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Big Tech digitimes.com

Auras sees ASIC revenue reaching 50% in 2027, eyes microchannel cooling production in 2028

Cooling specialist Auras Technology is expanding from GPU platforms to ASIC-related products as its next growth driver, amid the ongoing shift toward liquid cooling in AI servers, with chairman Steve Lin highlighting sustained progress in projects for major international cloud service providers (CSP) such as AWS...

Chips cbsnews.com

Gina Hinojosa calls Abbott's Texas data center pause "an attempt to protect his reelection chances"

The nationwide political debate over data centers has made its way into the Texas governor's race. Gov. Greg Abbott recently paused approvals for new data centers, but his Democratic opponent, State Rep. Gina Hinojosa, says she's skeptical he'll stick to it. Hinojosa joins "The Takeout" to discuss her campaign.

Quick takes

Frontier labs are formalizing restricted deployment frameworks around cybersecurity capabilities, pairing advanced agentic models with limited-access defense programs and expanded enterprise safeguard tiers.
Models
Widespread local resistance to data center construction is prompting AI operators to secure dedicated geothermal power agreements while industry-funded advocacy groups launch political advertising campaigns to support infrastructure development.
Chips
Public sector and defense organizations are expanding centralized deployments through multi-vendor integrations, incorporating customized models from OpenAI, Google, and SpaceXAI alongside administrative workflow tooling.
Models
Enterprise AI adoption is advancing into regulated domains through direct, read-only integrations with electronic health records alongside centralized administrative tooling for permissions and workspace usage management.
Models
Commercial agent deployments are spurring specialized governance infrastructure, encompassing enterprise runtime skill verification platforms, zero-data-retention misuse detection, and strategic acquisitions in IT service automation.
Models
Frontier model releases are increasingly gated by formal preparedness frameworks as new reasoning architectures reach critical thresholds for autonomous cyber capabilities.
Models
Providers are accelerating the release cadence of high-efficiency sub-flagship models to lower inference costs and token consumption for autonomous agent workflows.
Models
Frontier labs are turning to custom inference chips and speculative draft models to reduce latency and power consumption for production workloads.
Chips

Market Pulse

AI Pulse
51/100
neutral

AI-linked equities are quiet; the tracked basket is moving in a narrow band while Palantir Technologies. -5.81%, NVIDIA +3.21%, Oracle +3.13% show the largest moves.

PLTR -5.81%
Palantir Technologies. data
NVDA +3.21%
NVIDIA chips
ORCL +3.13%
Oracle cloud
META +2.47%
Meta Platforms labs

Recurring Movers

PLTR 12 hits · -6.58%
NVDA 12 hits · +3.56%
ORCL 12 hits · +2.63%
META 12 hits · +2.33%