San Francisco Supervisor Shamann Walton is calling for a 45-day pause on new data center permits and construction in District 10, a working-class, predominantly Black neighborhood in Bayview-Hunters Point. The moratorium would also halt plans to expand power capacity at existing centers. Walton says the pause will give the city time to study environmental and community impacts before drafting better regulations.
Meanwhile, Orange County Commissioner Kelly Martinez Semrad is pushing for a one-year pause on AI data center applications. She cites concerns over water shortages projected by 2035, along with heavy electricity use and noise pollution. She wants staff to study the issue and gather community input before approving any new facilities.
On the national policy front, House Speaker Mike Johnson rejected calls for an AI development moratorium, warning it would hand China an advantage and harm national security. He also argued that AI companies should largely regulate themselves. Former House Speaker Newt Gingrich echoed those concerns, saying Democrats are undermining America's AI edge and that falling behind poses grave risks.
Investor sentiment is shifting as fears of an AI slowdown reshape trading strategies. CoreWeave shares fell 6% to 7% after Bernstein analysts warned the data center operator is highly exposed to a potential slowdown in AI model training. The warning followed calls from Anthropic CEO Dario Amodei urging the industry to slow AI development. Bernstein named CoreWeave the most at-risk company in its coverage.
A joint advisory from CISA, NSA, and FBI warns that Chinese AI companies, including DeepSeek and Alibaba, have copied outputs from US models such as Claude, ChatGPT, Gemini, and Grok through a technique called distillation. The agencies call for stronger federal action, faster threat intelligence sharing, and congressional action to reauthorize cybersecurity laws. Separately, Sharp announced it will enter the AI server business in fiscal 2027, targeting 250 billion yen in sales by fiscal 2030.
A Brookings report on AI and the workforce finds that AI will not lead to mass unemployment or widespread job augmentation as commonly expected. Instead, effects will vary across jobs and industries. The report recommends domain-specific training, apprenticeships, wage insurance, and a framework to identify unforeseen disruptions. Thomson Reuters CTO Joel Hron says the next AI race will be won by the most trusted agent, not the smartest one, stressing transparency and fairness. Saint-Gobain also named Annica Hagen as its new Chief AI Officer, effective September 1, 2026.
Key Takeaways
- San Francisco Supervisor Shamann Walton proposes a 45-day pause on new data center permits in District 10, citing environmental and community concerns.
- Orange County Commissioner Kelly Martinez Semrad seeks a one-year pause on AI data centers, pointing to water shortages projected by 2035.
- House Speaker Mike Johnson rejects an AI development moratorium, warning it would benefit China and harm national security.
- CoreWeave shares dropped 6% to 7% after Bernstein warned the company is most at-risk to an AI training slowdown, following Anthropic CEO Dario Amodei's call to slow development.
- CISA, NSA, and FBI warn that DeepSeek and Alibaba copied outputs from US models including Claude, ChatGPT, Gemini, and Grok through distillation.
- Sharp will enter the AI server business in fiscal 2027, targeting 250 billion yen in sales by fiscal 2030.
- A Brookings report says AI effects on employment will vary by industry and recommends training, apprenticeships, and wage insurance for displaced workers.
- Thomson Reuters CTO Joel Hron argues the next AI race will be won by the most trusted agent, emphasizing transparency and explainability.
- Saint-Gobain appoints Annica Hagen as Chief AI Officer, effective September 1, 2026, to lead AI strategy and deployment.
- Newt Gingrich warns that falling behind in AI development poses grave national security dangers.
San Francisco supervisor calls for 45-day data center pause
San Francisco Supervisor Shamann Walton wants a 45-day pause on new data center permits and construction. He represents District 10, where many data centers already exist in the Bayview-Hunters Point neighborhood. The area is a working class, predominantly Black community that activists say faces unfair environmental burdens. The moratorium would also block plans to increase power capacity at existing centers. Walton says the pause will help the city study impacts before creating better rules.
Orange County commissioner seeks one-year pause on AI data centers
Orange County Commissioner Kelly Martinez Semrad wants a one-year pause on AI data center applications. She says the county has no specific rules for data centers yet. She is worried data centers use too much water, electricity, and create noise pollution. The county faces a water shortage by 2035, she said. She wants staff to study the issue and gather community input before allowing any new data centers.
