Jon Keegan / Sherwood News:
A look at Meta's 2GW Hyperion data center in Louisiana, with the first phase opening in 2028; an analysis shows sales tax breaks on GPUs could total $3.3B+  —  $10 billion of investment.  Code names to disguise projects and companies.  Mixed opinions.  Skyrocketing property values.

OpenAI:
OpenAI introduces a framework to evaluate chain-of-thought monitorability and a suite of 13 evaluations designed to measure the monitorability of an AI system  —  We introduce evaluations for chain-of-thought monitorability and study how it scales with test-time compute, reinforcement learning, and pretraining.

Ashley Carman / Bloomberg:
YouTube's head of products for podcasts Steve McLendon says viewers streamed 700M+ hours of podcasts on TV in October, up from 400M hours in October 2024  —  That's up from 400 million hours a year ago as podcasts become the new late-night TV.  —  People are spending more time tuning …

Nikou Asgari / Financial Times:
Filings: Tether-owned Northern Data sold its bitcoin mining unit, Peak Mining, for up to $200M to a group including companies controlled by Tether executives  —  Stablecoin giant's Devasini is director of groups that bought Peak Mining from Northern Data  —  Companies run by Tether's …

Cheng Ting-Fang / Nikkei Asia:
Sources: TSMC plans to move chipmaking tools into its second Arizona fab in summer 2026, in line with its push to accelerate US production by “several quarters”  —  TAIPEI — Taiwan Semiconductor Manufacturing Co. plans to start moving chipmaking tools into its second plant …