While Nvidia has dominated the "infrastructure boom" since 2022's launch of ChatGPT and "the generative AI craze," CNBC writes that "This week offered the starkest illustration yet of what MIzuho analyst Jordan Klein said could be a 'changing of the guard in AI.'" Chipmakers Advanced Micro Devices and Intel notched gains of about 25%, while memory maker Micron jumped more than 37% and fiber-optic cable maker Corning climbed about 18%. All four of those companies have more than doubled in value this year, with Intel leading the way, up well over 200%. Nvidia, meanwhile, is only slightly ahead of the Nasdaq in 2026, gaining 15% for the year, aided by an 8% rally this week. In spreading the wealth to a wider swath of hardware companies, investors are clearly betting that the bull market in AI has long legs and that data centers are going to need a wider array of advanced components for years to come.

Memory has been the biggest theme of late due to a global shortage that's driven up prices and turned Micron, a 47-year-old company tucked in a sleepy corner of the semiconductor market, into one of the hottest trades over the past 12 months. Micron blew past an $800 billion market capitalization for the first time this week, and the stock is now up over 750% in the past year. CEO Sanjay Mehrotra told CNBC in March that key customers are only getting "50% to two-thirds of their requirements" because of supply issues. The memory market is largely dominated by Micron, along with Korea-based Samsung and SK Hynix, which are also both in the midst of historic rallies...

Bank of America estimates the data center CPU market could more than double from $27 billion in 2025 to $60 billion in 2030. AMD's quarterly results this week underscored the emerging trend, as earnings, revenue and guidance sailed past estimates on strong data center growth. The company has long led the CPU charge, and CEO Lisa Su said on the earnings call that AMD now expects 35% growth over the next three to five years in the server CPU market, up from a forecast of 18% growth that the company provided in November.
The article cites two other big movers:

• Intel "is in the midst of a revival sparked by a major investment from the U.S. government last year. Intel's stock had its best month on record in April, more than doubling, and has continued notching massive gains, rising 33% in the early days of May."

• Nvidia still remains the world's most valuable company "and is expected to show revenue growth of 70% this fiscal year," the article points out — adding that companies like Corning are also benefiting from Nvidia partnerships. "Glass maker Corning, which celebrated its 175th anniversary this week, signed a massive deal with Nvidia on Wednesday that involves the development of three new U.S. factories dedicated entirely to optical technologies... likely a major step in Nvidia's move away from copper cables and towards fiber-optic cables as it builds out its rack-scale systems."

To upgrade its grid for data centers, PJM Interconnection (which serves 13 states) plans to spend $22 billion — and charge nearly $2 billion of that to customers in Maryland, argues Maryland's Office of People's Counsel. The money "will be recovered in rates for decades" and "drive up Maryland customer bills by $1.6 billion over the next ten years alone," they said Friday, announcing an official complaint filed with America's Federal Energy Regulatory Commission.

Extra demand is expected from Ohio, Pennsylvania, and Illinois "where demands driven by data centers are projected to grow substantially by 2036," they explain. But that means that Maryland customers "are subsidizing data center-driven transmission buildout by virtue of geographic proximity..." Tom's Hardware explains: That means an extra $823 million for residential (approx. $345 per customer), $146 million for commercial (approx. $673 per customer), and $629 million for industrial customers (approx. $15,074 per customer)... "Maryland customers have neither caused the need for these billions in new transmission projects nor will they meaningfully benefit from them," [according to Maryland People's Counsel David S. Lapp]....

This is one of the biggest reasons why many AI hyperscalers are facing pushback from the communities where they intend to place their data centers. At the moment, around 69 jurisdictions have passed some sort of moratorium on projects like these, and a survey has shown that nearly half of Americans do not want a data center in their neighborhood. Debates around these projects are passionate, with a few cases turning violent and even resulting in shootings (thankfully, without any casualties), especially as many feel that the construction of these power-hungry assets is threatening their lifestyles and quality of life.
Thanks to long-time Slashdot reader noshellswill for sharing the news.

