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Nearly half of US data centers planned for 2026 are facing delays or cancellation

Many projects cannot source enough energy or crucial electrical components
Cutting corners: American AI companies are racing to build as many data centers as they can, but limits in domestic manufacturing and energy supply are slowing progress. As a result, only about half of recent projects are meeting completion targets, and it remains unclear how many more will stay on schedule this year.
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Pentagon threatens to cut Anthropic off unless it drops AI guardrails (updated)

Ditch safety or face sanctions
What just happened? Defense Secretary Pete Hegseth met with Anthropic CEO Dario Amodei in Washington this week in an effort to break an impasse over military use of AI models developed by Anthropic. The Pentagon is seeking broad operational access to the company's Claude model for classified applications, but Anthropic has resisted approving certain use cases.
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Washington tells Silicon Valley the Taiwan chip risk is no longer theoretical

Taiwan's chip dominance has become America's biggest economic vulnerability
Why it matters: In closed-door briefings in Washington and Silicon Valley, national security officials have been blunt with executives from Apple, AMD, and Qualcomm: China is making plans to retake Taiwan, and even a blockade could choke off the island's chip exports and bring the US tech industry to its knees.