America's Biggest Power Grid Operator Has an AI Problem - Too Many Data Centers
America's largest power-grid operator, PJM, which delivers electricity to 67 million people across a 13-state region from New Jersey to Kentucky, is approaching a supply crisis as AI data centers in Northern Virginia's "Data Center Alley" consume electricity at an unprecedented rate. The nonprofit expects demand to grow by 4.8% annually over the next decade. Mark Christie, former chairman of the Federal Energy Regulatory Commission, said the reliability risk that was once "on the horizon" is now "across the street." Dominion Energy, the utility serving parts of Virginia, has received requests from data-center developers requiring more than 40 gigawatts of electricity -- roughly twice its Virginia network capacity at the end of 2024. Older power plants are going out of service faster than new ones can be built, and the grid could max out during periods of high demand, forcing rolling blackouts during heat waves or deep freezes. In November, efforts to establish new rules for data centers stalled when PJM, tech companies, power suppliers and utilities couldn't agree on a plan. Monitoring Analytics, the firm that oversees the market, warned that unless data centers bring their own power supply, "PJM will be in the position of allocating blackouts rather than ensuring reliability."

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Trump Says Microsoft To Make Changes To Curb Data Center Power Costs For Americans
An anonymous reader quotes a report from CNBC: President Donald Trump said in a social media post on Monday that Microsoft will announce changes to ensure that Americans won't see rising utility bills as the company builds more data centers to meet rising artificial intelligence demand. "I never want Americans to pay higher Electricity bills because of Data Centers," Trump wrote on Truth Social. "Therefore, my Administration is working with major American Technology Companies to secure their commitment to the American People, and we will have much to announce in the coming weeks." [...] Trump congratulated Microsoft on its efforts to keep prices in check, suggesting that other companies will make similar commitments. "First up is Microsoft, who my team has been working with, and which will make major changes beginning this week to ensure that Americans don't 'pick up the tab' for their POWER consumption, in the form of paying higher Utility bills," Trump wrote on Monday. Utilities charged U.S. consumers 6% more for electricity in August from a year earlier, including in states with many data centers, CNBC reported in November. Microsoft is paying close to attention to the impact of its data centers on local residents. "I just want you to know we are doing everything we can, and I believe we're succeeding, in managing this issue well, so that you all don't have to pay more for electricity because of our presence," Brad Smith, the company's president and vice chair, said at a September town hall meeting in Wisconsin, where Microsoft is building an AI data center. While Microsoft is moving forward with some facilities, the company withdrew plans for a data center in Caledonia, Wisconsin, amid loud opposition to its efforts there. The project would would have been located 20 miles away from a data center in the village of Mount Pleasant.

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Researchers Beam Power From a Moving Airplane
Researchers from the startup Overview Energy have successfully demonstrated beaming power from a moving airplane to the ground using near-infrared light. It marks the first step toward space-based solar power satellites that could someday transmit energy from orbit to existing solar farms on Earth. IEEE Spectrum reports: Overview's test transferred only a sprinkling of power, but it did it with the same components and techniques that the company plans to send to space. "Not only is it the first optical power beaming from a moving platform at any substantial range or power," says Overview CEO Marc Berte, "but also it's the first time anyone's really done a power beaming thing where it's all of the functional pieces all working together," he says. "It's the same methodology and function that we will take to space and scale up in the long term." [...] Many researchers have settled on microwaves as their beam of choice for wireless power. But, in addition to the safety concerns about shooting such intense waves at the Earth, [Paul Jaffe, head of systems engineering] says there's another problem: microwaves are part of what he calls the "beachfront property" of the electromagnetic spectrum -- a range from 2 to 20 gigahertz that is set aside for many other applications, such as 5G cellular networks. "The fact is," Jaffe says, "if you somehow magically had a fully operational solar power satellite that used microwave power transmission in orbit today -- and a multi-kilometer-scale microwave power satellite receiver on the ground magically in place today -- you could not turn it on because the spectrum is not allocated to do this kind of transmission." Instead, Overview plans to use less-dense, wide-field infrared waves. Existing utility-scale solar farms would be able to receive the beamed energy just like they receive the sun's energy during daylight hours. So "your receivers are already built," Berte says. The next major step is a prototype demonstrator for low Earth orbit, after which he hopes to have GEO satellites beaming megawatts of power by 2030 and gigawatts by later that decade. Plenty of doubts about the feasibility of space-based power abound. It is an exotic technology with much left to prove, including the ability to survive orbital debris and the exorbitant cost of launching the power stations. (Overview's satellite will be built on earth in a folded configuration and it will unfold after it's brought to orbit, according to the company). "Getting down the cost per unit mass for launch is a big deal," Jaffe says. "Then, it just becomes a question of increasing the specific power. A lot of the technologies we're working on at Overview are squarely focused on that."

