Power

Solar and Wind are Covering All New Power Demand in 2025 (electrek.co) 88

An anonymous reader shared this report from Electrek: Solar and wind are growing fast enough to meet all new electricity demand worldwide for the first three quarters of 2025, according to new data from energy think tank Ember.

The group now expects fossil power to stay flat for the full year, marking the first time since the pandemic that fossil generation won't increase. Solar and wind aren't just expanding; they're outpacing global electricity demand itself. Solar generation jumped 498 TWh (+31%) compared to the same period last year, already topping all the solar power produced in 2024. Wind added another 137 TWh (+7.6%). Together, they supplied 635 TWh of new clean electricity, beating out the 603 TWh rise in global demand (+2.7%). That lifted solar and wind to 17.6% of global electricity in the first three quarters of the year, up from 15.2% year-over-year. That brought the total share of renewables in global electricity -solar, wind, hydro, bioenergy, and geothermal — to 43%. Fossil fuels slid to 57.1%, down from 58.7%.

For the first time in 2025, renewables collectively generated more electricity than coal. And fossil generation as a whole has stalled. Fossil output slipped slightly by 0.1% (-17 TWh) through the end of Q3. Ember expects no fossil-fuel growth for the full year, driven by clean power growth outpacing demand.

AI

Fear Drives the AI 'Cold War' Between America and China (msn.com) 28

A new "cold war" between America and China is "pushing leaders to sideline concerns about the dangers of powerful AI models," reports the Wall Street Journal, "including the spread of disinformation and other harmful content, and the development of superintelligent AI systems misaligned with human values..."

"Both countries are driven as much by fear as by hope of progress. " In Washington and Silicon Valley, warnings abound that China's "authoritarian AI," left unchecked, will erode American tech supremacy. Beijing is gripped by the conviction that a failure to keep pace in AI will make it easier for the U.S. to cut short China's resurgence as a global power. Both countries believe market share for their companies across the world is up for grabs — and with it, the potential to influence large swaths of the global population.

The U.S. still has a clear lead, producing the most powerful AI models. China can't match it in advanced chips and has no answer for the financial firepower of private American investors, who funded AI startups to the tune of $104 billion in the first half of 2025, and are gearing up for more. But it has a massive population of capable engineers, lower costs and a state-led development model that often moves faster than the U.S., all of which Beijing is working to harness to tip the contest in its direction. A new "whole of society" campaign looks to accelerate the construction of computing clusters in areas like Inner Mongolia, where vast solar and wind farms provide plentiful cheap energy, and connect hundreds of data centers to create a shared compute pool — some describe it as a "national cloud" — by 2028. China is also funneling hundreds of billions of dollars into its power grid to support AI training and adoption...

"Our lead is probably in the 'months but not years' realm," said Chris McGuire, who helped design U.S. export controls on AI chips while serving on the National Security Council under the Biden administration. Chinese AI models currently rank at or near the top in every task from coding to video generation, with the exception of search, according to Chatbot Arena, a popular crowdsourced ranking platform. China's manufacturing sector, meanwhile, is rocketing past the U.S. in bringing AI into the physical world through robotaxis, autonomous drones and humanoid robots. Given China's progress, McGuire said, the U.S. is "very lucky" to have its advantage in chips...

If AI surpasses human intelligence and acquires the ability to improve itself, it could confer unshakable scientific, economic and military superiority on the country that controls it. Short of that, AI's ability to automate tedious tasks and process vast amounts of data quickly promises to supercharge everything from cancer diagnoses to missile defense. With so much at stake, hacking and cyber espionage are likely to get worse, as AI gives hackers more powerful tools, while increasing incentives for state-backed groups to try to steal AI-related intellectual property. As distrust grows, Washington and Beijing will also find it hard, if not impossible, to cooperate in areas like preventing extremist groups from using AI in destructive ways, such as building bioweapons. "The costs of the AI Cold War are already high and will go much higher," said Paul Triolo, a former U.S. government analyst and current technology policy lead at business consulting firm DGA-Albright Stonebridge Group. "A U.S.-China AI arms race becomes a self-fulfilling prophecy, with neither side able to trust that the other would observe any restrictions on advanced AI capability development...."

The article includes an interesting observation from Helen Toner, director of strategy for Georgetown's Center for Security and Emerging Technology and a former OpenAI board member. Toner points out "We don't actually know" if boosting computing power with better chips will continue producing more-powerful AI models.

