Reading List (blogroll)

CNBC reports: The European Union is considering rules that would restrict its member governments' use of U.S. cloud providers to handle sensitive data, sources familiar with the talks told CNBC. The European Commission — the EU's executive branch — is expected to present its "Tech Sovereignty Package" on May 27, which will include a range of measures aimed at bolstering the bloc's strategic autonomy in key digital areas. As part of preparations for that package, discussions are taking place within the Commission around limiting the exposure of sensitive public-sector data to cloud platforms provided by companies outside of the EU, two Commission officials, who asked to remain anonymous as they weren't authorized to discuss private talks, told CNBC... "The core idea is defining sectors that have to be hosted on European cloud capacity," one of the officials said. They added that companies providing cloud solutions from third countries, including the U.S., could be impacted. Proposals would not prohibit overseas companies' cloud platforms from government contracts entirely, but limit their use in processing sensitive data at public sector organizations, depending on the level of sensitivity, they added. The officials said that talks are ongoing and yet to be finalized... The officials told CNBC there are discussions around proposing that financial, judicial and health data processed by governments and public-sector organizations require high levels of sovereign cloud infrastructure.

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"Meta's embrace of AI is making its employees miserable," reports the New York Times. And "After Meta said late last month that it would start tracking employees' computer use, hundreds of workers spoke up." (One employee even told Meta's CTO in an internal post, "Your callousness to the concerns of your own employees is concerning." In an internal post last month, Meta told its U.S. employees that it was making a change that would affect tens of thousands of them. What employees typed into their computer, how they moved their mouse, where they clicked and what they saw on their screen would be tracked, Meta said. The goal, the company said, was to capture employee data so Meta's artificial intelligence models could learn "how people actually complete everyday tasks using computers." Many workers immediately revolted. In online comments, they blasted the tracking as a privacy violation, calling it antisocial and callous... [One engineering manager even asked "How do we opt out?"] "There is no option to opt-out on your corporate laptop," replied Andrew Bosworth, Meta's chief technology officer. Employees reacted by posting more than 100 angry and surprised emoji, according to the messages.... Meta is pushing its 78,000 employees to adopt AI tools and factoring their use of the technology in performance reviews. The company is also tracking employees' computer work to feed and train its AI models. And it is cutting jobs to offset its AI spending, saying last month that it would slash 10% of its workforce. That has led to anger and anxiety as employees await news of whether they are affected by the layoffs, which are slated to be carried out May 20, according to 11 current and former Meta employees. Some said they no longer saw Meta as a place for a long career. Others were looking for new jobs or trying to signal that they wanted to be laid off so they could receive severance pay, the current and former employees said. "It's incredibly demoralizing," an employee who does user research wrote in an internal post, which was reviewed by the Times... Meta also introduced internal dashboards to track employees' consumption of "tokens," a unit of AI use that is roughly equivalent to four characters of text, four people said. Some said the dashboards were a pressure tactic to encourage competition with colleagues. That led some employees to make so many AI agents that others had to introduce agents to find agents, and agents to rate agents, two people said.

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While Nvidia has dominated the "infrastructure boom" since 2022's launch of ChatGPT and "the generative AI craze," CNBC writes that "This week offered the starkest illustration yet of what MIzuho analyst Jordan Klein said could be a 'changing of the guard in AI.'" Chipmakers Advanced Micro Devices and Intel notched gains of about 25%, while memory maker Micron jumped more than 37% and fiber-optic cable maker Corning climbed about 18%. All four of those companies have more than doubled in value this year, with Intel leading the way, up well over 200%. Nvidia, meanwhile, is only slightly ahead of the Nasdaq in 2026, gaining 15% for the year, aided by an 8% rally this week. In spreading the wealth to a wider swath of hardware companies, investors are clearly betting that the bull market in AI has long legs and that data centers are going to need a wider array of advanced components for years to come. Memory has been the biggest theme of late due to a global shortage that's driven up prices and turned Micron, a 47-year-old company tucked in a sleepy corner of the semiconductor market, into one of the hottest trades over the past 12 months. Micron blew past an $800 billion market capitalization for the first time this week, and the stock is now up over 750% in the past year. CEO Sanjay Mehrotra told CNBC in March that key customers are only getting "50% to two-thirds of their requirements" because of supply issues. The memory market is largely dominated by Micron, along with Korea-based Samsung and SK Hynix, which are also both in the midst of historic rallies... Bank of America estimates the data center CPU market could more than double from $27 billion in 2025 to $60 billion in 2030. AMD's quarterly results this week underscored the emerging trend, as earnings, revenue and guidance sailed past estimates on strong data center growth. The company has long led the CPU charge, and CEO Lisa Su said on the earnings call that AMD now expects 35% growth over the next three to five years in the server CPU market, up from a forecast of 18% growth that the company provided in November. The article cites two other big movers: Intel "is in the midst of a revival sparked by a major investment from the U.S. government last year. Intel's stock had its best month on record in April, more than doubling, and has continued notching massive gains, rising 33% in the early days of May." Nvidia still remains the world's most valuable company "and is expected to show revenue growth of 70% this fiscal year," the article points out — adding that companies like Corning are also benefiting from Nvidia partnerships. "Glass maker Corning, which celebrated its 175th anniversary this week, signed a massive deal with Nvidia on Wednesday that involves the development of three new U.S. factories dedicated entirely to optical technologies... likely a major step in Nvidia's move away from copper cables and towards fiber-optic cables as it builds out its rack-scale systems."

