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17 octobre : un couple d'octogénaires agressé et dépouillé à Paris ?

Depuis les manifestations du 17 octobre à Paris, des clichés montrant un couple de personnes âgées en sous-vêtements, prétendument dépouillé par des manifestants, cumulent des millions de vues sur les réseaux sociaux. Relayées par des comptes proches de l’extrême droite, ces photos présentent pourtant toutes les anomalies caractéristiques d’une génération par intelligence artificielle. Pour l'instant, les autorités n'ont aucune trace de cette prétendue agression.

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Trump acusa Fox News de ser favorável aos democratas

A estação aderiu ao boicote à cobertura de Trump em setembro. Agora o Presidente pede aos apoiantes que sigam os seus comícios noutros canais conservadores.

© JIM LO SCALZO/EPA

Uma sondagem do The Washington Post, ABC News e Ipsos atribuiu ainda a Trump uma taxa de aprovação de 33%, contra 66% de desaprovação
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China next-gen solar tech curb to impact SpaceX AI computing plan

Beijing has proposed banning exports of the technology used to make next-generation solar cells, a move that could complicate United States technology guru Elon Musk’s plan to expand into space solar power. The ban, which covers production technology for perovskite and tandem solar cell modules, is part of a proposal by China’s Ministry of Commerce […]

The post China next-gen solar tech curb to impact SpaceX AI computing plan appeared first on Asia Times.

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Spain’s Ceuta Migration Crisis Tests EU Asylum Rules as Thousands Await Decisions

Spain’s government has declared that the first phase of its emergency response to the Ceuta migration crisis has been completed, following the arrival of an estimated 80,000 migrants from Morocco at the end of July.

Interior Minister Fernando Grande-Marlaska said on Friday, 16 October, that approximately 12,000 people had returned voluntarily to Morocco since August, while the authorities had expanded facilities to process asylum applications and return decisions.

Nevertheless, substantial administrative and humanitarian challenges remain in the Spanish enclave, particularly concerning people awaiting decisions on their legal status and unaccompanied minors. The situation has become an important test of the European Union’s revised migration and asylum legislation.

Unprecedented crossings at the African border

The crisis began on 30 July, when tens of thousands of people entered Ceuta from Morocco by land and sea following the circulation of misleading information on social media about access to Spanish territory.

According to an October briefing by the European Parliament’s Research Service, approximately 80,000 people crossed into the enclave during the incident, overwhelming local reception facilities and creating an emergency at one of the EU’s few land borders with Africa.

A subsequent European Parliament resolution referred to at least 141 deaths associated with the crossings, although the initial figure reported by Spanish authorities was lower. The exact number of people who crossed and the final death toll have remained subjects of uncertainty.

Most entrants returned to Morocco within days. However, thousands remained, leaving Spain responsible for assessing individual claims, arranging lawful returns and providing appropriate accommodation.

Ceuta’s geographical position complicates these procedures. Although the enclave is Spanish and forms part of the EU, travellers departing for mainland Spain remain subject to specific controls at its ports and airports.

Spain expands its processing capacity

During a visit to Ceuta on 16 October, Grande-Marlaska defended the government’s management of the emergency and announced that additional police resources would substantially increase administrative capacity.

The expanded temporary reception and processing facilities at El Tarajal are intended to handle at least 100 files daily, including applications for international protection and return procedures.

According to figures presented by the Interior Minister, approximately 1,200 applications for international protection had been formally submitted, with around 700 decisions already issued.

He also rejected allegations that the authorities had conducted concealed or involuntary returns, insisting that departures to Morocco had followed voluntary decisions or the appropriate legal procedures.

The minister said more than 500 expulsions had been executed through judicial or administrative decisions in recent months. These are distinct from the approximately 12,000 voluntary returns recorded since August.

The treatment of unaccompanied minors remains contentious. The European Parliament’s research briefing estimated that around 1,100 such minors were in Ceuta, including some who arrived before the July emergency.

Responsibility for their care has generated disagreement between the Spanish central government and Ceuta’s autonomous administration, particularly over guardianship, identification and the distribution of minors to other regions.

New EU asylum system faces a practical test

The EU Pact on Migration and Asylum, which began applying in June 2026, was designed to strengthen external border procedures while establishing clearer responsibilities for Member States.

Its provisions include identity and security screening, accelerated procedures for certain asylum applications and a solidarity mechanism allowing countries to support those facing disproportionate migration pressures.

Under the screening rules, the authorities generally have up to seven days to complete the initial checks required for people apprehended after irregular entry.

However, the Ceuta emergency demonstrates the difficulty of applying individual administrative procedures when arrivals occur in exceptionally large numbers within a short period.

The geographical concentration of arrivals means that adequate staffing, interpretation, legal assistance and reception facilities become essential to ensuring the system operates within its prescribed deadlines.

