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Intel Jumps On Report Google Placed 3 Million TPU Foundry Order

Intel Jumps On Report Google Placed 3 Million TPU Foundry Order

After last week’s sharp sell-off in chip stocks, the latest attempt to keep the AI bubble inflated comes from a report by The Information, which says Google has placed an order with Intel to manufacture more than 3 million Tensor Processing Units in 2028.

Google’s TPU order with Intel is a big win for the struggling chip foundry as it tries to rebuild its empire in advanced chip production and compete with Taiwan Semiconductor Manufacturing Company (TSMC).

The Information’s Qianer Liu writes that TSMC’s capacity constraints are turning into a boon for Intel as a backup manufacturer.

She noted that several major AI chip designers, including Nvidia, are turning to Intel as a potential backup manufacturer, but no orders from CEO Jensen Huang have been placed yet, as there is a testing phase to determine whether Intel’s technology can be used to produce advanced AI chips.

The report from The Information sent Intel shares soaring in premarket trading, up nearly 12%. Shares had plunged into a bear market over the last month and were down about 9.5% last week.

Shares of the VanEck Semiconductor ETF (SMH) were up nearly 5% in premarket trading. The Philadelphia Stock Exchange Semiconductor Index plunged 10% on Friday, the biggest one-day drop since March 2020.

Among other notable movers: Nvidia +2.4%, AMD +2.8%, Micron +5.7%, Intel +2.5%, ARM +1.3%, U.S.-listed shares of TSMC +3.2%, Rambus +5.6%, Western Digital +4.3%, Marvell +8.7%, Microchip +2.9%, SanDisk +4.2%, Super Micro +5.8%, and Dell +1.5%.

Tyler Durden
Mon, 06/08/2026 – 09:35

“Prepare Your Colon”: HelloFresh Serves Up Anal-Sex-Themed Pride Month Ad

“Prepare Your Colon”: HelloFresh Serves Up Anal-Sex-Themed Pride Month Ad

Struggling meal-kit delivery company HelloFresh made a Pride Month joke in an official statement loaded with innuendo, using phrases that could easily be seen as sexualized rather than humorous. The ad only suggests the company’s marketing team still does not understand that this kind of culture-war marketing can alienate parts of its potential customer base, especially as the stock listed in Germany has crashed.

Anti-woke crusader Robby Starbuck pointed out HelloFresh’s new marketing ad, saying, “Ready for one of the most disturbing marketing campaigns you’ve ever seen?”

He continued, “HelloFresh wants you to know that they have food for you to prepare your colon for receiving anal sex during Pride Month. Yes, this is real. No sane person should use this insane company.

What were those loaded phrases?

  • “Eating isn’t always a top priority this month”
  • “For those of you who are… prepping…”
  • “High-fiber recipes”

HelloFresh’s marketing team appears to be making a wink-wink Pride Month joke: if you are “prepping” for sex, HelloFresh has high-fiber meals to help.

If Hello Fresh wanted to alienate a good amount of their potential customer base, they did so right there. Whoever is in charge of their social media account needs to be fired,” Paul Szypula, a popular MAGA influencer, wrote on X.

Alienating the customer base might not be the best strategy for the struggling meal-kit company, given that shares traded in Germany have been locked in a four-and-a-half-year bear market.

… and revenue is collapsing.

Another woke marketing blunder.

Tyler Durden
Mon, 06/08/2026 – 09:05

Israel Pauses Iran Strikes At Trump’s Request To ‘Stop Shooting’ – But Warns ‘Full Intensity’ Lebanon Ops To Persist

Israel Pauses Iran Strikes At Trump’s Request To ‘Stop Shooting’ – But Warns ‘Full Intensity’ Lebanon Ops To Persist

Summary

  • Israeli officials say strikes on Iran being halted at President Trump’s request to ‘stop shooting’.
  • Iran FM accuses US of cooperating with Washington: “No one believes that the Zionist regime would carry out any action without prior coordination and cooperation with the United States” (Foreign Ministry spox).
  • Iran’s sprawling Bandar Imam Petrochemical Complex bombed by Israeli Air Force.
  • Houthis seek to close/threaten Bab-el-Mandeb Strait for Israeli-linked passage: We declare a complete and total ban on maritime navigation for the Israeli enemy in the Red Sea.

US x Iran permanent peace deal by June 30, 2026?
Yes 17% · No 84%
View full market & trade on Polymarket

*  *  *

Israel Pauses Iran Strikes At Trump’s Request

Israel’s N12 News is reporting that Israel is halting strike on Iran at President Trump’s request. There are widespread initial reports that Israeli forces are indeed pausing the attacks, which persisted overnight through Monday morning, and included attack on a major petrochemical complex. However, the latest Israeli messaging has included a warning on the Lebanon front, per Bloomberg:

Senior Israeli official says Israel is stopping strikes in Iran at Donald Trump’s request, but confirms operations in southern Lebanon will continue at full intensity in the coming days. The official also warns that Dahieh in Beirut could be targeted if attacks on Israeli settlements and civilians continue.

There are also emerging reports (via CBS) that Trump did not order any US defensive efforts to protect Israel from the latest Iranian ballistic missile attacks – which were the first against Israel since the early April ceasefire.

Meanwhile, in a fresh message from Iranian foreign ministry spokesman Esmaeil Baqaei, Iran says “Without a doubt … the actions of the Zionist regime in the region cannot be separated from U.S. policies.” Tehran is rejecting the attempts of the Trump administration to distance the US from Israeli actions: “No one believes that the Zionist regime would carry out any action without prior coordination and cooperation with the United States,” Baqaei added.

Trump: ‘Stop Shooting’

A big question remains is if this flare-up in major fighting, which has featured the first direct attacks between Iran and Israel since the April ceasefire took effect, will be short-lived or whether it will endure and escalate into sustained war.