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China Tests a Supercritical CO2 Generator in Commercial Operation
"China recently placed a supercritical carbon dioxide power generator into commercial operation," writes CleanTechnica, "and the announcement was widely framed as a technological breakthrough." The system, referred to as Chaotan One, is installed at a steel plant in Guizhou province in mountainous southwest China and is designed to recover industrial waste heat and convert it into electricity. Each unit is reported to be rated at roughly 15 MW, with public statements describing configurations totaling around 30 MW. Claimed efficiency improvements range from 20% to more than 30% higher heat to power conversion compared with conventional steam based waste heat recovery systems. These are big numbers, typical of claims for this type of generator, and they deserve serious attention. China doing something first, however, has never been a reliable indicator that the thing will prove durable, economic, or widely replicable. China is large enough to try almost everything. It routinely builds first of a kind systems precisely because it can afford to learn by doing, discarding what does not work and scaling what does. This approach is often described inside China as crossing the river by feeling for stones. It produces valuable learning, but it also produces many dead ends. The question raised by the supercritical CO2 deployment is not whether China is capable of building it, but whether the technology is likely to hold up under real operating conditions for long enough to justify broad adoption. A more skeptical reading is warranted because Western advocates of specific technologies routinely point to China's limited deployments as evidence that their preferred technologies are viable, when the scale of those deployments actually argues the opposite. China has built a single small modular reactor and a single experimental molten salt reactor, not fleets of them, despite having the capital, supply chains, and regulatory capacity to do so if they made economic sense... If small modular reactors or hydrogen transportation actually worked at scale and cost, China would already be building many more of them, and the fact that it is not should be taken seriously rather than pointing to very small numbers of trials compared to China's very large denominators... What is notably absent from publicly available information is detailed disclosure of materials, operating margins, impurity controls, and maintenance assumptions. This is not unusual for early commercial deployments in China. It does mean that external observers cannot independently assess long term durability claims. The article notes America's Energy Department funded a carbon dioxide turbine in Texas rated at roughly 10 MW electric that "reached initial power generation in 2024 after several years of construction and commissioning." But for both these efforts, the article warns that "early efficiency claims should be treated as provisional. A system that starts at 15 MW and delivers 13 MW after several years with rising maintenance costs is not a breakthrough. It is an expensive way to recover waste heat compared with mature steam based alternatives that already operate for decades with predictable degradation..." "If both the Chinese and U.S. installations run for five years without significant reductions in performance and without high maintenance costs, I will be surprised. In that case, it would be worth revisiting this assessment and potentially changing my mind." Thanks to long-time Slashdot reader cusco for sharing the article.