Spain requested assistance from Frontex, Europol and the European Union Agency for Asylum in August. The Commission subsequently announced €114.7 million in emergency assistance in September.

Political dispute over migration policy

The crisis has widened divisions between European governments over border enforcement and the regularisation of migrants already living within the EU.

Italy and several other Member States have questioned whether Spain’s separate regularisation programme could encourage further irregular migration. Madrid rejects the suggestion that the programme caused the Ceuta crossings.

The Spanish scheme covers only people who met the residence requirements by the end of 2025. Those who arrived during the July 2026 crisis are not eligible.

European Parliament members also adopted a resolution in September calling for stronger protection of the EU’s external borders and greater cooperation with Morocco. The resolution characterised the crisis as involving the possible instrumentalisation of migration, although Spain has said it has no evidence establishing Moroccan government involvement.

The continuing administrative backlog, the position of minors and the effectiveness of EU assistance will determine how quickly Ceuta can return to ordinary border operations.

Beyond Spain, the episode raises a practical question for Brussels: whether Europe’s new asylum framework can maintain border controls and individual legal safeguards simultaneously during an exceptionally large and sudden influx.

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Netflix cuts film chief Dan Lin after laying off about 1,000 employees

LONDON, ENGLAND - OCTOBER 12: Dan Lin, Chairman of Film, Netflix and Ava DuVernay attend the Netflix "14th" Screening at BFI Southbank on October 12, 2026 in London, England. (Photo by Kate Green/Getty Images for Netflix)
Dan Lin, with Ava DuVernay, is Netflix's latest exec cut.

Kate Green/Getty Images for Netflix

  • Netflix's film chief Dan Lin is out after two years.
  • He's the latest top exec to exit following a 6% cut at the streamer, its biggest since 2022.
  • New content chief Peter Rice will oversee film until a successor to Lin is announced.

Film head Dan Lin is out at Netflix, the latest exec to be ousted in the wake of the streamer's biggest layoff since 2022.

Lin was hired as film chair in 2024 with a mandate to bring greater cost discipline and variety to Netflix's films, which had focused on big-budget output under his predecessor, Scott Stuber. Lin cut big upfront paychecks to actors, reduced staff, and reorganized his department. He oversaw a slate that included Oscar-winning "KPop Demon Hunters," "Happy Gilmore 2," and "Frankenstein."

Lin's exit is the latest big shocker at Netflix. Also out in recent days was chief content officer Bela Bajaria, who was replaced by Hollywood veteran Peter Rice, a former exec at Disney and Fox.

Rice will oversee film until a new head is announced, Netflix said in a statement confirming Lin's departure.

Last week, Netflix laid off 1,000 employees, or about 6% of global head count. That was the streamer's largest cull since 2022, when the company lost subscribers for the first time in more than a decade.

The streaming giant has been hampered by slowing engagement growth and a stock price that has declined more than 40% over the past year. The streamer is contending with the rise of free, ad-supported streaming led by YouTube and the popularity of social video. In recent months, Netflix has turned to podcasters and creators to bulk up its library.

Netflix is set to report third-quarter earnings after the bell on Tuesday.

Read the original article on Business Insider
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“Todos os miúdos” dos EUA vão ser acionistas da SpaceX (mas Musk não diz como)

Elon Musk prometeu dar uma ação — “a primeira de muitas” da SpaceX a cada criança dos Estados Unidos: são mais de 10 mil mihões de dólares. O bilionário Elon Musk anunciou esta segunda-feira que vai oferecer uma ação da SpaceX a todas as crianças dos Estados Unidos no próximo ano. A promessa poderá representar uma distribuição de ações avaliada em mais de 10 mil milhões de dólares, mas o empresário não explicou como pretende concretizá-la. “No próximo ano, darei uma das minhas ações da SpaceX a cada criança dos Estados Unidos. Esta será a primeira de muitas”, escreveu o

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Why Russia's war on Ukraine's data centers could backfire on Moscow

Russian strikes on Ukrainian data centers could backfire, experts have told the Kyiv Independent, as Kyiv's retaliatory attacks have exposed vulnerabilities in how Moscow has organized IT infrastructure.

On Sept. 23, a Russian attack damaged a Kyiv data center housing network equipment for internet provider UTELS, causing service

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Matt Gaetz Lawsuit Shows How Twisted the Term 'Sex Trafficking' Has Become

Former Florida Congressman Matt Gaetz | Dominic Gwinn/ZUMAPRESS/Newscom

Matt Gaetz resigned from the U.S. House of Representatives in November 2024, shortly before the House Ethics Committee released a report accusing him of having sex with a 17-year-old girl in 2017, when he was 35, and "regularly pa[ying] women for engaging in sexual activity with him." The probe was widely discussed as a sex trafficking probe, but the ethics committee "did not find sufficient evidence to conclude that Representative Gaetz violated the federal sex trafficking statute," per its report.

