Power

County With 37 Data Centers Asks Schools To 'Conserve Electricity' (404media.co) 101

An anonymous reader quotes a report from 404 Media: On June 26, the County Manager of Henrico County, Virginia, John Vithoulkas, sent an email to thousands of county employees asking them to help the local government conserve electricity. "Beginning July 1st, the rate we pay for electricity used in all Henrico County government and school facilities will increase dramatically -- by 25%, increasing costs by an estimated $5 million next fiscal year. We anticipate more rate increases for electricity in the years ahead," a copy of the email obtained by 404 Media said (emphasis his).

Henrico County is a community of more than 350,000 people in eastern Virginia just outside of Richmond. It also hosts 37 data centers and there are plans to build 17 more, including plans to convert hundreds of acres of Civil War battlefields into data centers. Thanks to its proximity to DC and vast amounts of land, Henrico County became a data center hub seemingly overnight and its services clients big and small. Meta built a data center there in 2017.

"To mitigate the impact of higher electric costs, I am asking that we, collectively, make slight adjustments to conserve electricity across our individual workspaces," Vithoulkas wrote in the email. "Turn off your lights when leaving your workspace, including when you leave for the day. Turn off your computers/laptops at the end of each workday. If your workspace has windows, adjust the blinds to manage heat from sunlight. Unplug any appliances, chargers, or other electrical items when they are not in use. Please limit use of (or refrain altogether from using) space heaters. A typical space heater alone can cost the county from $150 to $300 per year in electricity costs."
"Each dollar we can save by conserving electricity is another dollar the county can reinvest into staff and the services we provide our residents," Vithoulkas email said.
Robotics

South Korea To Spend $1 Trillion On More Memory Chip Production, Humanoid Robots (arstechnica.com) 13

An anonymous reader quotes a report from Ars Technica: South Korea's government and top tech companies are committing $1 trillion to several flagship megaprojects that could bolster global memory chip supply, build new AI data centers and spur commercial deployment of humanoid robots by 2028. [...] "We must secure the core elements of AI faster than any other country," said South Korean President Lee Jae Myung in a televised speech on June 29, as reported by BBC News and other media outlets. "Semiconductors, physical AI, and AI data centers are the triple axis for a great leap forward." [...]

The most costly of the megaprojects involves Samsung and SK Hynix committing $585 billion to building new chip fabrication plants in the southwest provinces of South Korea, along with boosting semiconductor fab construction in the Seoul capital region, according to Reuters. The government's goal is to double South Korea's production of dynamic random-access memory (DRAM) within five years. [...] The second flagship megaproject involves a $357 billion investment by the South Korean tech companies SK Group, GS Group, and Naver into building large-scale AI data centers in more outlying provinces, including South Chungcheong Province in the west, Gangwon Province in the east, and the North and South Jeolla Provinces in the southwest corner of South Korea.

The third flagship megaproject revolves around the South Korean government assigning a "national strategic industry" designation to physical AI -- the AI systems that enable robots and self-driving vehicles to interact more autonomously with the real world. The government aims to develop a Korean "general-purpose foundation model" based on a world model to support robots within three years, according to The Chosun Daily. Hyundai Motor Company has also committed $5.8 billion to build a robot manufacturing facility and AI data center in the Saemangeum region of North Jeolla Province in the southwest, The Chosun Daily reported.

The South Korean automaker has already been helping Boston Dynamics -- the US robotics company it acquired in 2021 -- use the South Korean supply chain in scaling up manufacturing to produce 30,000 Atlas humanoid robots each year by 2028. Similarly, the South Korean government announced it would aim to commercialize humanoid robots in 10 major industries by 2028, along with training 10,000 human workers as "AI robotics specialists" over the next five years, Reuters reported.

