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Nearly three out of every four restaurant orders are no longer eaten in a restaurant, according to the National Restaurant Association. The share of customers using delivery more than doubled from 2019 to 2024, and 41% of respondents in a recent poll said delivery was an essential part of their lifestyle. The transformation has fundamentally altered restaurant economics. Delivery companies charge restaurants commissions between 5 and 30%, along with fees for payment processing, advertising, and search placement. Shannon Orr runs an eight-restaurant group on the West Coast. One of her restaurants generated $1.7 million in delivery sales last year. Of that, $400,000 went to delivery companies. The restaurant, previously among her most profitable, made no money in 2024, she told the Atlantic. About a third of full-service restaurants have modified their physical spaces to accommodate the delivery boom, installing dedicated entrances, bike parking, and banks of lockers.

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OpenAI has committed to spend about $1.4 trillion on infrastructure so far, equating to roughly 30 gigawatts of data center capacity, CEO Sam Altman said on Tuesday. From a report: The statement helps clarify the many announcements the company has made with its chip, data center and financing partners. That total includes the already announced deals with AMD, Broadcom, Nvidia, Oracle and other partners. That's just the starting point, Altman said. Over time, the company would like to have in place a technical and financial apparatus that would allow it to build a gigawatt of new capacity per week at a cost of around $20 billion per gigawatt.

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By appearing more human, it evades detection

A new Android malware strain, Herodotus, steals credentials, logs keystrokes, streams victims' screens, and hijacks input - but with a twist: it mimics human typing by adding random delays between keystrokes to evade behavioral fraud detection systems.…

Jensen Huang unveiled NVQLink at Nvidia's Washington conference on Tuesday. The interconnect links quantum processors to the AI supercomputers they require to function effectively. Nvidia is not building its own quantum computers but is positioning itself as critical infrastructure for the technology's future. Quantum processors harness principles of quantum physics to solve problems classical computers cannot address, but they need classical supercomputers to perform calculations beyond their capability and to correct the errors that naturally occur in their outputs. Tim Costa, Nvidia's general manager of industrial engineering and quantum, said AI will be necessary for full-scale error correction. Earlier attempts to integrate quantum processors with AI supercomputers failed to deliver the speed and scale needed for fast error correction at scale. Nvidia developed NVQLink with more than a dozen quantum companies including IonQ, Quantinuum and Infleqtion and worked with national labs including Sandia, Oak Ridge and Fermi. The interconnect operates on open architecture and works across different quantum modalities including trapped ion, superconducting and photonic systems. Costa declined to predict when quantum computing will produce meaningful commercial value, though some quantum companies estimate two to four years.

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China has completed the first phase of what it claims is the world's first underwater data center in Shanghai's Lingang Special Area. The facility cost roughly 1.6 billion yuan ($226 million) and operates on twenty-four megawatts of power drawn entirely from wind energy. Seawater acts as a natural cooling system for the submerged servers. Traditional land-based data centers devote up to 50% of their energy consumption to air conditioning. The underwater design reduces cooling energy demand to less than 10%. The first phase is designed to achieve a power usage effectiveness rating of no more than 1.15. More than 95% of the facility's electricity comes from offshore wind turbines in the East China Sea. The project reduces land usage by more than 90% and eliminates the need for fresh water. The main contractors signed an agreement to launch another offshore wind-powered underwater data center with a capacity of 500 megawatts.

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'Electrons are the new oil,' ChatGPT maker claims, demanding 100 GW per year

OpenAI wants the Trump administration to build 100 gigawatts of additional electricity generation capacity per annum to avoid the US being overtaken by China in the AI arms race.…

An anonymous reader shares a report: After last week's major AWS outage took Signal along with it, Elon Musk was quick to criticize the encrypted messaging app's reliance on big tech. But Signal president Meredith Whittaker argues that the company didn't have any other choice but to use AWS or another major cloud provider. "The problem here is not that Signal 'chose' to run on AWS," Whittaker writes in a series of posts on Bluesky. "The problem is the concentration of power in the infrastructure space that means there isn't really another choice: the entire stack, practically speaking, is owned by 3-4 players." In the thread, Whittaker says the number of people who didn't realize Signal uses AWS is "concerning," as it indicates they aren't aware of just how concentrated the cloud infrastructure industry is. "The question isn't 'why does Signal use AWS?'" Whittaker writes. "It's to look at the infrastructural requirements of any global, real-time, mass comms platform and ask how it is that we got to a place where there's no realistic alternative to AWS and the other hyperscalers."

