TFTC
How Bitcoin and AI are becoming leverage for builders and independent thinkers.
100 posts
Power companies in five states are using or threatening eminent domain to seize private land for high-voltage transmission lines that primarily serve AI data centers. The constitut…
Huawei and U.S.-blacklisted iFlytek submitted a 102-page tender to Egypt proposing 2,008 Ascend AI chips for military and surveillance use. Washington scrambled Nvidia, AMD, and Mi…
Taiwan's Keelung prosecutors indicted nine people on August 24, including employees at Nvidia's Taiwan office and Supermicro's Taiwan branch, for smuggling 74 Nvidia B300 AI server…
Gov. Greg Abbott directed PUCT and ERCOT to audit all queued data center projects before any can connect to the Texas grid, halting roughly 1,800 projects and exposing a 474 GW int…
DeepSeek is ordering at least 160,000 Huawei Ascend 950DT chips for a gigawatt-scale data center in Inner Mongolia, per Bloomberg. NVIDIA's China AI share is forecast to crater fro…
The Trump administration's FCC is drafting a ban on new Chinese optical transceiver imports, per a Reuters exclusive. Western suppliers hold about 12-24 months behind on capacity,…
OpenDesign Arena scored DeepSeek V4.1 Flash at 81.2 out of 100 on real-world design tasks, reaching 98% of GPT-6 Astra's performance at $0.023 per artifact versus Astra's $1.61. El…
Environmental groups demand Microsoft cease operations at a 300 MW Vineland, NJ AI data center after a Floodlight thermal drone investigation documented at least 45 of 62 gas gener…
Wood Mackenzie projects US grid operators will honor roughly 28% of 1,066 gigawatts in data center power requests, leaving ~768 GW of hyped AI energy demand that will never touch t…
Nvidia signed a definitive agreement to acquire Hugging Face for $12.93 billion. Jensen Huang promises the platform stays open. There is currently no binding governance mechanism t…
Galaxy Research's Alex Thorn confirmed the first on-chain movement from the original Coldcard attacker addresses: ~10% of Wave 3 funds routed through THORChain and landed on a new…
SoftBank is in discussions to float up to $20B in junk-rated bonds to refinance the $40B bridge loan underpinning its $65B OpenAI commitment. Bloomberg Intelligence says the gap ma…
Z.AI has completed a 1-gigawatt AI data center running exclusively on Chinese-made chips, per Bloomberg. The facility is a direct product of U.S. export controls, and a stress test…
Blockstream's Jonas Nick published the first BIP for SHRINCS, a post-quantum signature scheme production-tested on Liquid. The scheme is promising, the security proof is not finish…
ChatGPT Work's cloud browser can now sign into websites and hold those sessions on OpenAI's infrastructure across tasks. The credential is the least of it.
Anthropic committed $45 billion over six years to rent 460 megawatts from Nscale's Monarch Compute Campus in West Virginia, a fully off-grid, natural-gas-powered microgrid that run…
U.S. District Judge Rita Lin issued a 59-page ruling on August 27 voiding the Pentagon's supply chain risk designation of Anthropic, finding it violated the First and Fifth Amendme…
A Nikkei Asia study found Alphabet, Microsoft, Amazon, Meta, and Oracle are carrying $1.65 trillion in off-balance-sheet AI infrastructure obligations. The footnotes are larger tha…
A Chinese research team has set a new low-water mark for the quantum resources needed to attack Bitcoin's elliptic curve cryptography: 835 logical qubits, down from 2,124 three yea…
Core Lightning maintainers confirmed multiple critical vulnerabilities on August 26 and are urging all CLN node operators to take nodes offline immediately. A signed emergency patc…
The Commoner
Independent writing by Marty Bent at TFTC since 2017. Money, markets, AI, energy and privacy, delivered free to your inbox.
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