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AI & Enterprise

AI slowdown calls clash with $800 billion infrastructure bets, raising fears for U.S. economy

Calls to slow U.S. artificial intelligence development are colliding with expectations of a surge in investment, drawing attention to how an AI slowdown could affect the broader economy. U.S. hyperscalers are forecast to spend $800 billion on AI infrastructure this year, while proposals range from pacing frontier-model development to halting advanced AI until federal rules are set. Markets are also watching how any pullback in AI investment could ripple through growth, stocks and credit.

Mobility

Calls grow to scrap Tesla\'s $99-a-month FSD subscription and make it standard

A proposal has emerged calling on Tesla to make its Full Self-Driving (FSD) system standard on more vehicles and to abolish its $99-a-month subscription fee. The argument is that if CEO Elon Musk’s claims that FSD is far safer than human drivers are true, it should be treated as safety technology rather than a paid option. Suggested steps include wider activation on HW4 cars, adding a $500 safety charge to new vehicles and insurance incentives.

Mobility

Tesla robotaxi extends operating hours by 1 hour in Austin; further expansion remains task

Tesla has delayed the end of its robotaxi service in Austin, Texas by 1 hour, extending operations to 11 p.m. from 10 p.m. CEO Elon Musk flagged accurate identification of pets on dark roads as a key challenge for expanding nighttime operations. The issue highlights limits of Tesla’s camera-based approach in low-light conditions compared with lidar and radar. U.S. regulators are also examining FSD performance in low-visibility environments.