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The furious push by AI hyperscalers to build out data centers will need about $1.5 trillion of investment-grade bonds over the next five years and extensive funding from every other corner of the market, according to an analysis by JPMorgan. From a report: "The question is not 'which market will finance the AI-boom?' Rather, the question is 'how will financings be structured to access every capital market?'" according to strategists led by Tarek Hamid. Leveraged finance is primed to provide around $150 billion over the next half decade, they said. Even with funding from the investment-grade and high-yield bond markets, as well as up to $40 billion per year in data-center securitizations, it will still be insufficient to meet demand, the strategists added. Private credit and governments could help cover a remaining $1.4 trillion funding gap, the report estimates. The bank calculates an at least $5 trillion tab that could climb as high as $7 trillion, singlehandedly driving a reacceleration in growth in the bond and syndicated loan markets, the strategists wrote in a report Monday. The analysts project $300 billion in high-grade bonds going toward AI data centers next year. That could account for nearly one fifth of total issuance in that market, which a report from Barclays estimates will grow to $1.6 trillion.

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The iPad Pro went on sale ten years ago, launching with a 12.9-inch screen that Apple believed would redefine computing through size alone. The company initially resisted making the device a laptop replacement and maintained strict limitations on multitasking, browser capabilities, and app installation. Over the past decade, Apple reversed course. The iPad Pro gained USB-C ports, external drive support, keyboard and trackpad accessories, and an improved Files app. The current M5 model includes OLED screens in 13- and 11-inch sizes. iPadOS 26 added free-form multitasking, a menu bar and the Preview app. The webcam now sits in landscape orientation. Despite these advances, the device remains constrained by App Store-only software installation, The Verge writes, limited system access, and the absence of desktop-class browsers. Apple spent years positioning the iPad as a third category between phones and computers. The hardware and accessories now support full computer functionality, but artificial software limitations remain in place.

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KONNI espionage crew covertly abused Google’s Find My Device feature to remotely factory-reset Android phones

North Korean state-backed spies have found a new way to torch evidence of their own cyber-spying – by hijacking Google's "Find Hub" service to remotely wipe Android phones belonging to their South Korean targets.…

Apple has launched the iPhone Pocket, a knitted bag designed to hold iPhones. The limited edition collaboration with Japanese designer Issey Miyake costs $229.95 for the crossbody version. A shorter version is priced at $149.95. Apple said the 3D-knitted design was inspired by "a piece of cloth" and was born from the idea of creating an additional pocket for any iPhone and small everyday items. Yoshiyuki Miyamae, design director at Miyake Design Studio, said the product "speaks to the bond between iPhone and its user" and explores "the joy of wearing iPhone in your own way." Steve Jobs mocked similar $29 iPod Socks as "a revolutionary new product" in 2004.

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Hungry Hippo won't move to the launchpad until next year

Aerospace manufacturer and launch service provider Rocket Lab has confirmed what many have long suspected: its "Hungry Hippo" Neutron rocket won't be hitting the launchpad until 2026 at the earliest.…

Sam Altman's Tools for Humanity has verified around 17.5 million people through its iris-scanning Orb device. The company has set a goal of reaching 1 billion users, so it is less than 2% of the way there. The startup has raised $240 million from investors including Andreessen Horowitz, Bain Capital and Khosla Ventures. PitchBook estimates its valuation at $2.5 billion. The Orb is a volleyball-sized metal sphere that scans irises to generate a World ID. Users can claim tokens of the cryptocurrency Worldcoin, currently worth around 80 cents per coin. Business Insider spoke to former Tools for Humanity employees, a former Orb operator from Kenya, and a former head of operations in Mexico City. Some questioned whether the company had a clear long-term strategy. Nick Maynard, vice president of fintech market research at Juniper Research, said he does not see a killer use case that will drive major traction. The company also continues to face regulatory headwinds. In October, agencies in the Philippines, Colombia and Thailand took action to halt operations. German authorities determined last year that the company's data protection measures would not be sufficient to protect against cybercriminals or state attackers.

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Samsung is rolling out new conversational AI across its 2025 TVs that lets users ask questions about what's on the screen and beyond it. From a report: First announced in September, the generative AI update is rolling out now with support for several languages. Vision AI Companion is based on an upgraded, generative AI-based version of Samsung's virtual assistant Bixby. Samsung suggests you can use it to ask questions about on-screen content -- what that actor is famous for, who painted that artwork, or what the final score was in a football game. It can go beyond that though, offering TV and movie recommendations along with cooking advice, travel tips, and local restaurant discovery.