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Under the nonprofit Linux Foundation, "a new Sustaining Package Registries Working Group will seek to identify concrete funding, governance, and security practices," reports ZDNet, "to keep code flowing as download counts grow.... Because software builds, continuous integration pipelines, and AI systems hammer registries at machine speed rather than human speed, the sites can't keep up. "That growth has brought a surge in bot traffic, automated publishing, security reports, and outright abuse, exposing what the working group bluntly calls a 'sustainability gap'." Sonatype CTO Brian Fox, who oversees the Maven Central Java registry, estimates open-source registries saw 10 trillion downloads in 2025. And "The same pattern is appearing across ecosystems. More machine traffic. More automation. More scanning. More expectations around uptime, integrity, provenance, and policy enforcement. More cost. More support burden. More dependency on infrastructure that the industry still talks about as though it runs on goodwill and spare time." ZDNet reports that "To tackle that, Sonatype has teamed up with the Linux Foundation and other package registry leaders, including Alpha-Omega, Eclipse Foundation (OpenVSX), OpenJS Foundation, OpenSSF, Packagist, Python Software Foundation, Ruby Central (RubyGems), and the Rust Foundation (Crates)." The idea is to give operators a neutral forum to discuss money, governance, and shared operational burdens openly. Once that's dealt with, they'll coordinate how to explain those realities back to companies and organizations that have long assumed registries are "free." No, they're not. They never were. As the Linux Foundation pointed out, "Registries today run primarily on two things: (1) infrastructure donations and credits; and (2) heroic efforts from small paid teams (themselves funded by donations and grants) and unpaid volunteers that operate and maintain registry services. The bulk of donations and grants comes from a small set of donors and doesn't scale with demands on the registry." The working group is explicitly positioned as a venue where registry leaders and ecosystem stakeholders can align on "practical, community-minded" ways to sustain that infrastructure, rather than each operator improvising its own survival plan in isolation. ZDNet says the group will also coordinate security practices and information, and craft frameworks "that make it politically and legally possible to introduce sustainable funding models without fracturing communities." And they will also "align messaging and educational content so developers, companies, and policymakers finally understand what it costs to run these services."

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To upgrade its grid for data centers, PJM Interconnection (which serves 13 states) plans to spend $22 billion — and charge nearly $2 billion of that to customers in Maryland, argues Maryland's Office of People's Counsel. The money "will be recovered in rates for decades" and "drive up Maryland customer bills by $1.6 billion over the next ten years alone," they said Friday, announcing an official complaint filed with America's Federal Energy Regulatory Commission. Extra demand is expected from Ohio, Pennsylvania, and Illinois "where demands driven by data centers are projected to grow substantially by 2036," they explain. But that means that Maryland customers "are subsidizing data center-driven transmission buildout by virtue of geographic proximity..." Tom's Hardware explains: That means an extra $823 million for residential (approx. $345 per customer), $146 million for commercial (approx. $673 per customer), and $629 million for industrial customers (approx. $15,074 per customer)... "Maryland customers have neither caused the need for these billions in new transmission projects nor will they meaningfully benefit from them," [according to Maryland People's Counsel David S. Lapp].... This is one of the biggest reasons why many AI hyperscalers are facing pushback from the communities where they intend to place their data centers. At the moment, around 69 jurisdictions have passed some sort of moratorium on projects like these, and a survey has shown that nearly half of Americans do not want a data center in their neighborhood. Debates around these projects are passionate, with a few cases turning violent and even resulting in shootings (thankfully, without any casualties), especially as many feel that the construction of these power-hungry assets is threatening their lifestyles and quality of life. Thanks to long-time Slashdot reader noshellswill for sharing the news.