IBM

IBM Says It Can Fit Nearly 100 Billion Transistors On a Chip (zdnet.com) 109

IBM has unveiled "what it says is the world's first sub-1-nanometer chip technology," reports ZDNet, "designed to pack nearly 100 billion transistors on a fingernail-size die, roughly doubling the density of IBM's earlier 2-nm test chip, first shown in 2021... Today, the smallest, most powerful chips top out at about 80 billion transistors." At the heart of the announcement is NanoStack. This is a three-dimensional, nanosheet-based transistor design that scales vertically, or along the z-axis, by stacking and staggering CMOS devices. Unlike today's nanosheet architectures, which IBM also pioneered and which are being adopted by leading foundries at 3 nm and 2 nm, NanoStack bonds two nanosheet transistors into a single vertical structure, with each tier optimized independently and contacted from opposite sides. Each transistor in the demonstrated structure uses three sub-5 nm-thick nanosheets, about "15 silicon atoms" across, separated by roughly 9 nm spacers. Two such devices are then bonded vertically using an ultra-thin dielectric process IBM describes as a key innovation. Because the top and bottom devices can use different channel materials, dielectrics, and metals, IBM argues NanoStack is less a single trick and more a transistor platform that can be extended through multiple generations: 7 angstrom (Å), 5 Å, 3 Å, and potentially down to 1 Å in its internal roadmap.

An angstrom, by the by, is one ten-billionth of a meter. In terms of chips, an angstrom is a tenth of a nanometer. "This is the world's first sub-1 nanometer chip technology with a new transistor architecture," said Jay Gambetta, Director of IBM Research and IBM Fellow, during a press briefing. "We're not just making smaller transistors, we're reinventing how chips are built to deliver dramatically more power and energy efficiency...." Based on internal benchmarking against its 2 nm node, the company said its new chips will deliver up to 50% higher performance at the same power, or up to 70% lower power for the same performance. Big Blue also highlighted a 40% improvement in the scaling of static random-access memory (SRAM) cell area relative to its 2 nm technology.

This is a change IBM described as a "step the industry hasn't seen in over a decade" and one that could be particularly important for AI accelerators that live or die on on-chip memory bandwidth... According to Huiming Bu, IBM's VP of silicon technology R&D, NanoStack is a new paradigm. It's moving chips to scaling fully into three dimensions and giving the industry at least "another decade" of logic advances as it crosses from nanometers into angstroms... The 40% SRAM density bump could also help architects push caches and on-die memory closer to compute units, cutting data movement overhead in training and inference workloads.

IBM sees a path to production use "in as early as the next 5 years", according to the article, and "expects NanoStack to eventually underpin CPUs, GPUs, mobile SoCs, and SRAM arrays."

IBM's VP of silicon technology R&D says the new innovation "can improve performance by 50% compared to the best available chip today, and at the same time can reduce power by 70%."
IBM

IBM is Getting Ready to Scale Quantum Computing (msn.com) 73

IBM spent a decade "building, testing and improving" quantum computing, reports the Wall Street Journal.

"This year, the company is laying the groundwork to turn that technology into a fully-fledged, scalable business from an expensive science project." IBM said last month it plans to form a new independent subsidiary called Anderon, a foundry to produce the silicon wafers needed to make quantum-computing processors. The venture is seeded by a $1 billion investment from the Trump administration and another $1 billion of IBM's own cash. Anderon will give the company a new line of business in selling wafers to other quantum-computing companies. It will also provide a steady stream of wafers to continue developing its own quantum technology, positioning IBM to capture part of what the Boston Consulting Group projects will be a $90 billion to $170 billion market for quantum-computing providers by 2040...

The company also plans to spend an additional $9 billion over five years to advance the final stages of its quest to build a quantum-mechanics-powered computer capable and reliable enough for widespread use, a goal known as fault tolerance. That computer, named Starling, is being targeted for 2029. With Anderon, IBM is thinking beyond Starling, or even a more powerful quantum computer planned for 2033.

