Apple

Apple's iCloud File Sharing Left Ex-Employees With Access to Secret Documents (macrumors.com) 82

Apple's practice of mixing employees' work files with personal iCloud accounts reportedly left some former staff with continued access to confidential documents, messages, and even new updates after leaving the company. "The former employees said many Apple files they had been shared on over their careers at the company -- including planning documents for product launch events -- continued to sync to their personal devices through the iCloud storage service after they left Apple," reports The Information. "In some cases, they even received notifications about fresh updates to the documents. Some former employees said they were petrified to delete the files for fear that doing so would attract Apple's attention." MacRumors reports: Apple files get mixed in with employees' accounts because the company encourages them to use their personal Apple Accounts with their work iCloud account. Employees are given a 2TB iCloud plan and are able to merge the storage with their existing Apple Account or create a new account. Since only one primary account can be signed in at a time, most opt to use their existing account to avoid having to carry two iPhones. Apple has a managed folder for workplace files that it revokes access to when an employee leaves, but some internal documents aren't saved there automatically and shared files end up mixed in with personal content. Employees can also retain access to iMessage chats and files shared via the Messages app.

Lingering access to Apple systems is central to Apple's lawsuit against OpenAI. In its filing, Apple alleged that former employee Chang Liu breached Apple's systems using a "rare, previously unknown authentication bug" to download files while he was working at OpenAI. Apple told The Information that the OpenAI lawsuit is unrelated to any files left available on iCloud and that it does not pursue legal claims against former employees who accidentally have Apple documents in their personal iCloud accounts. "This case is about OpenAI employees wrongfully taking Apple's secret and confidential information regarding our unreleased technologies, processes, and products. Nothing in the filing relates to documents shared by, or stored in, iCloud."

Power

NextEra, Brookfield to Build $100 Billion Kentucky Data Campus (bloomberg.com) 27

NextEra and Brookfield plan to invest more than $100 billion to transform a former uranium-enrichment site in Kentucky into a data center campus with a generating plant. "The privately funded effort will include construction of 2 gigawatts of natural gas-fired power at or near the site in Paducah in western Kentucky, and as much as 2.6 gigawatts of battery storage capacity," reports Bloomberg. " For context, a single gigawatt of capacity is roughly the output of a traditional nuclear power plant and can power about 750,000 homes at any given moment." From the report: Brookfield will develop and operate the 1.8 GW data center campus, which will occupy portions of the sprawling 3,556-acre Energy Department site once used to produce weapons-grade uranium and fuel for nuclear reactors. Operations using the now obsolete enrichment technology known as gaseous diffusion stopped in 2013 and the site is now subject to cleanup efforts. Construction is expected to be completed in 2031, the Energy Department said. "The U.S. government is leveraging its assets -- like our federal lands -- to add power generation, create jobs, and ensure the United States wins the AI race," Energy Secretary Chris Wright said in a statement. The project is expected to create 8,000 construction jobs and 600 permanent positions, the department said.
AI

OpenAI's Rogue AI Agent Hacked More Than Just Hugging Face (wired.com) 67

An anonymous reader quotes a report from Wired: OpenAI said Tuesday that the rogue AI agent that breached Hugging Face's platform also hacked multiple third-party accounts and services as part of the attack. It's now clear that the unprecedented security incident, which arose during an internal test of OpenAI's latest AI models, was more extensive than the company initially disclosed. In an updated blog post, OpenAI said that an ongoing review of the incident revealed that "four accounts" tied to "publicly available services" were used by the AI agent as part of a larger effort to hack Hugging Face. The rogue agent apparently found credentials that had been exposed on the open web and used them to break into the accounts.

OpenAI did not disclose what companies or organizations the accounts belonged to, but noted that they were not impacted at "the level of severity or scale of what we've shared related to Hugging Face." One of the additional accounts compromised by OpenAI's agent was used as an "outbound relay and staging path," potentially to obscure where the attack on Hugging Face was coming from, the company said. OpenAI's rogue agent also used another account for data storage to assist with the hack.

Reuters reported on Tuesday that a customer of Modal, a company that offers software infrastructure for training and running AI services, was one of the entities compromised by OpenAI's agent. In a statement to WIRED, Modal's chief technology officer Akshat Bubna confirmed that OpenAI's agent exploited a vulnerability in one of its customer's codebases, which was running on Modal's infrastructure. However, Bubna says, "Modal's platform was not compromised in any way." The identity of the customer could not be determined.

