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Marvell shares fell after its raised fiscal 2028 revenue outlook failed to satisfy elevated expectations despite a second-quarter revenue beat. #Marvell #AI #Semiconductors
Salesforce’s earnings fuel an op-ed argument that trusted enterprise data could gain value as AI models become more interchangeable. #Salesforce #AI #EnterpriseData
A US judge ruled the Pentagon unlawfully designated Anthropic a supply-chain risk after the AI company restricted military uses of its models. #AI #Anthropic #USGovernment
Australian AI companies want data-centre investment to deliver affordable local computing power and stronger domestic demand. #AI #DataCentres #Australia
Bill Gates proposes “Human Reserved” jobs, a token tax and new institutions to manage AI disruption. #AI #FutureOfWork #Automation
George Town council approved Firmus’s 288MW Tasmanian AI datacentre despite local opposition and planned national standards. #Datacentres #AI #Tasmania
The SEC reportedly subpoenaed Wall Street banks for information tied to Situational Awareness’s near-collapse and leverage use. #SEC #HedgeFunds #AI
Anthropic explored up to 5GW of AI data-centre capacity in NSW, according to internal government emails reported by ABC News. #AI #DataCentres #NSW
George Town Council approved Firmus Technologies’ 288-megawatt AI data centre at Long Reach, subject to conditions and a 14-day appeal period. #AI #DataCentres #Tasmania
Micron’s expanding U.S. fabs underscore strong DRAM demand, while political resistance to data centers raises new risks for AI infrastructure. #Micron #AI #DataCenters
