Overview
- A Wall Street Journal analysis highlights binding constraints on data center expansion, with transformer supply booked through 2028 and U.S. power shortfalls likely taking 10 to 15 years to resolve, according to GE Vernova’s CEO.
- Meta’s Alex Schultz argued the company’s AI outlays are large but controlled, with roughly $72 billion earmarked for infrastructure this year and measurable gains from improved ads and recommendations.
- Morgan Stanley reports that 15% of S&P 500 companies cited quantifiable AI-driven benefits in Q3 2025, while AlphaSense finds 418 U.S. firms with market caps above $1 billion warned of AI-related reputational risk in SEC filings.
- Labor pressures are surfacing as contractor Mercor halted a large Meta-linked labeling project called Musen and shifted workers to a similar effort named Nova at lower pay, dropping hourly wages from $21 to $16.
- Elon Musk outlined a technical path for launching 100 gigawatts of solar-powered AI satellites per year to cut energy costs for large-scale AI and said Neuralink has implanted devices in more than 10 patients who can now communicate near normal conversational speed.