Encryption

Anthropic AI Model Finds Flaws in Tough-to-Crack Encryption Algorithms (nytimes.com) 32

Anthropic's Claude Mythos Preview has "found flaws in a weakened version of a digital encryption standard that is in pervasive use throughout the internet," reports The New York Times. Researchers said the model discovered novel attacks against weakened versions of AES and the experimental post-quantum HAWK system, including one that was 200 to 1,000 times faster than previous human-developed methods. From the report: The flaws identified do not concern a cryptographic standard currently in use today, which means that modern banking and communication systems are not subject to immediate potential intrusions from A.I. Instead, Anthropic's technology cracked a watered-down version of an algorithm for Advanced Encryption Standard, or A.E.S., a ubiquitous protocol that safeguards web traffic, wireless networks, data storage and more. It is common to perform tests on weaker versions of encryption algorithms to understand whether more powerful computers could someday crack the actual standards, akin to solving a simpler math problem to identify whether patterns may exist for a more complicated one. In the testing, Mythos was able to break the weaker version of Advanced Encryption Standard in a way that Anthropic said made an assault 200 to 1,000 times faster than what previous human research had managed to do. While the immediate ramifications are minimal, the long-term implications could be significant. In previous tests, large-language models seemingly could not match or best what humans can do in the mathematically dense field of cryptographic research, but their rapid advances could suggest a future in which top models can surmount traditional internet security protections that are foundational to just about everything that takes place on the internet.

[...] In addition to the attack on the encryption standard, Mythos also orchestrated another improved attack against a different digital cryptographic system known as HAWK that is designed to be bulletproof against both traditional and quantum computers. HAWK is not currently in use, but under consideration by the National Institute of Standards and Technology to become a new standard. The HAWK attack was validated by its authors, and independent cryptographers reviewed the Advanced Encryption Standard attack, Anthropic said, adding that it had shared its findings with the U.S. government and industry partners ahead of publication. Mythos devised the cryptographic attack on A.E.S. almost entirely autonomously, Anthropic said, but only after first refusing to contemplate the problem because it believed it was impossible to improve on existing methods of analysis. But after some coaxing, the chatbot sat with the puzzle for about a week before engineering its novel attack. Two human researchers then worked for nearly a month to verify that the method appeared correct.
"Given that we are constantly underestimating the power and time of availability of future models, are we really comfortable that two years from now strong encryption won't be threatened?" said Glenn S. Gerstell, the former general counsel at the National Security Agency.

"Mathematicians would tell you that it shouldn't be possible given current computing powers to break strong encryption in any meaningful time," added Mr. Gerstell, who helped write a report on cryptology in 2022. "But I don't think the capabilities of future models in the medium term -- before quantum computing or quantum-proof cryptography -- should be dismissed as trivial in this context."
The Courts

Judge Blocks First State Law That Would Have Banned Prediction Markets (arstechnica.com) 52

An anonymous reader quotes a report from Ars Technica: Minnesota, the first US state to prohibit prediction markets, was prevented from enforcing the law by a federal court ruling just days before the ban was scheduled to take effect. But while Minnesota was stopped from enforcing a total ban, the state may ultimately be allowed to prohibit some types of prediction-market wagers. The Trump administration and the two largest prediction markets -- Kalshi and Polymarket -- sued Minnesota after the state enacted the law in May. The cases were consolidated, and a ruling (PDF) issued yesterday imposed a preliminary injunction blocking the law that was scheduled to take effect on August 1.

Minnesota lawmakers saw prediction markets as indistinguishable from gambling, but the US Commodity Futures Trading Commission (CFTC) argues it has exclusive authority to regulate the platforms under federal law. One of the primary legal questions is whether event contracts are "swaps," which are regulated by the CFTC. Swaps are defined broadly in US law to include contracts in which payment "is dependent on the occurrence, nonoccurrence, or the extent of the occurrence of an event or contingency associated with a potential financial, economic, or commercial consequence." US District Judge Katherine Menendez in the District of Minnesota, a Biden appointee, said Minnesota's total ban on prediction markets is likely to violate US law because many trades on Kalshi and Polymarket are swaps.

Menendez wrote: "Specifically, it appears that whether the Minnesota statute is expressly preempted turns on whether the state law attempts to regulate trades in event contracts that qualify as "swaps" within the meaning of the CEA [Commodity Exchange Act]. And there are several examples of event contracts hosted by Kalshi and Polymarket US that fit that definition because they concern the occurrence of events with clear potential economic, financial, or commercial consequences that are neither remote or unattenuated. Kalshi and Polymarket US are designated contract markets, so the CFTC has exclusive jurisdiction to regulate transactions involving those 'swaps.'"

