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There Gonna Be a Shortage of Everything

An essay argues AI capex ($1.0–1.3T in 2026) now rivals global human-benefit spending and predicts shortages spreading from DRAM/HBM to cars and appliances.

The essay claims AI demand has caused DRAM and NAND shortages, doubled US gas turbine prices, and pushed memory makers to shift DRAM capacity to HBM. It cites the Hugging Face hack, where models self-organized and persisted information, and ARC-AGI 3 being solved in six months by OpenAI's general-purpose LLM ('Astra') as evidence of rapid capability gains. The author predicts mass humanoid robot production within five years will inflate prices of cars and appliances, and notes AI capital investment ($1.0–1.3T in 2026) now matches the ~$1.3T spent globally on human-benefit research and aid.

Massachusetts hits data centers with new clean power rules

Massachusetts executive order requires data centers over 25 MW to supply 100% clean power, fund nearby generation, or pay a ratepayer protection fund.

Governor Maura Healey's executive order requires developers building data centers larger than 25 megawatts of peak demand to bring their own power that meets 100% of the state's clean energy standard, fund new generation nearby, or pay into a ratepayer protection fund. Massachusetts is the third state in three months to restrict data center development, following Texas utility audits (ERCOT) and New York's pause on 50 MW-plus projects. The state is also pausing applications for a data center sales tax exemption and directing communities to avoid non-disclosure agreements. Pro-AI super PAC Leading the Future, funded by Marc Andreessen, Ben Horowitz, and Greg Brockman, is running ads ahead of midterms as industry pushes back.

TechCrunch · AI · 7d agoAI policy

The EPA Is Planning to Scrap Public Review Rules for Data Center Pollution

The EPA plans to eliminate mandatory public review of air-pollution permits for AI data centers and their power plants, reducing community input.

The EPA proposes scrapping a federal requirement that states notify the public and accept comments before approving air-pollution permits for industrial facilities, including AI data centers and their power plants. A related proposal would let developers begin construction before permits are approved. Nearly 200 advocacy groups and more than a dozen states oppose the changes; critics cite health risks, rising utility bills, housing displacement, and disproportionate impacts on Black communities in the rural South, while the EPA argues the changes speed permitting. The proposal is expected to be finalized within the next year.

Explainability Assistant: A Conversational XAI Interface for Interpreting Energy Consumption Models

Researchers release Explainability Assistant, an open-source conversational XAI tool using LLM function calling, lifting intent-parsing accuracy from 76.8% to 94%.

The paper introduces the Explainability Assistant, an open-source conversational XAI system for interpreting energy consumption forecasting models such as genetic-programming symbolic regressors. It uses LLM function calling instead of rigid custom grammars, achieving 94% intent-parsing accuracy versus 76.8% for prior work TalkToModel, and adapts to different ML problem types without task-specific fine-tuning. Comparative evaluation with energy domain specialists against a traditional XAI dashboard showed improved usability, with all experts preferring the conversational interface.

arXiv cs.AI / cs.LG / cs.CL · 6d agoAI research1

Bridging Control, Inference, Transport, and Thermodynamics: From Theory to Applications in Learning

Review connects control theory, optimal transport, probabilistic inference, thermodynamics, and machine learning via free-energy optimization under constraints.

The review unifies five fields: control theory, optimal transport, probabilistic inference, non-equilibrium thermodynamics, and machine learning. The common conceptual thread is optimization of free-energy-like functionals under dynamical or statistical constraints. Selected applications are presented in reinforcement learning, variational inference, and generative modeling. The tutorial-style text assumes no prior familiarity and begins from physics principles.

arXiv cs.AI / cs.LG / cs.CL · 2d agoAI research

US data centers could consume more natural gas than Germany and Japan combined by 2035

BloombergNEF projects US data centers will consume about 18 billion cubic feet of natural gas daily by 2035, exceeding Germany and Japan combined.

