Elon Musk visited Intel's Oregon fab this week and posed with CEO Lip-Bu Tan while holding a Tesla Optimus head. The trip follows Intel's partnership in Musk's Terafab project for advanced AI chip production.
Tap a lens to see what this story means for you.
Liked this? The Brief brings you the whole day in tech, verified, every morning.
Two minutes, free forever. What's in The Brief →
See what’s happening right now
The Feed runs all day — short, verified briefs the moment they break.
Open the FeedFollow @thecircuitry_
Every story we publish, as it happens. No noise between.
Reader-supported
The Circuitry is a passion project I've always wanted to build, and I love the work behind it.
Running it costs real money. APIs, hosting, time. To keep improving the site and growing this into something useful for everyone, those costs have to be covered.
Any contribution is appreciated. If not, no pressure. Thanks for reading.
Gavin Newsom has signed seven bills that require AI data centers to cover the cost of upgrades to local power grids and water systems while also disclosing projected water consumption and satisfying specific efficiency standards. The legislation prevents utility expenses from being transferred to residents as data center activity expands.
BloombergNEF projects U.S. data centers could consume about 18 Bcf/d of natural gas by 2035 — more than Germany and Japan combined and nearly double BNEF’s forecast from nine months earlier — TechCrunch reported September 15, 2026. Onsite plants may use 2.9–3.4 Bcf/d while grid-connected sites could add ~15 Bcf/d; price and climate impacts are framed as contingent.
Tamarack Valley and Headwater Exploration have agreed to merge in an all-stock deal valued at C$10 billion ($7.25 billion) that will create the largest publicly traded oil producer focused on Alberta's Clearwater Formation. The transaction includes a dividend increase, updated growth targets, leadership changes and the spin-off of non-core assets into a new public company.
SB Energy, the SoftBank-backed developer of AI data centers, filed for a US IPO on Tuesday, reporting 66.4% revenue growth in the first half of 2026 and a $439 billion backlog while disclosing it has no operational facilities and is substantially dependent on OpenAI. The filing underscores the tight linkages among OpenAI, SoftBank, and Nvidia in the $500 billion Stargate project as the company seeks to broaden its customer base through acquisitions.
Rebirth Group is fighting eviction from its Normandy factory over unpaid rent, a homeowner personally put out a solar panel fire in Moselle, and German lab tests revealed usable-capacity shortfalls in 16 home batteries. The stories illustrate the practical frictions that continue to accompany the energy transition.
