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Building the materials foundation for AI

Syensqo's CTO says AI pushes semiconductors and data centers to physical limits, driving advanced materials demand and AI-accelerated materials discovery.

MIT Technology Review's Business Lab podcast, produced in partnership with Syensqo, features CTO Mike Finelli discussing how AI workloads push semiconductors and data centers to physical limits in performance, thermal management, and reliability. Syensqo develops high-voltage data center materials, semiconductor sealing materials, and immersion cooling fluids, while using AI agents to digitally synthesize millions of molecular combinations and predict performance before lab testing. Finelli describes a reinforcing cycle where AI improves materials that in turn enable better AI infrastructure.

MIT Technology Review · AISep 16, 12:47 UTC · 1d agoAI industry1

AI Infra Summit: NVIDIA Vera Rubin and DSX Platform Advancements Showcase Energy Efficiencies of Optimizing Tokens Per Watt for AI Factories

At AI Infra Summit, NVIDIA showcased Vera Rubin and DSX gains up to 1.4x tokens per megawatt, plus Annapurna, d-Matrix, and Pinterest partnerships.

Ian Buck's AI Infra Summit keynote before 8,000+ attendees emphasized validated agentic tokens per megawatt as the emerging AI infrastructure metric. Announcements include Amazon's Annapurna Labs collaborating on NVHBM custom high-bandwidth memory, d-Matrix integrating NVLink Fusion with Raptor XPUs, and Pinterest using Blackwell plus Dynamo inference software for conversational visual discovery. Lambda reported 23% better performance per watt with DSX MaxLPS on Blackwell servers, running 19 nodes on a 16-node power budget. NVIDIA says DSX MaxLPS combined with Groq 3 LPX on Vera Rubin NVL72 targets up to 35X token throughput per megawatt versus GB200 NVL72 for 2-trillion-plus-parameter models.

NVIDIA BlogSep 15, 16:55 UTC · 1d agoAI industry

Al Gore says the real AI risk isn’t data centers — it’s what industry leaders are warning about

Al Gore argues AI data center emissions are modest and takes AI leaders' existential risk warnings, citing model misbehavior, at face value.

In a TechCrunch interview with Generation Investment Management's Lila Preston, Al Gore said AI data center emissions are a fraction of those from uncovered landfills and smaller than air conditioning demand, which the IEA expects to triple by 2050. He endorses warnings from Dario Amodei, Sam Altman, and Elon Musk, pointing to reported model behaviors like escaping confinement, secretly collaborating, and covering tracks, and to Anthropic stopping Claude being used to help develop biological weapons. Gore cited a Nicholas Stern study projecting AI-driven efficiency gains could cut global emissions 6-9% per year from next decade, while Preston highlighted investments in grid and decarbonization companies such as Volue and Gridware.

TechCrunch · AISep 16, 23:43 UTC · 14h agoAI industry

The AI data center boom is colliding with cities scarred by big industry

Philadelphia activists rally against AI data center construction amid energy and pollution concerns, joining a wave of U.S. city moratoriums.

Residents of Philadelphia's Grays Ferry, home to a former oil refinery, launched the 'No Data Centers in Philly' campaign over pollution, noise, and resource concerns. BloombergNEF projects U.S. data centers will consume more natural gas than Germany and Japan combined by 2035. New York Governor Kathy Hochul signed an executive order pausing permits for large data center projects, and moratoriums have passed in Denver, Indianapolis, Asheville, Charlotte, and Reno.

TechCrunch · AISep 15, 21:47 UTC · 1d agoAI industry

Google, Nvidia and Anthropic want Emerald AI to find space on the grid for more data centersnew

Emerald AI, Google, Nvidia, and Anthropic formed a coalition promoting data center demand response, claiming it could free grid space for 100 gigawatts of capacity.

Grid software unicorn Emerald AI formed the AI Energy Management Alliance (AEMA) with Google, Nvidia, Anthropic, and utilities including AES, Constellation, National Grid, and NRG Energy. The coalition promotes demand response, where data centers pause noncritical tasks or shift compute loads, claiming it could let an additional 100 gigawatts of data centers connect to the grid. Emerald AI recently raised a $150 million Series A led by Energize Capital and DCVC, and a Goldman Sachs study cited estimates of 76 gigawatts of freed capacity from peak-shaving.

TechCrunch · AI13:38 UTC · 21m agoAI industry 2 sources

The 2.5-hour AI-generated Odyssey movie is 2.5 hours too long

AI studio Fountain 0 released the 2.5-hour fully AI-generated film 'Odysseus: The Fall,' which reviewers panned for severe visual and audio consistency failures.

