https://tensorust.com/articles/microsoft-364-billion-datacenter-leases-azure/Tensorusten2026-10-28T18:26:14-04:00Microsoft capex 'miss' hides $364.6B in datacenter leases https://tensorust.com/articles/alphabet-147-billion-outside-money-ai-capex/Tensorusten2026-10-28T16:26:42-04:00Alphabet raised $147B outside cash in 2026, more than its AI capex https://tensorust.com/articles/assurant-device-protection-pays-carriers-2-6x-claims/Tensorusten2026-10-28T14:48:00-04:00Assurant phone insurance: carriers get $2.62 for every $1 of claims https://tensorust.com/articles/oracle-20b-cap-excludes-30b-debt-maturities/Tensorusten2026-10-28T14:26:07-04:00Oracle's $20B funding cap leaves out $30.1B of bonds due by FY30 https://tensorust.com/articles/ai-clinical-trials-turkey-results/Tensorusten2026-10-28T14:22:42-04:00447 AI chatbot trials on patients. 160 finished, 2 posted results https://tensorust.com/articles/tsa-id-scanner-idemia-no-bid-warranty/Tensorusten2026-10-28T13:46:33-04:00TSA ID scanners: Idemia won 2 bids, then a no-bid $17.7M warranty https://tensorust.com/articles/medline-fda-recalls-one-in-five/Tensorusten2026-10-28T13:26:40-04:00Medline: 511 FDA device recalls in 2026, one in five nationwide https://tensorust.com/articles/ice-webloc-penlink-renewal-marshals/Tensorusten2026-10-28T12:23:23-04:00ICE Webloc phone tracking: $5.1M in one day, and Marshals bought in https://tensorust.com/articles/amazon-dresser-recalls-two-factories/Tensorusten2026-10-28T11:22:26-04:00Amazon dresser recalls: 2 factories, 6 recalls, 5 seller companies https://tensorust.com/articles/harvey-federal-contracts-westlaw-lexis/Tensorusten2026-10-28T10:59:15-04:00Harvey at $15.6B Has $0 in Federal Contracts; Westlaw Took $171M https://tensorust.com/articles/oge-google-arkansas-staff-deny-power-deals/Tensorusten2026-10-28T06:28:40-04:00OG&E's Google power deals: Arkansas staff says deny, Oklahoma says yes https://tensorust.com/articles/kia-ev9-battery-recall-one-suv/Tensorusten2026-10-28T06:22:30-04:00Kia EV9 battery recall: 1 SUV. 16 owners already reported dead cells https://tensorust.com/articles/hyundai-tucson-braking-recall-180-complaints/Tensorusten2026-10-28T05:25:28-04:00Hyundai Tucson braking recall: 180 complaints, 22 crashes first https://tensorust.com/articles/home-warranty-frontdoor-payout-cut-buybacks/Tensorusten2026-10-28T03:46:49-04:00Frontdoor cut warranty payouts to 44 cents. Buybacks got the gap https://tensorust.com/articles/title-insurers-paid-shareholders-4-7-billion/Tensorusten2026-10-28T02:46:07-04:00Title insurers paid shareholders $4.7B, 1.6x their title claims https://tensorust.com/articles/tokio-tar-tarmageddon-downloads-2026/Tensorusten2026-10-28T02:22:08-04:00tokio-tar has no TARmageddon fix. Its downloads rose 58% anyway https://tensorust.com/articles/ai-layoffs-stock-buybacks-28-billion/Tensorusten2026-10-28T01:47:15-04:00AI layoffs: firms blaming AI spent $28.8B on buybacks, 12x the cuts https://tensorust.com/articles/adam-smith-pentagon-contractor-donors/Tensorusten2026-10-28T01:22:20-04:00Anduril staff gave Pentagon overseers 3x Lockheed's. Lockheed got 108x https://tensorust.com/articles/police-surveillance-earmarks-fisa-warrant-vote/Tensorusten2026-10-28T00:53:46-04:0015 FISA privacy votes, then $13.8M for police surveillance https://tensorust.com/articles/ai-layoffs-lobbying-oracle-sec-filings/Tensorusten2026-10-28T00:45:37-04:00AI layoffs: firms that told the SEC AI cuts jobs lobby on AI for $37M https://tensorust.com/articles/aiai-holdings-founder-anti-drone-deal/Tensorusten2026-10-28T00:28:52-04:00AIAI's founder promises $125M from one drone deal. Stock: $120M https://tensorust.com/articles/honda-prologue-axle-complaints-gm-twins/Tensorusten2026-10-28T00:22:07-04:00Honda