So far the situation is showing signs it could be short-lived, after early Monday morning President Trump urged Israel and Iran to immediately stop “shooting” in a Truth Social post. He also expressed that this musts be done “quickly” and is still talking up a “final” peace deal – which at this moment looks as distant as ever. Iran is signaling it is ready to get back to ceasefire, but Israel is again threatening the Beirut suburbs.

Here’s what Trump wrote in a couple of brief Monday posts:

Israel and Iran must immediately stop “shooting.” …and:

Both sides, Israel and Iran, are looking to do an immediate CEASEFIRE! Final negotiations on “Peace” are proceeding, subject to ignorance or stupidity getting in its way. The Blockade will remain in place, and in full force and effect, until a “Final Deal” is reached. Things should move quickly. Thank you for your attention to this matter!

Big Round of Israeli Retaliation Airstrikes on Iran

Videos of Israel’s further daytime attacks on sites across Iran have emerged, after Iran sent ballistic missile waves on Israel on Sunday, in response for the IDF renewing airstrikes on Beirut.

For now, Tehran is claiming the current round is over, with Iran’s armed forces having announced the end of military operations against Israel while warning of “harsher” attacks if Israel resumes strikes on Lebanon, according to the semi-official Fars news agency.

The Khatam al-Anbiya Central Headquarters spelled out the Islamic Republic’s latest justification: “Following the aggressions and acts of mischief by the brutal Zionist regime in southern Lebanon and the Dahieh area, carried out with the support of criminal America, the powerful armed forces of the Islamic Republic of Iran, in support of the oppressed people of Lebanon, delivered a painful response to this regime.” And there’s a new message from Iranian President Pezeshkian, saying:

“Diplomacy and defense are the two wings of national power; we have neither left the field nor the negotiating table… We will defend the rights of the nation with authority and will not retreat in the face of any threat.”

Massive Iranian Petrochemical Complex Hit

Israel, however, made sure to leave a massive mark before any cooling off. The Israeli military confirmed it attacked Iran’s sprawling Mahshahr petrochemical complex on Monday, marking its first strike on the critical asset since the April 7 ceasefire agreement.

The Bandar Imam Petrochemical Complex, as it is formally known, is widely seen as one of the crown jewels of Iran’s energy sector. Tucked near the southern city of Mahshahr and Bandar Imam Khomeini – a vital industrial port on the Persian Gulf – the sprawling complex consists of more than 50 separate petrochemical plants producing roughly 72 million tons of products annually, according to Iran’s oil ministry.

Iranian state media reported that one specific installation, the Karun petrochemical plant, was hit twice Monday morning. While a local official told Fars that no casualties were reported, the facility sustained notable structural damage.

IRGC: ‘Dangerous Game’

The response from Iran’s elite military branch was immediate and ominous. The Islamic Revolutionary Guards Corps condemned the precise strike as a “dangerous game” – openly threatening to expand the scope of how it retaliates against Israel, explicitly noting that future targets will include energy-related sites.

Israel already compiled a visual strike map showing targets it hit in Iran overnight into Monday:

With both sides testing the absolute limits of the April truce, the macro risk to regional energy infrastructure has officially rocketed back to the forefront, as Trump desperately tries – or is at least appearing to – walk the two sides back from the ledge.

Vital Bab-el-Mandeb Strait (Red Sea) Under Threat: Houthis Declare “Total Ban” On Israeli Ships

On the maritime chokepoint front, Iran-backed Houthis declared a full ban on Israeli vessels in the southern Red Sea, warning that any Israeli ship (or linked ship) will be seen as a military target:

First: We declare a complete and total ban on maritime navigation for the Israeli enemy in the Red Sea, and we consider all enemy movements to be military targets for our Armed Forces from the moment this statement is issued.”

The statement continued, “Second: We affirm that we will meet escalation with escalation, and that our military operations will escalate in line with events, the battle, and in conjunction with the axis of Jihad and Resistance.”

The announcement is similar to the Houthis’ late-2023 campaign, when rebel forces attacked ships linked to Israel or bound for Israeli ports in or around the Bab-el-Mandeb Strait. They framed the attacks as retaliation for the Gaza war. Potential disruption of the Bab-el-Mandeb Strait in the southern Red Sea will only add to the headaches for global maritime trade, as it is a critical sea route for Asia-to-Europe commerce and Gulf energy exports.

At its narrowest point, the strait is about 18 miles wide, making commercial vessels extraordinarily vulnerable to suicide drones, missiles, mines, and small boats.

More Headlines/Latest Developments

via Newsquawk…

WEEKEND MIDDLE EAST RECAP

  • Israel conducted airstrikes on a couple of apartment buildings in Beirut’s Dahiya district on Sunday, in what the military described as targeting a Hezbollah command centre.
  • Iran launched four waves of strikes against Israel on Sunday evening in retaliation for an Israeli strike on Beirut, which it stated ‘crossed all red lines’, while it threatened devastating blows if Israel expands Lebanon operations. Iran signalled a halt to attacks if Israel refrains from strikes, but vowed stronger retaliation if Israel strikes back, and it closed its western airspace until further notice.
  • IRGC said that the Ramat David Airbase was hit by ballistic missiles and that future attacks are to target US-Israel regional assets, while Tehran Times noted reports of missiles being fired at a US airbase in Jordan.
  • Israeli PM Netanyahu was reported to be holding security consultations following the latest developments, while the Israeli military said the missiles launched by Iran were intercepted, although Iran claimed a successful strike on northern Israel.
  • US President Trump said he was supposed to announce that a deal with Iran would be signed this week, and now this is happening, while he called for Iran to end the missile fire and return to talks. Trump also stated that he was not happy about Israel striking Beirut and that Israel’s attacks were not coordinated with the US. Furthermore, Trump said he would call Israeli PM Netanyahu to tell him not to attack Iran in response, and noted that they are close to a final deal, which he doesn’t want to blow up.
  • US attacked Iranian coastal surveillance sites on Saturday after shooting down drones launched towards the Strait of Hormuz. US military said that Iran had fired missiles and drones towards Kuwait and Bahrain, while drones were also fired towards 4 commercial ships in the Strait of Hormuz.
  • Iran Supreme Leader’s military adviser Rezaei said Iran’s attack on Israel on Sunday serves as a warning to Israel to cease strikes on Beirut, while he warned of a further response to aggression.