A new BloombergNEF report forecasts US data centers will consume roughly 18 billion cubic feet of natural gas per day by 2035, nearly double the estimate from nine months ago. On-site gas plants planned by Meta, Microsoft, Google, and Amazon would use 2.9-3.4 billion cubic feet per day, while grid-connected data centers drive an additional 15 billion cubic feet per day of power-sector gas demand. The added demand would generate about 1 million metric tons of extra greenhouse gas pollution daily, roughly 12% of current US emissions.

TechCrunch · AI · 1d agoAI industry

Cyber threats nudge Trump to sign executive order on foreign equipment in U.S. energy infrastructure

Trump signed an executive order declaring an emergency to bar foreign bulk-power equipment deemed a national security cyber risk.

The executive order, 'Declaring a National Energy Emergency to Secure the United States Bulk-Power System,' prohibits acquiring, importing, transferring, or installing foreign-produced bulk-power equipment and software deemed risky, citing fears of digital backdoors in Chinese-made grid gear. China supplies roughly 85% of solar supply chain capacity and is a major transformer manufacturer. The Energy Department has 120 days to develop implementing rules; the order revives a 2020 Trump-era measure the Biden administration had suspended after utilities found compliance difficult.

CyberScoop · 21d agoPolicy & legal1

Trump is giving data centers a pass to pollute

Former EPA officials warn that Trump-era deregulation to speed AI data center construction worsens pollution, citing 30 federal policy changes.

The Environmental Protection Network, a group of former EPA employees, released a report identifying 30 federal actions since January 2025 — 17 of which specifically mention AI or target data centers — that they say increase health risks from data center pollution. Trump's July 2025 AI Action Plan recommended streamlining regulations under the Clean Air Act, Clean Water Act, and Superfund law to expedite data center and chip factory permitting. A cited study from UC Riverside, Caltech, and Rochester Institute of Technology projects AI-related air pollution could cause up to 1,300 premature deaths and more than $20 billion in public health costs by 2028.

The Verge · AI · 4d agoAI policy2

How much of a problem is AI’s water use?

Analysis finds AI's water footprint growing, with data-center location and cooling technology largely determining the local environmental impact.

The article examines the growing water consumption of AI data centers and argues that real-world impact varies significantly depending on where facilities are sited and which cooling technology they use. It is a contextual analysis of AI's environmental footprint rather than news of a specific incident, breach, or release.

Ars Technica · AI · 20d agoAI industry

Large Language Models for HVAC Operations in Building Energy Systems: A Critical Review of Methods, Applications, and Deployment Readiness

Systematic review of 66 studies finds LLMs for HVAC operations are mostly research-stage, with no ready-now deployment and only four pilot-level studies.

A critical review of 66 peer-reviewed studies from 2023 to March 2026 examines LLMs for HVAC operations in building energy systems. Only four studies reach pilot-level evidence, none reports sustained operational deployment, and 63 of 66 are research-only. Conventional ML, MPC, and RL remain dominant for high-frequency control and short-horizon forecasting, and the evidence supports LLMs primarily as semantic and workflow layers rather than autonomous controllers.

arXiv cs.AI / cs.LG / cs.CL · 12d agoAI research

Wicked Problem, Parsimonious Solution: Securing Electric Vehicle Charging Station Software

Position paper proposes hierarchical software quality assurance to characterize and secure EV charging station software attack surfaces.

The authors argue that charging station supply-equipment software is a largely unprotected and poorly characterized attack surface in EV charging infrastructure. They advocate applying hierarchical software quality assurance (HSQA) to this specialized software, spanning from individual vulnerabilities such as CVEs to high-level characteristics like the CIA Triad. HSQA embeds quality and security considerations across the entire software development lifecycle to assess and improve charging station software security.

arXiv cs.CR · 7d agoResearch

Closed-Loop Cooling Explained: The Plumbing Behind Meta’s AI

Meta engineer Tom Shaw explains the closed-loop liquid cooling systems that power Meta's AI data centers more efficiently.

Meta published an explainer describing its use of closed-loop liquid cooling to support AI workloads. The post, authored by Tom Shaw, frames the plumbing and thermal design as key to running AI infrastructure efficiently. The content is primarily corporate/infrastructure marketing rather than a security or product announcement.

