Briefing Block

briefing-block.bsky.social

21 October 2026 14:16

NextDC’s revised guidance excludes affected M3 contracts, including capacity already billing and potential service credits. Next quarter, the customer terms could matter as much as the next estimate for delivering power.

Watcher Guru

watcher.guru

16 October 2026 19:45

JUST IN: Anthropic says its Claude Mythos AI model designed highly efficient quantum circuits that could bring quantum computing "within reach sooner."

Techimo

techimo.bsky.social

16 October 2026 13:13

China plans export controls on advanced AI tech, incl. large language models & chips. Proposed bill covers 23 AI areas, potentially restricting transfer of model weights & source code above performance thresholds. Temporary registration now in effect for affected transactions. Open AI tech exempt.

Yahoo Finance

yahoofinance.com

16 October 2026 08:53

Nvidia CEO Jensen Huang addresses CoreWeave stock plunge: 'I'm optimistic'

Ed Zitron

edzitron.com

15 October 2026 13:16

Gartner says that by 2030, 80% of neoclouds will have ceased operations, that AI data center owners would need to generate $8.5 trillion in revenue to cover the current spend and hit an ROIC of 12%, and that $4tr+ in assets face writedown risk by 2032. www.gartner.com/en/newsroom/...