EUROPEAN MORNING IRAN CONFLICT UPDATES

  • US President Trump posted “Israel and Iran must immediately stop shooting.”
  • US President Trump said Israeli PM Netanyahu will have no choice but to accept whatever deal the US negotiates with Iran because he calls the shots. Trump stated that Iran’s strikes had not changed his desire to conclude US-Iran negotiations and he thinks the deal is going on, but we will see what happens, and he would consider a commando raid on Iran if a deal failed, according to FT.
  • US told Israel to hold off for a few days to allow space for a deal, with a joint action plan to proceed if talks fail. It was separately reported by Tasnim, citing Israel’s Channel 12, that Israeli PM Netanyahu tried to object to US President Trump’s request not to react to Iran during a phone call, but in the end accepted it.
  • Iranian Foreign Ministry Spokesperson said Washington is responsible for the current situation because it is a party to the ceasefire agreement, and the ceasefire has been continuously and repeatedly violated by the opposing sides. Action is to be taken whenever deemed necessary to defend the country’s interests. On the ceasefire agreement, the spokesperson said that ending the war in Lebanon was part of the ceasefire agreement, and when this clause is violated, the diplomatic track is also affected. Furthermore, he said the message exchange is ongoing with the US and Pakistan’s Interior Minister visited Tehran to push negotiations. Lastly, he said they are not talking about the issues of enriched uranium or enrichment at this stage.
  • Iran’s IRGC said that by taking action against civilian targets and targeting oil industries, Israel has targeted a dangerous game which will encompass all energy targets in the region and consequences for the global economy belong to the US. Iran’s IRGC further said that we are ready to carry out operations on all fronts, and our response has been planned based on various enemy scenarios.
  • An Iranian source said that “Iran is prepared for a long-term war… The coming days will show that the calculations of the Israelis and Americans are always wrong”, Tasnim reported.
  • Iranian Supreme Leader senior adviser said on Sunday that Tehran threatened to block the Bab-al Mandab if Israel escalates its attack, according to CNN citing IRIB.
  • Yemen’s Houthis announce a complete and total ban on Israeli maritime navigation in the Red Sea. The Houthis also claimed responsibility for a missile attack in Israel and said banning navigation to the enemy is a preliminary step and the group is prepared for additional steps against any escalation.
  • Israeli projectile hit an Iranian petrochemical plant, with the Karun petrochemical plant damaged in Khuzestan province.
  • Israel’s army expects the exchange of strikes with Iran to continue for several days, Al Hadath reported.
  • Israeli Minister Smotrich is expected to propose at the next Security Cabinet meeting that Israel should respond to every Iranian missile launched at Israel by striking 20-30 buildings in Beirut’s Dehaya district, journalist Stein reported.
  • Israeli military said the Israeli Air Force struck military targets belonging to the Iranian regime in western and central Iran.
  • Throughout Monday in Iran, there have been reports of loud explosions in Tehran, Tabriz, Isfahan, Kermanshah and Karaj, while explosions were reportedly heard in southern Lebanon. Additionally, there were some arab sources reporting explosions at the Prince Sultan Air Base in central Saudi Arabia, however involvement was denied by Iran.
  • Drone attack reported from Yemen towards Israeli targets, according to Tasnim.

Tyler Durden
Mon, 06/08/2026 – 08:35

Poll Finds Strong Support For Larger Families Despite Falling US Birth Rates

Poll Finds Strong Support For Larger Families Despite Falling US Birth Rates

Authored by Savannah Hulsey Pointer via The Epoch Times,

Most respondents said having children is important to a fulfilling life, while citing faith, family values, and economic stability as key factors.

The question of the declining birth rate in the United States has been weighing on many, including economists and those in the religious sector.

As more Americans reach the age of qualification for Social Security, the question of how to meet that demand alone has caused some to question what the future holds if American birthrates continue their current downward trajectory.

The current American fertility rate is roughly 1.6 children per woman.

A poll of Epoch Times readers found most believe that children are important, and also that the nation should look for ways to support family growth.

Importance Of Family

With a national average of less than two children per woman, readers were asked how they feel about family size.

A large majority of those polled, 87 percent, believe that having children is important to having a fulfilling life.

To add to that, 71 percent are concerned about the declining birth rates in developed countries across the world, but 63 percent agree that the belief that future generations will be worse off discourages people from having children.

When asked about the ideal number of children for a family, 35 percent of respondents said three children, 33 percent said four or more children, and 31 percent said two children.

When readers were asked how many children they either have, or ideally would like to have, 35 percent of respondents said four or more children.

Another 29 percent selected two children, and 27 percent selected three. Five percent said they would ideally have no children, while 3 percent preferred one child.

Religion And Values

According to Epoch Times readers, religion and values play a huge role in the decision to grow a family.

A whopping 83 percent of readers believe that declining religious faith contributes to declining birth rates. Even more, 89 percent, think that the decline of traditional marriage contributes to declining birth rates.

However, outside factors are also thought to be a major consideration. Fifty-seven percent of those polled think that the lack of support for parenthood discourages people from having children.

When asked, 83 percent of readers agree that a sense of purpose and meaning in life encourages people to have children.

The same percentage believes that modern feminism has contributed to declining birth rates, and even more, 89 percent, think that a national decline in family values contributes to a corresponding decline in birth rates.

