AI Reading for Wednesday, September 24

OpenAI, Oracle, and SoftBank announced five U.S. Stargate sites nearing 7 GW, part of a $500B, 10 GW plan for capacity growth. - OpenAI

What's $2.9t between friends. Altman's $6t not looking so crazy now, is it? - The Information

Nvidia's $100 billion OpenAI play raises antitrust issues. - CNA

And Intel, cloud GPU rental moves potentially lock out competition. Antitrust? what is that?

More questions than answers in Nvidia's up to $100 billion OpenAI deal, some details seem unresolved and full amount likely only if all options are exercised. - Reuters

Alibaba Shares Soar After Hiking AI Budget Past $50 Billion. (Should have made it $100b, the more you spend, the more your stock goes up) - Bloomberg

Deutsche Bank: The AI boom is unsustainable unless tech spending goes ‘parabolic,’ ‘This is highly unlikely’ - Yahoo Finance

RAND warns the U.S. power grid—much of it over 25 years old—faces extraordinary pressure from AI-driven electricity demand, decarbonization, and industrial growth; the report says estimated electricity for AI alone may exceed net U.S. grid capacity as soon as 2030. - RAND Corporation

The Future of AI Policy Is Tradeoffs - RAND Corporation

Meta launched a second super PAC to support state politicians friendly to AI policy and oppose those seen as unhelpful. - The New York Times

Tech got what it wanted by electing Trump. A year later, it looks more like a suicide pact. - WIRED

Microsoft says it has a "breakthrough" in AI chip cooling using microfluidics — coolant flows through thread-like channels etched onto the back of chips and AI guides the flow, a design the company claims could be up to three times more effective than current methods. - Engadget

Microsoft looks to build marketplace to match publishers with AI trainers - Axios

Mustafa Suleyman on the future of the browser: Microsoft wants Copilot to browse the web for you - The Verge

This post shares the local AI engineering optima Manus arrived at through our own "SGD". - Manus

5-day AI Agents Intensive course with Google and Kaggle in November. - Google

How to Use Google AI Studio For Free Smarter Research and Stunning Visuals - Google's tool for devs and pros with access to newer models and previews - Geeky Gadgets

Google launched Flight Deals, an AI-powered feature surfacing low fares for flexible travelers within Google Flights. - Google

Cloudflare AI team open-sourced VibeSDK (MIT) — a full-stack “vibe coding” platform you can deploy end-to-end with a single click to Cloudflare or by forking the GitHub repo; deploys a full suite of front- and back-end tools for all your vibe-coding requirements - MarkTechPost

Klarna CEO Makes Employees Review His AI-Generated Vibe Coding Projects - Gizmodo

Growing use of AI coding assistants and low-code tools is softening demand for junior developers “Why hire a junior for $90K when GitHub Copilot costs $10?” - CIO

"The era of ‘evergreen SEO content’ is over. We’re entering the era of ‘fast SEO,’" arguing AI-generated search summaries are satisfying users and reducing clicks to traditional evergreen guides, so publishers should instead chase trending or freshly developing topics. - Search Engine Journal

A survey shows employees frequently paste credentials and sensitive data into AI tools, highlighting training gaps and legal, compliance, and security risks from uncontrolled usage. - Inc.

Dr. Susan Schneider warns of a “megasystem problem” — not a single rogue AGI but a web of systems interacting in ways we don’t anticipate, producing emergent behaviors beyond human control and hard to predict or understand. - Big Think

Elon Musk says Grok 5 might achieve AGI. - TechRadar

Kansas high school students sued over an AI monitoring tool, saying it flagged artwork as porn and deleted emails arbitrarily. Gaggle uses AI to scan student documents for signs of unsafe behavior, and students say they alter class presentations and emails, asking "Will this get Gaggled?" - The Washington Post

Medicare will test an AI algorithm for prior authorization, says humans clinicians will remain in the loop making final decisions. - NBC News

Nurses picket over AI, layoffs, and wage theft - CBS News

Cryptic AI medical notes increase opacity - Hacker Noon

How AI revealed a sewer was blocked by a dumbbell and a fatberg - The Independent

Startup co-founded by Al Gore tracks pollution with AI - TechCrunch

AI insect monitoring in the cotton fields - The Conversation

Robot cars confused by shiny stuff: Fooling a self-driving car with mirrors on traffic cones - The Register

If an Iranian taxi driver waves away your payment, saying, "Be my guest this time," accepting their offer would be a cultural disaster. They expect you to insist on paying—probably three times—before they'll take your money. AI models fail to appreciate the ritual nuances of 'taarof'. - Ars Technica

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