Power

Renewable Energy Just Hit 30% of America's Electricity Generation (electrek.co) 62

America generated 10.06% more energy with renewables in the first four months of 2026 than it did in the same period the year before. That's according to new figures from America's Energy Information Administration, cited in this report from Electrek: The growth was led by utility-scale solar (+21.3%), hydropower (+15.7%), small-scale solar
In April alone, wind and solar each produced more electricity than US coal plants, while the combination of solar and wind produced 57.0% more electricity than nuclear power.

The mix of all renewables, including biomass and geothermal, accounted for 30.0% of total US electrical generation during the first third of 2026 — up from 27.8% a year earlier... EIA reported that, in April, utility-scale solar capacity surpassed wind capacity for the first time (160,208.1 MW vs. 160,100.6 MW). Further, utility-scale battery energy storage capacity increased by 17,703.5 MW, or 58.1%. Nuclear added just 18.4 MW. The combined capacity growth of all utility-scale renewable energy sources for the 12-month period (55,980.3 MW) is two-thirds more (i.e., 67.6%) than that added during the previous 12 months (33,392.0 MW).

"EIA projects no new nuclear generating capacity and a net decline of 5,200.5 MW in fossil fuel capacity."
Power

Spain To Require Carriers To Keep Mobile Networks Live During Power Outages (reuters.com) 108

An anonymous reader quotes a report from Reuters: Spain will require mobile networks to have backup systems that maintain connectivity when power outages occur. Per a royal decree that will be approved by the end of 2026, mobile network operators (MNOs) and infrastructure companies will need to install batteries or other backups to keep service active for at least four hours during a blackout.

The mobile network rules will apply to businesses that serve at least 500,000 users or generate upwards of 50 million euros ($56.9 million) in annual revenue. The decree will stipulate that half of the population will need to be covered by this failsafe within the first year, then 65 percent in the second year and three quarters in the third.

[...] The decree will require other key infrastructure elements to remain up and running for a certain period after a power outage. For instance, control centers that could impact all of Spain if they were to go offline will need to remain in service for at least 24 hours. Emergency call centers will also need to have plans in place to maintain operations, as Reuters notes.
The move is in response to the widespread blackout across the Iberian peninsula in 2025, which left more than 50 million people without power. Experts called it "the most severe and unprecedented blackout that had occurred in Europe in the past 20 years."
The Almighty Buck

Apple Raises Prices On Macs, iPads, and More By Hundreds of Dollars (theverge.com) 123

Apple has sharply raised prices across its Mac, iPad, HomePod, and Apple TV lineups as surging AI-driven demand creates a global memory and storage shortage. Increases range from $30 for the HomePod mini to $1,300 for the M3 Ultra Mac Studio, with Apple CEO Tim Cook saying efforts to shield customers from higher costs had become "unsustainable." The Verge reports: On Thursday, the company adjusted the price of its new MacBook Neo, which will now start at $699 instead of $599, while the base MacBook Air will jump to $1,299 from $1,099, as reported earlier by Bloomberg. The 14-inch MacBook Pro is getting an increase as well, going from $1,699 to $1,999. Meanwhile, the iPad Air will now start at $749 instead of $599, while the iPad Pro is increasing to $1,199 from $999.

As spotted by MacRumors, the M4 Max Mac Studio will now cost $2,499, a big jump from $1,999. The M3 Ultra Mac Studio is now priced at $5,299, up from $3,999. Apple is even raising the prices of its HomePod, which now costs $349 instead of $299, as well as bumping the price of the HomePod mini to $129 instead of $99. The Apple TV also now costs $199 instead of $129.

Hardware

Micron Locks In Historically High Memory Prices For Five Years (theregister.com) 93

Micron has signed 16 "strategic customer agreements" (SCAs) that include a floor price the company says comes with "a very robust gross margin for Micron, well above our peak quarterly margins in any past cycle." Most of the deals run through 2030 and cover about 40% of Micron's revenue. The Register reports: Micron CEO, president and chairman Sanjay Mehrotra explained the SCAs in prepared remarks delivered during the company's Q3 earnings call. He explained that Micron has signed 16 SCAs, most of them covering 2026 to 2030, and that they involve a commitment to buy a certain quantity of product and pay for it in a pricing band that has a floor and a ceiling price. The floor price covers the historically high gross margins mentioned above, and the ceiling price means those who commit to an SCA are insulated if memory prices go even higher.