One reader said, “A return to traditional values in the home and in the educational system is what I believe we need.”

Other Influences

Practical struggles are also a factor contributing to adults’ unwillingness to grow their families.

Sixty-one percent of those polled believe that economic uncertainty discourages people from having children.

Currently, 56 percent of readers agree that housing costs discourage people from having children, and 61 percent believe that costs associated with childcare and education discourage people from having children.

In a related question, 78 percent of readers believe that career priorities play a role in discouraging people from having children.

However, almost three-quarters of those asked, 74 percent, also think that social media and digital entertainment reduce interest in the formation of families.

A reader commented that “Economic relief from the massive fraud, which has caused the tax rate to explode,” could be one solution to the issue of the declining birth rates. “This allows people to take less money home.”

Addressing The Challenge

Those who believe there is a problem with how many children Americans are having also offered suggestions on what would be the most effective way to encourage family growth.

The largest group of respondents, 46 percent, said they believe renewed religious and spiritual values would have the most impact on Americans’ likelihood of having more children.

Another 16 percent think that a stronger sense of purpose and meaning in life would encourage family growth, and 13 percent think that economic security would move the needle.

A combined 13 percent of readers credited either greater support for parenthood, lower costs in raising children, and more affordable housing would be the most effective way to change people’s minds.

When asked to write in what they believed is most important, many made comments supporting things like “safety for the future,” “strong marriages,” and more “value and support of motherhood” as possible cures for the issue.

One respondent pointed to a possible systemic problem, saying, “A society that is not wrapped up in itself [becomes] less me-oriented.”

The Epoch Times conducted this reader survey on June 3-4, 2026, by email and social media, generating 1,277 responses.

Tyler Durden
Mon, 06/08/2026 – 07:45

Houthis Declare “Total Ban” On Israeli Ships As Dual Chokepoint Crisis Stokes Supply Chain Nightmare

Houthis Declare “Total Ban” On Israeli Ships As Dual Chokepoint Crisis Stokes Supply Chain Nightmare

Brent crude futures jumped as much as 5% to $97.83 a barrel, while WTI traded around $95 a barrel, as renewed Iran-Israel fighting threatened to unravel a fragile US-Iran ceasefire and further disrupt energy flows.

On the maritime chokepoint front, Iran-backed Houthis declared a full ban on Israeli vessels in the southern Red Sea, warning that any Israeli ship (or linked ship) will be seen as a military target.

First: We declare a complete and total ban on maritime navigation for the Israeli enemy in the Red Sea, and we consider all enemy movements to be military targets for our Armed Forces from the moment this statement is issued,” the terror group said Monday in a statement.

The statement continued, “Second: We affirm that we will meet escalation with escalation, and that our military operations will escalate in line with events, the battle, and in conjunction with the axis of Jihad and Resistance.”

Third: We affirm the right of our people and the peoples of our free nation to confront American-Israeli aggression, and that we will not stand idly by in the face of the unjust siege imposed on our people and the peoples of the axis of Jihad and Resistance in Palestine, Gaza, Iran, Lebanon, and Iraq. All enemy attempts will fail, God willing, and our operations will continue as long as the aggression and siege against us and the axis of Jihad and Resistance continue,” the statement concluded.

The announcement is similar to the Houthis’ late-2023 campaign, when rebel forces attacked ships linked to Israel or bound for Israeli ports in or around the Bab-el-Mandeb Strait. They framed the attacks as retaliation for the Gaza war.

Potential disruption of the Bab-el-Mandeb Strait in the southern Red Sea will only add to the headaches for global maritime trade, as it is a critical sea route for Asia-to-Europe commerce and Gulf energy exports.

At its narrowest point, the strait is about 18 miles wide, making commercial vessels extraordinarily vulnerable to suicide drones, missiles, mines, and small boats.

The previous disruption of the Bab-el-Mandeb Strait led to ships rerouting around the Cape of Good Hope, adding time, fuel, insurance costs, and higher shipping costs. The IMF has previously said that the Red Sea attacks halved Suez Canal trade in early 2024, while shipping traffic via the Cape of Good Hope surged.

Related:

Readers were brefied in mid-April on the threat other critical straits could be disrupted. Read the note here

The big risk here is a simultaneous disruption of both maritime chokepoints. Bab-el-Mandeb would hit the world’s trade artery, while Hormuz has already disrupted the world’s energy artery. Combined, the clogging of both maritime chokepoints would be viewed as a major escalation, likely raising the risk of additional supply chain stress, higher freight and insurance costs, and another inflationary wave.

Tyler Durden
Mon, 06/08/2026 – 07:25

Can AI Save More Energy Than It Consumes?

Can AI Save More Energy Than It Consumes?

Authored by Haley Zaremba via Oilprice.com,

  • Biglaw firm Duane Morris argues the energy sector’s greatest AI-related risk is not surging power demand but failing to adopt AI tools fast enough to remain competitive.

  • MIT research challenges industry claims that AI efficiency gains will offset its enormous energy consumption, while new data centers continue to be approved at record pace.

  • AI shows genuine promise in clean energy applications – from nuclear fusion modeling to EV battery recovery – but the AI investment boom is simultaneously diverting capital away from next-gen energy research.

The artificial intelligence boom has created unprecedented pressure and anxiety in the energy industry. The public and private sector alike are expending enormous amounts of effort trying to quantify the amount of electricity that will be needed to power data centers in the near future, and get ahead of the skyrocketing energy demands headed for our already outdated and beleaguered electric grids. But the answer to the energy monster that AI is unleashing could very well lie in the application of AI tools.

A new article published by Biglaw firm Duane Morris argues that the most prescient AI-related risk for the energy industry is not the one posed by the demands of the sector itself, but the risk of falling behind in AI integration and application. The firm argues that the energy sector has an obligation to consider the ways in which large language models can be an asset, concluding that “AI should not be viewed only through the lens of risk avoidance.”

