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Trump administration warned that it can’t win the AI race without renewables: FT

President Trump hates renewable power.

He’s been slagging wind and solar for years, and has canceled several large projects.

Trump told Fox News:

“We don’t want windmills in this country. The wind blows and then it doesn’t blow; the things cost a fortune; they are made in China; they kill the birds; they’re horrible.”

He also made his feelings clear about solar power:

“You know what people also don’t like? Those massive solar fields built over land that cover 10 miles by 10 miles. I mean they are ridiculous, the whole thing.”

But Trump has also been vocal about the urgency of getting more energy online to power AI data centers as the US seeks to dominate the industry.

“You know, we need to do the AI, all of this new technology that’s coming online,” Trump said at an April event promoting the struggling US coal industry. “We need more than double the energy, the electricity, that we currently have.”

The Financial Times reports that data center owners are warning the Trump administration that the quickest, cheapest, and easiest way to spin up huge amounts of power is to back renewables. And, if they spurn renewables, it could put America behind in the AI race.

“We don’t want windmills in this country. The wind blows and then it doesn’t blow; the things cost a fortune; they are made in China; they kill the birds; they’re horrible.”

He also made his feelings clear about solar power:

“You know what people also don’t like? Those massive solar fields built over land that cover 10 miles by 10 miles. I mean they are ridiculous, the whole thing.”

But Trump has also been vocal about the urgency of getting more energy online to power AI data centers as the US seeks to dominate the industry.

“You know, we need to do the AI, all of this new technology that’s coming online,” Trump said at an April event promoting the struggling US coal industry. “We need more than double the energy, the electricity, that we currently have.”

The Financial Times reports that data center owners are warning the Trump administration that the quickest, cheapest, and easiest way to spin up huge amounts of power is to back renewables. And, if they spurn renewables, it could put America behind in the AI race.

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Is OpenAI on its way to becoming Lyft?

Once nearly synonymous with AI, it just got surpassed in valuation by Anthropic. Now it looks like it’s also going to get beaten to the IPO starting line.

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Palo Alto Networks surges after it beats revenue and earnings estimates

Cybersecurity firm Palo Alto Networks jumped more than 10% in postmarket trading after reporting fiscal third-quarter results that beat analyst revenue and earnings expectations.

The company posted adjusted earnings per share of $0.85, versus the FactSet analyst consensus estimate of $0.79 on $3 billion in revenue. (Wall Street had expected $2.94 billion.)

The company also boosted its guidance for the full fiscal year. The company now expects non-GAAP EPS in the range of $3.77 to $3.79, compared to its previous projection of $3.65 to $3.70 (and analysts’ expectations of $3.68). It also forecast revenue of $11.415 billion to $11.425 billion, representing year-over-year growth of 24%, compared to previous growth expectations of 22% to 23%.

Through Tuesday’s close, the stock had risen more than 60% in the past month.

tech

Microsoft releases 7 new models, next-gen quantum chip at Build conference

Microsoft is making it clear it can stand on its own as a competitor in the AI arena.

Today at its annual Microsoft Build developer conference, the company made a flurry of announcements that move it further away from the shadow of its complicated relationship with partner OpenAI.

Among the products announced:

  • New Nvidia-powered Windows PCs: the Surface Laptop Ultra and Surface RTX Spark Dev Box.

  • Seven new homegrown AI models: MAI Image-2.5, MAI Image-2.5-Flash, MAIN Transcribe-1.5, MAI Thinking-1, MAI Voice-2, MAIN Voice-2-Flash, and MAI Code-1-Flash.

  • Majorana 2, the company’s next-gen quantum chip.

  • Microsoft Scout, an integrated always-on agent built on OpenClaw.

  • Project Solara, an AI gadget operating system.

Investors were unimpressed, however, as shares were down over 4% after the announcements.

  • New Nvidia-powered Windows PCs: the Surface Laptop Ultra and Surface RTX Spark Dev Box.

  • Seven new homegrown AI models: MAI Image-2.5, MAI Image-2.5-Flash, MAIN Transcribe-1.5, MAI Thinking-1, MAI Voice-2, MAIN Voice-2-Flash, and MAI Code-1-Flash.

  • Majorana 2, the company’s next-gen quantum chip.

  • Microsoft Scout, an integrated always-on agent built on OpenClaw.

  • Project Solara, an AI gadget operating system.

Investors were unimpressed, however, as shares were down over 4% after the announcements.

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