The CEO said 16 customers have signed SCAs and then explained why it's worth locking into the deals even though they bake in such high margins. "Our customers are recognizing that supply shortages in memory and storage will take considerable time to improve," he said. "Even as we expect industry supply to improve gradually in 2028, we currently do not have line of sight as to when memory supply will be able to catch up with increasing demand."

Even massive efforts to build new chip fabs aren't much help, he said, because the increasing complexity of new memory types means it takes longer to build factories -- and when they come online there still won't be enough capacity to build both the high-bandwidth memory needed for AI and other types of NAND and DRAM. "Supply is structurally constrained in its growth and ability to meet industry demand, despite our comprehensive efforts to increase supply," he said.

Don't assume that SCAs mean your suppliers get price certainty, because Mehrotra said the deals will account for 40 percent of Micron revenue -- meaning the company is reserving most of its inventory to sell at prices it can negotiate. The CEO did have a little good news in the form of predictions that Micron's DRAM output in 2026 will "grow in the low- to mid-20s percentage range, slightly above our prior outlook." He also revealed that the SCAs see customers pay up front, which helps Micron to fund its fab expansions.

Hardware

OpenAI Unveils First Chip As Part of Broadcom Deal (cnbc.com) 20

OpenAI and Broadcom have unveiled Jalapeno, OpenAI's first custom AI chip, designed primarily to handle inference for ChatGPT and other services. It's a major step in OpenAI's plan to "build the full stack behind its models and products," says OpenAI. "By designing more of the stack ourselves, we can serve more intelligence with greater efficiency and keep pushing advanced AI toward broader access." CNBC reports: The chip with Broadcom is an ASIC, which industry experts say is less flexible than Nvidia's GPU, but is also less expensive and can be designed for specific AI tasks. OpenAI said that it designed the chip in nine months, and that it also crafted large parts of the computer system where it will be used.

The companies are calling the chip an "Intelligence Processor" and describe it as the first "AI accelerator" in a platform they're building "to make advanced AI faster, more reliable, and more accessible to more people." [...] A physical sample of the new chip will be delivered to OpenAI on Wednesday. The companies said they're aiming for initial deployment of the Jalapeno chips by the end of 2026, "expanding in the years ahead."

Power

Walmart's First Nuclear Deal Shows Demand Beyond AI Data Centers (msn.com) 25

An anonymous reader quotes a report from Barron's: Walmart is signing a long-term contract to buy nuclear power for the first time ever, a promising sign that the industry's future is supported by more than just the AI data center boom. The retail giant agreed on Tuesday to buy power from a nuclear plant in Illinois owned by Constellation Energy for its operations in the area, including its stores and a high-tech warehouse in Illinois that stores and sorts perishable food.

Walmart will buy 176 megawatts of power from the plant over a 15-year period, or enough power to serve around 150,000 homes. The Walmart deal will allow Constellation to expand the capacity of the Illinois plant by 30 megawatts, a process known as an uprate, which can involve replacing older equipment and improving efficiency. Walmart, which has pledged to eliminate net carbon emissions from its U.S. operations by 2040, will also receive the environmental attributes associated with the nuclear energy, which generates electricity without carbon emissions.
Further reading: Trump Admin Announces $17.5 Billion In Loans For 10 New Large Nuclear Reactors
Power

Trump Admin Announces $17.5 Billion In Loans For 10 New Large Nuclear Reactors 242

An anonymous reader quotes a report from the Associated Press: The Trump administration is providing $17.5 billion to speed the development of 10 new large nuclear reactors to meet the skyrocketing power demand from massive data centers. Energy Secretary Chris Wright cited "tremendous interest" among developers of data centers that would buy the power, as well as utilities and energy companies. The nuclear plants could begin construction by 2030 and become operational in the mid-2030s, Wright and other officials said Tuesday. "This is the start," Wright said on a call with reporters. "We're going to move with the players that are ready to stand up and move quickly. Once that supply chain is up and running, do we think there will be dozens of these built going forward? I'd be very surprised if there were not."

