New York is imposing the nation’s first statewide moratorium on new hyperscale data centers using 50MW or more of power.
The one-year pause takes effect immediately while the state studies energy, water and environmental impacts, though already permitted projects are exempt.
$ASTS BlueBird 11 has arrived at Cape Canaveral while BlueBirds 12 and 13 are en route from Midland to Florida.
The next orbital launch is now approaching.
$AAPL is evaluating PrismML technology that can compress powerful AI models enough to run directly on an iPhone.
The breakthrough could make on-device AI faster, more private and less reliant on costly cloud infrastructure.
Fed Chair Kevin Warsh warns the world is moving quickly on quantum computing and the U.S. must harden its technology.
“We’ve got enormous talent at the federal level but we have to move with it.”
$IONQ, $RGTI, $INFQ, $QBTS, $IBM, $GOOGL, $MSFT
$KTOS secured roughly $400M in Pentagon funding to accelerate hypersonic and national-security programs.
$RKLB is a direct Kratos supplier so more vehicle development could translate into additional HASTE launch orders.
President Trump is replacing the 20% U.S. reimbursement fee with trade and investment deals from Gulf states.
He says the investments will be “massive” and beneficial for both the U.S. and the Gulf.
$CLSK signed a 20-year, $6.6B lease with an investment-grade global tech company for 175MW at its Georgia campus.
The customer also secured exclusive talks for CleanSpark’s 885MW Texas portfolio with total contract value potentially reaching $11.6B.
$NBIS appears to be preparing its first data center in India.
The company posted two on-site infrastructure roles in Hyderabad tied to new site launches.
$GOOGL will buy 100% of the initial output from Arkansas’ Steel River project which is expected to deliver 1.6GW of solar power and 2GWh of battery storage by 2029.
$FSLR will supply the panels and LG the batteries as Google offsets rising data center power demand.