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China's 'Artificial Sun' Breaks Nuclear Fusion Limit Thought to Be Impossible
"Scientists in China have made a breakthrough with fusion energy that could finally overcome one of the most stubborn barriers to realising the next-generation energy source," reports the Independent: A team from the Chinese Academy of Sciences (CAS) said its experimental nuclear reactor, dubbed the 'artificial Sun', achieved a plasma density that was previously thought impossible... Through a new process called plasma-wall self organisation, the CAS researchers were able to keep the plasma stable at unprecedented density levels. By pushing plasma density well past long-standing empirical limits, the researchers said fusion ignition can be achieved with far higher energy outputs. "The findings suggest a practical and scalable pathway for extending density limits in tokamaks and next-generation burning plasma fusion devices," said Professor Ping Zhu from Huazhong University of Science and Technology, who so-led the research. Professor Zhu's team now plan to apply this new method on the EAST reactor to confirm that it will work under high-performance plasma conditions. The latest breakthrough was detailed in the journal Science Advances in a study titled 'Accessing the density-free regime with ECRH-assisted ohmic start-up on EAST'.

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Meta Signs Deals With Three Nuclear Companies For 6+ GW of Power
Meta has signed long-term nuclear power deals totaling more than 6 gigawatts to fuel its data centers: "one from a startup, one from a smaller energy company, and one from a larger company that already operates several nuclear reactors in the U.S," reports TechCrunch. From the report: Oklo and TerraPower, two companies developing small modular reactors (SMR), each signed agreements with Meta to build multiple reactors, while Vistra is selling capacity from its existing power plants. [...] The deals are the result of a request for proposals that Meta issued in December 2024, in which Meta sought partners that could add between 1 to 4 gigawatts of generating capacity by the early 2030s. Much of the new power will flow through the PJM interconnection, a grid which covers 13 Mid-Atlantic and Midwestern states and has become saturated with data centers. The 20-year agreement with Vistra will have the most immediate impact on Meta's energy needs. The tech company will buy a total of 2.1 gigawatts from two existing nuclear power plants, Perry and Davis-Besse in Ohio. As part of the deal, Vistra will also add capacity to those power plants and to its Beaver Valley power plant in Pennsylvania. Together, the upgrades will generate an additional 433 MW and are scheduled to come online in the early 2030s. Meta is also buying 1.2 gigawatts from young provider Oklo. Under its deal with Meta, Oklo is hoping to start supplying power to the grid as early as 2030. The SMR company went public via SPAC in 2023, and while Oklo has landed a large deal with data center operator Switch, it has struggled to get its reactor design approved by the Nuclear Regulatory Commission. If Oklo can deliver on its timeline, the new reactors would be built in Pike County, Ohio. The startup's Aurora Powerhouse reactors each produce 75 megawatts of electricity, and it will need to build more than a dozen to fulfill Meta's order. TerraPower is a startup co-founded by Bill Gates, and it is aiming to start sending electricity to Meta as early as 2032.

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Intel Is 'Going Big Time Into 14A,' Says CEO Lip-Bu Tan
Intel CEO Lip-Bu Tan says the company is "going big time" into its 14A (1.4nm-class) process, signaling confidence in yields and hinting at at least one external foundry customer. Tom's Hardware reports: Intel's 14A is expected to be production-ready in 2027, with early versions of process design kit (PDK) coming to external customers early this year. To that end, it is good to hear Intel's upbeat comments about 14A. Also, Tan's phrasing 'the customer' could indicate that Intel has at least one external client for 14A, implying that Intel Foundry will produce 14A chips for Intel Products and at least one more buyer. The 14A production node will introduce Intel's 2nd Generation RibbonFET GAA transistors; 2nd Gen BSPDN called PowerDirect that will connect power directly to source and drain of transistors, enabling better power delivery (e.g., reducing transient voltage droop or clock stretching) and refined power controls; and Turbo Cells that optimize critical timing paths using high-drive, double-height cells within dense standard cell libraries, which boost speed without major area or power compromises. Yet, there is another aspect of Intel's 14A manufacturing process that is particularly important for the chipmaker: its usage by external customers. With 18A, the company has not managed to land a single major external client that demands decent volumes. While 18A will be used by Intel itself as well as by Microsoft and the U.S. Department of Defense, only Intel will consume significant volumes. For 14A, Intel hopes to land at least one more external customer with substantial volume requirements, as this will ensure that Intel will recoup its investments in the development of such an advanced node.