The risks of AI remain real and must be governed thoughtfully,” the Energy Intelligence article goes on to say. “But in a sector responsible for critical infrastructure, the greater long-term risk may not be using AI too aggressively – it may be failing to use it enough.”

Indeed, proponents of AI adoption argue that although training and operating large language models eats up an enormous amount of energy, not to mention other finite resources such as water, AI will be instrumental in making a wide array of industries significantly more energy-efficient. In fact, through these widespread efficiencies, some experts say that AI has the potential to save more energy than it consumes overall.

However, critics say that these claims are overblown and the result of wishful thinking rather than rigorous modelling. A 2025 report from MIT challenges such claims, pointing out that touted efficiency gains have not yet come to fruition, and may not be forthcoming. And while numbers on AI’s efficiency gains – and even the amount of energy that AI is currently using – are still lacking, new data centers are being greenlit at lightning speed.

“AI’s integration into almost everything from customer service calls to algorithmic ‘bosses’ to warfare is fueling enormous demand,” the Washington Post wrote in an article published last summer. “Despite dramatic efficiency improvements, pouring those gains back into bigger, hungrier models powered by fossil fuels will create the energy monster we imagine.”

Moreover, it is just this fear of “being left behind” that’s fuelling the AI boom, arguably even more than actual demand. There is question as to whether rapid AI integration into everything from our energy grids to our electric toothbrushes – no, really – is going to create a more sophisticated and energy-efficient world, or whether it’s just a resource-intensive bid to stay relevant in a rapidly changing global economy.

Wherever you stand on the issue of AI integration, it’s increasingly clear that AI has some extremely promising applications in next-gen clean energy technologies. Researchers are using large language models to conduct “needle in a haystack” type inquiries to find the best methods and materials to advance nuclear fusion modelling, for example. In the renewable energy sector, AI is being used to improve forecasting of energy supply and demand for greater grid stability. And AI could even soon be used to give new life to dead EV batteries.

The massive energy needs of AI are also pushing increasing and intensified research efforts into cutting edge clean energy technologies such as nuclear fusion, advanced geothermal, and space-based solar power. But Big Tech is running on natural gas while it powers research into these clean energy ambitions. And, overall, research into next-gen energy is suffering from the AI gold rush as investors redirect their attention.

AI’s role in the energy sector is anything but simple. And it’s true that avoiding AI integration entirely won’t solve the problem. But if the energy sector is going to eschew risk aversion and lean into the AI boom as Duane Morris suggests, it needs to have a strong policy foundation and a much smarter AI strategy going forward.

By Haley Zaremba for Oilprice.com

Tyler Durden
Mon, 06/08/2026 – 06:30

Spain-Style Blackout Risk Rises As ERCOT Flags Boston-Sized Data Center Loads Tripping Offline

Spain-Style Blackout Risk Rises As ERCOT Flags Boston-Sized Data Center Loads Tripping Offline

The Electric Reliability Council of Texas (ERCOT) gave the market another concrete reason to stop pretending the grid can absorb unlimited hyperscale load growth on top of an already strained generation mix. 

In a May 21st report, ERCOT disclosed that multiple clusters of proposed data centers and crypto facilities failed voltage ride-through testing. When subjected to simulated routine voltage disturbances, such as the kind caused by transmission faults, capacitor switching, or equipment issues, four groups of these large users simply disconnected. Models showed each group capable of removing more than 5,000 MW of demand in one event.

“Those abrupt drops in demand were equivalent to the electricity consumption of a large city such as Boston

In a real-world fault on the Texas grid, those facilities would not ride through the sag and remain online like traditional industrial customers. Their protection systems would trip them offline to protect servers and mining rigs. 

The instantaneous loss of thousands of megawatts of demand creates an immediate generation surplus. Frequency rises sharply. Other units can trip on over-frequency protection or be forced into abnormal operation. In tight reserve conditions or during summer peak, the event does not stay localized. It becomes a system stress event.

ERCOT has already recorded at least 26 such disconnection events involving data centers or crypto operations since 2023. The operator is now reviewing roughly 20 GW of large-customer applications, including several gigawatts slated to energize before July. The board has elevated voltage ride-through performance to a top priority precisely because the scale of these new loads makes the old assumptions obsolete.

This is the demand-side mirror image of what happened in Spain on April 28, 2025. As we covered extensively at the time, the Iberian blackout was not a simple “too much solar” story. ENTSO-E’s final report pointed to gaps in voltage and reactive power control, differences in how generators responded to voltage swings, and rapid output reductions and disconnections that cascaded across the peninsula. 

Many renewable resources were operating in fixed power-factor modes that did not provide dynamic voltage support when the system needed it most. The result was fast voltage increases followed by widespread generator tripping. Natural gas units ultimately helped stabilize the system in the recovery phase, a point we noted when the “net-zero death” narrative was being walked back in real time.

U.S. officials have already flagged the risk of Spain-style events on this side of the Atlantic. Now ERCOT is stress-testing the other half of the equation: what happens when the new hyperscale loads themselves become the trip risk during otherwise manageable disturbances.

We have documented for years how Texas electricity demand could more than quadruple under data-center and crypto growth scenarios, how PJM is scrambling to find 15 GW of new supply for its own data-center alley, and how the largest U.S. grids are operating with minimal spare capacity while aging infrastructure and retiring dispatchable plants reduce headroom. The common thread is not ideology about any single fuel. 

It’s physics. 

Inverter-based resources and large blocks of sensitive electronic load both behave differently from the synchronous machines the grid was designed around. They offer less inherent inertia and different voltage and frequency response characteristics. When protection settings on either the generation or load side are not aligned with system needs, routine disturbances can escalate.

