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Microsoft-backed AI data center faces backlash over 62 unpermitted gas turbines and 1.5M-gallon LNG tank — issues with $19.4B facility range from illegal construction to noise pollution

The community surrounding the DataOne data center in Vineland, New Jersey, are complaining about the Microsoft-linked project. The company's deployment of several unpermitted gas turbines is just one of the issues that has been hounding the project, with potential water issues also surfacing in recent weeks.

Models techcrunch.com

“We’re not doing 30 bets a year”: Vijay Pande on betting small after running $4 billion at a16z

Vijay Pande — who left a16z's roughly $4 billion biotech practice last year to start the much smaller, AI-native VZVC — talks about why biology is finally shifting from a "discovery" science to an "engineering" one, why clinical trials are still brutally expensive, and why he thinks open, shared datasets (not...

Quick takes

Enterprise coding agents are turning multi-year backlog into weeks as Codex gains workspace admin controls and OpenAI explores persistent agent runtimes.
Models
Google is pairing compute-specific Gemini Notebook usage limits with Omni Flash video controls and purchased-book grounding in the same notebook workflow.
Models
Reports put NVIDIA near a roughly $13 billion Hugging Face deal as open-weight model platforms attract acquisition capital.
Startups
OpenAI is winding down model supply to Cursor after the SpaceX acquisition, cutting that coding IDE off from its prior frontier API path.
Models
Enterprise teams are using Codex and ChatGPT Work to collapse multi-year software and launch work into days- or weeks-scale delivery cycles.
Models
Inference competition is shifting toward specialized silicon and draft models that raise throughput and cut latency for speech and on-device serving.
Chips
Open-weight model platforms are drawing acquisition capital, with reports that NVIDIA agreed to buy Hugging Face for about $13 billion.
Startups
Enterprise coding agents are collapsing multi-year internal rebuilds into weeks, as Codex deployments at Asana, Stampli, and loveholidays push software construction beyond dedicated engineering teams.
Models

Market Pulse

AI Pulse
45/100
neutral

AI-linked equities are under pressure, with Arm Holdings plc -6.33%, NVIDIA -4.57%, Amazon.com +3.97% driving the tracked basket lower.

ARM -6.33%
Arm Holdings plc chips
NVDA -4.57%
NVIDIA chips
AMZN +3.97%
Amazon.com cloud
SMCI -3.59%
Super Micro Computer cloud

Recurring Movers

ARM 12 hits · -6.33%
NVDA 12 hits · -4.57%
AMZN 12 hits · +3.97%
SMCI 12 hits · -3.59%