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AI Chip Frenzy To Wallop DRAM Prices With 70% Hike
Samsung Electronics and SK hynix are projected to raise server memory prices by up to 70% in early 2026, according to Korea Economic Daily. "Combined with 50 percent increases in 2025, this could nearly double prices by mid-2026," reports the Register. From the report: The two Korean giants, alongside US-based Micron, dominate global memory production. All three are reallocating advanced manufacturing capacity to high-margin server DRAM and HBM chips for AI infrastructure, squeezing supply for PCs and smartphones. Financial analysts have raised their earnings forecasts for the firms in response, as they look to benefit from the AI infrastructure boom that is driving up prices for everyone else. Taiwan-based market watcher TrendForce reports that conventional DRAM prices already jumped 55-60 percent in a single quarter. Yet despite the focus on server chips, supply of these components continues to be strained too, with supplier inventories falling and shipment growth reliant on wafer output increases, according to TrendForce. As a result, it forecasts that server DRAM prices will jump by more than 60 percent in the first quarter of 2026. Prior to Christmas, analyst IDC noted the "unprecedented" memory chip shortage and warned this would have knock-on effects for both hardware makers and end users that may persist well into 2027.

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Power Bank Feature Creep is Out of Control
The humble power bank has transformed from a simple pocket-sized battery into a feature-laden gadget that now sometimes includes screensavers, Bluetooth connectivity and built-in Wi-Fi hotspots. The Verge's Thomas Ricker highlighted the $270 EcoFlow Rapid Pro X Power Bank 27k at CES 2026 as a prime offender -- a device he declared "too expensive, too big, too slow, and too heavy." Its giant display takes 30 seconds to wake from sleep, plays swirly graphics and blinking eyeballs, and requires a screensaver while slowly draining the battery it's meant to preserve. The feature creep is industry-wide. Anker no longer lists a display-less model in its 20,000mAh range, and both companies sell proprietary desk chargers. Basic alternatives exist -- Anker's PowerCore 10k runs $26 -- but they're becoming harder to find.

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Samsung's Rolling Ballie Robot Indefinitely Shelved After Delays
Samsung Electronics has once again sidelined Ballie, a long-anticipated robot that was first announced six years ago but never released. Bloomberg News: The device -- designed to roll and roam throughout the home -- is completely absent from this week's CES, the biggest electronics trade show. And though Samsung said last year that Ballie was nearly ready for a retail release, the product is now unlikely to resurface soon. In an emailed statement, Samsung referred to Ballie as an "active innovation platform" within the company, rather than a forthcoming consumer device. "After multiple years of real-world testing, it continues to inform how Samsung designs spatially aware, context-driven experiences, particularly in areas like smart home intelligence, ambient AI and privacy-by-design," a Samsung spokesperson said in the statement.

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Nvidia Details New AI Chips and Autonomous Car Project With Mercedes
An anonymous reader quotes a report from the New York Times: On Monday, [Jensen Huang, the chief executive of the chip-making giant Nvidia] said the company would begin shipping a new A.I. chip later this year, one that can do more computing with less power than previous generations of chips could. Known as the Vera Rubin, the chip has been in development for three years and is designed to fulfill A.I. requests more quickly and cheaply than its predecessors. Mr. Huang, who spoke during CES, an annual tech conference in Las Vegas, also discussed Nvidia's surprisingly ambitious work around autonomous vehicles. This year, Mercedes-Benz will begin shipping cars equipped with Nvidia self-driving technology comparable to Tesla's Autopilot. Nvidia's new Rubin chips are being manufactured and will be shipped to customers, including Microsoft and Amazon, in the second half of the year, fulfilling a promise Mr. Huang made last March when he first described the chip at the company's annual conference in San Jose, Calif. Companies will be able to train A.I. models with one-quarter as many Rubin chips as its predecessor, the Blackwell. It can provide information for chatbots and other A.I. products for one-tenth of the cost. They will also be able to install the chips in data centers more quickly, courtesy of redesigned supercomputers that feature fewer cables. If the new chips live up to their promise, they could allow companies to develop A.I. at a lower cost and at least begin to respond to the soaring electrical demands of data centers being built around the world. [...] On Monday, he said Nvidia had developed new A.I. software that would allow customers like Uber and Lucid to develop cars that navigate roads autonomously. It will share the system, called Alpamayo, to spread its influence and the appeal of Nvidia's chip technology. Since 2020, Nvidia has been working with Mercedes to develop a class of self-driving cars. They will begin shipping an early example of their collaboration when Mercedes CLA cars become available in the first half of the year in Europe and the United States. Mr. Huang said the company started working on self-driving technology eight years ago. It has more than a thousand people working on the project. "Our vision is that someday, every single car, every single truck, will be autonomous," Mr. Huang said. The Rubin chips are named for the astronomer Vera Rubin, a pioneering astronomer who helped find powerful evidence of dark matter.