Now two women have filed a civil lawsuit accusing Gaetz of sex trafficking.

The suit, filed in the U.S. District Court for the Middle District of Florida, says that Gaetz and two other men (Joel Micah Greenberg and Christopher Dorworth) broke federal anti-trafficking laws by using "their public office, power, and wealth to prey on the economic vulnerability" of Jane Doe 1 and Jane Doe 2.

Gaetz, who now hosts The Matt Gaetz Show on One America News Network, said many of the suit's allegations against him are false. "The lawsuit relies almost exclusively on a Congressional Committee report that didn't allow me to confront my accusers," he said. "Now I will finally have that chance."

On X, Gaetz posted an image of three women in bikinis seated next to bottles of beer and looking at the ocean and wrote "Jane Doe Strikes Again! Two adult women sued me today alleging they were sex trafficked to the Bahamas. I'm shocked nobody responded to their repeated cries for help, posted to instagram."

Jane Doe Strikes Again! Two adult women sued me today alleging they were sex trafficked to the Bahamas. I'm shocked nobody responded to their repeated cries for help, posted to instagram. https://t.co/HPvX2xypzs

— Matt Gaetz (@mattgaetz) October 15, 2026

This does not seem like especially helpful behavior from a public relations perspective, to say nothing of whether it's legally wise to for Gaetz to be posting to social media about the suit against him.

But Gaetz's point isn't entirely off base. The actions described in the suit against him are hardly what most people would consider sex trafficking.

Jane Doe 1 and Jane Doe 2 were adult women willingly advertising on Seeking Arrangement, a site aimed at connecting young women with rich men for mutually beneficial relationships. And by their own account, that is what went down. They were taken on trips and paid thousands of dollars while hanging out, partying, and having sex with Gaetz and his friends.

Needless to say, advertising on a sugar baby website does not make you fair game for forced prostitution or sexual assault. But nowhere in the lawsuit are forced prostitution or sexual assault alleged.

Instead, we get sentences like this: Gaetz and the other defendents "led [Jane Doe 1] to believe they could solve her financial problems as long as she kept performing sexual acts for them and their associates," states the suit. But "the money never came as a single payment that would have solved Jane Doe 1's financial issues."

So…it's sex trafficking because he didn't pay her enough at one time? I don't think that's how the law works.

Overall, it's a stretch to say that Gaetz's actions as described in this suit fall under the scope of the federal Trafficking Victims Protection Reauthorization Act. Under federal law, sex trafficking must involve an element of force, fraud, or coercion, and/or must involve commercial sex involving someone who is under age 18.

In this case, both alleged victims were in their 20s at the time of the alleged trafficking. No element of force or fraud is claimed. And the type of "coercion" alleged seems more appropriate for a college debate than a courtroom.

There was no suggestion that harm would come to the women or their families, that a job or housing would be lost, or that failure to engage in sexual activity with Gaetz and his friends would result in some sort of other (physical, reputational, legal, etc.) harm befalling them. There was nothing on Gaetz's end that would seem to arise to "coercion" under federal trafficking statute, which defines it as involving "threats of serious harm to or physical restraint against any person," a scheme to make someone believe that serious harm will befall them if they don't comply, or abuse or threatened abuse of the legal process.

The suit contains a lot about Greenberg—a former tax collector who is in prison after pleading guilty to charges that include sex trafficking—and comparatively little about Gaetz. It seemingly attempts to make up for the lack of direct allegations against him by noting findings from the Ethics Committee, even though that committee specifically said it could not find evidence of sex trafficking.

Gaetz is accused of having sex with Jane Doe 1 at a party while Jane Done 1 was on MDMA. But the suit does not accuse Gaetz of foisting drugs on her, simply saying "controlled substances circulated at the party, and Jane Doe 1 took MDMA during the evening." Nor does it say that anyone forced Jane Doe 1 to be at the party or to have sex with Gaetz.

Gaetz is also accused of paying Jane Doe thousands of dollars—never directly after sex or as a direct quid pro quo, but during the same time period during which he was having sex with her. The payments were labeled things like "Being my friend," "Being awesome," "Here," and "Just because," the suit says.

And Gaetz is accused, along with the other defendants, of paying to fly Jane Doe 1 and Jane Doe 2—whom Greenberg met through the sugar baby website and introduced to Gaetz—"to Venice Beach, Miami, Las Vegas, the Florida Keys, the Bahamas, and New York City" and paying for their hotel rooms. The suit does not say that they were forced or coerced on these trips, merely that the trips exposed them to "men they would never otherwise have met, and every part of that access, from the flights to the hotel rooms, was paid for by men, including the Defendants, who expected sex in return."

The women's lawyer told the Associated Press that there was "an exploitative power imbalance," because on one side you had a congressman and some other powerful men and on the other "young financially vulnerable women in their early twenties."