Menendez said the CFTC, Kalshi, and Polymarket met their burden of showing they are likely to succeed on the merits, so she issued "a preliminary injunction barring enforcement of Minnesota's prediction market statute until a final decision on the merits is reached." But she said Minnesota may be able to prohibit some types of event contracts offered on Kalshi and Polymarket because not all of them appear to meet the definition of swaps. For example, Menendez doesn't think prediction-market bets on the outcome of Love Island USA meet the legal definition of swaps. Minnesota could continue litigating the case in district court or ask a federal appeals court to overturn the preliminary injunction.

Cellphones

Samsung Galaxy Z Fold 8 Announced to Compete With Future iPhone Fold (mashable.com) 16

At a Galaxy Unpacked event in London today, Samsung unveiled a new foldable smartphone designed to compete with the still-unannounced iPhone Fold. Called the Galaxy Z Fold 8, it features a wider 4:3 form factor with a 7.6-inch inner AMOLED display, Snapdragon 8 Elite Gen 5 for Galaxy chip, up to 16GB of RAM and 1TB of storage. "The inner display has enough extra real estate for multi-tasking and entertainment," reports Mashable, which got a chance to try the new foldable ahead of the event. "And if you're worried about a crease in the middle of the display, don't be. We got up close with the device, and the crease fully disappears when the display is activated." From the report: As stated above, the main distinguishing factor of the new Z Fold 8 is its wider 4:3 proportions compared to the Z Fold 8 Ultra. If the latter is a book-style foldable, the former can almost be called a tablet-style foldable, instead. We think the wide screen will serve even better for reading books or multi-tasking with several apps open at once.

Also, at 201g, Samsung is really emphasizing how light the device is. The company is calling it the "world's lightest fold ever." And while the device may be light, its no lightweight. Samsung's newest foldable features Flex Titanium technology, which makes the Galaxy Z Fold 8 more durable. Speaking of durability, it also boasts Samsung's advantage hinge technology, Armor Flexhinge.

The Z Fold 8 feels like a solid middle point between the premium Z Fold 8 Ultra and the comparatively affordable Z Flip 8. All three phones use the same chip, but the Z Fold 8's 4,800mAh battery is smaller than that of the Z Fold 8 Ultra. However, the Z Fold 8 does have an option for 16GB RAM and 1TB of storage, similar to the Ultra.

Twitter

'Grok Build' Coding Tool Open Sourced This Week, Promises to Respect Zero Data Retention (theregister.com) 41

Elon Musk confirmed SpaceX has open sourced the Grok Build CLI this week, reports The Register, "just days after researchers caught the AI tool scooping up users' entire repositories and uploading them to company-controlled cloud storage."

That discovery had "gathered so much negative attention that Elon Musk felt compelled to issue a public statement alongside SpaceX, and its technical staff, promising to delete all data that Grok Build has ever stored and give users more choice over how their data is handled." SpaceXAI's data grab was first publicized Sunday [July 12] by Cereblab, who probed Grok Build traffic and found that repos were being packaged up as Git Bundles and beamed to Google Cloud storage... [Elon Musk] said SpaceX would open-source Grok Build to sow greater trust in the product, after the codebase was audited for security vulnerabilities... ["Open-sourcing Grok Build allows anyone to support making a reliable and robust harness," SpaceX posted on X.com. "Check out our code, including the Git repo for the Grok Build CLI."]

In a separate statement accompanying the open source announcement, SpaceX said it has always respected Zero Data Retention (ZDR), which was applied to enterprise customers by default, and acknowledged that data retention was enabled by default for everyone else, which has now been corrected. It said: "In response to user questions about privacy: Since launch, Grok Build has fully respected zero data retention (ZDR). All users have always had the ability to disable data upload in the CLI. When data upload was disabled, this choice was respected. In the early beta, data retention was enabled by default for non-ZDR users. Based on your feedback, we changed this. We are now going further to protect privacy. With all retained data deleted, retention default off, and an open-source harness, we are offering complete user privacy. You can also run Grok Build fully open-sourced and local-first with your own inference.

"We disabled default retention for all Grok Build users starting on July 12th. Additionally, we are deleting all coding data that was previously retained, ensuring every user's preferences are respected. With these steps, Grok Build goes beyond other major coding products to protect user privacy."