Most U.S. nuclear power plants were built between 1970 and 1990. Only two new large reactors have been built from scratch in the United States in recent decades. Those two reactors, at Georgia Power Co.'s Plant Vogtle, were completed years late and billions of dollars over budget. The 10 new reactors will use the same design, Westinghouse's AP1000. Wright said the Plant Vogtle project struggled because of bad planning, supply chain problems and the COVID-19 pandemic. But, he said, the reactor design is "robust and sound."
Hardware

A 25-Year-Old Blog Looks Back At 40 Years of Computing (markround.com) 79

Ancient Slashdot reader Mark Round writes: Longtime reader here (since mid-1999 -- Hot Grits! Oog the Caveman! Beowulf clusters!), and I can still remember posting back on Slashdot's own 5th anniversary. Time's rolled on: my own blog just turned 25, and it's now roughly 40 years since I first sat down at a computer. So I went digging through archive.org, old backups, and a box of ZIP disks, and wrote up a long look back at four decades of computing through the one website that's been my online home along the way.

It runs from my first 8-bit micro and a 1,200-baud modem through discovering the actual Internet at university (and burning far too many hours on Slashdot and sister sites like freshmeat.net), past gloriously pimped-out Enlightenment Linux desktops, all the way to the modern cloud-native world. Plenty of dodgy screenshots, terrible code, and fond memories of long-gone haunts like kuro5hin.org and Linux Coffee Talk along the way.

Power

Canada Plans 'Nuclear Renaissance' With Up To 10 Reactors Built By 2040 (www.cbc.ca) 181

Canada has unveiled a national strategy to build up to 10 new nuclear reactors over the next 15 years as it seeks to double electricity-grid capacity by 2050. Energy Minister Tim Hodgson called it a plan for a "new civilian nuclear renaissance."

"If our goal is to double our grid and build a low-carbon economy in less than 25 years, there is no credible plan to do that without nuclear energy and the clean, reliable baseload power it provides," Hodgson said. "There is no credible plan for Canada to become an energy superpower if we choose not to build upon one of the strongest energy advantages we have." CBC News reports: The strategy calls for construction to start on two new large-scale reactors by 2035, for five more to be planned or under development by 2040 and for at least one reactor to be under construction outside Ontario by 2035. It also calls for a Canadian-made microreactor to be finalized by 2035 and deployed to a remote community by the late 2030s. [...] Right now, Canada has four nuclear power plants -- three in Ontario and one in New Brunswick -- which generate about 15 per cent of Canada's electricity.

A new proposed facility at the existing nuclear plant in Darlington, Ont., would see the first small modular reactor in the G7, capable of producing up to 300 megawatts per unit. Saskatchewan is also looking at the potential to bring small nuclear reactors online by the mid 2030s. The energy deal between Ottawa and Alberta also committed to collaborating on developing a strategy to build a nuclear power plant. Officials from Natural Resources Canada told reporters in a background briefing that construction of the reactors outlined in the new national strategy could cost more than $100 billion. The strategy does not say how Canada would pay for them, though an official pointed to the Canadian Infrastructure Bank and the Canada Growth Fund as possible funding sources. Hodgson said the strategy would double the 90,000 jobs in Canada's nuclear sector "over the coming decades."