Morally speaking, that might be relevant. And for a congressman, it may have been grounds for sanction. But the fact that these women were younger and less financially successful does not make a relationship between them and Gaetz de facto "coercive" or illegal.

Age gaps in relationships—even substantial ones—are not outlawed. And relationships in which an older man is attractive precisely because he has more money and power than the younger female involved, and offers to spend it lavishly, are not uncommon. The idea that this violates federal criminal law simply showcases how distorted our ideas of sex trafficking have become.


In the News

Children have a fundamental right to access the internet, says India's Supreme Court. The Free Press Journal reports:

"The safety of our children and their freedom are not at odds with each other. Our children are entitled to both," the court observed.

The bench explicitly recognised the right to access and use the internet as a fundamental right under Article 21, which protects life and personal liberty, read with Article 19(1)(a), which guarantees freedom of speech and expression.

Meanwhile, in the U.S.: "A federal appeals court panel has ruled that Florida's 2024 law restricting access to social media for teens is likely constitutional and can continued to be enforced while the legal challenge continues," notes the Florida Phoenix.

We were promised REPEATEDLY that age-verification law was narrow, and would ONLY apply to porn. But— as we warned —it was always a ruse.Since conservatives got their ruling in FSC v Paxton, they've pushed to age-gate anything and everything. It's not going to stop with social media or chatbots.

— Mike Stabile (@mikestabile.bsky.social) 2026-10-15T18:24:17.874Z

Florida isn't just using legislation to go after young people's internet freedom more broadly:

Florida is using litigation to implement digital ID through universal age verification - one platform at a time.

Florida's lawsuit against Discord is so far, the most aggressive, in pursuing age verification and surveillance under the guise of "protecting kids."

— Protecting Kids Online (@PKOproject) October 18, 2026

'Appropriate safeguards.' A small change in the language of the Apple App Store's app review guidelines could portend big changes. Via 9to5Mac:

Under Section 1.2, which covers user-generated content, the guidelines now read (changes in bold):

Apps that enable users to create, generate, upload, share, or otherwise contribute content present particular challenges, including intellectual property infringement, nonconsensual intimate imagery, and anonymous bullying.

Apple's new terms add that "Developers who fail to implement appropriate safeguards or fail to remediate identified violations after notice may be considered in violation of the Developer Code of Conduct."

The change is being reported as a crackdown on "nudification" apps, and that certainly seems to be part of it. But the language about going after "developers who fail to implement appropriate safeguards"—combined with the broad warning about user-generated content—could signal a broader intent to crack down on social media platforms and other types of apps that don't implement ID verification or engage in more intense content moderation.


On Substack

Don't sacrifice due process to outrage. We can't let anger over allegations of gang rape at Cornell convince us to re-implement old Title IV policies that disregard due process, writes Robert Shipley of the Foundation for Individual Rights and Expression:

There's a groundswell of demand to "do something" in the wake of the sexual assault claims at Cornell. But amid the outrage and concern over the incident, it's critical to remember that one attempted remedy we actually know will not work is to return to a campus justice system in which the burden of proof is on the accused and basic civil liberties are cast aside. That social experiment has already been run. It failed.

Title IX, the law against sex discrimination in federally funded education programs, was passed in 1972. Debates at the time focused on how it would affect single-sex colleges and college athletics. Explicitly aimed at sex discrimination, the text of the law itself mentions neither sexual assault nor sexual harassment. Those became matters for Title IX gradually over the next couple of decades, as courts determined that sexual assault and sexual harassment were both forms of sex discrimination, and therefore covered under Title IX.

The Jane Doe lawsuit against Cornell and the accused students (as well as a fraternity, a sorority, and a local bar) hit national news at nearly the same time that the Trump administration officially removed the Biden-era regulations from the Federal Register. While almost certainly not related, some have connected the two, citing the Cornell incident to argue that regulations surrounding Title IX need to be changed again to reduce due process protections for the accused.

More here.


Read This Thread

Not to pick on Sam here, but this is a useful point to highlight some of the impossibility of trust & safety work. Meta actually used to have a program *exactly* like this, BUT it became a central feature of Frances Haugen's Facebook Files as an example of Meta being evil.I'll explain…

— Mike Masnick (@masnick.com) 2026-10-17T20:27:37.894Z


More Sex & Tech

• A new pair of high-tech sunglasses from Meta "can read your mail, describe the person in front of you, tell you what is on a restaurant menu, and help you find your way home," writes Reason's Reem Ibrahim. "For the approximately 700,000 Americans who are blind, it is potentially life-changing."

• "The Supreme Court of Canada has upheld a decision ordering new trials for two people facing human trafficking and sexual services offences, after concluding they should have been able to cross-examine a complainant about the commercial aspect of her prior sex work," reports The Canadian Press. "The case looked at the application of section 276 of the Criminal Code, known as the rape shield law, which limits use of evidence about a complainant's sexual history in court proceedings."