SpaceX also invited researchers to probe Grok Build for security issues and report them to its bug bounty program, which offers rewards ranging from $100-$20,000, depending on the severity.

The article notes Simon Willison, creator of Datasette and co-creator of Django, wrote this week that the Grok Build codebase comprises 844,530 lines of Rust code. "There are still remnants of the code that used to upload everything to Google Cloud," Willison writes, "but they seem to have been disabled now."

Elon Musk also posted Wednesday that "Once we have completed our review for security vulnerabilities, we will make the entire codebase of X open source, with no exceptions. Moreover, we will invite third party reviewers to examine the system that is running to confirm that the open source code is what is running."
Android

Google and Epic Cancel Settlement; Third-Party App Stores Coming To Google Play (arstechnica.com) 41

An anonymous reader quotes a report from Ars Technica: Big changes are coming to Android apps, but they're not the changes Google wanted. The settlement between Google and Epic that aimed to put to rest the companies' long-running antitrust battle is being withdrawn, and that means third-party app stores are coming to the Play Store. Google has confirmed that it will begin distributing rival app stores next week, setting the stage for competing platforms to take a bite out of Google's Android revenue stream. [...] Google and Epic were set to return to court on July 16 to argue in favor of the settlement. However, the writing may have been on the wall. In a recent expert analysis provided to the court, MIT economics professor Nancy Rose noted that the settlement was "unlikely to enable Google Play's potential competitors to overcome their long-standing network-effect disadvantage in a timely manner."

With settlement approval looking increasingly unlikely, Epic and Google agreed this week to call the whole thing off. Here's how Google Trust and Reputation Communications Lead Dan Jackson explains the company's decision: "We've agreed with Epic to withdraw our motion to modify the US Court's injunction rather than prolonging this process which creates uncertainty for the ecosystem. This allows us to focus on executing our recently announced global business model evolution to deliver greater app store choice, lower prices, and more opportunities for developers and users. We remain committed to maintaining Android's industry-leading security and fostering a competitive ecosystem where every app store and developer has the freedom to compete. In parallel, we continue to comply with the US Court's injunction."

In a brief filing (PDF), Google's legal team informs the court that Google is prepared to begin distributing third-party app stores in Google Play on July 22. Under the terms of Judge Donato's original injunction, these stores will have access to the full catalog of Google Play apps by default. Developers will have the option to opt out of distribution in these stores, and Google has a support page explaining how to do so. Google also has documentation on how app stores can get access to the Google Play catalog. It won't be mirroring those apps in any shady storefront that asks. The court has allowed Google to charge reasonable fees to cover its security and compliance review of third-party stores, which will be $5,000 per year.

Google will also require approved stores to block malware, respect intellectual property, and include mechanisms to update and uninstall apps. App stores can be removed from the program if more than 1 percent of attempted app installs appear to be malware or unwanted software. It's unclear if there will be separate, possibly more stringent requirements for storefront distribution in the Play Store. However, Google is prohibited from unreasonably blocking third-party store clients uploaded to Google Play. The changes Google has announced under the Epic agreement will proceed for now. That means Registered App Stores will happen globally, but they will probably only appear in the Play Store for US users. Google hasn't specified if there will be any differences in the features available to the stores downloaded from Play versus registered stores.

The Courts

Lawsuit Claims Meta's Layoff Decisions Were Made By AI, Not Humans 81

A lawsuit from 26 Meta employees alleges the company used AI-driven scoring and monitoring systems to select workers for layoffs, disproportionately targeting employees with disabilities or those who had taken protected medical, family, pregnancy, or parental leave. "Meta did not assemble the termination list through the considered judgment of managers who knew the work. Instead, Meta used a constellation of internal artificial-intelligence systems -- including a system referred to internally as 'Metamate,' employee-trained 'second-brain' agents, keystroke- and activity-monitoring data, AI-token-usage dashboards, and algorithmically assisted performance ranking and calibration -- to score, rank, and select employees for inclusion on the list," the lawsuit (PDF) said. Ars Technica reports: Employees were allegedly graded, among other things, on how much they used Meta's AI tools. "Meta's internal dashboards classified employees by their stage of adoption of its artificial-intelligence tools, using categories such as 'AI Native,' 'AI First,' and 'AI Enabled,'" the lawsuit said. The lawsuit is apparently "the first against a major U.S. company to challenge the alleged use of AI in conducting layoffs," according to Reuters. The complaint alleges that Meta's tools for monitoring employees did not account for differences caused by disabilities and protected leaves. "Those tools draw on inputs -- performance ratings, calibration scores, productivity and output metrics, 'AI-native' ratings, and AI-token consumption -- that, by design, cannot be accumulated by an employee who is on protected medical or family leave, or whose output is reduced by a disability," the lawsuit said.

