Tech · past 7 days
AI, semiconductors, and the technology industry as an investment and power story: compute supply, model capability, platform shifts, and the capital spending cycle behind all of it.
Tech
Drone Strikes Shut a Third Yandex Data Center, Disrupting Russian Taxi, Delivery and Cloud Services
Yandex has added drone and missile attacks to the force majeure clause of its user agreement, and a Russian procurement channel says the company cannot replace damaged servers before 2028 because of a global memory shortage.
Tech
US Federal Communications Commission Moves to Bar All Chinese Labs From Testing Electronics Sold in America
The Federal Communications Commission will vote on October 29 on a rule taking effect in December 2028, which would affect most of the testing that now happens in China.
Tech
Lumentum sells out of AI optical parts through 2029 as the US suspends Microsoft and Indian IT firms from green-card sponsorship
A supplier backed by Nvidia says its lasers are allocated for years, while Washington accuses large technology employers of abusing the visa system and Microsoft disputes the charge.
Tech
Samsung's preliminary third-quarter operating profit tops 107 trillion won as AI demand lifts memory prices
In Japan, the same data-center spending has started a bidding war for TDK's hard-drive head unit, while a Reuters column argues that AI borrowing now competes with government bonds for investors.
Tech
Russia's Draft "Antifraud 3.0" Law Would Register Every SIM-Equipped Smart-Home Device in the State ID System
The Ministry of Digital Development's amendments would require owners' addresses and installation locations to be logged in the state identity system. Detentions at a Moscow rally show tighter control of public dissent.