• Markets in everything:

This website lets you attend the wedding of complete strangers

Couples list their weddings and users can buy a ticket to attend https://t.co/8b7EawyFod

— Dexerto (@Dexerto) October 18, 2026

• Reclaim the Net explains Germany's new digital ID.

• The People First Transportation Alliance has been campaigning against robot taxis in D.C. "But just who is behind the group remains unclear, even as it has sought to sway the outcome of a contentious issue with vast sums of money and thousands of jobs at stake across the country," reports The Washington Post.

• From Reason's Meagan O'Rourke: In a race that could flip the U.S. House of Representatives, nobody wants to be the pro-tech candidate.

• A proposed App Store Accountability Act in Idaho "is a de facto digital ID," warns Julie Barrett.

The post Matt Gaetz Lawsuit Shows How Twisted the Term 'Sex Trafficking' Has Become appeared first on Reason Magazine.

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12 people die, among them an infant, in two incidents with migrants boats

A total of twelve people, among them an infant, lost their lives on Monday in two incidents with migrants boats in the eastern Aegean Sea. There is information of missing persons. The one incident took place off the island of Lesvos where a Greek Coast Guard patrol boat collided with the migrants boat doing dangerous […]

The post 12 people die, among them an infant, in two incidents with migrants boats appeared first on Keep Talking Greece.

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A generation takes to the streets: Young Europeans refuse to accept a future stacked against them

Tens of thousands of young people have taken to the streets in France, Belgium, Spain, Portugal, Italy and Albania. In doing so, they have joined what has been dubbed the Generation Z revolution (those born between 1997 and 2012), which over the past two years helped bring down the government of Bangladesh, force the resignation of Nepal’s prime minister and dissolve Madagascar’s government. Now, in Europe, on the eve of an electoral supercycle that will determine the governments of four of the European Union’s five most populous countries (France, Italy, Spain and Poland), young people are sharing a frustration that opportunities for their generation are becoming scarcer and their future increasingly insecure.

Seguir leyendo

© MOHAMMED BADRA (EFE)

A protester clashed with police on Saturday in Paris during a demonstration against the rising cost of living.
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Los jóvenes acusados falsamente de matar a una mujer en Burgos por cuentas de extrema derecha: “Nos han destrozado la vida”

No se conocen de nada. A uno, de 20 años, le pilló en el hospital, justo cuando visitaba a la madre de una amiga en Barcelona. Al otro, de 29, dormido. Tanto, que una vecina le tocó el timbre de casa para despertarle en mitad de la siesta ante el aluvión de mensajes y la preocupación de su familia: tenía el móvil en modo avión tras concluir su jornada habitual de taxista por las calles de Manresa. Los dos fueron acusados este sábado de asesinar a Rosario Sánchez, una mujer de 83 años fallecida en Burgos el pasado martes tras un asalto a su casa. Varias cuentas de redes sociales —entre ellas Nucleo Nacional, el movimiento nacido en Ferraz en el que recalan los ultras de extrema derecha y Revuelta, la organización juvenil de Vox— compartieron una información falsa en sus canales, donde cuentan con decenas de miles de seguidores. Derivó en pantallazos por doquier. Cientos de miles de visualizaciones. Reenvíos masivos por WhatsApp. Hoy, de hecho, todavía hay cuentas que siguen difundiendo el bulo.

Seguir leyendo

Los dos acusados falsamente por el asesinato de una mujer de Burgos, en una imagen cedida.
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Amazon knows how to build big. The AI boom is testing just how big it can go.

Prasad Kalyanaraman, vice president of infrastructure services at Amazon Web Services
Prasad Kalyanaraman, vice president of infrastructure services at Amazon Web Services

BASTIEN INZAURRALDE/AFP via Getty Images

  • Amazon is on an unprecedented spending spree to build more AI data center capacity than anyone else.
  • The company has extensive experience, yet even it's struggling to bring capacity online fast enough.
  • Internal documents show Amazon getting bilions of dollars of Nvidia GPUs before they can be deployed.

At an internal staff meeting in September, AWS CFO John Felton had a joke for Prasad Kalyanaraman, the executive overseeing much of Amazon's AI infrastructure expansion.

"You've taken us free cash flow negative as a company, so congratulations," Felton said, according to a recording of the meeting obtained by Business Insider.

The remark was lighthearted. But it captured a stunning reversal.

Just two years ago, Wall Street was debating what Amazon would do with its growing cash hoard. Now, cash flow has evaporated as Amazon embarks on its biggest bet ever, spending $220 billion this year alone to build the physical backbone for AI.

At the meeting, Kalyanaraman did not dispute Felton's premise. Amazon's machine-learning and AI business is "hugely free cash flow negative," he said, adding that he expects the company's free cash flow to remain negative for "the next couple of years or so."

