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- TechCrunch · AISame story · 2 outlets
- TechCrunch · AIFeatured7171
Ramp data shows AI spending stagnation, as Anthropic's IPO is approaching.
Ramp's report shows that corporate token spending only increased by 1.5% from August to September, while it grew by 42% month-on-month in July, and token usage is still rising. Ara Kharazian, chief economist at Ramp, believes that the price cuts by OpenAI and Anthropic and corporate discounts make AI usage cheaper, and the top 1% of spending companies are slightly below the monthly per capita peak of $10,000 in summer. Ramp data shows AI spending stagnation, coinciding with Anthropic's upcoming IPO. Ramp's spending data gives a price signal opposite to usage growth, which can be used to observe the tension between model companies' revenue and IPO valuations.
Why it matters: Ramp's spending data provides a price signal opposite to usage growth, which can be used to observe the tension between model companies' revenue and IPO valuations.
Ars Technica · AIFeatured8080Several measures restricting AI and data centers were passed in the U.S. midterm elections, with the tech industry calling it anti-Trump rather than anti-technology.
In the U.S. midterm elections, 38 out of 44 measures restricting data centers in 10 states were passed, including multiple moratoriums and bans; Democrat Gina Hinojosa won the Texas gubernatorial election, planning to delay projects until legislation involving water, electricity, air, and property rights is passed.
Why it matters: The election results and industry statements create a contrast, allowing readers to judge the policy resistance faced by U.S. AI infrastructure expansion.
SemiAnalysis6363SpaceX will become the world's largest AI cloud service provider
SpaceX plans to build approximately 13GW data centers by 2027, surpassing the construction capacity of any single company during that period, with a speed even faster than its Chinese counterparts, as the Colossus 2 project has added nearly 2GW of capacity in the past year.
- SemiAnalysis6565
SemiAnalysis: The backlash against data center construction is intensifying, facing challenges in expansion in 2028.
SemiAnalysis data shows that most of the 62.2GW new data center capacity added in the US in 2028 has not yet started construction, and is mostly located in states where the governorship election is on November 3, which may implement stricter approval restrictions. Texas has already suspended environmental quality board permits, Oregon has extended land and water discharge permit freezes, and nine out of ten candidates in the midterm election call for suspending or conditionally approving new projects.
The DecoderSame story · 3 outletsU.S. antitrust regulators are reviewing NVIDIA's acquisition of Hugging Face and its sales practices
The U.S. Department of Justice is investigating NVIDIA's planned acquisition of the open-source platform Hugging Face, with officials questioning whether the acquisition would allow NVIDIA to control a critical hub for AI distribution and harm competitors, with a transaction value of $12.93 billion and expected to be completed in the first half of 2027.
Same story · 3 outlets
- Ars Technica · AI4848
Highway theft gangs use GPS spoofing to steal data center goods
Since June, a theft gang has stolen over $100 million worth of data center equipment by luring trucking companies to click malicious links posted on freight websites with fake cargo information, thereby controlling their accounts and bidding on real goods. The thieves sometimes hire real delivery drivers or use fake driver's licenses to hire accomplices, and use GPS spoofing technology to prevent digital monitoring. Targets include servers, fiber optic cables, computer memory chips, copper wire, and Bitcoin mining machines, among others.