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Scratch Grokipedia and Wikipedia bleeds

What do you do if you're the richest man on Earth and don't like Wikipedia? Start your own imitation encyclopedia, call it Grokipedia, lift a bunch of pages from the site, and let AI fill in the rest. Obviously, that's a recipe for success.…

Gap between vendor promises and business results set to trigger market correction, research firm predicts

ai-pocalypse Bubble, meet pin. Large organizations are set to defer a quarter of planned AI spending from next year until 2027, forcing a market correction.…

Chegg says it will lay off about 45% of its workforce, or 388 employees, as the "new realities" of artificial intelligence and diminished traffic from internet search have led to plummeting revenue. From a report: The online education company, founded 20 years ago, has been hit by the rise of generative AI software tools, such as OpenAI's ChatGPT, which have become increasingly popular among students. Chegg also sued Google in February, arguing that AI summaries of search results have hurt its traffic and sales. The company reiterated that claim on Monday, saying AI and "reduced traffic from Google to content publishers" have damaged its business. "As a result, and reflecting the company's continued investment in AI, Chegg is restructuring the way it operates its academic learning products," the company said. The cuts come after Chegg in May laid off 22% of its workforce, citing increasing adoption of AI. Chegg's market cap has fallen 98.8% in recent years to about $135 million.

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More countries are prioritizing national security over scientific discovery

Why can't we all just get along... for the good of science? New research suggests countries prioritizing national security over the greater good are hindering global research and economic development.…

An anonymous reader shares a report: More than half of the grades handed out at Harvard College are A's, an increase from decades past even as school officials have sounded the alarm for years about rampant grade inflation. About 60% of the grades handed out in classes for the university's undergraduate program are A's, up from 40% a decade ago and less than a quarter 20 years ago, according to a report released Monday by Harvard's Office of Undergraduate Education. Other elite universities, including competing Ivy League schools, have also been struggling to rein in grade inflation. The report's author, Harvard undergraduate dean Amanda Claybaugh, urged faculty to curtail the practice of awarding top scores to the majority of students, saying it undermines academic culture. "Current practices are not only failing to perform the key functions of grading; they are also damaging the academic culture of the college more generally," she said in the report.

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CISPE says post-VMware conduct raises fresh antitrust concerns

Cloud Infrastructure Services Providers in Europe (CISPE) has issued its third European Cloud Competition Observatory (ECCO) report, praising Microsoft's licensing concessions while accusing Broadcom of worsening anti-competitive practices.…

Good luck to the 1,000 enterprise guinea pigs on the initial preview

Anthropic has opened a waitlist for Claude for Excel, promising spreadsheet devotees that its LLM will be able to understand their entire workbook.…

Microsoft and OpenAI have finalized a new agreement that removes uncertainty for investors and clears the path for OpenAI to restructure as a for-profit business. Microsoft receives a 27% ownership stake in OpenAI worth approximately $135 billion and retains access to the AI startup's technology until 2032, including models that achieve AGI. OpenAI completed its recapitalization, simplifying its corporate structure while keeping the nonprofit in control of the for-profit entity. The OpenAI Foundation receives an equity stake worth roughly $130 billion and plans to initially focus on funding work to accelerate health breakthroughs. Microsoft backed OpenAI with $13.75 billion and was the biggest holdout among investors during negotiations. Once OpenAI achieves AGI, verified by an independent expert panel, Microsoft will no longer receive a cut of OpenAI's revenue. Microsoft also loses its right of first refusal on new cloud infrastructure business from OpenAI, though OpenAI commits an additional $250 billion to Azure.

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Noyb says New York-based facial recognition biz flouted GDPR orders and kept scraping anyway

Privacy advocates at Noyb filed a criminal complaint against Clearview AI for scraping social media users' faces without consent to train its AI algorithms.…

From natural disasters to stray bullets and exams, it's been a shaky quarter for the world's connectivity

Cloudflare's latest internet disruptions report reads like a global disaster log, with exam-related shutdowns, natural calamities, stray bullets, and even a Starlink software failure all taking chunks out of global connectivity.…

For the first time, George Orwell's Animal Farm and 1984 have been translated into Welsh, with localized titles, character names, and even a Welsh version of Newspeak. The BBC reports: Animal Farm, a 1945 political allegory inspired by the Russian Revolution, is set in north-west Wales in the Welsh edition, Foel yr Anifeiliaid, with Orwell's classic characters given Welsh names to add authenticity. Mil Naw Wyth Deg Pedwar, or 1984, Orwell's vision of a bleak totalitarian future, published in 1949, contains a Welsh version of Newspeak, the novel's fictional language. Both books remain "seminal works with timeless relevance," said Welsh book publisher Melin Bapur, and feel "particularly relevant now in an age of 'alternative facts', AI, and misinformation."

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Agentic features open the door to data exfiltration or worse

Feature With great power comes great vulnerability. Several new AI browsers, including OpenAI's Atlas, offer the ability to take actions on the user's behalf, such as opening web pages or even shopping. But these added capabilities create new attack vectors, particularly prompt injection.…

Research submitted to Parliament details deaths, raids, and mental trauma linked to 2022 relocation leak

Research submitted to the UK Parliament has revealed explicit threats to life and the deaths of family members and colleagues directly linked to the Ministry of Defence's 2022 Afghan relocation scheme data breach.…