The proposed statewide moratorium would pause new approvals through 2027, challenging hyperscalers and enterprises betting on rapid infrastructure buildouts.
With Nvidia now controlling Slurm’s roadmap, enterprises running mixed-vendor GPU clusters are asking whether open-source guarantees are enough.
The initiative targets regulated workloads that cannot move to the cloud, with a focus on security, data residency, and enterprise-grade controls.
The Japanese giant says hyperscalers have already locked up more than 80% of its output through 2029.
MOSAIC ditches lasers for cheap MicroLEDs and medical imaging fiber, cuts cabling energy by up to 50%, and already fits in a standard transceiver after a proof-of-concept with MediaTek.
Analysts say enterprises face years of constrained memory supply, rising prices, and no easy workarounds.
Surging DRAM and NAND costs, which now account for more than half the price of a standard server, are expected to keep prices elevated well into 2027.
Borosilicate glass, the same material used in lab equipment and kitchen cookware, can encode data using femtosecond lasers at densities and lifespans no existing archival medium can match, according to Microsoft researchers.
The conglomerate's sovereign AI play comes as power constraints and regulatory pressure stall data center growth in the West.
Oracle is considering workforce cuts and selling Cerner to alleviate financial pressure, warns investment bank TD Cowen.