CoreWeave stock falls as Bernstein warns of AI training slowdown risk
CoreWeave shares dropped 6% to 7% after Bernstein analysts warned the company is highly exposed to a slowdown in AI model training. The warning came after Anthropic CEO Dario Amodei urged the industry to slow AI development. Bernstein analyst Madison Rezaei wrote a note identifying which data center operators would suffer most. CoreWeave was named the most at-risk company in their coverage.
Newt Gingrich warns US risks danger falling behind in AI race
Former House Speaker Newt Gingrich warned that Democrats are undermining America's edge in artificial intelligence. He spoke on 'Kudlow' about AI's role in national security. He also discussed the Republican path forward on data centers. Gingrich stressed the US could face grave danger if it falls behind in AI development.
AI apocalypse fears reshape stock market investment strategies
Fears of a potential AI slowdown are changing how investors trade in the stock market. A possible AI slowdown is already separating the market's biggest winners and losers. The AI trade is preparing a playbook for a possible apocalypse. Investors are adjusting their strategies based on these concerns.
Sharp enters AI server business targeting 250 billion yen sales
Sharp announced it will enter the AI server business starting in fiscal 2027. The company will sell servers made by its parent company Hon Hai Precision Industry under its own brand in Japan. Sharp is partnering with Daiwabo Information System, Ryosan Ryoyo, and Tomorrow Net for sales and maintenance. The company targets 250 billion yen in sales by fiscal 2030 and is considering domestic production at its Kameyama Plant.
US agencies warn China is stealing AI tech through distillation
CISA, NSA, and FBI published an advisory about Chinese AI companies stealing American technology. Companies like DeepSeek and Alibaba reportedly copied outputs from US models including Claude, GPT, Gemini, and Grok. The advisory calls for stronger federal action to deter and punish this theft. Experts urge Congress to reauthorize cybersecurity laws and share threat intelligence faster to prevent future distillation efforts.
New report outlines workforce policy for the AI era
A Brookings report says AI will not cause mass unemployment or widespread augmentation as expected. Instead, effects will differ across jobs and industries. The report recommends four key findings to guide policymakers including supporting displaced workers and expanding access to new opportunities. It calls for domain-specific training, apprenticeships, wage insurance, and a new framework to identify unforeseen disruptions rather than forecasting every job AI will affect.
US House Speaker Johnson rejects AI development pause
House Speaker Mike Johnson rejected calls to pause AI development. He warned that a moratorium would give China an advantage and harm national security. Johnson also said AI companies should largely regulate themselves. His comments came as pressure grows to rein in AI development.
Next AI race will be won by trust not just smarts
Joel Hron, CTO at Thomson Reuters, says the future of AI will be defined by trusted agents rather than just capable chatbots. He argues that AI systems need to be transparent, explainable, and fair. The shift focuses on building trustworthy and reliable systems. According to Hron, the next AI race will be won by the most trusted agent, not the smartest one.
Saint-Gobain names Annica Hagen as Chief AI Officer
Saint-Gobain appointed Annica Hagen as its Chief Artificial Intelligence Officer. She will join the Group Executive Committee starting September 1, 2026. Hagen will lead the company's AI strategy and deployment. She brings over 20 years of experience in AI and data science. Her role aims to boost operational efficiency and drive business growth.
Sources
- San Francisco supervisor seeks moratorium on new data centers
- Orange County commissioner seeks pause on AI data center applications
- CoreWeave Shares Tumble as Bernstein Warns AI Training Slowdown Poses Biggest Risk
- Newt Gingrich warns US could face grave danger if it falls behind on artificial intelligence
- How AI apocalypse fears are reshaping the stock market's AI trade
- Sharp to Make AI Servers a New Business Pillar, Targeting ¥250 Billion in Sales by FY2030
- Countering Chinese AI Distillation: The Case for Federal Action
- Workforce policy for the age of AI
- US speaker rejects AI pause, warns of losing edge to China
- The Next AI Race Will Not Be Won by the Smartest Agent. It Will Be Won by the Most Trusted One
- Saint-Gobain appoints Annica Hagen as Chief Artificial Intelligence Officer and accelerates AI deployment
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