Apple’s AI Server Bet Could Put It Back in the Data Center

Apple is reportedly weighing a return to enterprise servers with M-series Ultra-powered systems aimed at AI workloads. The project could tap booming demand from developers, but its 2029 target leaves plenty of room for technical and supply-chain setbacks.

Meta Develops Camera-Free AI Smart Glasses

Meta is reportedly preparing a camera-free smart glasses model, possibly called Luna, to address privacy concerns surrounding its camera-equipped glasses while retaining AI interaction through microphones.

House Passes Bill to Make AI Data Centers Pay Energy Costs

The House passed legislation requiring large AI data centers to cover costs associated with their electricity demand and new power infrastructure, aiming to protect consumers from higher utility bills.

Saudi Pipeline Fire Puts Oil Markets on Edge Over Repair Timeline

Drone damage has shut Saudi Arabia’s East-West pipeline, the export route designed to bypass Hormuz. Satellite evidence of heavy fire damage clashes with official assurances of a brief outage, leaving traders to price the risk.

OpenAI Delays Its IPO as Altman Says Safety Must Win

Sam Altman says OpenAI will not go public in 2026, arguing the company needs room to put alignment and control ahead of shareholder demands. The decision lands amid sharper warnings from inside the AI industry that the race is outrunning its safeguards.

Zuckerberg Rejects an AI Pause as Rivals Demand a Collective Brake

A widening split over advanced AI is pitting calls for a coordinated slowdown against Meta’s argument that each company should manage safety on its own. Zuckerberg says a blanket pause could weaken U.S. leadership while foreign rivals press ahead.

EU Moves to Shut Under-13s Out of Social Media and AI Chatbots

Brussels is preparing a Kids Act to bar under-13s from social media, online games and AI chatbots, arguing that Big Tech’s addictive features and harmful content can be reined in.

Treasury Yields Above 5% Put Stocks’ Resilience to the Test

A Treasury sell-off pushed the 10-year yield above 5% as inflation, oil and expectations of further Fed tightening converged. Stocks have so far held up, but investors see a disorderly bond-market move as a growing threat.

Jensen Huang’s Xi Dinner Invite Shows Nvidia Moving Closer to Trump

Nvidia CEO Jensen Huang is expected to join Donald Trump’s dinner for Xi Jinping, putting the chipmaker at the center of an AI agenda where business access, China policy and regulatory stakes increasingly overlap.

Tech Giants Bet Flexible Data Centers Can Defuse AI’s Power Backlash

Google, Nvidia and Emerald AI have launched a coalition urging data centers to cut power use during grid stress. The industry says flexibility can ease costs and speed connections, but public concern over electricity prices remains high.

SK Hynix’s U.S. Chip Push Could Hand Intel a Crucial Foundry Win

SK Hynix is exploring U.S. memory-chip production with Intel, but the talks remain preliminary and could face scrutiny in South Korea over sensitive technology. A deal would bolster Intel’s foundry ambitions and Washington’s push for domestic semiconductor capacity.

EU Opens the Door to Canada as Trump Trade War Deepens

Brussels has invited Ottawa to pursue unprecedented associate membership, seeking a tighter economic and security partnership as Canada faces a bruising tariff fight with Washington.