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Intel Is Making Its Own Handheld Gaming PC Chips At CES 2026
An anonymous reader quotes a report from IGN: Last year, Intel had the best iGPU on the market. This year, it's broken that record by over 70% with Panther Lake and it's a huge win for handhelds. "We've overdelivered" is how Intel CEO Lip Bu Tan categorized the Panther Lake launch during the company's CES 2026 Keynote address, and that really does seem to be the case. But the real highlight of the keynote speech wasn't the engineering behind Panther Lake, but rather the iGPU and the "handheld ecosystem" Intel is building to capitalize on the iGPU's performance gains. Formerly known as the 12 Xe-core variant, the new Intel Arc B390 iGPU offers up to 77% faster gaming performance over Lunar Lake's Arc 140V graphics chip. Intel's VP and General Manager of PC Products, Dan Rogers detailed the Arc B390's performance gains and announced a "whole ecosystem" of gaming handhelds. That ecosystem includes partnerships with MSI, Acer, Microsoft, CPD, Foxconn, and Pegatron. So we'll finally see more Intel handhelds hit the market. [...] Since Intel's Core Ultra 300 Panther Lake chip is built on Intel's proprietary 18A Foundry process node, it can be cut in a variety of different die slices. According to sources at Intel close to the matter, the company is planning a hardware-specific variant or variants of the Panther Lake CPU die. Currently branded as "Intel Core G3" these processors will be custom-built for handhelds. That means Intel can spec the chips to offer better performance on the GPU where you want it, with potential for even better performance than the current Arc B390 expectations.

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Dell Admits It Made a Huge Mistake When It Abandoned XPS
Dell has reversed course and resurrected the XPS brand as its "premium consumer" brand of laptops, admitting it was a mistake to kill it in the first place. Slashdot reader joshuark shares a report from Gizmodo: At last year's CES, Dell made the eyebrow-raising decision to ax all its legacy laptop brand names and instead opt for Apple-like conventions. Instead of XPS, we were forced to comprehend the differences between a "Dell," a "Dell Pro," a "Dell Premium," and a "Dell Pro Max." "This complicated brand we called Dell last year was trying to cover this very large consumer space with lots of similar products," Jeff Clarke, Dell's chief operating officer said. Now those non-XPS products are mostly dedicated to the base consumer and entry-level laptops, "no pluses, minuses, squares, or whatever the hell else we called them." "We won't chase every competitor down every rabbit hole," he added. What that means is we probably won't see any kind of handheld PC from Alienware, like that age-old UFO design showed off back in 2020. Just as well, Dell isn't remodeling its entire laptop lineup for a second time in two years. The company isn't bringing back brand names like Inspiron (which became mere "Dells) or Latitude (which transformed into "Dell Pro). According to Clarke, Dell Pro "still tests well."