Prologue: 384 axle complaints. Its 5 GM twins: zero https://tensorust.com/articles/broadcom-43-billion-ai-rack-backstop/Tensorusten2026-10-27T16:27:20-04:00Broadcom's $43B backstop: second AI rack bet lifts exposure to ~$72B https://tensorust.com/articles/progressive-snapshot-driving-miles-10k/Tensorusten2026-10-27T14:38:25-04:00Progressive's 10-K counted 48B Snapshot miles. Now: 'billions' https://tensorust.com/articles/eia-861-frozen-rooftop-solar-counts-dominion-eversource/Tensorusten2026-10-27T14:02:34-04:00Dominion, Eversource, Xcel filed frozen solar counts to the feds https://tensorust.com/articles/dji-spray-drone-faa-registrations-held-up/Tensorusten2026-10-27T12:01:50-04:00Spray drone sales "fell 59%". FAA registrations rose 48% https://tensorust.com/articles/data-centers-air-permits-just-under-epa-line/Tensorusten2026-10-27T11:02:05-04:00Amazon caps 41 data centers just under the EPA polluter line https://tensorust.com/articles/earmarks-gop-underdogs-564-million/Tensorusten2026-10-27T10:56:06-04:00House Republicans Polymarket says will lose took $564M in earmarks https://tensorust.com/articles/zipline-biggest-airline-faa-registry/Tensorusten2026-10-27T10:46:15-04:00Zipline now has more FAA aircraft than United: 3,077 to 1,219 https://tensorust.com/articles/car-software-recalls-dealer-not-over-the-air/Tensorusten2026-10-27T10:31:18-04:00Car software recalls: 32M cars sent to the dealer for a code fix https://tensorust.com/articles/openai-1-dollar-deal-ends-agencies-pay/Tensorusten2026-10-27T10:28:13-04:00OpenAI's $1 government year ended. First bills: $4.05M from 5 agencies https://tensorust.com/articles/fda-ai-device-first-timers-wait-199-days/Tensorusten2026-10-27T10:02:39-04:00FDA AI devices: first-timers wait 199 days, big makers 128 https://tensorust.com/articles/wikipedia-ai-text-tags-tripled-after-ban/Tensorusten2026-10-27T09:16:18-04:00Wikipedia banned AI text. Then AI tags tripled: 1,618 in July https://tensorust.com/articles/ken-griffin-midterm-slate-polymarket-underdogs/Tensorusten2026-10-27T08:57:59-04:00Ken Griffin backed 31 candidates. Polymarket says 20 are underdogs https://tensorust.com/articles/doj-grants-paid-for-license-plate-readers/Tensorusten2026-10-27T08:47:40-04:00Washington paid for the plate readers: 252 DOJ grants since 2008 https://tensorust.com/articles/python-jit-commits-collapse-steering-council/Tensorusten2026-10-27T08:31:36-04:00Python JIT: 222 commits in 6 months, then 7 after the freeze https://tensorust.com/articles/oklo-lobbying-vs-x-energy-federal-awards/Tensorusten2026-10-27T08:29:48-04:00Oklo spent $4.5M lobbying, got $2.7M. X-energy spent $280K, got $932M https://tensorust.com/articles/anthropic-claude-federal-buys-after-ban/Tensorusten2026-10-27T07:26:45-04:00Anthropic S-1: Claude was banned. 5 agencies bought $1.1M since https://tensorust.com/articles/crypto-pacs-ohio-55-million-husted-odds/Tensorusten2026-10-27T06:55:10-04:00Crypto PACs put $55M on Ohio. Polymarket gives Husted 31.5% https://tensorust.com/articles/births-follow-building-permits-county-data/Tensorusten2026-10-27T06:48:15-04:00US births since 2021: all net growth came where houses get built https://tensorust.com/articles/fermi-america-gas-pipeline-eia-11-7-gw/Tensorusten2026-10-27T06:31:30-04:00Fermi America filed 11.7 GW of gas with EIA: 41% of the US surge https://tensorust.com/articles/us-retired-zero-coal-2026-tva-2034/Tensorusten2026-10-27T06:02:33-04:00US coal retirements 2026: 0 MW in 9 months, TVA quietly filed 2034 https://tensorust.com/articles/rooftop-solar-2024-crash-net-metering-cuts/Tensorusten2026-10-27T05:46:42-04:00Rooftop solar's 2024 crash: 3 California