’ the self-hosted AI assistant formerly known as Clawdbot, has already become a target for malware distribution.

Wisconsin towns reportedly signed secret NDAs for billion-dollar data center deals — Microsoft and Meta hide behind confidential agreements

At least four Wisconsin municipalities are understood to have signed underhanded nondisclosure agreements concerning new data centers while negotiating their development.

Nvidia’s plan to invest $100 billion in OpenAI appears unlikely — Jensen reportedly criticizing OpenAI’s business decisions in private discussions

Nvidia and OpenAI are still in talks about the $100-billion MOU the two parties signed in September 2025, and it seems that deal will be modified for a much “smaller” sum of tens of billions of dollars.