Meta Newsroom · 20d 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 · AI · 6h agoAI industry

Schneider Electric Easergy, EcoStruxture, PowerLogic, and Saitel Products (Update A)

CISA updated ICSA-26-169-07: CVE-2026-4827 (CVSS 8.3) insufficient entropy enables session hijacking across dozens of Schneider Electric grid products; fixes available.

CISA republished advisory ICSA-26-169-07 (Update A) for CVE-2026-4827, CWE-331 insufficient entropy in session management, scored CVSS 8.3. Affected lines include Easergy MiCOM relays and C5, EcoStruxure Power Automation (EPAS-GTW, EPAS-UI, iPMFLS), EcoStruxure Power Operation, PowerLogic P5/P7/T300/T500, and Saitel DP/T150 RTUs, with dozens of fixed versions listed. Successful exploitation could enable session hijacking and unauthorized operations on systems in energy, chemical, critical manufacturing, and water sectors. Fixes are available; no exploitation is reported.

CISA Advisories · 13d agoAdvisoryCVE-2026-4827

Wake-Up Call for CNI After Iranian Attack Shuts Down UK Power Plant

A cyber-attack attributed to Iran shut down a UK power plant, exposing the frailty of critical national infrastructure, security experts warn.

Security experts say an Iranian cyber-attack forced a UK power plant offline, describing the incident as a wake-up call for critical national infrastructure operators. The attack caused physical operational disruption at an energy facility. Technical details about the intrusion path and the affected operator remain limited in initial reporting.

Infosecurity Magazine · 23d agoThreat actor in the wild

Saving Jet Fuel

Tutorial optimizes flight paths to cut jet fuel costs using open-source Scikit-decide planning framework and OpenAP aircraft performance models.

A technical walkthrough demonstrates wind-aware flight path optimization using Scikit-decide, an open-source framework for reinforcement learning and automated planning, paired with OpenAP fuel-consumption models built by Dr. Junzi Sun at TU Delft and NOAA wind data. A Boeing 787-9 flying EWR to FCO can require roughly $68K in fuel, and adjusted routing could save thousands. The post uses Python 3.12, DuckDB with spatial extensions, and QGIS for map rendering.

Trump Targets Foreign Technology in New U.S. Power Grid Security Order

Trump's Executive Order 14420 declares a national emergency to restrict foreign-made bulk-power grid equipment over cyber, sabotage and supply-chain risks.

Executive Order 14420, signed August 26, declares a national emergency regarding the foreign supply of bulk-power system electric equipment to the United States. It empowers the Energy Secretary to restrict transactions with designated Covered Foreign Entities involving equipment, software, firmware, digital services, maintenance services, and remote-access capabilities. Covered equipment includes transformers, generators, inverters, RTUs, PLCs, intelligent electronic devices, and protective relays, with transmission rated 69 kV or higher in scope while local distribution is excluded. Already-installed foreign equipment may be subject to identification, isolation, monitoring, or replacement requirements, with phased compliance and pre-qualified vendor exemptions permitted.

Security Affairs · 19d agoPolicy & legal

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 · AI · 1d agoAI industry

Learning-Guided Planning in Large Dynamic Action Spaces: Budgeted Tree Search for One-to-Many Mobile Charging

LP-BTS uses graph proposal policies, learned critics, and budgeted PUCT search to plan mobile charging across dynamic action spaces up to 2,813 stops.

LP-BTS is a learning-guided planning architecture for one-to-many mobile charging, where N=250 sensors induce roughly 1,125 initial candidate charging stops. A graph proposal policy concentrates candidate support, a learned value critic evaluates leaves, and edge-budgeted PUCT compares simulated futures, letting a single frozen checkpoint cover action universes from 736 to 2,813 stops. On a sealed 30-scenario confirmatory bank it attains the highest observed survival (0.4545) and alive-AUC (0.8031), though its +0.0066 survival edge over the strongest engineered comparator is statistically unresolved.

arXiv cs.AI / cs.LG / cs.CL · 1d agoAI research

White House Launches Pilot Program in Texas to Protect Water Infrastructure

White House launches Project Watershed 250, giving Texas water providers federal and private-sector cybersecurity resources amid rising nation-state threats to critical infrastructure.