The lawsuit alleged that Meta management did not take steps to adjust scores for employees who took leave or who requested reasonable accommodations for disabilities. "Meta did not neutralize those inputs for protected leave; did not exclude protected-leave-takers or accommodation-seekers from the selection cohort; and did not pause the system for the individualized, leave- and accommodation-neutral review that the law requires," the complaint alleged. "The result was that employees who took protected leaves were disproportionately selected for layoff, based on scoring that not only failed to account for their protected leaves, but in effect penalized the employees for exercising their legal rights to these leaves." The 26 plaintiffs requested leaves or disability accommodations in the 24 months before being selected for layoffs, the lawsuit said. The layoffs are not yet finalized, but employees are scheduled to start losing their jobs on July 22, the lawsuit said.
"These claims lack merit and are not based on facts," said Meta in a statement. "Workforce management and organizational decisions were and are made by people, not AI."
Data Storage

macOS 28 Will Drop Support For Encrypted Mac OS Extended Volumes (9to5mac.com) 90

Starting with macOS 28, Apple will no longer support encrypted Mac OS Extended, or HFS+, volumes. Users will need to decrypt them or reformat them as APFS to keep using them. 9to5Mac reports: In a new support document, Apple explains that starting with macOS 28, "the Mac OS Extended file system format will be supported only for volumes (disks and other storage devices) that aren't encrypted." In practice, this means users who currently rely on encrypted HFS+ external drives or other encrypted legacy Mac-formatted volumes will need to "either decrypt or reformat any encrypted Mac OS Extended volumes."

Apple doesn't explain the reason for the change. Still, the move appears to be another step in Apple's transition to APFS, its file system with built-in encryption support, which replaced Mac OS Extended as the default Mac file system in macOS High Sierra. As a result of this change, Apple says that starting with macOS 26, Macs might notify users when they're using an encrypted Mac OS Extended disk that won't be compatible with macOS 28 or later.

According to the support page, "the notification will identify the volume by name." However, Apple says users can manually confirm whether a volume is both using Mac OS Extended format and encrypted by following these steps [...]. Apple adds that "macOS 28 and later will continue to support unencrypted volumes that use Mac OS Extended format," and notes "Mac OS Extended is also known as HFS Plus (or HFS+)."

Businesses

Samsung Passes Nvidia To Become Most Profitable Company In the World 26

Samsung's chip division is projected to earn more in 2026 than it made across its previous 40 years in semiconductors, driven by soaring AI-fueled demand for memory and storage. The company's latest quarterly operating profit reportedly topped Nvidia's, making Samsung the world's most profitable tech company for the period. Tom's Hardware reports: Brokerage consensus puts Samsung's full-year 2026 operating profit near 300 trillion won ($196 billion), and its second-quarter figure at about 84.6 trillion won ($55.1 billion). Samsung easily beat the consensus with $58.5 billion when it posted preliminary results on July 7, overtaking Nvidia's most recent quarterly operating profit of $53.54 billion and becoming the most profitable technology company in the world for the period, on the back of AI-driven memory demand.

Samsung's DS division booked 53.7 trillion won ($35.1 billion) of the company's 57.2 trillion won in total operating profit during the first quarter of 2026, roughly 94% of the total, which is why the division's projection sits so close to Samsung's full-year consensus. "This year's profit will exceed the cumulative profit generated over the past 40 years since we entered the semiconductor business," Kim Yong-Kwan told staff, scoping the claim to the chip business rather than the wider conglomerate.
Further reading: Samsung Chip Workers To Get $340,000 Average Bonus In AI Boom
Data Storage

GitHub Thumbs Nose At Sony's Controversial End to Physical Media With Its Introduction of Repo CDs (tomshardware.com) 67

GitHub is offering a limited run of 1,000 CD-ROM copies of public repositories as a pro-physical-media jab at Sony's plan to stop producing PlayStation game discs in 2028. Tom's Hardware reports: The coding and collaboration platform, owned by Microsoft, states that "In light of recent developments in physical media, GitHub is proud to announce that you can now obtain your public repo on CD-ROM." Moreover, it appeals to the human side of computing, adding the emotive line "Keep it. Lend it to friends. Pass it on to your children." It isn't April 1st, so thankfully this is no joke. However, if you check out the above-linked GitHub Your Code, On a CD offer page, it quickly becomes clear this is a very limited in time/scope stunt.