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NASA's $500 million Neil Gehrels Swift space observatory was launched in 2004. But it's now "at risk of falling back through the atmosphere and burning up without intervention," reports Spaceflight Now. Fortunately, a mission to prevent that "just passed a notable prelaunch testing milestone." On Friday, NASA announced that the Link spacecraft, manufactured by Katalyst Space Technologies to intervene before Swift's fate is sealed, completed its slate of environmental testing at the agency's Goddard Space Flight Center in Greenbelt, Maryland... "Swift will likely re-enter the atmosphere sometime later this year if we don't attempt to lift it to a higher altitude, [said John Van Eepoel, Swift's mission director at NASA Goddard, in a NASA press release]. "Katalyst has gotten to this point in just eight months, and we're glad they were able to use NASA's facilities to test Link and draw on our expertise to help tackle questions that popped up along the way...." "Given how quickly Swift's orbit is decaying, we are in a race against the clock, but by leveraging commercial technologies that are already in development, we are meeting this challenge head-on," said Shawn Domagal-Goldman, acting director, Astrophysics Division, NASA Headquarters, at the time... Attempting an orbit boost is both more affordable than replacing Swift's capabilities with a new mission, and beneficial to the nation — expanding the use of satellite servicing to a new and broader class of spacecraft...." Swift is in an orbit inclined 20.6 degrees from the equator, which is why Katalyst selected Northrop Grumman's Pegasus XL air-launched rocket in November to fly the mission. "The versatility offered by Pegasus' unique air-launch capability provides customers with a space launch solution that can be rapidly deployed anywhere on Earth to reach any orbit," said Kurt Eberly, Director of Space Launch for Northrop Grumman. The mission is set to launch in June.

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September 2025? January 2026? Delivery dates keep slipping for the Trump Organization's "Trump Phone" — a gold-coloured Android smartphone priced at $499 (£370). But in March the Verge spotted signs the phone was moving forward: FCC listings for a smartphone with the trade name "T1" show that it was tested late last year, and granted certification by the FCC in January... [T]he phone was submitted for testing by another company entirely: Smart Gadgets Global, LLC... Smart Gadgets Global's website promises "Top Quality Electronics created for 'YOUR' customer!" But in April the Trump phone revised its "Terms and Conditions" for preorders. The new language? A preorder deposit provides only a conditional opportunity if Trump Mobile later elects, in its sole discretion, to offer the Device for sale. A deposit is not a purchase, does not constitute acceptance of an order, does not create a contract for sale, does not transfer ownership or title interest, does not allocate or reserve specific inventory, and does not guarantee that a Device will be produced or made available for purchase.... Estimated ship dates, launch timelines, or anticipated production schedule are non-binding estimates only. Trump Mobile does not guarantee that: the Device will be commercially released... Trump Mobile will not be responsible for delay, modification, or failure to release a Device due to causes beyond its reasonable control, including but not limited to regulatory review, carrier certification delays, component shortages, labor disruptions, governmental orders, acts of God, transportation interruptions, or third-party supplier failures... If Trump Mobile cancels or discontinues the Device offering prior to sale, Trump Mobile will issue a full refund of the deposit amount paid... If Trump Mobile cancels, delays, or does not release the Device, your sole and exclusive remedy is a full refund of the deposit amount actually paid, and you waive any claim for equitable, injunctive, or specific performance relief relating to preorder priority or Device allocation. There was an unconfirmed report on social media that the updated Terms were also emailed to customers (cited by the International Business Times). And the new language also hedges that for the gold T1 phone, "Images, prototypes, beta demonstrations, and marketing renderings are illustrative only and may not reflect final production units...." But then eight days ago The Verge reported that phone "has just passed another milestone on its slow road to release," described as "a requirement for any phone launching in the US..." "The phone has received the little-known PTCRB certification, a first step toward being certified to work on major networks and be issued with IMEI numbers." [A]t least, I think it's been certified. What's actually been certified by the PTCRB is the SGG-06, a smartphone from Smart Gadgets Global, LLC, with support for 5G, 4G, 3G, and 2G networks.

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"Plant seeds can sense the vibrations generated by falling raindrops," reports ScienceAlert, "and respond by waking from their state of dormancy to welcome the water, new research shows.... to germinate in 'anticipation' of the coming deluge." The finding, discovered by MIT mechanical engineers Nicholas Makris and Cadine Navarro, offers the first direct evidence that seeds and seedlings can sense and respond to sounds in nature... "The energy of the rain sound is enough to accelerate a seed's growth," [explains Markis]. Plants don't have the same aural equipment we do to actually hear sounds, of course. But the study suggests that seeds respond to the same vibrations that can produce a sound experience in our human ears. Across a series of experiments, the researchers submerged nearly 8,000 rice seeds in shallow tubs of water, at a depth of around 3 centimeters (1 inch), and exposed some of them to falling water drops over periods of six days... A hydrophone recorded the acoustic vibrations produced by the drops, confirming that the experiment mimicked the vibrations produced by actual raindrops falling in nature — such as the driving downpours that can sometimes pelt Massachusetts' puddles, ponds, and wetlands... In their study, the researchers observed that seeds exposed to the falling drops germinated up to around 37% faster, compared with seeds that did not receive the simulated rainstorm treatment but were housed in otherwise identical conditions. More information in Scientific American and Scientific Reports.

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