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AXIOS (Amy Harder) - Why the global AI data center boom is stalling

Data: Sightline Climate; Note: Includes 529 large data center projects announced since 2024 that have disclosed capacity; Chart: Kavya Beheraj/Axios As many as half of the world's data center projects slated to come online this year could face delays, according to a report issued Tuesday. Why it matters: It's a sign of mounting collisions in the AI race — from power constraints and grid equipment shortages to rising community opposition. The big picture: As tech giants sprint to build AI infrastructure, the physical — and political — limits of the power system are starting to bite. State of play: Up to 11 gigawatts of 2026 capacity "remains in the announced stage with no signs of construction," per the report by Sightline Climate, a…

Data: Sightline Climate; Note: Includes 529 large data center projects announced since 2024 that have disclosed capacity; Chart: Kavya Beheraj/Axios As many as half of the world's data center projects slated to come online this year could face delays, according to a report issued Tuesday. Why it matters: It's a sign of mounting collisions in the AI race — from power constraints and grid equipment shortages to rising community opposition. The big picture: As tech giants sprint to build AI infrastructure, the physical — and political — limits of the power system are starting to bite. State of play: Up to 11 gigawatts of 2026 capacity "remains in the announced stage with no signs of construction," per the report by Sightline Climate, a…Open

AXIOS (Sam Sabin) - The Big One: The cyberattack scenarios that keep officials up at night

As artificial intelligence accelerates, so does the prospect of a cyberattack powerful enough to shut down hospitals, black-out cities and disrupt core government systems. Why it matters: Just by scaling and accelerating the cyberwarfare tools adversaries already have, AI can turn manageable intrusions into large-scale crises. - Axios asked seven former senior cybersecurity officials and leading security experts what a major AI-enabled cyberattack would look like and what worries them the most about current advancements in generative AI. The big picture: Several of the experts pointed to the vulnerability of utilities , particularly water and electricity. - Former Defense Secretary Leon Panetta worries AI tools will speed up the ability…

As artificial intelligence accelerates, so does the prospect of a cyberattack powerful enough to shut down hospitals, black-out cities and disrupt core government systems. Why it matters: Just by scaling and accelerating the cyberwarfare tools adversaries already have, AI can turn manageable intrusions into large-scale crises. - Axios asked seven former senior cybersecurity officials and leading security experts what a major AI-enabled cyberattack would look like and what worries them the most about current advancements in generative AI. The big picture: Several of the experts pointed to the vulnerability of utilities , particularly water and electricity. - Former Defense Secretary Leon Panetta worries AI tools will speed up the ability…Open

AXIOS (Neil Irwin) - The AI doom-and-gloom scenario captivating Wall Street

The AI revolution may be upon us. But nobody knows for sure what it will mean for measures of overall economic well-being like GDP, unemployment, incomes and asset prices. The big picture: Will super-intelligent computing unleash stunning growth in output — or will it be more like some previous big advances that created "ghost GDP" that didn't show up much in the economic statistics? - Will it push millions of workers — especially white-collar professionals with high incomes — onto the unemployment rolls? Or enable them to be far more productive and thus earn more? - Will it push more of the national income toward owners of capital and away from human laborers? If so, what does that mean for the broader perpetual motion machine…

The AI revolution may be upon us. But nobody knows for sure what it will mean for measures of overall economic well-being like GDP, unemployment, incomes and asset prices. The big picture: Will super-intelligent computing unleash stunning growth in output — or will it be more like some previous big advances that created "ghost GDP" that didn't show up much in the economic statistics? - Will it push millions of workers — especially white-collar professionals with high incomes — onto the unemployment rolls? Or enable them to be far more productive and thus earn more? - Will it push more of the national income toward owners of capital and away from human laborers? If so, what does that mean for the broader perpetual motion machine…Open

NPR (Steve Inskeep) - Morning news brief

Trump to deliver first State of the Union address of his second term, what's next for Mexico after killing of cartel leader, NPR investigation finds DOJ withheld some Epstein files related to Trump.

Trump to deliver first State of the Union address of his second term, what's next for Mexico after killing of cartel leader, NPR investigation finds DOJ withheld some Epstein files related to Trump.Open