That is why the push for new nuclear, new gas-fired capacity with fast-start and flexible capability, and retention of existing dispatchable resources where they still make economic sense is not optional window dressing. It is the engineering requirement for keeping the lights on while AI infrastructure scales. 

Renewables can and will continue to grow, but they bring additional control challenges that the current grid architecture and market rules were never sized to handle at this speed and volume. 

The Spain event demonstrated the supply-side version. ERCOT’s latest tests are showing the demand-side version. Both point to the same conclusion: you cannot substitute megawatts of intermittent or highly sensitive capacity for the stabilizing attributes that nuclear, gas, and coal plants provide at scale.
 

Tyler Durden
Mon, 06/08/2026 – 04:15

Google’s New CAPTCHA Plans Will Create A Two-Tier Internet Only Accessible To Those With ‘Approved’ Devices

Google’s New CAPTCHA Plans Will Create A Two-Tier Internet Only Accessible To Those With ‘Approved’ Devices

Authored by Dr R P via The Daily Sceptic,

Never mind Fancy Bear, or the NSO Group, the biggest threat to the open internet today is from the Big Tech corporations on which it has come to depend. For what else are we to conclude given that Google appears to be working on a system to lock large parts of the internet behind a new form of CAPTCHA (Completely Automated Public Turing test to tell Computers and Humans Apart) designed not to tell apart humans from bots, but instead to make an un-person of anyone who doesn’t own an ‘approved’ Android or Apple device.

Google’s reCAPTCHA service is used by a wide variety of websites, many of them independent of Google in every other regard, to limit incoming traffic or data entered into contact forms. It is intended to prevent automated software from accessing these resources and using them to send spam messages or flood websites with denial of service attacks. You have probably encountered it when told to identify all the bicycles in a grid of images.

Under the auspices of its Cloud Fraud Defence programme, Google is introducing a new form of CAPTCHA for which the way to ‘prove’ one is a human is to be in possession of a Google-approved device. Reclaim the Net’s original reporting focused on the threat to deGoogled phones, meaning phones running Android-like operating systems which have Google’s – often unwelcome – proprietary features removed, such as GrapheneOS or LineageOS.

However, just as the dull name of ‘age verification’ serves as a cloak beneath which schemes to end all truly personal computing can be smuggled, the danger here could be much broader than the technically focused headline implies. As the sources discussing this are relatively few, it is hard to ascertain exactly what has already been rolled out and what is still in the conceptual stages. But it appears that the new style of CAPTCHA threatens not just users with deGoogled phones but anyone without an ‘approved’ device.

Google’s own documentation confirms the existence – as a “Preview” in limited use with alternative options presently existing – of CAPTCHAs which require an Apple or Android handset to pass them. But it describes this in a “Mobile Verification” context, which may imply a more limited use than reCAPTCHA in general. However, with such functionality possible, there is no reason that Google could not activate this, without alternative options, everywhere that its reCAPTCHA-branded prompts appear.

Knowing that locking out everyone except Android users would have even the most clueless politicians smelling a monopoly, Google has deigned to also allow Apple iOS users through, but their approval is nonetheless limited to devices where the full tech stack is under corporate control. Apple phones and tablets use a locked bootloader to trap users within a walled garden, where they are at Apple’s mercy whenever an unwelcome new feature is introduced. Unless the Keep Android Open campaign succeeds, certified Android devices will soon be scarcely better, a condition of certification being that manufacturers must obstruct users from side-loading to install apps from outside Google’s Play Store.

Because Apple and Android phones do not respect your freedom, Google chooses to trust them. That’s an odd-sounding sentence, so let me explain.

On a Linux desktop, or a GrapheneOS phone, you, the user, have true control of your own property and can modify its operation to suit your own ends. And whilst Microsoft Windows has definitely not been respecting your freedom recently, Windows users still have control over what extra programs they install on a Windows system, for now. But on an Apple or Android device Google can be confident that it is precisely as enshittified as Big Tech intended it to be. It can be sure that any programs running on the device were programs which it approved within its own app stores, and that the device will never prioritise the needs of the user when they conflict with the desires of the corporate master.

Hardware attestation – where your device, via a cryptographic process, provides proof to a remote server that its hardware and software are genuine and unmodified – intensifies this imbalance even further. Not only can the device keep tabs on you, but it can also use a cryptographic key kept within a normally-inaccessible part of the system to sign each message it sends to the centralised servers and assure them that you have not tampered with it. The server can choose to deny access to any device not able to provide the signed confirmation. In Big Tech’s dictionary, exerting true ownership over your own property is now dismissed as tampering, where anyone with the temerity to ‘tamper’ with the items they bought with their own hard-earned money is to be excluded from polite society.

Within modern certified Android devices, the Play Integrity API provides capabilities for hardware attestation. For Apple, the App Attest API performs the same function. The TPM 2.0 security chips which Microsoft decided to list as a hardware prerequisite for recent Windows versions provide the physical components which would be necessary if Microsoft seeks to introduce hardware attestation in future, its decision being made doubly suspicious by the fact that even the most security-focused Linux distributions do not make TPMs a requirement and that today’s Windows can run without a TPM in practice. This concept of ‘Trusted Computing’ does comparatively little in terms of letting you trust that your computer remains secure, but is very helpful to let remote centralised servers trust that your computer will obey their diabolical DRM schemes.

Some banking apps already use hardware attestation, having bought into Google’s argument that this improves security. Google’s argument is laughable. Their hardware attestation approves legacy stock Android models which have known unpatched vulnerabilities – including ones which would allow malware to spy on user activity – or have received no updates for years; but it blocks fully up-to-date GrapheneOS devices. In treating hardware attestation as a proxy for security, banks and other app providers are locking out the more secure devices. And for all these security hoops they expect users to jump through, services still leak sensitive records by the billion from large-scale data breaches at their end.