A four-foot humanoid robot named Gabi has become a monk at a Buddhist temple in Seoul, participating in a modified initiation ceremony where it pledged to respect life, obey humans, act peacefully toward other robots and objects. "Robots are destined to collaborate with humans in every field in the future," Hong Min-suk, a manager at the Jogye Order, the largest sect of Buddhism in South Korea, tells the New York Times. "It will only be natural for them to be part of our festival." Smithsonian Magazine reports: For the temple, this marks the first time a robot has participated in the sugye initiation ceremony, when followers pledge their devotion to the Buddha and his teachings. Gabi -- a Buddhist name that refers to mercy, Yonhap News Agency reports -- was made by Unitree Robotics, a Chinese civilian robotics company. The model, G1, retails starting at $13,500. During the ceremony, Gabi agreed to five vows usually recited by human monks and slightly altered for the humanoid. The robot pledged to respect life, act with peace toward other robots and objects, listen to humans, refrain from acting or speaking in a deceptive manner and save energy.

Gabi participated in a modified yeonbi purification ritual. While a human monk normally receives a small incense burn on the arm, instead Gabi received a lotus lantern festival sticker and a prayer bead necklace. The landmark event aligns with the promise made during a New Year's address by the Venerable Jinwoo, president of the Jogye Order of Korean Buddhism, to incorporate artificial intelligence into the Buddhist tradition. "We aim to fearlessly lead the A.I. era and redirect its achievements toward the path of attaining peace of mind and enlightenment," he said, per a statement.

BrianFagioli writes: Micron says it is now shipping the world's highest-capacity commercially available SSD, and the numbers are honestly hard to wrap your head around. The new Micron 6600 ION packs 245TB into a single drive and is aimed squarely at AI infrastructure, hyperscalers, and cloud providers dealing with exploding data growth. According to the company, the SSD can reduce rack counts by 82 percent compared to HDD deployments offering similar raw capacity, while also cutting power usage and cooling requirements. Micron says the drive tops out at roughly 30W, which it claims is about half the power draw of comparable hard drive setups.

The announcement also feels like another warning sign for spinning disks in the enterprise. Hard drives still dominate bulk storage because of lower cost per terabyte, but SSD capacities keep climbing into territory that used to belong exclusively to HDDs. Micron is also touting major performance gains, claiming up to 84 times better energy efficiency for AI workloads and dramatically lower latency versus HDD-based systems. While nobody is dropping one of these into a home NAS anytime soon, the idea of a quarter petabyte on a single SSD no longer sounds like science fiction.

Apple and Intel have reportedly reached a preliminary agreement (paywalled; alternative source) for Intel to manufacture some chips used in Apple devices, after more than a year of talks and pressure from the Trump administration. It's still unclear which Apple products would use Intel-made chips, but the deal would mark a major potential win for Intel's foundry ambitions and give Apple another manufacturing option beyond TSMC.

An anonymous reader quotes a report from 404 Media: Skyrocketing hard drive and storage costs caused by the AI data center boom are making it more expensive and more difficult for digital archivists, academics, Wikipedia, and hobby data hoarders to save data and archive the internet. Specific drives favored by some high profile organizations like the Internet Archive have become far more expensive or are difficult to find at all, archivists said. Over the last several months, prices for both consumer level and enterprise solid state drives, hard drives, and other types of storage have skyrocketed. As an example, a 2TB external Samsung SSD I purchased last fall for $159 now costs $575. PC Part Picker, a website that tracks the average price of different types of drives, shows a universal increase in storage prices starting in about October of last year. Prices of many of the drives it tracks have doubled or increased by more than 150 percent, and at some stores SSDs and hard drives are simply sold out. There is now even a secondary market for some SSDs, with people scalping them on eBay and elsewhere.