So "If performance plateaus," the Journal writes, "despite all the spending by OpenAI and others — a growing concern in Silicon Valley — China has a chance to compete."
Earth

Why Solarpunk Is Already Happening In Africa (substack.com) 130

Long-time Slashdot reader schwit1 shares a Substack post by economist/entrepreneur Skander Garroum: You know that feeling when you're waiting for the cable guy, and they said 'between 8am and 6pm, and you waste your entire day, and they never show up? Now imagine that, except the cable guy is 'electricity,' the day is '50 years,' and you're one of 600 million people. At some point, you stop waiting and figure it out yourself.

What's happening across Sub-Saharan Africa right now is the most ambitious infrastructure project in human history, except it's not being built by governments or utilities or World Bank consortiums. It's being built by startups selling solar panels to farmers on payment plans. And it's working. Over 30 million solar products sold in 2024. 400,000 new solar installations every month across Africa. 50% market share captured by companies that didn't exist 15 years ago. Carbon credits subsidizing the cost. IoT chips in every device. 90%+ repayment rates on loans to people earning $2/day.

And if you understand what's happening in Africa, you understand the template for how infrastructure will get built everywhere else for the next 50 years.

Power

A 'Peak Oil' Prediction Surprise From the International Energy Agency (cnbc.com) 73

"The International Energy Agency's latest outlook signals that oil demand could keep growing through to the middle of the century," reports CNBC, "reflecting a sharp tonal shift from the world's energy watchdog and raising further questions about the future of fossil fuels." In its flagship World Energy Outlook, the Paris-based agency on Wednesday laid out a scenario in which demand for oil climbs to 113 million barrels per day by 2050, up 13% from 2024 levels. The IEA had previously estimated a peak in global fossil fuel demand before the end of this decade and said that, in order to reach net-zero emissions by 2050, there should be no new investments in coal, oil and gas projects... The IEA's end-of-decade peak oil forecast kick-started a long-running war of words with OPEC, an influential group of oil exporting countries, which accused the IEA of fearmongering and risking the destabilization of the global economy.

The IEA's latest forecast of increasing oil demand was outlined in its "Current Policies Scenario" — one of a number of scenarios outlined by the IEA. This one assumes no new policies or regulations beyond those already in place. The CPS was dropped five years ago amid energy market turmoil during the coronavirus pandemic, and its reintroduction follows pressure from the Trump administration... Gregory Brew, an analyst at Eurasia Group's Energy, Climate and Resources team, said the IEA's retreat on peak oil demand signified "a major shift" from the group's position over the last five years. "The justifications offered for the shift include policy changes in the U.S., where slow EV penetration indicates robust oil [consumption], but is also tied to expected increases in petrochemical and aviation fuel in East and Southeast Asia," Brew told CNBC by email. "It's unlikely the agency is adjusting based on political pressure — though there has been some of that, with the Trump administration criticizing the group's supposed bias in favor of renewable energy — and the shift reflects a broader skepticism that oil demand is set to peak any time soon," he added...

Alongside its CPS, the IEA also laid out projections under its so-called "Stated Policies Scenario" (STEPS), which reflects the prevailing direction of travel for the global energy system. In this assumption, the IEA said it expects oil demand to peak at 102 million barrels per day around 2030, before gradually declining. Global electric car sales are much stronger under this scenario compared to the CPS. The IEA said its multiple scenarios explore a range of consequences from various policy choices and should not be considered forecasts.

Thanks to Slashdot reader magzteel for sharing the news.
AI

She Used ChatGPT To Win the Virginia Lottery, Then Donated Every Dollar 84

An anonymous reader quotes a report from the Washington Post: Winning the lottery isn't what brought Carrie Edwards her 15 minutes of fame. It was giving it all away. Standing alone in her kitchen one day in September, the Virginia woman was thunderstruck to discover she had won $150,000 in a Powerball drawing. As she was absorbing her windfall, she said, "I just heard as loud as you can hear God or whoever you believe in the universe just say, this is -- it's not your money." Then came a decision: She would donate it all to her three most cherished charities (source paywalled; alternative source). [...] Her journey to the lucky prize started when she walked into a 7-Eleven with a friend who wanted to buy two Powerball tickets. The jackpot for the Sept. 6 drawing was topping $1.7 billion, the second-largest amount ever. Edwards, 68, hardly ever played the lottery, but her friend was an active player who gave her two pieces of advice: Always buy a paper ticket, rather than getting them online. And the Powerball multiplier is a scam, don't do it. She ignored him on both accounts.