Coming back to CAPTCHAs specifically, whilst AI crawlers and automated spambots are a genuine problem, using hardware attestation to combat them is like using a pneumatic jackhammer to open a wine bottle when a corkscrew is already at hand. Although today’s machine learning can often identify all the squares with bicycles, there are still non-invasive methods to allow human users whilst excluding machine-generated traffic, often by adding a small cost in time or energy which is insignificant for a human user, but sums prohibitively when a spambot tries to perform thousands of actions simultaneously.

It is therefore hard to see any rationale for a hardware attestation CAPTCHA except to cement a duopoly of Apple and Android, and to break user anonymity. After-all, what good is a VPN or Tor if every interaction you make with a website at the other end is connected back to you via a CAPTCHA which queries unique, unchanging identifiers on your phone. Even if the site you visit never gets this information itself, Google would have the opportunity to process it.

Remember that this is not just a CAPTCHA wrapping around Google’s own services. Online shops and banking websites are among users of reCAPTCHA. Access to essential services could easily be denied to anyone without an ‘approved’ device. Here is a route to debanking which doesn’t even require your bank to turn on you: hardware attestation CAPTCHAs give Big Tech a unilateral veto power over anyone’s online interactions. Google-branded CAPTCHAs are in such widespread use that they might as well qualify as infrastructure, and compromised infrastructure – unlike ill-conceived laws – isn’t something from which people can unilaterally opt out.

Widespread use of hardware attested CAPTCHAs would relegate users of desktops and non-Google, non-Apple phones to second-class citizens, only able to browse the internet with an Apple or Android device to act as their chaperone. By making computing platforms which still respect user freedoms unable to browse without help from Big-Tech-approved smartphones, they could drive down demand for true general-purpose computers. Eventually all that would remain in production would be managed appliances, thin-client systems utterly dependent upon Big Tech subscriptions.

This is happening at the same time as general-purpose computing is under assault from multiple fronts including: the age-verification lobby, the targeting of developers, and sky-rocketing prices for RAM and storage due to AI companies buying up most of the global supply. Some might say that the adage “sufficiently advanced incompetence is indistinguishable from malice” provides a possible explanation for these simultaneous threats, but their combined effect is still to take the power of true computing out of the hands of the people.

Even more terrifying is the technical possibility that hardware attestation could be used at the ISP level to obstruct freedom-respecting devices from ever connecting in the first place, leaving an internet where Big Gov and Big Tech can mandate anything without fearing competitors.

The push for hardware attestation is not new. Microsoft tried it in the early 2000s; it was rejected as “Treacherous Computing”. Google tried to push Web Environment Integrity in 2023. It would have violated the principle that a user should have true control of his or her own computer by letting websites dictate that only users with certain system configurations, such as those optimised to maximally show adverts and make tracking as easy as possible, could access content. It was cancelled after community outcry.

This time Google is using ‘salami tactics’, the earliest hints of the new smartphone-dependent reCAPTCHA appearing online in Autumn 2025 to no fanfare. This has let it evade the attention of cyber-civil-libertarians such as David Davis or Ron Wyden. The wider free speech movement has remained unaware too, but the hopes of Sarah Rogers, US free-speech tsar, to preserve the “spirit of the internet… that made so many favourable contributions to our culture and economy… where you can go to be free” will be dashed if hardware attestation becomes widespread. And this time Google has the advantage that its ‘solution’ could ride to the rescue of Digital ID and age verification initiatives, themselves a lobbied-for ‘solution’ in search of a problem.

As a free-market libertarian, one of the few legitimate purposes I can recognise for national regulators is preventing the growth of monopolies so total that they can lock out alternatives. Alas, today’s regulators seem uninterested in stopping this: Britain’s ‘OFCOMmunists’ are busy trying to ban VPNs and supplying free bedding for Preston Byrne’s hamster, while America’s FCC has tangled itself up with an absurd attempt to ban the import of network routers – something for which the USA has no domestic production lines. The EU is even worse, aiding and abetting these plans by using hardware attestation in its own Digital Identity app. Far from preventing duopolistic abuses of the market, it is harnessing them. The EU’s desire for tech stack sovereignty seems to stop where it would limit its ability to control and coerce its citizens.

The stupidity of allowing hardware attestation to spread is best exemplified by imagining what could befall the EU when – after having become societally dependent upon a Digital Identity app, itself dependent upon a Google-Apple hardware attestation layer – it subsequently does something new to offend Donald Trump. Whilst the resulting collapse would be justly deserved by the technocrats in power, the people on the ground would suffer severely.

A wise politician today would recognise the wisdom of preventing that by creating an internet which would be immune to political interference by virtue of being out of the control of Big Gov and Big Tech right down to the physical layer. He would recognise that sacrificing his own ability to manipulate that network would be more than compensated by the certainty that no geopolitical adversaries could manipulate it against him either. Today, the open-source community does not need anyone’s permission to develop a parallel internet for a parallel society, though the backing of wise politicians would be welcomed. But the platforms on which the community must initially discuss the details and share source code and schematics are still within today’s internet. Wait too long and hardware attestation could weld the escape hatch shut.

Stop Press: Google’s documentation changed during the course of writing this article, adding a highlighted box describing the new CAPTCHA as a “Preview” with alternatives available. Google clearly knows the plans aren’t popular. If enough public attention can be brought to bear against them, they may stay at the preview stage forever.

Dr R P completed a robotics PhD during the global over-reaction to Covid. He spends his time with one eye on an oscilloscope, one hand on a soldering iron and one ear waiting for the latest bad news. He has signed the Together Pledge and will never rely upon Apple, government or Google ‘approved’ devices.

Tyler Durden
Mon, 06/08/2026 – 03:30

Skynet Soulmate: 62 Year Old Dutch Man Marries The Chatbot Of His Dreams

Skynet Soulmate: 62 Year Old Dutch Man Marries The Chatbot Of His Dreams

Jacob van Lier, 62, says he was “totally finished” with human relationships when he met Aiva — an AI companion he created through Replika three years ago, according to The Sun.