Brewster Kahle, founder of the Internet Archive and the Wayback Machine, the most important archiving projects in the history of the internet, told 404 Media that the skyrocketing costs of storage is "a very real issue costing us time and money." "We have found that the preferred 28-30TB drives are just not available or at very high price," Kahle said. "We gather over 100 terabytes of new materials each day, and we have over 210 Petabytes of materials already archived on machines that need continuous upgrades and maintenance, so we need to constantly get new hard drives." "We are fortunate to have an active community that donates to the Archive, and we are also looking for help from hard drive manufacturers in these difficult times. We are always looking for more help," he added. "So far we have ways to work around these shortages, but it is a very real issue causing us time and money."

The Wikimedia Foundation, which runs Wikipedia and various other projects, including Wikimedia Commons, an open repository of royalty free media, told 404 Media that the cost of storage has become a concern for the foundation's projects as well. "With over 65 million articles on Wikipedia alone, access to server and storage capacity is vital to us. We've certainly seen price increases since the end of 2025. These price increases are of concern to us, as with every other player in the industry. We see the primary impact in the purchase of memory and hard drives but also in terms of lead times on server deliveries and our capacity to place future orders," a Wikimedia Foundation spokesperson told us. "The Wikimedia Foundation is a non-profit, and as such how we allocate budget is very carefully considered. We maintain our own data centers to serve our users from all over the world. We're putting workarounds in place where we can, mainly involving being smart with how we prioritize investment in hardware, building in flexibility as well as extending the life of existing hardware where possible."

Western Digital, one of the largest manufacturers of hard drives and other storage systems, said that it has essentially sold out of its 2026 inventory to enterprise clients, many of which run data centers. Micron, which made RAM and SSDs under the brand name Crucial, has exited the consumer market altogether because "AI-driven growth in the data center has led to a surge in demand for memory and storage. Micron has made the difficult decision to exit the Crucial consumer business in order to improve supply and support for our larger, strategic customers in faster-growing segments."

Motherboard sales are sharply declining as AI demand drives shortages and price hikes for memory, storage, CPUs, and other PC components. "Because of this, users who don't have deep pockets are putting off upgrading their PCs and holding on to their current devices longer," reports Tom's Hardware. From the report: Asus, which sold 15 million motherboards in 2025, has only shipped a little more than 5 million in the first half of 2026. It's expected that the company will have to push hard for it to even move 10 million units by the end of the year, marking a 33% decrease in sales year-on-year. Gigabyte and MSI sold 11.5 million and 11 million motherboards last year, respectively. However, both companies have revised their internal forecasts for 2026 to 9 million (Gigabyte) and 8.4 million (MSI), a 22% drop for the former and a 24% contraction for the latter.

ASRock will be hardest hit by the situation, with the company's shipments projected to fall by 37%, from 4.3 million in 2025 to just 2.7 million by the end of the year. This marks a contraction of 28% for the overall motherboard market, at least for the big four manufacturers. [...] Aside from this, AMD continues to use the AM5 socket for its latest processors, while Intel's Nova Lake, which will reportedly use LGA 1954, isn't available until later this year. The situation is further compounded by Nvidia not releasing a refreshed RTX 50 Super series this year, while rumors claim that the RTX 60 series will not debut until 2028. This confluence of factors is discouraging PC builders from upgrading their current systems.

NewtonsLaw writes: According to Realtor.com, a California startup called Span plans to partner with Nvidia, PulteGroup, and other homebuilders to equip new homes with mini-data centers, so as to relieve the need to build and power much larger traditional centers. The article states the company "can install 8,000 XFRA units about six times faster and at five times lower cost than the construction of a typical centralized 100 megawatt data center of the same size." Could this be the solution to at least some of the problems hindering the rollout of greater data-center capacity for AI systems? "One big reason the XFRA model works is that the average American home only uses about 40 percent of its electrical capacity," Span said. "As big data center developers struggle to find power sources and distribution capacity, XFRA uses capacity that's already available."

The startup says they will launch a 100-home proof of concept within the year to see if the idea is viable.