Column chart of Amazon’s trailing 12-month free cash flow at all 10 quarter-ends from Q1 2024 through Q2 2026. It starts at $50.149 billion, peaks at $52.973 billion in Q2 2024, and declines to negative $7.604 billion in Q2 2026.

Amazon has made big bets before. It spent heavily on cloud computing, fulfillment centers, and its delivery network long before they became some of the company's most valuable assets. Investors questioned those investments at the time, but Amazon ultimately built enormous, profitable businesses from them.

AI is testing this playbook at a far larger scale. Amazon is committing hundreds of billions of dollars to data centers, servers, and power before investors know how quickly those investments will generate revenue.

The company is the best, or among the best, at building data centers, with decades of experience. But the size and complexity of these projects, and the bottlenecks holding progress back, are challenging — even for such a respected cloud pioneer.

Internal documents reviewed by Business Insider and people familiar with the matter show the company trying to coordinate a sprawling industrial system whose parts move on different schedules. A delay in power, equipment, or construction can leave billions of dollars in hardware waiting — and Amazon's cash tied up — while forecasts and costs keep shifting.

Why Amazon thinks it will work

Amazon says it has strong evidence that the capacity will be needed. AWS revenue grew 37% in the second quarter, its fastest pace in 18 quarters, while its backlog reached $496 billion.

CEO Andy Jassy thinks the company has a "clear line of sight" to strong financial returns from this record investment cycle. In his latest annual shareholder letter, he called AI a "once in a lifetime opportunity" and said Amazon would not be conservative in its investments.

"We've been through this cycle with the first big AWS growth wave, and liked the results," Jassy wrote. "We expect to feel similarly about this next wave."

Column chart of 2026 capital expenditure forecasts in US dollars: Amazon $220 billion, a company record; Google $195 billion to $205 billion, shown at the $205 billion upper end; Microsoft $175 billion after an accounting change, compared with $190 billion without that change; and Meta up to $145 billion. Source: Company reports.

Investors are concerned by the scale of the industry's expansion, especially as AI data centers are costing more to build and taking longer to complete.

The market is "repricing anything that funds multi-year builds against revenue that arrives later," Dan Ives, an analyst at Yorkville Ives, wrote in a recent report. Growing uncertainty around data center permitting and the political fight over electricity prices have given investors another reason to question how quickly these investments will pay off, he added.

Racks, but not enough power

One major industry challenge is securing enough power to run the equipment that goes inside data centers. This includes expensive racks of servers that contain GPUs and other chips that train and run AI models and services such as ChatGPT.

Internal emails from August show Amazon preparing a new "Early Rack Receipt" process for an expected wave of server racks carrying Nvidia's GB300 chips at US facilities before final deployment.

One Amazon email projected the company would take delivery of about $5 billion of Nvidia GB300 racks in August, followed by another roughly $3 billion each month "for the foreseeable future."

Some AWS data center sites had room for more racks but not enough available power to turn them on, people familiar with the effort said, leaving the equipment to be staged at intermediary warehouses until the facilities were ready. These people asked not to be identified discussing sensitive matters.

Timing and coordination

Usually, Amazon doesn't pay for racks until the gear is put into a data center, leaving suppliers to carry the cost of the equipment in transit, according to the internal documents obtained by Business Insider. This helps the company conserve cash.

However, the intensity of the AI data center building boom has made this type of coordination harder. Amazon has to compete more for scarce resources as it jockeys with rivals for access to Nvidia GPUs and other AI components.

Under the new "Early Rack Receipt" process, Amazon now takes ownership of these racks earlier in the supply chain, rather than waiting until the equipment reaches a data center.

The means spending cash sooner. And any delays getting the racks installed and plugged into a reliable power source potentially pushes back the moment when revenue starts flowing from these assets.

At least one AWS supply chain team did not have "a clear forecasted path" for getting racks into data centers, according to one of the emails reviewed by Business Insider.

An Amazon spokesperson said the company routinely stages finished hardware near deployment sites so it can be installed once power capacity is available, calling that approach "best business practice."

The spokesperson added that AWS has "long-established systems" to track infrastructure assets and disputed that the broader company lacks a forecasted path for getting racks into data centers.

This problem is not unique to Amazon.

Bernstein analysts wrote in a recent note that power permits, cooling systems, electrical equipment, construction, and hardware all move on separate schedules.

"Timing is imperfect," the analysts said.

"Inherently uncertain"

John Felton, Chief Financial Officer of Amazon Web Services
John Felton, Chief Financial Officer of Amazon Web Services

Chris Jung/NurPhoto via Getty Images

During the internal staff meeting in September, Felton, the AWS CFO, described the broader problem eloquently: "How do you work in the future when the future is inherently uncertain?"