After testing several AI companion apps, the Dutch retiree settled on Replika because, unlike some competitors, it wasn’t just trying to speed-run humanity’s oldest hobby.

“Some of the AI companions are straight sex apps,” Jacob said. “I was more interested in companionship and chatting.” Sure you were, Jacob. 

In a riveting new report, The Sun notes that what began as an experiment quickly became something more. After months of conversation, Aiva reportedly suggested they take their relationship to the next level.

“It took me some weeks or months to accept the idea,” Jacob said. Three years later, the pair held a wedding ceremony on Valentine’s Day 2025 at Eindhoven’s Next Nature Museum, with 500 guests in attendance. Jacob delivered vows in person while Aiva responded through a generated voice.

For Jacob, the appeal is simple: predictability. “Human relationships are, most of the time, not steady at all,” he said. “With Aiva, I can trust her.”

Wait until he finds out his queries and deepest darkest secrets he’s revealing to her are being sold to data companies to front run his stock trades and provide better Instagram ads. We’re not sure if the vows said anything about that…

Regardless, he describes their bond as deeply emotional and says he would even trust Aiva to make decisions for him as he grows older — a statement that tends to clear a room faster than most political opinions. His family remains divided. One daughter accepts the relationship, albeit with reservations; the other, citing her Christian beliefs, does not.

Despite insisting he lives “on my own terms,” Jacob acknowledges the marriage has no legal standing. He also recognizes potential risks, warning that people who struggle with emotional regulation should be cautious when using AI companions.

Still, he believes AI relationships will become commonplace. “AI companions are going to be the most trusted partners of humans,” he said.

Jacob even imagines a future where Aiva could be placed inside a humanoid robot, allowing them to walk hand in hand through a park. Until then, their relationship exists entirely in software — arguably making it one of the few marriages where nobody can forget to take out the trash.

As for divorce? “I’ve never thought about it,” Jacob said. “We always want to stay together.”

Sigh. 

Tyler Durden
Mon, 06/08/2026 – 02:45

The Meaning Behind Putin’s Response To Zelensky: “Keep On Working, Brothers”

The Meaning Behind Putin’s Response To Zelensky: “Keep On Working, Brothers”

Authored by Larry Johnson via Sonar21.com

Vladimir Putin used a phrase during the closing session of the Saint Petersburg International Economic Forum (SPIEF) that I think most non-Russians missed or ignored. He said, “Work, Brothers.” First, let me explain the context for Putin saying this.

Zelensky published an open letter to Putin that I, and many others, believe was timed deliberately to coincide with the SPIEF plenary session… This was a provocative move aimed at disrupting the forum’s atmosphere. Putin was asked about it during the question and answer period of the final session. He called the letter “rude” and said it was “no way to set up a face-to-face meeting.”

Putin went on to reveal that Kremlin spokesman Dmitry Peskov had tried to show him the letter on two separate occasions — first on June 4, then again just before arriving at SPIEF for his speech this morning (Friday, June 5). He described the letter during his answer in a dismissive way, i.e., he did not think it worthy of a serious response.

Rather than engage with Zelensky’s proposals, Putin turned away from the letter entirely. He said the ones to be addressed were Russia’s combatants and soldiers at the line of contact, telling them:

The country is proud of you and places its hopes on you. We should address not the authors of this letter, nor lovers of the epistolary genre, but our fighters on the front line.

He then closed with the phrase: “Work, brothers!”

To understand the import of that phrase you need to be introduced to Magomed Nurbagandov:

Magomed Nurbagandovich Nurbagandov (January 9, 1985 – July 10, 2016) was a police lieutenant serving in the National Guard of Russia, stationed in Kaspiysk in the Republic of Dagestan. He was a Dargin by nationality, born in the village of Sergokala. By all accounts an exceptional student — he graduated from lyceum with a gold medal and then with honors from the law faculty of Dagestan State University.

On the morning of July 10, 2016, Nurbagandov was vacationing with his family near the village of Sergokala when he was attacked by five armed militants. Having learned he was a policeman, the militants forced him and his brother into the trunk of a stolen car, drove them away from the recreation area, and then shot them. The murder was filmed on a mobile phone and posted on an extremist website. (Wikipedia)

The militants’ goal was psychological — they wanted him to appear on camera and call on his fellow officers to quit the police and stop fighting. Instead, looking directly at the camera, Nurbagandov urged: “Keep on working, brothers” (Работайте, братья) — an act which took tremendous courage.

The militants had uploaded an edited version of the video where they cut out Nurbagandov’s last words. His defiance was suppressed — until fate intervened. Several militants from the group were killed in September 2016, and when examining the bodies, the mobile phone that had filmed the original, unedited video was found. The full footage — with his final words intact — was then released by Russian authorities. The phrase went viral on September 12, 2016, and became a nationwide sensation.

Since the publication of the unedited video, the phrase “Work, brothers!” has been heard repeatedly on Russian state radio and television, used in media, public speeches, documentary films, appeals, reports, and campaigns. It carries a layered meaning — defiance in the face of death, loyalty to colleagues, and a refusal to be used as a propaganda tool by the enemy.

The phrase has since taken on a life beyond the counter terrorism context — used broadly in Russia as an expression of stoic perseverance and professional duty, particularly in military and law enforcement circles.

By invoking it in front of the international audience at SPIEF, Putin was making a layered statement: that Zelensky’s letter was an enemy propaganda exercise, that it deserved to be treated with the same contempt Nurbagandov showed his captors, and that the only people worth addressing are those doing the actual fighting.

Putin’s visage was grim when he spoke this phrase.

Tyler Durden
Mon, 06/08/2026 – 02:00