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Showing posts from November, 2026

Wall Street Loves AI. It May Love Less AI Spending Even More.

Wall Street is rewarding the possibility that political pressure may slow the costly data-center race, easing Big Tech's spending burden even as it threatens to constrain future AI growth.

Nobody Put Silicon Valley on the Ballot. They Did It Themselves.

The 2026 midterms delivered two no-confidence votes in a single night — one against the current administration, and one against Silicon Valley's assumption that it could build without consequence.

Google to End Search Access for K-12 Accounts That Restrict AI Tools in 2027

Google announced that K-12 school districts blocking its AI tools will also lose access to Google Search for student accounts starting in early 2027. The policy creates an all-or-nothing choice for school administrators.

The Bundle Comes for the Classroom

Google announced that AI tools will be switched off by default for K–12 accounts, but schools that decline the AI environment cannot keep conventional Google Search. By coupling its core web index to its AI services, Mountain View presents district administrators with a high-stakes bundle.

Gemini's Advice for the Next 10 Years, Translated Into Plain English

X user Alex (@Alex1here) gave Gemini seven words and no room to hedge. What came back had surprisingly little to say about chasing the next wave of technology — and 3.4 million people stopped to read it.

Meta Builds Humanoid Robot Prototype With Chinese Firm Fourier

Meta has built a humanoid robot prototype with Chinese firm Fourier. The robot, codenamed Max, stands five feet tall, runs on NVIDIA chips, and can recognize voices and pick up household objects. A second version is already in development.

Saudi Aramco Acquires 49% Stake in AI Company Humain in $2.6 Billion Deal

Saudi Aramco is taking a 49% stake in Humain, Saudi Arabia's state-backed AI company, injecting $2.6 billion as the firm pursues three gigawatts of data center capacity by 2030.