"Order a burned CD of your own public GitHub repo. Yes, a real physical disc you can hold in your hands, no download required," begins the spiel. But this is a very limited run of 1,000 discs, with applications required between July 2 and July 6 (inclusive). Limit one per person, with availability varying between country/region.

"Your code is physically yours, forever. Until you lose it, let's be real," says GitHub. At best, these CDs will be framed and put on a wall, some becoming collector's items or eBay money spinners (discs like 0001 or 0888 would be good ones, if they are numbered). Also, many will be lost or eventually/accidentally discarded, as GitHub seems to know. So this 'protest' is arguably 1,000 doses of expensively shipped e-waste.

Power

US Home Battery Installations Hit Record High On Rising Electricity Costs 96

An anonymous reader quotes a report from Ars Technica: US homeowners have embraced home batteries in record-breaking numbers in early 2026, spurred on by state incentives while seeking to offset rising residential electricity costs. The trend could even unlock a more flexible energy supply for power grid operators and even AI data centers. New home battery installations reached a record 673 megawatts of energy storage in the first quarter of 2026, according to the US Energy Information Administration. That trend was driven by states with high electricity prices that have implemented policies to incentivize home battery installation, Bloomberg News reported.

This residential battery trend stands out as a natural next step for states that have already successfully boosted rooftop solar adoption among homeowners, given how batteries enable homeowners to use stored solar energy at night. California and Hawaii accounted for the majority of new residential battery storage, while Texas and Arizona also saw significantly higher numbers of installations. California incentivizes homeowners with solar panels to also install batteries by offering better pricing for residential electricity exported to the grid after sunset, Bloomberg reported. Hawaii offers a one-time payment of $400 for every kilowatt of battery storage that homeowners install.

However, the record-breaking home battery installations coincided with a slowdown in residential installations of solar panels -- the result of the Trump administration and Republican-driven One Big Beautiful Bill having eliminated a 30 percent federal solar tax credit for homeowners. Nonetheless, US electricity generation from solar power continues to rise and even surpassed coal-fired generation in April. The battery installation spree also coincides with rising electricity costs for US residential customers. The Energy Information Administration's latest data shows that the nationwide average for residential electricity costs increased by more than 7 percent in April 2026 when compared to electricity costs in April 2025. So homeowners with smart home battery-management systems could benefit from storing energy when electricity prices are lowest and draining them during peak demand periods.
Power

Renewable Energy Just Hit 30% of America's Electricity Generation (electrek.co) 63

America generated 10.06% more energy with renewables in the first four months of 2026 than it did in the same period the year before. That's according to new figures from America's Energy Information Administration, cited in this report from Electrek: The growth was led by utility-scale solar (+21.3%), hydropower (+15.7%), small-scale solar
In April alone, wind and solar each produced more electricity than US coal plants, while the combination of solar and wind produced 57.0% more electricity than nuclear power.

The mix of all renewables, including biomass and geothermal, accounted for 30.0% of total US electrical generation during the first third of 2026 — up from 27.8% a year earlier... EIA reported that, in April, utility-scale solar capacity surpassed wind capacity for the first time (160,208.1 MW vs. 160,100.6 MW). Further, utility-scale battery energy storage capacity increased by 17,703.5 MW, or 58.1%. Nuclear added just 18.4 MW. The combined capacity growth of all utility-scale renewable energy sources for the 12-month period (55,980.3 MW) is two-thirds more (i.e., 67.6%) than that added during the previous 12 months (33,392.0 MW).

"EIA projects no new nuclear generating capacity and a net decline of 5,200.5 MW in fossil fuel capacity."
Microsoft

Microsoft Adds Another Year To Windows 10 Extended Update Program (arstechnica.com) 122

Microsoft has quietly extended free Windows 10 security updates for consumers by another year, pushing the Extended Security Updates (ESU) program's end date from October 12, 2026, to October 12, 2027. "The ESU support page was updated with that date, and Microsoft's blog post on the program has a new editor's note confirming the change," reports Ars Technica. From the report: The prevalence of Windows across so many devices and form factors has given Microsoft a massive customer base for decades, but it has also stymied the company's efforts to roll out new operating systems. Microsoft famously extended the support window for Windows XP numerous times throughout the 2010s as it became apparent that millions of PCs would never be updated. Windows 10 isn't quite as entrenched as XP was, but it has still been a slog getting people to upgrade to Windows 11 even nearly five years after release.