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Lobbying efforts gain ground as proposals carve myriad holes into regulations

Privacy advocates are condemning the European Commission's leaked plans to overhaul digital privacy legislation, accusing officials of bypassing proper legislative processes to favor Big Tech interests.…

Disclosure? We've heard of it

The US datacenter industry is reaping huge benefits from state-level subsidies, but transparency around these incentives is limited and states that do calculate their returns find they are losing money on the deals.…

The UK and China today signed a new bilateral agreement on scientific collaboration [non-paywalled source], narrowing the scope of their partnership to exclude sensitive technologies. Lord Patrick Vallance, Britain's science and technology minister, met his Chinese counterpart Chen Jiachang in Beijing and agreed to focus cooperation on health, climate, planetary sciences, and agriculture. The previous agreement from 2017 had included satellites, remote sensing technology and robotics. Those fields are absent from the new accord. The countries announced no new funding for joint research. Vallance said the UK had "deliberately gone for areas which we think are not carrying such a security risk."

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Risk list highlights misconfigs, supply chain failures, and singles out prompt injection in AI apps

The Open Worldwide Application Security Project (OWASP) just published its top 10 categories of application risks for 2025, its first list since 2021. It found that while broken access control remains the top issue, security misconfiguration is a strong second, and software supply chain issues are still prominent.…

Years of development still needed but AI, 3D printing, and other alternative options on the horizon

The UK Government has unveiled a roadmap to replace animal testing with AI-driven options and other alternatives, targeting the elimination of certain regulatory tests by the end of 2026.…

Clop's Oracle EBS exploit spree shows no sign of slowing, claims nearly 30 more casualties in media, finance, and tech.

Digital engineering outfit GlobalLogic says personal data from more than 10,000 current and former employees was exposed in the wave of Oracle E-Business Suite (EBS) attacks attributed to the Clop ransomware gang. The Hitachi-owned biz joins a growing roster of high-profile victims that also now includes The Washington Post and Allianz UK.…

Norwegian testers claim maker has remote access, while UK importer says supplier complies with the law

UK governmental is working with the National Cyber Security Centre to understand and "mitigate" any risk that China-made imported electric buses could be remotely accessed and potentially disabled.…

Tariffs can't stop cheaper, better Chinese tech, says Jefferies. Tesla is Amercia's great hope

Battery energy storage systems (BESS) could become standard at datacenters as AI infrastructure expand, with analysts forecasting 20 GW of capacity deployed over the next decade.…

Massive increase in policy claims… and data doesn’t even cover the major attacks of 2025

The number of successful cyber insurance claims made by UK organizations shot up last year, according to the latest figures from the industry's trade association.…

Continuous track of long awaited AFV hits the ground ... and the terrain is pretty bumpy

The British Army just received its first new armored fighting vehicle (AFV) for nearly three decades, but it is years late, hit by rising costs, is still reportedly injuring its crew, and there are questions about whether it remains relevant in the age of drone warfare. …

Longtime Slashdot reader theodp writes: The UK Department for Education is "replacing its narrowly focused computer science GCSE with a broader, future-facing computing GCSE [General Certificate of Secondary Education] and exploring a new qualification in data science and AI for 16-18-year-olds." The move aims to correct unintended consequences of a shift made more than a decade ago from the existing ICT (Information and Communications Technology) curriculum, which focused on basic digital skills, to a more rigorous Computer Science curriculum at the behest of major tech firms and advocacy groups to address concerns about the UK's programming talent pipeline. The UK pivot from rigorous CS to AI literacy comes as tech-backed nonprofit Code.org leads a similar shift in the U.S., pivoting from its original 2013 mission calling for rigorous CS for U.S. K-12 students to a new mission that embraces AI literacy. Code.org next month will replace its flagship Hour of Code event with a new Hour of AI "designed to bring AI education into the mainstream" with the support of its partners, including Microsoft, Google, and Amazon. Code.org has pledged to engage 25 million learners with the new Hour of AI this school year.

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Your real problem: 40kW racks, melting datacenters and rising power bills

Opinion In recent discussions with industry vendor sales/marketing types, I've been hearing that HPC demand is falling off while AI system demand is continuing to increase. I've also seen articles implying that AI is somehow displacing HPC. Huh?…

China's CO2 emissions have been flat or falling for 18 months, "adding evidence to the hope that the world's biggest polluter has managed to hit its target of peak CO2 emissions well ahead of schedule," reports the Guardian. From the report: Rapid increases in the deployment of solar and wind power generation -- which grew by 46% and 11% respectively in the third quarter of this year -- meant the country's energy sector emissions remained flat, even as the demand for electricity increased. China added 240GW of solar capacity in the first nine months of this year, and 61GW of wind, putting it on track for another renewable record in 2025. Last year, the country installed 333GW of solar power, more than the rest of the world combined. [...] The analysis by the Centre for Research on Energy and Clean Air (Crea), for the science and climate policy website Carbon Brief, found China's CO2 emissions were unchanged from a year earlier in the third quarter of 2025, thanks in part to declining emissions in the travel, cement and steel industries. But China has a record of underpromising and overdelivering on climate targets. Li Shuo, the director of the China Climate Hub at the Asia Society Policy Institute, a US-based thinktank, said in a recent note that the latest Chinese climate targets should be seen as a baseline and not a ceiling.

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