Reading List

The most recent articles from a list of feeds I subscribe to.

Data center developers are seeking credit ratings even while facilities are under construction to unlock new capital; S&P, Moody's, and others expand coverage (Michelle Chan/Financial Times)

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A thought experiment imagines the AI-driven "2028 Global Intelligence Crisis": S&P down, high unemployment, and economy failing, as AI exceeds every expectation (Citrini Research)

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How Buddy Rizer, an official in Virginia's Loudoun County, helped build the world's largest data center market, with ~200 buildings spanning ~49M square feet (David Uberti/Wall Street Journal)

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South Korean trade data: chip exports rose 134% YoY, while computer peripherals rose 129% in the first 20 days of February, extending gains driven by AI demand (Heesu Lee/Bloomberg)

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A look at the rising popularity of "WorkTok" videos, where employees film their daily work routines on TikTok and Instagram, particularly among Gen Z viewers (Kimi Chaddah/Financial Times)

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A look at Japan's Team Mirai, a party founded by software engineers that won 11 of 465 parliament seats by promising self-driving buses and high-tech jobs (New York Times)

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A look at CISA during Trump's second term as it navigates job cuts, continues to operate without a Senate-confirmed leader, and faces a demoralized workforce (Adam Sella/New York Times)

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Samsung plans to add Perplexity to Galaxy AI on the upcoming S26 series; users can launch the Perplexity agent by saying "Hey Plex" or with a physical button (Cheyenne MacDonald/Engadget)

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How OpenAI scrambled for compute as Stargate stalled amid clashes with SoftBank; sources say OpenAI building its own data centers is not its near-term priority (Anissa Gardizy/The Information)

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Google Antigravity users say their paid Google AI accounts were banned after linking Gemini models via OpenClaw; Peter Steinberger says he may "remove support" (Marcus Schuler/Implicator.ai)

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How Russia-linked crypto exchanges, including Bitpapa and Exmo, help Russian entities move money across borders, bypassing banking oversight and sanctions (Elliptic)

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Sources: Dell, Lenovo, and other PC makers are working with Nvidia on laptops that use the Arm-based Nvidia-MediaTek SoC, which could launch in H1 2026 (Yang Jie/Wall Street Journal)

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In recent interviews, Sam Altman said AI's adoption faces more resistance than he expected, while Jensen Huang warned the "doomer narrative" may be winning (David Streitfeld/New York Times)

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US farmers are increasingly rejecting multimillion-dollar offers from data center developers; some estimate ~40K acres are needed globally for new AI projects (Niamh Rowe/The Guardian)

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Tencent closed its TiMi Montréal studio after nearly five years, without ever releasing a game, as Chinese giants scale back funding for Western game studios (Stephen Totilo/Game File)

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Documents submitted by Waymo and Tesla to the US government reveal new info about the remote assistance programs for their robotaxis, staffed by human operators (Aarian Marshall/Wired)

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The EU's DSA probe into Shein is just the latest of the company's problems, which are stacking up in many of its big markets as it seeks to push through an IPO (Financial Times)

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A profile of Neil Shen of HSG, formerly Sequoia China, which raised $9B from US investors before US restrictions and has funded Manus and other Chinese startups (Wall Street Journal)

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Sam Altman says discussions about AI's energy usage are "unfair", as it takes "20 years of life and all of the food you eat during that time" to train a human (Anthony Ha/TechCrunch)

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Turkey launches a review of how social media platforms handle children's data as it prepares new rules that include identity verification and age restrictions (Turkish Minute)

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