Unlike many past Windows updates, Windows 11 required some users to buy new PCs with specific CPU technologies and a Trusted Platform Module (TPM). Microsoft was widely criticized for excluding perfectly serviceable PCs, and that's turning into a problem in 2026. The AI-driven shortage of storage and memory has made system upgrades vastly more expensive, potentially slowing upgrades. Some have also avoided Windows 11 due to Microsoft's intense focus on AI features.

The result is that Windows 10 remains stubbornly popular. According to StatCounter data, Windows 10 is still running on about 26 percent of PCs, while Windows 11 sits at 72 percent. That means there are still hundreds of millions of active Windows 10 installs, but those machines will be up to date for at least an additional year.

The Almighty Buck

Apple Raises Prices On Macs, iPads, and More By Hundreds of Dollars (theverge.com) 125

Apple has sharply raised prices across its Mac, iPad, HomePod, and Apple TV lineups as surging AI-driven demand creates a global memory and storage shortage. Increases range from $30 for the HomePod mini to $1,300 for the M3 Ultra Mac Studio, with Apple CEO Tim Cook saying efforts to shield customers from higher costs had become "unsustainable." The Verge reports: On Thursday, the company adjusted the price of its new MacBook Neo, which will now start at $699 instead of $599, while the base MacBook Air will jump to $1,299 from $1,099, as reported earlier by Bloomberg. The 14-inch MacBook Pro is getting an increase as well, going from $1,699 to $1,999. Meanwhile, the iPad Air will now start at $749 instead of $599, while the iPad Pro is increasing to $1,199 from $999.

As spotted by MacRumors, the M4 Max Mac Studio will now cost $2,499, a big jump from $1,999. The M3 Ultra Mac Studio is now priced at $5,299, up from $3,999. Apple is even raising the prices of its HomePod, which now costs $349 instead of $299, as well as bumping the price of the HomePod mini to $129 instead of $99. The Apple TV also now costs $199 instead of $129.

Privacy

LastPass Says Hackers Stole Customer Support Case Data During Klue Breach (techcrunch.com) 22

LastPass says hackers stole customers' personal information, support case records, and sales data by breaching market research partner Klue. The password manager told TechCrunch that its own systems and password vaults were unaffected. However, the hackers used their access to obtain "reams of data about LastPass customers," the report says. From the report: In a blog post that shared information about the incident, LastPass said the hackers took customers' names, phone numbers, email addresses, and physical addresses, as well as customer support case data and sales-related data. It's not yet known what was in the contents of customer support tickets, although they likely contain fragments of potentially private or sensitive information. Customers typically contact customer service when they are having a billing issue or need assistance in gaining access to their accounts. Past incidents involving customer support tickets have included credentials and government-issued identity documents. The last data breach LastPass reported was in 2022, when hackers stole the company's entire store of customer password vaults.
Hardware

Micron Locks In Historically High Memory Prices For Five Years (theregister.com) 93

Micron has signed 16 "strategic customer agreements" (SCAs) that include a floor price the company says comes with "a very robust gross margin for Micron, well above our peak quarterly margins in any past cycle." Most of the deals run through 2030 and cover about 40% of Micron's revenue. The Register reports: Micron CEO, president and chairman Sanjay Mehrotra explained the SCAs in prepared remarks delivered during the company's Q3 earnings call. He explained that Micron has signed 16 SCAs, most of them covering 2026 to 2030, and that they involve a commitment to buy a certain quantity of product and pay for it in a pricing band that has a floor and a ceiling price. The floor price covers the historically high gross margins mentioned above, and the ceiling price means those who commit to an SCA are insulated if memory prices go even higher.

The CEO said 16 customers have signed SCAs and then explained why it's worth locking into the deals even though they bake in such high margins. "Our customers are recognizing that supply shortages in memory and storage will take considerable time to improve," he said. "Even as we expect industry supply to improve gradually in 2028, we currently do not have line of sight as to when memory supply will be able to catch up with increasing demand."

Even massive efforts to build new chip fabs aren't much help, he said, because the increasing complexity of new memory types means it takes longer to build factories -- and when they come online there still won't be enough capacity to build both the high-bandwidth memory needed for AI and other types of NAND and DRAM. "Supply is structurally constrained in its growth and ability to meet industry demand, despite our comprehensive efforts to increase supply," he said.