Kalyanaraman, the AI infrastructure leader, said Amazon's internal outlook for the return on its AI investments had improved. But the assumptions behind those returns keep shifting.

"The forecast is changing on a daily basis," Kalyanaraman said. "The world that we live in is extremely dynamic."

Those shifting assumptions include when data centers will be ready and how much equipment AWS needs to keep on hand, he explained.

An eight-week supply buffer might be routine for a smaller company. But at Amazon's scale, Kalyanaraman said, this could mean holding "billions and billions of dollars" worth of additional equipment inventory — tying up precious cash.

Frugality meets the AI boom

Such tensions are especially striking for Kalyanaraman, a 21-year Amazon veteran who earlier this year was promoted to the elite S-team that reports directly to Jassy.

Amazon's founding story is defined by frugality. It famously used cheap doors as desks when founder Jeff Bezos started in Seattle in the mid-90s.

Kalyanaraman has absorbed this lore into bones. In late 2023, as AWS faced slower growth and layoffs, he urged employees to do more with less. "Frugality breeds innovation," he said back then.

That instinct still shapes his approach. In the September meeting this year, Kalyanaraman told Felton that AWS tries to make major investments at the "last responsible moment," when it has the clearest possible view of demand.

"If we can wait to spend the capital as late as possible, it's better for us," he said.

Amazon CEO Andy Jassy
Amazon CEO Andy Jassy

Bloomberg/Getty Images

But the frenetic pace of the AI boom makes this principle difficult to follow. By the time demand is fully visible, the servers, power, and construction capabilities that AWS needs may no longer be available. That puts pressure on the company to commit more money sooner to secure supply and meet its data center capacity goals.

Kalyanaraman recalled telling Jassy in 2023 that AWS would "surely" be out of its capacity crunch by 2027. Instead, Amazon still expects demand to exceed its available capacity in 2027, the AI infrastructure chief said during the meeting this September.

Secured Power at Risk

Getting enough electricity may be the biggest challenge for an industry leader like Amazon.

The company has 44 gigawatts of data center capacity under development across 16 states, more than double Google, Meta, and Microsoft, according to Cleanview Research estimates.

Column chart of estimated US data center capacity under development: Amazon 44 gigawatts, Google 20.4 gigawatts, Meta 17.4 gigawatts, and Microsoft 14.6 gigawatts. Source: Cleanview Research, September estimate.

An internal AWS dashboard called "Secured Power at Risk" tracks utility and regulatory constraints affecting electricity capacity AWS has lined up for its data centers.

The risks include transmission bottlenecks, requirements to reduce use during grid stress, and "use it or lose it" provisions that can jeopardize capacity if a data center project misses usage or construction milestones.

In other words, AWS is not simply waiting for electricity to arrive. It is managing a portfolio of commitments that can become more costly if a data center project is delayed.

Maryland proposals

A submission to Maryland's utility regulator last year, obtained through a public records request, illustrates the kind of exposure that can accompany massive data center buildouts.

Amazon told the Maryland Public Service Commission that large data center customers could help pay for grid upgrades or bring new power capacity to market without burdening other electricity ratepayers.

The company also proposed setting aside collateral to help utilities get more comfortable with the large investments needed to generate more electricity for data centers. Amazon proposed three years of collateral so that if a large electricity customer abandoned unused capacity, the utility would have time to re-sell the power.

The proposal is not evidence that AWS has made such a payment or posted collateral. It does, however, show that large data centers can face extra financial obligations, beyond their own electricity bills, if projects are delayed or cancelled.

The Amazon spokesperson said such utility rules are not unique to AWS. The company has not disclosed how much cash it has paid upfront to secure power.

New constraints 'keep popping up'

The AI buildout also incurs expenses that are harder to model than a conventional capex plan.

In the September meeting this year, Kalyanaraman said that while reviewing plans for gigawatts of capacity in West Texas, AWS confronted a labor problem: There weren't enough nearby pipefitters, electricians, and other skilled workers to build the facilities.

The company's response, he said, was to pay to construct housing complexes near its data centers so workers could live there for the two or three years needed to complete the projects.

Even the crates used to ship servers have become a planning issue. It may seem absurd to worry about the price of a container when servers cost hundreds of thousands of dollars, Kalyanaraman said. But at AWS's scale, where the company needs so many crates, even trivial items can become a material expense.

"We have new constraints that keep popping up," Kalyanaraman said.

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Elon Musk says he'll give every child in America a share in SpaceX

Elon Musk stands in a suit and tie amid a blurred outdoor crowd.
Elon Musk announced on X that he intends to give every child in America a SpaceX share.

Finn Gomez/Getty Images

  • Elon Musk says he'll give a SpaceX share to every child in the US next year.
  • That would be a $10.5 billion gift based on SpaceX's stock price and roughly 72 million recipients.
  • Musk said this would be the "first of many" SpaceX share giveaways but didn't offer further details.