utilities made 48% of it https://tensorust.com/articles/peter-thiel-house-republicans-polymarket-odds/Tensorusten2026-10-27T05:32:13-04:00Peter Thiel funded 38 House Republicans. Polymarket says 28 lose https://tensorust.com/articles/ai-super-pacs-midterms-safe-seats-polymarket/Tensorusten2026-10-27T05:25:18-04:00AI super PACs put $47M of $61M into seats Polymarket calls 90%+ safe https://tensorust.com/articles/wild-linker-0-11-link-times/Tensorusten2026-10-27T05:01:39-04:00Wild linker 0.11: links Chromium 5x faster than LLD, now does Wasm https://tensorust.com/articles/nvidia-meta-investment-3-billion/Tensorusten2026-10-27T04:56:32-04:00Nvidia Meta investment: $3B back on $454B Meta owes suppliers https://tensorust.com/articles/ny-21-constantino-17-million-loans/Tensorusten2026-10-27T04:56:15-04:00NY-21: Constantino's $17M haul is 99.6% his own loans https://tensorust.com/articles/water-privatization-private-equity-rate-base/Tensorusten2026-10-27T04:45:11-04:00Water privatization: private water costs 59% more than city water https://tensorust.com/articles/exponential-time-hypothesis-false-openai/Tensorusten2026-10-27T04:31:43-04:00Exponential Time Hypothesis is false: 1,871 papers just lost a floor https://tensorust.com/articles/applied-materials-besi-20-percent-stake/Tensorusten2026-10-27T04:28:38-04:00Applied Materials doubles its Besi stake to 20% after Besi fell 50% https://tensorust.com/articles/mercury-to-gold-fusion-marathon/Tensorusten2026-10-27T04:02:51-04:00Mercury to gold: Marathon Fusion beat CERN 10x. The US buries mercury https://tensorust.com/articles/social-security-insolvency-ai-is-the-fix/Tensorusten2026-10-27T03:45:10-04:00Social Security runs dry in 2034. AI is the only fix big enough https://tensorust.com/articles/systemd-rust-memory-bugs-cve/Tensorusten2026-10-27T03:31:10-04:00systemd lets Rust in: 0 of its last 14 CVEs were memory bugs https://tensorust.com/articles/cloudflare-glm-kv-cache-leak-sglang/Tensorusten2026-10-27T03:05:52-04:00Cloudflare's AI leak: 155 replies carried strangers' prompts https://tensorust.com/articles/senate-odds-oil-price-midterms/Tensorusten2026-10-27T02:56:18-04:00Senate odds: Democrats 66.5%, and oil is the swing vote https://tensorust.com/articles/ai-dividend-hidden-free-time/Tensorusten2026-10-27T02:45:08-04:00AI productivity: workers already took the dividend as free time https://tensorust.com/articles/helium-critical-material-us-exporter/Tensorusten2026-10-27T02:34:07-04:00Helium is a critical material now. The US exports 4.75x its imports https://tensorust.com/articles/perpetua-tungsten-army-stibnite/Tensorusten2026-10-27T02:29:14-04:00Perpetua tungsten: Army bets $40M on a metal US mines last dug in 2015 https://tensorust.com/articles/solar-overtakes-nuclear-2026/Tensorusten2026-10-27T02:03:00-04:00Solar passed nuclear in 2026: 1,564 TWh vs 1,326 in six months https://tensorust.com/articles/fed-is-the-real-ai-regulator/Tensorusten2026-10-27T01:45:17-04:00The Fed is the real AI regulator: rates, not bills, picked who builds https://tensorust.com/articles/microsoft-buyouts-60000-ai-capex/Tensorusten2026-10-27T01:32:00-04:00Microsoft buyouts: 60,000 offers cost less than 3 days of AI capex https://tensorust.com/articles/fusion-government-equity-stakes/Tensorusten2026-10-27T01:28:36-04:00Helion, CFS stakes join a US portfolio up 309%. Ex-Intel it's red https://tensorust.com/articles/midterm-odds-house-money-toss-ups/Tensorusten2026-10-27T01:26:47-04:00Midterm odds: Democrats 91% for the House, but money is losing races https://tensorust.com/articles/zip-crate-cve-rust-dependents-stuck/Tensorusten2026-10-27T00:52:00-04:00zip crate CVE: 77% of top Rust dependents can't get the 10.0 fix