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Hyundai and Boston Dynamics Unveil Humanoid Robot Atlas At CES
At CES 2026 today, Hyundai and Boston Dynamics publicly demonstrated its humanoid robot Atlas, showing off fluid movement and announcing plans to deploy a production version in Hyundai's EV factory by 2028. NBC News reports: "For the first time ever in public, please welcome Atlas to the stage," said Boston Dynamics' Zachary Jackowski as a life-sized robot with two arms and two legs picked itself up from the floor at a Las Vegas hotel ballroom. It then fluidly walked around the stage for several minutes, sometimes waving to the crowd and swiveling its head like an owl. An engineer remotely piloted the robot from nearby for the purpose of the demonstration, though in real life Atlas will move around on its own, said Jackowski, the company's general manager for humanoid robots. [...] Hyundai also announced a new partnership with Google's DeepMind, which will supply its artificial intelligence technology to Boston Dynamics robots. It's a return to a familiar partnership for Google, which bought Boston Dynamics in 2013 before selling it to Japanese tech giant SoftBank several years later. Hyundai acquired it from SoftBank in 2021. [...] At the end of Monday's live Atlas demonstration, which appeared flawless, the humanoid prototype swung its arms in a theatrical gesture to introduce a static model of the new product version of Atlas, which looked slightly different and was blue in color. "I think the question comes back to what are the use cases and where is the applicability of the technology," said Alex Panas, a partner at consultancy McKinsey who helped lead a CES robotics panel that attracted hundreds of people earlier in the day. "In some cases, it may look more humanoid. In some cases, it may not." Either way, Panas said, "the software, the chipsets, the communication, all the other pieces of the technology are coming together, and they will create new applications." You can watch a video of the demonstration on YouTube.

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SanDisk Says Goodbye To WD Blue and Black SSDs, Hello To New 'Optimus' Drives
SanDisk is retiring the WD Blue and WD Black SSD brands and replacing them with a new "Optimus" line that carries the same model numbers as its predecessors. The move follows Western Digital's late-2023 decision to split into two companies -- one retaining the WD name for hard drives sold to NAS and data center customers, the other reviving SanDisk for solid-state storage. That separation effectively unwound WD's $19 billion acquisition of SanDisk a decade earlier. Under the new structure, the entry-level WD Blue SN5100 becomes the SanDisk Optimus 5100, mid-tier WD Black drives shift to Optimus GX, and high-end WD Black SSDs become Optimus GX Pro. The Optimus 5100 uses slower quad-level cell flash, the GX 7100 steps up to triple-level cell memory, and the GX Pro 8100 adds a PCIe 5.0 interface and dedicated DRAM cache. SanDisk offered no timeline for its WD Green and WD Red drives. The rebranding arrives as SSD prices climb on demand from AI data centers -- volatility that prompted Micron last month to discontinue its Crucial-branded consumer drives and RAM.

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As US Communities Start Fighting Back, Many Datacenters are Blocked
America's tech companies and data center developers "are increasingly losing fights in communities where people don't want to live next to them, or even near them," reports the Associated Press: Communities across the United States are reading about — and learning from — each other's battles against data center proposals that are fast multiplying in number and size to meet steep demand as developers branch out in search of faster connections to power sources... [A]s more people hear about a data center coming to their community, once-sleepy municipal board meetings in farming towns and growing suburbs now feature crowded rooms of angry residents pressuring local officials to reject the requests... A growing number of proposals are going down in defeat, sounding alarms across the data center constellation of Big Tech firms, real estate developers, electric utilities, labor unions and more. Andy Cvengros, who helps lead the data center practice at commercial real estate giant JLL, counted seven or eight deals he'd worked on in recent months that saw opponents going door-to-door, handing out shirts or putting signs in people's yards. "It's becoming a huge problem," Cvengros said. Data Center Watch, a project of 10a Labs, an AI security consultancy, said it is seeing a sharp escalation in community, political and regulatory disruptions to data center development. Between April and June alone, its latest reporting period, it counted 20 proposals valued at $98 billion in 11 states that were blocked or delayed amid local opposition and state-level pushback. That amounts to two-thirds of the projects it was tracking... For some people angry over steep increases in electric bills, their patience is thin for data centers that could bring still-higher increases. Losing open space, farmland, forest or rural character is a big concern. So is the damage to quality of life, property values or health by on-site diesel generators kicking on or the constant hum of servers. Others worry that wells and aquifers could run dry...