She created a Virginia Lottery account on her phone. Then, instead of the typical strategies of using family birthdays and lucky numbers, she went to ChatGPT -- which she had only recently started using for research -- and asked, "Do you have any winning numbers for me?" "Luck is luck," replied the chatbot. Then it gave numbers that she plugged in -- paying the extra dollar for the Power Play to multiply anything she might win. She initially thought luck wasn't on her side when she didn't win the massive jackpot. But what she didn't realize is that she'd picked the "draw two" option, meaning her numbers were reentered for the next drawing. When she got a notification on her phone that she had won, she said, she thought it was a scam, or maybe she'd won something small, like $10. Just to satisfy her curiosity, she logged into her account and saw that she had matched four of the five numbers plus the Powerball in that second drawing. It would have been a $50,000 payout, but the multiplier tripled her winnings.
Television

YouTube TV and Disney Reach Deal Ending Two-Week Blackout of ESPN, ABC (variety.com) 12

YouTube TV and Disney have ended their two-week carriage standoff, restoring ESPN, ABC, and other Disney networks under a new multiyear deal. Variety reports: Under the new agreement, ESPN's full lineup of sports -- including content from ESPN Unlimited -- will be made available on YouTube TV to base-plan subscribers at no additional cost by the end of 2026. In addition, access to a selection of live and on-demand programming from ESPN Unlimited will be available inside YouTube TV.

The deal also lets YouTube include the Disney+ and Hulu bundle as part of "select YouTube offerings." According to Disney, "select networks" will be included in various genre-specific packages that YouTube TV expects to launch in the future. [...] The deal supersedes their prior distribution agreement, inked in December 2021 after a two-day blackout.

The Almighty Buck

JPMorgan Chase Wins Fight With Fintech Firms Over Fees To Access Customer Data (cnbc.com) 11

According to CNBC, JPMorgan Chase has secured deals ensuring it will get paid by the fintech firms responsible for nearly all the data requests made by third-party apps connected to customer bank accounts. From the report: The bank has signed updated contracts with the fintech middlemen that make up more than 95% of the data pulls on its systems, including Plaid, Yodlee, Morningstar and Akoya, according to JPMorgan spokesman Drew Pusateri. "We've come to agreements that will make the open banking ecosystem safer and more sustainable and allow customers to continue reliably and securely accessing their favorite financial products," Pusateri said in a statement. "The free market worked."

The milestone is the latest twist in a long-running dispute between traditional banks and the fintech industry over access to customer accounts. For years, middlemen like Plaid paid nothing to tap bank systems when a customer wanted to use a fintech app like Robinhood to draw funds or check balances. [...] After weeks of negotiations between JPMorgan and the middlemen, the bank agreed to lower pricing than it originally proposed, and the fintech middlemen won concessions regarding the servicing of data requests, according to people with knowledge of the talks.

Fintech firms preferred the certainty of locking in data-sharing rates because it is unclear whether the current CFPB, which is in the process of revising the open-banking rule, will favor banks or fintech companies, according to a venture capital investor who asked for anonymity to discuss his portfolio companies. The bank and the fintech firms declined to disclose details about their contracts, including how much the middlemen agreed to pay and how long the deals are in force.

The Almighty Buck

Why Every Company Suddenly Wants To Become a Bank (msn.com) 62

Cryptocurrency companies and fintech startups are applying to open banks in the United States. Ripple, Coinbase and the UK payments company Wise have submitted applications for national trust charters this year. Trust banks cannot take deposits or make loans but charge fees for safekeeping customer assets and are not FDIC insured. The applications have reached 12 so far this year, more than any of the preceding eight years, according to data compiled by Klaros Group.

Comptroller of the Currency Jonathan Gould said last month that cryptocurrency activity should be done within the banking system if legally permissible and safe. His agency regulates nationally-chartered U.S. banks. The Bank Policy Institute and the Independent Community Bankers of America oppose the applications. BPI sent letters urging the Office of the Comptroller of the Currency to reject the Ripple, Wise, and Sony applications. The group said approving Coinbase could significantly increase risks to the U.S. financial system.
United Kingdom

The Economic Impact of Brexit 116

Abstract of a working paper [PDF] published by NBER: This paper examines the impact of the UK's decision to leave the European Union (Brexit) in 2016. Using almost a decade of data since the referendum, we combine simulations based on macro data with estimates derived from micro data collected through our Decision Maker Panel survey. These estimates suggest that by 2025, Brexit had reduced UK GDP by 6% to 8%, with the impact accumulating gradually over time.