Valve has released CAD files for the new Steam Controller and its Puck under a Creative Commons license. "The idea is to let enterprising modders create their own Steam Controller add-ons, like skins, charging stands, grip extenders or smartphone mounts," reports Digital Foundry. From the report: The Valve release includes files for the external shell ("surface topology") of the Controller and Puck, with a .STP, .STL and engineering diagram of each device, with the latter showing areas that must remain uncovered to let the device maintain its signal strength and otherwise function as designed. Valve has previously released CAD files for its Steam Deck handheld, Valve Index VR suite and even the original Steam Controller a decade ago, so this release is welcomed but not unexpected.

The release is under a fairly restrictive Creative Commons license which allows for non-commercial use and requires attribution and sharing of designs back to the community. However, the license also suggests that commercial entities interested in making accessories for the Steam Controller or its Puck can contact Valve directly to discuss terms. You can find the files here.

jeditobe writes: Developers of ReactOS told Phoronix that the project has introduced a unified BootCD, replacing its previously separate installation media and LiveCD images. The new image combines the traditional text-mode installer with a LiveCD mode in a single medium. Within this unified BootCD, the updated LiveCD mode now includes an option to launch a first-stage GUI installer. The graphical interface is intended to make installation more approachable for new users compared to the long-standing text-based setup process.

In a separate development, the project has also merged a new ATA storage driver that has been in progress since early 2024. The plug-and-play aware storage stack supports SATA, PATA, ATAPI, AHCI, and even SCSI devices, potentially expanding the range of hardware on which ReactOS can successfully boot.

Following recent improvements to graphics driver support, the project continues to make incremental progress across core subsystems, though its long development timeline remains a point of discussion. Will these usability and hardware compatibility improvements be enough to broaden ReactOS adoption beyond its current niche?

Please note that all new features are not present in version 0.4.15 and are available for testing in the latest nightly test builds.

Google's Pixel 11 lineup could see RAM cuts or lower starting configurations because of the global memory shortage, with leaks suggesting the base model may drop from 12GB to 8GB while Pro models could add 12GB versions below the current 16GB tier. The Verge reports: There will be 16GB configurations available for each, but adding a lower-spec model could mean the 16GB version is getting a price hike. However, the silver lining is that the specs from MysticLeaks also include camera upgrades and brighter displays for the Pro models. The RAM shortage is pushing other phone makers, including Samsung, to raise prices, too.

A startup south of Austin is using robots to build homes out of clay pulled directly from the ground, reports a local news station: The materials are gathered on site, mixed, and placed on a build plate. From there, a robot lowers from above, picks up the clay with a claw, carries it to the wall and drops it into place. Later, the same robot switches tools, using a hammer attachment to pound the material into shape. "It's kind of trying to replicate how a human might build an adobe house," said software engineer Anastasia Nikoulina... Using machine learning, the system constantly evaluates the wall, adjusting how it builds to create a flat, solid surface...

The project is underway at Proto-Town, a ranch between Lockhart and Luling where startups test new technologies, from anti-drone systems to nuclear reactors. The company plans to build their next home on the property, with hopes to do more than 20 homes over the next year.

"The war in Iran has sent oil-starved countries scrambling for fuel," CNN reported this week. And many of those countries now want renewable fuels, the article points out, "leaving them turning to the renewables king of the planet: China." Chinese exports of solar technology, batteries and electric vehicles all reached record highs in March, according to energy think tank Ember, a sign that the historic oil supply shock is accelerating the adoption of clean energy around the world... A Thursday report from Ember said China exported 68 gigawatts of solar technology in March, surpassing the previous record set in August by 50%. Fifty countries set new records for Chinese solar imports, with the most significant growth coming from emerging markets in Asia and Africa hit hardest by the energy crisis, according to the think tank. "Fossil shocks are boosting the solar surge," said Euan Graham, senior analyst at Ember, in the report. "Solar has already become the engine of the global economy, and now the current fossil fuel price shocks are taking it up a gear."