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Are Hybrid Cars Helping America Transition to Electric Vehicles?
America's electric car subsidies expired at the end of September, notes Bloomberg. Yet in those last three months, "while fully electric cars and trucks made up 10% of all auto sales in the US... another 15% of transactions were for hybrid vehicles." The EV market is slowing in the U.S., but analysts expect hybrid sales to continue accelerating. CarGurus Inc., a digital listings platform that covers most of the US auto market, predicts nearly one in six new cars next year will be a hybrid, as automakers green-light more and better machines with the technology. And though these cars and trucks will still burn gas, they will quietly move the needle on both transportation emissions and the transition to fully electric cars and trucks... CarGurus calls hybrids the success story of 2025. Indeed, the fastest-selling car in the country this year has been the Hyundai Palisade Hybrid; it sat on lots for fewer than 14 days on average... While carmakers have struggled to turn a profit on fully electric vehicles, analysts say their investments in batteries and electric motors are helping them sell more and better hybrid machines. It's also increasingly difficult to discern a hybrid from a solely gas-powered model, said Scott Hardman, assistant director of the Electric Vehicle Research Center at the University of California at Davis. Carmakers today often don't even label a hybrid as such. Consider Toyota's RAV4, one of the best-selling vehicles in America. The 2026 version of the SUV comes in six different variants, all of which include an electric motor and a gas tank. "A hybrid is just a regular car now," Hardman said. "You can buy one by accident...." While not as clean as an electric vehicle, hybrids offer sneaky carbon cuts as well. Americans, on average, drive about 38 miles a day, which requires about one gallon of gas in most basic hybrids. Contemporary plug-in hybrids, which can run on all-battery power, can cover almost that entire range without the gas engine kicking in. And a small crowd of cars will do even better, stretching their batteries well over 40 miles per charge. All told, hybridization can reduce the carbon dioxide emissions of a vehicle by roughly 20% to 30%, according to the International Council on Clean Transportation. Some interesting statistics from the article: By 2030 Ford expects fully or partially electrified vehicles will represent half its global sales. Toyota has already reached 50% ("in part thanks to all those hybrid RAV4s"). Honda is "basing its entire business on hybrids until at least 2030." Around one-third of America's hybrid drivers "transition to a fully electric vehicle when they next switch cars." In September 57% of America's car shoppers "were considering a fully electric auto, according to JD Power. However, among hybrid households, that share was almost 70%."

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Furiosa's Energy-Efficient 'NPU' AI Chips Start Mass Production This Month, Challenging Nvidia
The Wall Street Journal profiles "the startup that is now one of a handful of chip makers nipping at the heels of Nvidia." Furiosa's AI chip is dubbed "RNGD" — short for renegade — and slated to start mass production this month. Valued at nearly $700 million based on its most recent fundraising, Furiosa has attracted interest from big tech firms. Last year, Meta Platforms attempted to acquire it, though the startup declined the offer. OpenAI used a Furiosa chip for a recent demonstration in Seoul. LG's AI research unit is testing the chip and said it offered "excellent real-world performance." Furiosa said it is engaged in talks with potential customers. Nvidia's graphic processing units, or GPUs, dominated the initial push to train AI models. But companies like Furiosa are betting that for the next stage — referred to as "inference," or using AI models after they're trained — their specialty chips can be competitive. Furiosa makes chips called neural processing units, or NPUs, which are a rising class of chips designed specifically to handle the type of computing calculations underpinning AI and use less energy than GPUs. [Founder/CEO June] Paik said Furiosa's chips can provide similar performance as Nvidia's advanced GPUs with less electricity usage. That would drive down the total costs of deploying AI. The tech world, Paik says, shouldn't be so reliant on one chip maker for AI computing. "A market dominated by a single player — that's not a healthy ecosystem, is it?" Paik said... In 2024, at Stanford's prestigious Hot Chips conference, Paik debuted Furiosa's RNGD chip as a solution for what he called "sustainable AI computing" in a keynote speech. Paik presented data showing how the chip could run the then-latest version of Meta's Llama large language model with more than twice the power efficiency of Nvidia's high-end chips. Furiosa's booth was swarmed with engineers from big tech firms, including Google, Meta and Amazon.com, wanting to see a live demo of the chip. "It was a moment where we felt we could really move forward with our chip with confidence," Paik said.