Elon Musk says he'll give every child in the US a piece of his space company, a gift worth around $10.5 billion today.

"Next year, I will give one of my SpaceX shares to every kid in America," Musk wrote in an early Monday post on X. "This will be the first of many."

Next year, I will give one of my SpaceX shares to every kid in America. This will be the first of many.

— Elon Musk (@elonmusk) October 19, 2026

There are roughly 72 million children in the US based on 2025 census data, and SpaceX stock closed at $146 on Friday. If Musk donated 72 million shares right now they would be worth around $10.5 billion.

Musk didn't provide any further details on how the giveaway would work, such as eligibility criteria or specific timing, or whether the shares will be transferred to Trump Accounts.

The Tesla and SpaceX CEO is the world's richest person, with an estimated net worth of $904 billion as of Friday's close, per the Bloomberg Billionaires Index.

SpaceX — the company behind Falcon rockets, Starship launch vehicles, Starlink satellites, the AI chatbot Grok, and X — went public this summer and has a market capitalization of about $2 trillion.

Excluding restricted shares and options, Musk owns 4.77 billion SpaceX shares for about a 36% stake, worth just under $700 billion at Friday's close. The rest of his fortune largely comprises his stakes in his other companies, including Tesla, Neuralink, and The Boring Company.

Donating 72 million shares would reduce Musk's number of SpaceX shares by 1.5%. If, as indicated in his X post, he follows that up with further giveaways, his stake could shrink significantly.

Musk's pledge is part of a broader trend of gifting shares to America's children, aimed at ensuring they all own a piece of the stock market and reap its gains over time, and benefit from a lifetime of compounding wealth.

The Trump administration launched Trump Accounts — tax-advantaged investment accounts — for eligible children this summer, with those born between 2025 and 2028 receiving a $1,000 federal seed deposit. Numerous companies have agreed to contribute to them as well.

Michael and Susan Dell contributed $250 to 25 million American children's Trump Accounts earlier this month, a gift totaling $6.25 billion that was allocated first to those in the lowest-income ZIP codes.

SpaceX President Gwynne Shotwell and her husband pledged in July to give shares of SpaceX to more than 2 million children.

Musk shared his SpaceX gift idea after Anthropic pledged to commit 5% of its shares to a public benefit fund.

"I recommend giving shares directly to the public," he replied on X. "This is what I will be doing."

Another X user described Anthropic and Musk's pledges as "the beginning of universal basic income." Musk corrected him, writing *universal high income."

Musk has predicted that advances in AI, robotics, and other technologies will usher in an age of abundance in which everyone can have "whatever stuff they want."

He's recommended people stop saving for retirement in 10 or 20 years as their nest eggs will be "irrelevant," and has proposed government checks for all as the best response to job losses from AI.

Correction: October 19, 2026 — An earlier version of this story incorrectly described SpaceX as a private company. It went public in June 2026.

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COVID Vaccines for Kids Now Available Through CDC Program That Serves Low-Income Children

by Michael Nevradakis Ph.D., Activist Post: State health departments can now purchase this season’s COVID-19 vaccines for low-income children through the CDC’s Vaccines for Children Program. Vaccine advocates had complained about a delay — but families and pediatricians concerned about vaccine safety criticized the decision. “The days of just injecting everyone without considering the individual […]
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EE.UU. advierte a UE de represalias devastadoras por planes del espectro satelital

La disputa se centra en una propuesta de la Comisión Europea de reservar parte del espectro radioeléctrico utilizado por los teléfonos inteligentes para conectarse directamente a los satélites para los operadores europeos.
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‘Gears of War’ y el videojuego convertido en rock and roll

Imagen de 'Gears of War: E-Day'.

Allá por 2006 Xbox presento al mundo la que acabaría por convertirse en una de las franquicias más exitosas y reconocibles de la marca: Gears of War. Se trataba de un brutal juego de acción que daría pie a una saga conceptualmente deudora tanto del imaginario de Warhammer 40.000 como de Starship Troopers, que consiguió desarrollar una arrolladora personalidad propia y que sentó las bases de una mecánica que luego copiarían, con mayor o menor fortuna, decenas si no cientos de juegos: los disparos con cobertura desde diversos elementos del escenario tras los cuales nos parapetamos. ¿El punto de partida? La guerra que en planeta Sera libra la humanidad contra los terribles locust, unos seres de aspecto reptiloide y gatillo fácil que, desde las profundidades del mundo, han declarado la guerra a la humanidad.

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Digger ou Mike Tyson: qual bate mais (ou menos)? — Sugestões

O filme de Iñarritu, com Tom Cruise, e o documentário em quatro partes na Netflix estão em destaque esta semana, mas também há jazz em Guimarães, “Babies” em Inglaterra e ramen no Japão.

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