We estimate that investment was reduced by between 12% and 18%, employment by 3% to 4% and productivity by 3% to 4%. These large negative impacts reflect a combination of elevated uncertainty, reduced demand, diverted management time, and increased misallocation of resources from a protracted Brexit process. Comparing these with contemporary forecasts -- providing a rare macro example to complement the burgeoning micro-literature of social science predictions -- shows that these forecasts were accurate over a 5-year horizon, but they underestimated the impact over a decade.
Government

Singapore To Trial Tokenized Bills, Bring In Stablecoin Laws (reuters.com) 4

An anonymous reader quotes a report from Reuters: Singapore's central bank will hold trials to issue tokenized MAS bills next year and bring in laws to regulate stablecoins as it presses forward with plans to build a scalable and secure tokenised financial ecosystem, the bank's top official said on Thursday. "Tokenization has lifted off the ground. But have asset-backed tokens achieved escape velocity? Not yet," said Chia Der Jiun, Managing Director of the Monetary Authority of Singapore (MAS), a keynote address at the Singapore FinTech Festival.

He said MAS has been working on the details of its stablecoin regulatory regime and will prepare draft legislation, with the emphasis on "sound reserve backing and redemption reliability." MAS is also supporting trials under the BLOOM initiative, which explores the use of tokenized bank liabilities and regulated stablecoins for settlement, he added. "In the CBDC space, I am pleased to announce that the three Singapore banks, DBS, OCBC, and UOB, have successfully conducted interbank overnight lending transactions using the first live trial issuance of Singapore dollar wholesale CBDC," he said. MAS will expand trials to include tokenized MAS bills settled with CBDC, he added.

Earth

World Still On Track For Catastrophic 2.6C Temperature Rise, Report Finds (theguardian.com) 176

An anonymous reader quotes a report from the Guardian: The world is still on track for a catastrophic 2.6C increase in temperature as countries have not made sufficiently strong climate pledges, while emissions from fossil fuels have hit a record high, two major reports have found. Despite their promises, governments' new emission-cutting plans submitted for the Cop30 climate talks taking place in Brazil have done little to avert dangerous global heating for the fourth consecutive year, according to the Climate Action Tracker update (PDF).

The world is now anticipated to heat up by 2.6C above preindustrial times by the end of the century -- the same temperature rise forecast last year. This level of heating easily breaches the thresholds set out in the Paris climate pact, which every country agreed to, and would set the world spiraling into a catastrophic new era of extreme weather and severe hardships. A separate report found the fossil fuel emissions driving the climate crisis will rise by about 1% this year to hit a record high, but that the rate of rise has more than halved in recent years. The past decade has seen emissions from coal, oil and gas rise by 0.8% a year compared with 2.0% a year during the decade before. The accelerating rollout of renewable energy is now close to supplying the annual rise in the world's demand for energy, but has yet to surpass it. [...]

The new analyses also show a worrying weakening of the planet's natural carbon sinks. The scientists said the combined effects of global heating and the felling of trees have turned tropical forests in southeast Asia and large parts of South America from overall CO2 sinks into sources of the climate-heating gas. [...] The report projects that the level of CO2 in the atmosphere will reach 425ppm (parts per million) in 2025, compared with 280ppm in the preindustrial era. It would have been 8ppm lower if the carbon sinks had not been weakened. The GCP projection for 2025 is based on monthly data up to September and has proven accurate in the previous 19 annual reports.

Social Networks

Jack Dorsey Funds diVine, a Vine Reboot That Includes Vine's Video Archive (techcrunch.com) 20

An anonymous reader quotes a report from TechCrunch: As generative AI content starts to fill our social apps, a project to bring back Vine's six-second looping videos is launching with Twitter co-founder Jack Dorsey's backing. On Thursday, a new app called diVine will give access to more than 100,000 archived Vine videos, restored from an older backup that was created before Vine's shutdown. The app won't just exist as a walk down memory lane; it will also allow users to create profiles and upload their own new Vine videos. However, unlike on traditional social media, where AI content is often haphazardly labeled, diVine will flag suspected generative AI content and prevent it from being posted. According to TechCrunch, a volunteer preservation group called the Archive Team saved Vine's content when it shut down in 2016. The only problem was that everything was stored in massive 40-50 GB binary blob files that were basically unusable for casual viewing.