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The US Effort to Break China's Rare-Earth Monopoly
The New York Times checks in on U.S. university researchers and start-ups trying to create domestic rare-earth processing facility: There is too little money to be made in rare earths for the elements to be of much interest to mining giants, so the challenge of reestablishing a domestic industry has fallen to small companies like Phoenix Tailings, a Boston-area startup that runs the metal-making plant in Exeter, New Hampshire. A handful of other companies in the United States are processing rare earths in small quantities, including MP Materials, which owns a mine in Mountain Pass, California, and recently began producing rare-earth metal in Fort Worth, Texas. Similar efforts are underway in Europe and Asia. "It's small volumes of low-value materials that are very expensive to process," said Elsa Olivetti, a materials science and engineering professor at the Massachusetts Institute of Technology. "Meaning it's hard to make money." Phoenix Tailings' New Hampshire operation is about 2 months old, housed in a converted medical device plant. The company buys metric-ton bags of powder — a mixture of neodymium and praseodymium bound with oxygen — from mining and refining companies in the United States, South America and Australia. It funnels that flour-like material into a drying oven and eventually into furnaces that heat it to the temperature of volcanic lava. This circuit takes up less than 15,000 square feet and is designed to generate no emissions other than those associated with the electricity Phoenix Tailings uses. The closed-loop design distinguishes this process from the more energy-intensive techniques used in China, where workers scoop up molten metal with ladles. That approach releases perfluorocarbons, potent greenhouse gases that do not break down easily. In late 2024 the company was three weeks from bankruptcy — but it's recently been valued at $189 million.

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New Tesla Video Shows Tesla Semi Electric Truck Charging at 1.2 MW
An anonymous reader shared this report from Electrek: Tesla has released a new video showing a Tesla Semi truck charging at a massive 1.2 megawatts (MW), finally giving us a clear look at the charging speeds that will enable long-haul electric trucking...> Tesla claimed the Semi would be able to charge 70% of its range in 30 minutes. For a truck with a 500-mile range and an estimated battery pack of around 800-900 kWh, that requires an incredibly high power output, well beyond the 250 kW or even 350 kW we see on passenger EVs in North America. Today, the official Tesla Semi account on X released a video showing exactly that. In the video, Tesla engineers are seen monitoring a charging session where the power output climbs to a peak of 1.2 MW (1,206 kW). This is consistent with the capabilities Tesla announced for its new V4 Cabinet architecture earlier this year. The V4 cabinets are designed to support 400V-1000V vehicle architectures and can deliver up to 500 kW for cars (like the Cybertruck) and up to 1.2 MW for the Semi. There is some information missing from the video. For example, we don't see the state-of-charge of the truck, so we don't at what battery percentage Tesla Semi can achieve and maintain this charge rate. Peak speed is one thing, but sustaining that power without overheating the pack or the cable is the real challenge. The liquid-cooled charging cable and the immersion-cooled connector (part of the Megawatt Charging System or a high-power proprietary Tesla solution, though Tesla has been leaning toward MCS compatibility) seem to be doing their job.... This comes just as Tesla is gearing up for volume production of the Semi at its new factory expansion near Gigafactory Nevada. The automaker is targeting a start of production in the first half of 2026 and a ramp up to volume production in the second half.

Read more of this story at Slashdot.

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