The plan also looks to expand sales of Candu reactors to new export markets. It says the government wants to break into at least four new international markets by 2040 and "engage six to 10 new nuclear entrant markets over a 15-year horizon, cementing Canada as their partner of choice." Thirty Candu reactors currently operate around the world, including in South Korea, China, India, Argentina, Pakistan and Romania, and there are plans to build two more. [...] "Reactor exports are not transactional. They establish multi-decade partnerships, creating durable geopolitical and commercial relationships that advance Canada's broader foreign policy interests," the strategy says. "As Canada works to diversify its trading relationships and strengthen ties with middle powers, Candu can be a central instrument of that strategy."

Robotics

GM Installs Robots At Flagship EV Factory After Laying Off 1,300 Workers (arstechnica.com) 197

An anonymous reader quotes a report from Ars Technica: Dozens of new robot arms have been installed at General Motors' flagship electric vehicle factory in Detroit -- even as 1,300 workers remain out of work following what was supposed to be a temporary layoff. The latest automation push has spurred union pushback over a potentially existential issue for automakers and their workers. General Motors installed approximately 50 robot arms at GM's Factory Zero plant in Detroit, Michigan, according to reporting by Crain's Detroit Business. Made by the Japanese robotics company FANUC, the robots are designed to help attach various components to vehicles during the assembly line process. But leaders at United Auto Workers (UAW), the primary US union for autoworkers, reacted with anger to the new robotic presence, given how GM has not yet called back any of the workers affected by supposedly temporary layoffs in March.

More than 1,000 union members are still "laid off indefinitely," James Cotton, president of UAW Local 22, told The Detroit News. He said that the company could bring some of those members back to work instead of installing the 50 robots. The temporary layoffs were preceded by permanent layoffs involving another 1,200 workers at GM's Factory Zero in October 2025. Many automakers, including Stellantis NV and Ford Motor Company, have deployed assembly-line robots, such as Fanuc robot arms, as they push to automate more of their US operations. Hyundai Motor Company plans to deploy Atlas humanoid robots made by Boston Dynamics -- which Hyundai acquired in 2020 -- to start working in the automaker's flagship EV facility in Georgia by 2028.
"Technological development has the capability of making work safer for the working class and enabling workers to have a shorter work week without losing pay," said Andrew Bergman, a Local 22 member and union organizer who was among those laid off by GM. "But in the bosses' and billionaires' hands it's used to pad profits and lay off workers."
Encryption

Following User Outcry, AMD Reinstates Memory Encryption In Consumer CPUs 34

Last week, AMD was found to have stripped memory encryption from its consumer CPUs without any warning or notice. Now, following a wave of backlash on social media, the chipmaker has now reinstated the protection, though it still hasn't explained why the safeguard was disabled in the first place. Ars Technica reports: Following the revelation, social media was deluged by comments from AMD consumers decrying the move. They noted that AMD's quiet removal of TSME after supporting it for so long seemed underhanded. The move came solely as a result of firmware changes made in a recent update. With no physical changes required to silicon, continued support was largely, if not purely, a matter of will rather than a necessity required by changes to hardware. The critics called on AMD to reverse the move.

Over the weekend, AMD said it planned to do just that in a firmware update scheduled for release next month. More often than not, the chipmaker refers to TSME as Memory Guard. "Regarding certain non-PRO Ryzen 9000-series desktop processors, a BIOS option to enable Memory Guard was previously available but was removed in a recent update," AMD said in an email. "Based on valuable community feedback, we will reinstate this option in an upcoming BIOS release in July."

The company has yet to explain why it removed the protection. Critics speculate that AMD dropped it in an attempt to steer customers toward more costly CPUs. It's possible, though, that there were less nefarious reasons, such as the difficulty of continued support as chip designs changed. Another possibility is that AMD made the move for performance reasons. Encrypting and decrypting data in memory creates latency. Slowdowns are the enemy of gamers, one of the more popular customer segments using the 9000-line of Ryzen processors. Since many gamers already voluntarily disabled TSME and had little need for it in the first place, AMD may not have considered the change of much consequence.

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