Evan Henshaw-Plath (who goes by the name Rabble), an early Twitter employee and member of Jack Dorsey's nonprofit "and Other Stuff," dug into those backup files to try and salvage as much as he could. He spent months writing big-data extraction scripts, reverse-engineering how the archived binaries were structured, and reconstructing the original video files, old user info, view counts, and more. "I wasn't able to get all of them out, but I was able to get a lot out and basically reconstruct these Vines and these Vine users, and give each person a new user [profile] on this open network," he said.

Rabble estimates that through this process he was able to successfully recover 150,000-200,000 Vine videos from around 60,000 creators. diVine then rebuilt user profiles on top of the decentralized Nostr protocol so creators can reclaim their accounts, request takedowns, or upload missing videos.

You can check out the app for yourself at diVine.video. It's available in beta form on both iOS and Android.
The Almighty Buck

Apple Cuts App Store Fee In Half For 'Mini Apps' (cnbc.com) 5

Apple is cutting its App Store fee from 30% to 15% for developers who join a new Mini Apps Partner Program, which requires using more of Apple's built-in technology to power lightweight "mini apps." "This includes using Apple software to register a user's purchase history, verify user ages and to process in-app purchases," reports CNBC. From the report: A "mini app" is a lightweight piece of software inside a third-party app store, like that of Discord's. These apps uses are built using web technology like HTML or Javascript. [...] Apple has argued that both developers and users are better off when using its technology and rules, instead of eschewing them to try to avoid fees. "This program is designed to help developers who host mini apps grow their business and further the availability of mini apps on the App Store -- all while providing a great customer experience," the company said in its announcement. [...] Participants in the new program will still have to provide Apple with information for each specific mini-app experience they offer.
The Almighty Buck

Robinhood Offers To Bring Cash To Your Doorstep, for a Fee (yahoo.com) 82

An anonymous reader shares a report: Robinhood Markets is betting its Gen Z and millennial clientele are as eager to send out for delivery of a wad of cash as they are to order pizza or a pint of ice cream.

The brokerage is joining with food-and-drink delivery app Gopuff to allow customers to withdraw cash from their Robinhood bank accounts and have it brought right to their door. For a $6.99 delivery fee -- or $2.99 if they have more than $100,000 in assets across their Robinhood accounts -- users can skip the ATM and have money delivered in a sealed paper bag while they are at home.

It is a new feature that Robinhood first teased in March, when Chief Executive Vlad Tenev unveiled the company's plans to roll out many traditional and -- as with its cash-delivery service -- unconventional banking services.

Mozilla

Mozilla Launches AI Window for Firefox (mozilla.org) 42

Mozilla announced on Thursday that it is building an AI Window for Firefox, a new opt-in browsing mode that will let users interact with an AI assistant and chatbot. The feature will become one of three browsing experiences in Firefox alongside the existing classic and private windows. Users will be able to select which AI model they want to use in the AI Window, according to a post on the Mozilla Connect forum.

The company opened a waitlist for users who want to receive updates and be among the first to test the feature. Mozilla described the AI Window as an "intelligent and user-controlled space" that it is developing in the open through community feedback. Users who try the feature and decide against it can switch it off entirely.
News

France Fully Lifts Travel Ban on Telegram Founder Durov (france24.com) 8

An anonymous reader shares a report: France has lifted its travel ban on Telegram founder Pavel Durov, who is under investigation over illegal content on his messaging app, judicial sources close to the case said Thursday. The entrepreneur, 41, was detained in Paris in 2024 and is under formal investigation by French authorities over the platform's alleged complicity in criminal activity. Durov, who was initially banned from leaving France, had his judicial control relaxed in July, allowing him to reside in the United Arab Emirates, where Telegram is based, for a maximum of two weeks at a time.
Earth

Iceland Deems Possible Atlantic Current Collapse A Security Risk 62

Iceland has formally classified the potential collapse of a major Atlantic Ocean current system a national security threat, warning that a disruption could trigger a modern-day ice age in Northern Europe and destabilize global weather systems. The move elevates the risk across government and enables it to strategize for worst-case scenarios. Reuters reports: The Atlantic Meridional Overturning Circulation, or AMOC, current brings warm water from the tropics northward toward the Arctic, and the flow of warm water helps keep Europe's winters mild. But as warming temperatures speed the thaw of Arctic ice and cause meltwater from Greenland's ice sheet to pour into the ocean, scientists warn the cold freshwater could disrupt the current's flow.