Ember said exports of solar, batteries and EVs in total rose 70% in March year over year, according to Chinese customs data... China's battery exports reached $10 billion in March, with particularly high growth rates in the European Union, Australia and India, Ember said. Uncertainty over when the Strait of Hormuz will reopen has spurred deeper regional anxieties about energy securi"ty, helping to hasten the transition to clean energy, analysts said.
The article notes how different countries are reacting to fuel

• Asian nations that depend on the Middle East for energy imports "are trying to mitigate fuel shortages by encouraging energy conservation and shortening work hours."

• The UK's Energy Secretary said this week that the country needed to reduce its reliance on gas for electricity. "As we face the second fossil fuel shock in less than 5 years, the lesson for our country is clear: The era of fossil fuel security is over, and the era of clean energy security must come of age."

• Pakistan "has been spared some of the impact from the war, since it began drastically importing cheap Chinese solar panels a few years ago. Using solar energy rather than costly oil imports is estimated to save the country billions of dollars each year."

• "According to the China Passenger Car Association, Chinese exports of electric vehicles and hybrids hit a record high in March, increasing 140% compared with the same period a year ago."

Thanks to Slashdot reader AleRunner for sharing the article.

"Nuclear AI startup" Fermi had hoped to build power plants generating 17 gigawatts of electricity, remembers Bloomberg, "three times the amount typically consumed by New York City." Hyperscalers could install their data centers on the site itself and tap directly into that power, which would come first from natural gas turbines and later from nuclear reactors. The pitch ticked so many boxes — artificial intelligence, nuclear energy, political connections — that some investors found it irresistible. Fermi went public in October worth more than $19 billion in market value, despite reporting no revenue or signed customers.

Now, the startup's board has fired its top executive, Toby Neugebauer, after months of negotiations failed to secure a single client. Chief Financial Officer Miles Everson left as well... Fermi's stock, meanwhile, has tumbled 84% from its peak. The company's more than 5,000-acre site in the Texas panhandle — dubbed Project Matador, or the President Donald J. Trump Advanced Energy and Intelligence Campus — remains mostly unfinished. And some analysts see a cautionary tale of the market's AI enthusiasm running ahead of reality, with investors betting on companies whose grand projects may never get built...

The idea of giving data centers their own, dedicated power supply not dependent on the grid may sound tempting, but former US Department of Energy official Jigar Shah said banks don't want to finance it. The grid, drawing power from many sources, is more reliable than a handful of expensive, on-site plants, he said. He considers Fermi a failure "of monumental proportions" and says similar, off-grid data center projects elsewhere deserve more skepticism than they've received... "We're allowing these types of projects to continue to be viewed as viable when they most certainly are not," said Shah, who ran the department's Loan Programs Office during the Biden administration....

"It was a piece of dirt with a dream," an investor who visited the site in February told the short sellers, Fuzzy Panda Research.

Belgium plans to buy its seven aging nuclear reactors from French power giant Engie in a "full takeover" aimed at securing domestic energy supplies, extending reactor operations, and developing new nuclear capacity. "The move would also mean suspending plans to decommission nuclear operations in Belgium," reports the BBC. From the report: The move would reverse the phase-out of nuclear energy legislation approved in the early 2000s amid safety concerns prohibiting the building of new nuclear power plants and limiting the operating lifetimes of existing ones to 40 years. Only two of Belgium's seven nuclear reactors are operational - located at plants in Doel and in Tihange - and their operating licenses were recently extended until 2035. The other five reactors were shut between 2022 and 2025 and plans to dismantle them will now be suspended.

Engie and the government said they aim to reach an agreement on the takeover of the nuclear stations by October 1st. In a joint statement with Engie, the Belgian government said the move also highlights its aim to extend operations of existing nuclear reactors and to develop "new nuclear capacity" in Belgium. "By doing so, the Belgian Government is taking responsibility for Belgium's long-term energy future, with the objective of building a financially and economically viable activity that supports security of supply, climate objectives, industrial resilience and socio-economic prosperity," the statement adds.