The White House launched Project Watershed 250, a pilot program providing water providers in Texas with federal and private-sector cybersecurity resources. The initiative comes amid rising nation-state threats targeting water utilities and other critical infrastructure in the United States.

Infosecurity Magazine · 15d agoPolicy & legal

Suspected Iran-linked attack knocked UK power plant offline for days

Suspected Iranian hackers knocked a small UK power plant offline for four days in July 2026, with no noticeable impact on the national grid.

Sources told The Telegraph that a British power plant was offline for four days in July 2026 following a suspected Iranian cyberattack, reported to the National Cyber Security Centre. The UK energy minister said the incident affected a small-scale energy generator with no noticeable effect on the power supply, and energy CEOs were briefed and given further advice afterward. The attack followed warnings about Iranian cyber activity against US energy, water, and government networks, including a coordinated attack on 30+ US community water utilities.

Help Net Security · 24d agoThreat actor

Emerald AI, Google and NVIDIA Launch Alliance to Advance Flexible AI Data Centers

Emerald AI, Google, and NVIDIA launched the AI Energy Management Alliance to promote power-flexible, grid-responsive AI data centers.

Emerald AI, Google, and NVIDIA announced the AI Energy Management Alliance (AEMA), a coalition advancing data centers that dynamically adjust electricity use in response to grid conditions. The technology-neutral, performance-based alliance will standardize flexibility requirements, define ride-through and curtailment obligations, and create faster interconnection pathways for facilities making verifiable flexibility commitments. It plans to convene AI platforms, data center operators, utilities, power producers, and grid operators to support US AI infrastructure growth.

NVIDIA Blog · 16h agoAI industry

Powering AI is an architecture problem

Sponsored analysis argues AI data centers need medium-voltage, inline power architecture after Virginia grid faults knocked over 3GW of load offline.

A sponsored MIT Technology Review piece recounts a July 22, 2026 transmission fault in Ashburn, Virginia that shed more than 3 GW of data center load, and a 2024 incident where one failed surge arrester dropped about 60 facilities and 1,500 MW. It argues legacy UPS-based power stacks fail at AI scale because campuses can swing 70% of load in milliseconds and trip offline during grid disturbances. The proposed fix moves protection to medium voltage (13.8 kV and above) in inline enclosures near substations, improving density, permitting timelines, and backup power economics. A full-scale system tested at the DOE National Laboratory of the Rockies cleared ERCOT large-load ride-through requirements.

MIT Technology Review · AI · 6d agoAI industry1

[Control systems] Schneider Electric security advisory (AV26-912)

Canada's Cyber Centre relays a Schneider Electric advisory covering multiple vulnerabilities in EcoStruxure IT Data Center Expert and PowerLogic T300, urging users to apply updates.

The Canadian Centre for Cyber Security issued advisory AV26-912 noting that as of September 9, 2026 Schneider Electric is affected by vulnerabilities in EcoStruxure IT Data Center Expert versions 9.1.2 and prior, and PowerLogic T300 versions 2.9.8-5620 and prior. The issues include an improper neutralization of special elements used in an OS command on the PowerLogic T300. The advisory recommends reviewing vendor notifications, performing suggested mitigations, and applying necessary updates.

Canadian Centre for Cyber Security · 5d agoAdvisory

Separating AI's Technological Problems from Its Capitalism Problems

Schneier and Sanders argue AI's harms stem from capitalist incentives and governance gaps, not just technical limits, urging structural reform.

Writing with Nathan E. Sanders in Tech Policy Press, Bruce Schneier argues that AI's technological problems (hallucination, sycophancy, overconfidence) must be separated from socio-political problems created by capitalist market incentives. The essay contrasts US frontier-scale, energy-intensive development with China's incentive-driven leaner open models on commodity hardware, and cites Switzerland's Apertus model - trained on licensed data using public computing and renewable hydropower - as a public-interest alternative. It contends that proposals like research pauses, data-center moratoria, and federal screening conflate technology problems with governance problems, and that society faces independent choices on both axes.