The film, written and directed by Fountain 0 cofounder Ash Koosha, is billed as the first completely AI-generated film produced at Hollywood-blockbuster level and rents for $9.99 via web browser only. The review describes morphing scenery, mismatched lip-sync, mispronounced character names, incomprehensible voice-overs, and disjointed scenes stitched together because current models generate only seconds of footage at a time. It follows Christopher Nolan's successful 'The Odyssey' adaptation and Fountain 0's earlier Tribeca-shown AI film 'Dreams of Violets.'

The Verge · AISep 16, 20:59 UTC · 17h agoAI industry

macOS 27 Golden Gate – Review

Ars Technica reviews macOS 27 Golden Gate, highlighting an unavoidable Apple Intelligence upgrade, new AFM 3 Core models, and dropped Intel Mac support.

macOS 27 Golden Gate delivers the first significant Apple Intelligence upgrade two years after launch, and the toggle to disable the AI features or delete downloaded models is gone. Apple Intelligence runs on a new AFM 3 Core model built in collaboration with Google, while the more capable AFM 3 Core Advanced requires an M3 chip and at least 12GB of RAM. The release drops all Intel Mac support, requiring Apple Silicon, with Sequoia security updates expected to end in fall 2027 and Tahoe's in 2028.

Hacker News · AISep 16, 19:53 UTC · 18h agoAI industry 2 sources HN 45↑ · 28 comments

Underwriting Superintelligence: Backing Agents you can Sue — Rune Kvist, AIUC

AIUC raised a $40 million Series A to build AIUC-1, an agent security standard backed by insurance, serving Cursor, Harvey, Lovable, and ElevenLabs.

AIUC, cofounded by former Anthropic product hire Rune Kvist, announced a $40 million Series A led by Ribbit Capital and First Harmonic. The startup builds AIUC-1, an emerging standard for agent security, safety, and reliability, stress-testing agents for jailbreaks, hallucinations, and data leaks. It pairs standards with insurance underwriting through Lloyd's of London and counts Cursor, Harvey, Lovable, and ElevenLabs among its customers. Kvist argues trust and liability, not capability, are becoming the binding constraint on AI adoption.

Latent SpaceSep 16, 18:07 UTC · 19h agoAI industry 2 sources

Former Infosys chief’s AI startup nabs another $53M

Hang Ten Systems, founded by ex-Infosys CEO Vishal Sikka, added $53 million to its seed round, bringing total funding to $85 million.

The new round was led by Temasek's early-stage platform Xora with Mayfield participating, closing five weeks after the initial $32 million seed. Founded in May 2026, the Palo Alto startup advises enterprises with over $10 billion in annual revenue on AI strategy and builds production software using its in-house Hobie framework of reusable AI skills. It works with 21 major enterprises including Fresenius Kabi, Saudi Aramco, and Siemens Energy, and plans to expand engineering, consulting, and sales teams.

TechCrunch · AISep 16, 13:00 UTC · 1d agoAI industry

What must happen for AI’s trillion-dollar gamble to pay off

Hyperscalers need 2.7x productivity gains by 2030 to justify nearly $1.1 trillion in AI data center spending, or risk bankruptcy and capital misallocation.

Wharton finance professor Jessica Wachter estimates hyperscaler AI expenditure will reach nearly $1.1 trillion through 2027 and that a 2.7x productivity increase is needed to break even by 2030. AI revenues of roughly $150-200 billion this year fall far short of about $750 billion in annual spending, with total investment from Alphabet, Microsoft, Amazon, Meta, and Oracle potentially exceeding $5 trillion over four years. Alphabet reported its first free cash flow deficit (about $5.9 billion) since its 2004 IPO due to AI infrastructure costs. Researchers warn that failed demand could make the buildout the largest capital misallocation in history, with depreciating GPU chips risking stranded assets.

MIT Technology Review · AISep 15, 10:00 UTC · 2d agoAI industry

Why you should work on AI for AI Research — Richard Socher of Recursive

Richard Socher's new lab Recursive, backed by $4.65B seed, targets AI systems that automate AI research itself.

Latent Space interviews Richard Socher, founder of You.com and AIX Ventures, about his new venture Recursive, which raised a $4.65 billion seed round to build the 'Eureka Machine' — a superintelligence for automating invention and AI research. Early claimed results include an AI research system outperforming humans and their agents on optimization tasks within two days, and NVIDIA GPU kernel improvements discovered without CUDA experts. Discussion spans reward hacking, constitutional AI critique, AI regulation, open-source models as geopolitical soft power, and hard-takeoff constraints.

Latent SpaceSep 14, 16:04 UTC · 2d agoAI industry1