A potential collapse of AMOC could trigger a modern-day ice age, with winter temperatures across Northern Europe plummeting to new cold extremes, bringing far more snow and ice. The AMOC has collapsed in the past - notably before the last Ice Age that ended about 12,000 years ago. "It is a direct threat to our national resilience and security," Iceland Climate Minister Johann Pall Johannsson said by email. "(This) is the first time a specific climate-related phenomenon has been formally brought before the National Security Council as a potential existential threat."

Elevation of the issue means Iceland's ministries will be on alert and coordinating a response, Johannsson said. The government is assessing what further research and policies are needed, with work underway on a disaster preparedness policy. Risks being evaluated span a range of areas, from energy and food security to infrastructure and international transportation.
"Sea ice could affect marine transport; extreme weather could severely affect our capabilities to maintain any agriculture and fisheries, which are central to our economy and food systems," Johannsson said. "We cannot afford to wait for definitive, long-term research before acting."
Sci-Fi

Alien: Earth Renewed For Second Season 59

FX has renewed Alien: Earth for a second season and signed creator Noah Hawley to a massive nine-figure overall deal with Disney Entertainment Television. Deadline reports: Inspired by Ridley Scott's sci-fi thriller film Alien, Hawley adapted the film franchise for television with the strong support of Scott Free and its president, David W. Zucker, who is an executive producer of the series. It earned a positive reaction from fans, posting a 94% Certified Fresh rating from Rotten Tomatoes and a Metacritic Must-Watch score of 85. "It has been our great privilege to work with Noah for more than a decade on some of FX's best and biggest shows, and we are thrilled to extend our partnership well into the future," said FX Chairman John Landgraf. "Noah never stops surprising us with truly original stories -- and his unique ability to bring them to vibrant life as a director and producer as well as writer makes him extraordinary. We can't wait to get to work on the next season of Alien: Earth, as well as some equally exciting future projects in advanced development."
Transportation

Toyota Opens the Doors To Its First EV Battery Plant In the US (electrek.co) 39

An anonymous reader quotes a report from Electrek: Production is now underway at Toyota's new $13.9 billion battery plant in North Carolina, the company's first outside Japan. After the first batteries rolled off the production line at its new facility in Liberty, North Carolina, on Wednesday, Toyota said today marks a "pivotal moment" in the company's history. The facility is Toyota's 11th plant in the US and its first battery plant outside of Japan.

Toyota first announced plans to build EV batteries in the US almost four years ago. The nearly $14 billion facility will create up to 5,100 jobs in the area. In addition, the Japanese auto giant announced plans to invest an additional $10 billion in its US operations over the next five years. Since it first arrived in the US nearly 70 years ago, Toyota has invested close to $60 billion.

The mega site spans 1,850 acres, or about the size of 121 football fields, and can produce up to 30 GWh annually. Toyota will use the hub to develop and build lithium-ion batteries for its growing lineup of "electrified" vehicles, including battery electric (EV), plug-in hybrid (PHEV), and hybrid (HEV) models. Batteries from the plant will power the new Camry HEV, Corolla Cross HEV, RAV4 HEV, and Toyota's yet-to-be-announced three-row electric SUV.

Businesses

Anthropic To Spend $50 Billion On US AI Infrastructure (cnbc.com) 20

An anonymous reader quotes a report from CNBC: Anthropic announced plans Wednesday to spend $50 billion on a U.S. artificial intelligence infrastructure build-out, starting with custom data centers in Texas and New York. The facilities, which will be designed to support the company's rapid enterprise growth and its long-term research agenda, will be developed in partnership with Fluidstack.

Fluidstack is an AI cloud platform that supplies large-scale graphics processing unit, or GPU, clusters to clients like Meta, Midjourney and Mistral. Additional sites are expected to follow, with the first locations going live in 2026. The project is expected to create 800 permanent jobs and more than 2,000 construction roles. The investment positions Anthropic as a major domestic player in physical AI infrastructure at a moment when policymakers are increasingly focused on U.S.-based compute capacity and technological sovereignty.
"We're getting closer to AI that can accelerate scientific discovery and help solve complex problems in ways that weren't possible before. Realizing that potential requires infrastructure that can support continued development at the frontier," said CEO Dario Amodei. "These sites will help us build more capable AI systems that can drive those breakthroughs, while creating American jobs."

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