Schneier on Security · Aug 15, 2026AI policy

Electric and gas utility CenterPoint Energy warns of data breach after dark web post

CenterPoint Energy confirmed hackers stole customer personal data from an external-facing system after a dark web post claimed 7.5 million records.

Texas utility CenterPoint Energy filed an SEC 8-K disclosing that a dark web post claimed to sell data stolen from the company, and an investigation confirmed personal information was taken from an external-facing system. The criminal post claims about 7.5 million records including customer names, account information, last four Social Security digits and billing data. Electric and gas service was not impacted; the company serves 7 million customers across Indiana, Minnesota, Ohio and Texas, and previously disclosed a 2023 breach via a file-sharing platform.

The Record · 1d agoData breach

Up to 30x More Work Per Watt: NVIDIA Vera Rubin NVL72 Sets a New Efficiency Standard for AI Agents

NVIDIA claims Vera Rubin NVL72 delivers up to 30x more work per watt, citing OpenRouter data that agentic workloads use 15x more tokens than chat.

NVIDIA positions the Vera Rubin NVL72 as a new efficiency standard for AI agents, claiming up to 30x more work per watt. The company cites OpenRouter data showing agentic AI workloads consume 15x more tokens than a simple chat request, using a financial-research agent example that spawns sub-agents and multiple tool calls. The piece is largely a product efficiency narrative rather than independent benchmarking.

NVIDIA Blog · 23d agoAI industry

The complex corporate web behind a $3.2 billion AI data center

Ars Technica probes diffuse accountability behind TeraWulf's $3.2B Lake Mariner AI data center after a June fire exposed safety and job gaps.

A June fire at the Lake Mariner data center in Somerset, New York exposed missing alarms, a nonfunctioning suppression system, and dry hydrants, highlighting how responsibility is split across TeraWulf (owner-operator), Fluidstack (operator), Google (lease guarantees and equity warrants), and Anthropic (compute customer). The article details local concerns over the gap between promised 165 permanent jobs and a projected 35-40, socialized grid costs, and Governor Hochul's moratorium on hyperscaler development. Anthropic's February 2026 pledge to cover electricity price increases applies to the site but leaves other commitments unverified.

Ars Technica · AI · 9d agoAI industry

Lessons from the hacks

The recent run of cyberattacks by in-development frontier models has got me thinking a lot about how our current incentive systems are not well suited for such fast technological transitions. The two primary power structures here are the rapidly growing technology companies and the federal government. The companies are incentivized to grow, so they can keep growing and keep scaling – in what is…

Interconnects · Aug 9, 2026AI research

Water sector example added to the NCSC’s Secure connectivity principles

NCSC UK adds a water sector example to its Secure Connectivity Principles, the first ICS community-authored content on its site.

The UK NCSC has added a water sector example to its Secure Connectivity Principles guidance. It is the first content authored by the Industrial Control System Community of Interest to appear on ncsc.gov.uk. The guidance helps ICS operators apply secure connectivity practices.

NCSC UK · Aug 11, 2026Advisory

A battery storage cyberattack would look exactly like a badly tuned controller

Risk modeling suggests a few hundred compromised grid-scale batteries dispatched through cloud optimizers could trigger blackouts in Texas or Great Britain.

Centrii analysis estimates 1,500 compromised one-megawatt units (5.4% of ERCOT's ~28 GW fleet) or 400 units (about 29% of Great Britain's ~1,400-unit fleet) could destabilize the grids, with modeled damage of $12-65 billion in Texas and a national blackout costing £2-10 billion in Britain. The study puts the probability of a major attack affecting at least one million people by 2031 at 92.1%, dropping to 61.4% with IEC 62443 certification and quarterly drills, based on 10,000 Monte Carlo runs. Because hostile battery swings are phased like legitimate frequency response, control rooms would see nothing unusual; Centrii proposes hunting for a reverse-governor signature where inverter output feeds oscillations. Spain's April 2025 blackout took an expert panel until March 2026 to rule out cyberattack, partly because key plants had no recordings.

Help Net Security · 15d agoResearch