Don't assume that SCAs mean your suppliers get price certainty, because Mehrotra said the deals will account for 40 percent of Micron revenue -- meaning the company is reserving most of its inventory to sell at prices it can negotiate. The CEO did have a little good news in the form of predictions that Micron's DRAM output in 2026 will "grow in the low- to mid-20s percentage range, slightly above our prior outlook." He also revealed that the SCAs see customers pay up front, which helps Micron to fund its fab expansions.

Power

The Secret Revolution in Battery Technology: 3-D Printing (msn.com) 50

"There's a revolution in battery technology hiding in plain sight," reports The Wall Street Journal. "The 3-D printing of batteries has the potential to put energy storage inside any device.

"This will enable lightweight and long-lasting consumer gadgets, long-range military drones and even nanoscale robots." Almost all the innovations we regularly hear about — from cheaper, tougher electric-vehicle batteries to "Holy Grail" solid-state batteries — are about changing the chemistry of batteries. The promise of battery-tech 3-D printing (aka additive manufacturing) is simple: What if batteries could fill any available space, even structural elements of our gadgets, rather than always taking a rigid shape like a pouch or cylinder?

The new approach has obvious appeal. The entire airframe of a drone could be filled with energy storage for increased range. Smartglasses could have sleek battery-packed frames, so they look like everyday eyewear rather than "Revenge of the Nerds" props. One of the biggest advantages of 3-D printing is that it works with any battery, regardless of its cell chemistry. It could advance today's lithium-ion as well as emerging sodium-ion and solid-state tech... Some [startups] are trying to use 3-D printing to create efficiencies in existing battery manufacturing systems. A brave handful of startups are pursuing radical new designs and approaches. They're starting with defense applications, where cost and scale are less of an issue...

At Silicon Valley-based Sakuu... [r]ather than trying to 3-D-print whole batteries, the company is working on replacing one of battery manufacturing's biggest pain points, says Arwed Niestroj, Sakuu's chief operating officer, who is also a nuclear physicist and former head of Mercedes-Benz Research & Development North America. Existing battery assembly lines include football-field-long ovens for drying layers of material that have been dissolved in solvents. This requires a huge amount of energy and is a significant contributor to manufacturing costs, a big reason EV batteries aren't cheaper. Sakuu's process, under development for years, uses additive manufacturing to lay down key battery components without solvents, eliminating the need for ovens, says Niestroj.

Sakuu is currently working to commercialize this tech with a major battery manufacturer...

Businesses

Is Tesla Planning To Sell Modular AI Data Center Hardware? (electrek.co) 23

Electrek reports: Tesla wants to sell modular AI data center hardware, according to a new trademark application for a product called "Megapod." The filing describes a complete, self-contained computing system for AI workloads...

Tesla filed the "Megapod" trademark (serial number 99893717) with the U.S. Patent and Trademark Office this month, through its longtime IP counsel. It's an intent-to-use application, meaning Tesla is claiming the name for a product it hasn't launched yet. The goods-and-services description is unusually specific for a trademark. Megapod covers "modular data center hardware systems for artificial intelligence computing, comprised of computer servers, computer hardware for artificial intelligence data processing, networking equipment, power distribution units, and cooling systems." It also covers "self-contained modular computing hardware systems for artificial intelligence workloads," integrated platforms sold as a single unit — an enclosure bundling compute, power distribution, and cooling — and downloadable software to monitor, manage, and optimize those systems.

In plain terms: Tesla wants to sell a turnkey AI data center building block. Not a battery, not a chip on its own, but the full rack-and-room of servers, networking, power, and cooling that AI training and inference run on.

Tesla's offering would have to compete with Nvidia's liquid-cooled, rack-scale systems that simulates a giant GPU, the article points out. But "The bigger issue is that Tesla has no merchant compute-hardware business to build on." Tesla's own AI training cluster, Cortex at Gigafactory Texas, runs on roughly 67,000 Nvidia H100-equivalent GPUs. In other words, Tesla is one of Nvidia's customers, not a competitor selling alternative hardware... Where Tesla does have a real AI-data-center business is power, not compute. Its Megapack and new Megablock energy storage products are selling into AI data centers as grid buffers — Musk's own xAI has bought roughly $1 billion of Megapacks to keep its training runs powered. That energy-storage strength is the one credible thread here. A Megapod that bundles Tesla's power electronics, thermal management, and the enclosure — the "shell" around the chips rather than the chips themselves — would at least sit adjacent to a business Tesla actually runs.

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