Business
New York's data center moratorium redraws the AI map
New York enacted the first statewide data center moratorium, blocking new permits for facilities over 50 MW for up to a year. What changes for builders.
Business
24 stories on business from the Data Today newsroom.
Business
Muse Image pulls 500M Instagram accounts into AI by default
Muse Image is Meta's new agentic AI image model that turns 500M public Instagram accounts into inference-time visual references by default. It is free for everyday use, with no notification to tagged users. The move signals that agentic image generation is now cheap enough to bundle into ad-supported apps.
Business
Anthropic drug discovery hits the wet-lab wall
Anthropic drug discovery pushes Claude Science into pharma R&D, but wet-lab costs and data gaps mean no AI-designed drug has cleared FDA approval yet.
Business
OpenAI government stake tests the AI policy toll road
OpenAI government stake talks put a 5 percent public claim on a $852 billion AI company. Builders should price policy risk into roadmaps.
Business
AI music royalties face Tidal’s harder line in 2026
AI music royalties now hinge on detection: Tidal will label wholly AI tracks on July 15, 2026 and withhold payouts from them.
Business
AI jobs transition puts Europe in redesign mode now
AI jobs transition maps 27% of EU employment into workflow redesign, with 14% in automation pressure and 12% in growth roles.
Business
Apple AI price hike makes memory a consumer tax now
Apple AI price hike is a hardware margin test: memory costs are rising, but Apple's $29.6B profit makes the pass-through harder to defend.
Business
Apple CXMT memory deal makes RAM a policy fight now
Apple CXMT memory deal is a supply chain stress test: DRAM prices are up 58 to 63 percent this quarter, making policy risk a BOM risk.
Business
Agentic AI work shifts from chat to delegation at scale
Agentic AI work is moving from chat to delegated tasks: OpenAI says 70.2% of sampled Codex users handed off one hour of work.
Business
Oracle AI layoffs expose the cloud capital tradeoff
Oracle AI layoffs are a capital reallocation signal: 21,000 fewer workers, $48 billion raised, and a cloud roadmap funded by debt.
Business
RAM price shock just killed Nothing’s budget phone
RAM price shock forced Nothing to skip a 2026 CMF phone, showing AI memory demand now decides what budget hardware can ship.
Business
Large-load interconnection gets a 60-day FERC test
Large-load interconnection is now a 60-day FERC test for grid operators, and AI builders should treat power flexibility as product infrastructure.
Business
VMware migration turns Broadcom risk into a roadmap
VMware migration is now a board-level escape plan: Tesco says it must move 40,000 workloads after Broadcom pricing and support changes.
Business
Agentic commerce gets Visa’s ChatGPT payment rails
Agentic commerce is AI agents completing purchases with permission. Visa’s ChatGPT deal brings it to 4.8 billion credentials.
Business
WhatsApp AI assistants become EU gatekeeping test
WhatsApp AI assistants are now an EU platform access fight: Meta must reopen WhatsApp for rivals for free or risk a fine near $20.1 billion.
Business
London robotaxi race starts with Uber interest list
London robotaxi service is moving from policy to product with Uber and Wayve sign-ups, but safety drivers and tiny fleets keep it a pilot.
Business
AI data center backlash hits Shelbyville's $2B bet
AI data center backlash is now a zoning risk: Shelbyville's $2B Prologis campus shows trust can bottleneck compute before power does.
Business
Why Palantir's data software is worth $400 billion
Palantir builds data integration software that fuses an organization's siloed records into one model its AI can act on. Here is why that business now carries a market value near $400 billion.
Business
World Cup 2026 tickets: dynamic pricing takes over
Dynamic pricing means FIFA moves World Cup 2026 ticket prices with demand, like an airline. Seats run from $60 to $6,730, helping push the tournament toward a record $8.9 billion.
Business
Virtual power plants meet AI’s data center power wall
Virtual power plants are flexible loads coordinated as capacity. Google’s 100 MW Voltus deal tests whether homes will flex for AI.
Business
The bill for frontier AI is now measured in gigawatts
Frontier AI spending has shifted from clever algorithms to power and concrete. A single gigawatt data center now costs about 30 billion dollars to build.
Business
Everyone automated everything. Then they hired more people.
Organisational AI use jumped to 78 percent in 2024, yet demand for human judgment rose alongside it. The productivity paradox is back in a new form.
Business
Most agentic AI projects will be cancelled before they ship
Gartner expects over 40 percent of agentic AI projects to be cancelled by end of 2027. The drop-off from demo to production is where the budgets quietly die.
Business
The gigawatt build-out is the real AI race now
The largest AI data center already rivals 700,000 H100 chips, and a 5-million-equivalent campus is due by 2027. Power and concrete, not chips, set the new pace.