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Financial Times: Deutsche Bank is exploring ways to hedge its exposure to data centres after extending billions of dollars in debt to the sector to keep up with demand for artificial intelligence and cloud computing. Executives inside the bank have discussed ways to manage its exposure to the booming industry as so-called hyperscalers pour hundreds of billions of dollars into building infrastructure for their AI needs that is increasingly funded by debt. The German lender is looking at options including shorting a basket of AI-related stocks that would help mitigate downside risk by betting against companies in the sector. It is also considering buying default protection on some of the debt using derivatives through a transaction known as synthetic risk transfer (SRT). Deutsche's investment banking business has "bet big" on data centre financing, according to one senior executive. However, the scale of expenditure on AI infrastructure has prompted concerns that a bubble is forming with some likening the enthusiasm to that which preceded the dotcom crash. Sceptics have pointed out that billions of dollars have been deployed in an untested industry with assets that quickly depreciate in value due to the rapid change in technology.

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The Chinese government has issued guidance requiring new data centre projects that have received any state funds to only use domestically-made AI chips, Reuters reported Wednesday, citing sources familiar with the matter. From the report: In recent weeks, Chinese regulatory authorities have ordered such data centres that are less than 30% complete to remove all installed foreign chips, or cancel plans to purchase them, while projects in a more advanced stage will be decided on a case-by-case basis, the sources said. The move could represent one of China's most aggressive steps yet to eliminate foreign technology from its critical infrastructure amid a pause in trade hostilities between Washington and Beijing, and achieve its quest for AI chip self-sufficiency. China's access to advanced AI chips, including those made by Nvidia, has been a key point of friction with the U.S., as the two wrestle for dominance in high-end computing power and AI. U.S. President Donald Trump said in an interview aired on Sunday following talks with Chinese President Xi Jinping last week that Washington will "let them deal with Nvidia but not in terms of the most advanced" chips.

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Epic Games and Google have agreed to settle their long-running antitrust lawsuit. The settlement converts Judge James Donato's United States-only injunction into a global agreement extending through June 2032. Google will reduce its standard app store fees to either 20% or 9% depending on the transaction type. The company will also create a program in the next major Android release allowing alternative app stores to register and become what Google calls first-class citizens. Users will be able to install these registered app stores from a website with a single click using neutral language. The settlement addresses Epic's concerns about friction and scare screens that discouraged sideloading. Google will charge a 5% fee for transactions using Google Play Billing, separate from its service fee. Alternative payment options must be shown alongside Google Play Billing.

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An anonymous reader shares a report: Kodak quietly acknowledged this week that it will begin selling two famous types of film stock -- Kodak Gold 200 and Kodak Ultramax 400 -- directly to retailers and distributors in the U.S., another indication that the historic company is taking back control over how people buy its film. The release comes on the heels of Kodak announcing that it would make and sell two new stocks of film called Kodacolor 100 and Kodacolor 200 in October. On Monday, both Kodak Gold and Kodak Ultramax showed back up on Kodak's website as film stocks that it makes and sells. When asked by 404 Media, a company spokesperson said that it has "launched" these film stocks and will begin to "sell the films directly to distributors in the U.S. and Canada, giving Kodak greater control over our participation in the consumer film market."

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An anonymous reader shares a report: The world should watch out for three possible bubbles in financial markets, including AI, the head of the World Economic Forum said on Wednesday, in comments that came amid sharp falls in global technology stocks. Brokers and analysts say the falls are a cause for caution but not panic as markets have been touching record highs and some valuations are looking overblown. "We could possibly see bubbles moving forward. One is a crypto bubble, second an AI bubble, and the third would be a debt bubble," WEF president Borge Brende told reporters during a visit to Brazil's financial hub, Sao Paolo.

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Europe's self-driving car industry has fallen far behind the United States and China. Self-driving taxis developed by Tesla and Waymo have become commonplace in several American cities. Waymo overtook Lyft's market share in San Francisco in June. China operates a thriving robotaxi industry led by Baidu, WeRide and Pony AI. Europe has no established player and runs pilot projects in only a handful of cities. The most promising is Volkswagen-backed Moia in Germany. Markus Villig, chief executive of Estonian ride-hailing company Bolt Technology, told Brussels officials in mid-October that Europeans will move about their cities in American robotaxis by 2030 unless the European Commission acts quickly. He called for investment, regulatory clarity and restrictions on foreign competitors. Traffic laws governing self-driving tests vary at national and city levels across Europe. Commission President Ursula von der Leyen delivered a speech in Turin about AI adoption days before Villig's visit. Last week, Henna Virkkunen, the commission's technology chief, gathered carmakers and technologists to create a harmonized framework for self-driving cars. Waymo announced plans to provide driverless rides in the United Kingdom starting in 2026.

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Brazil is set to announce Thursday the establishment of a multibillion-dollar fund designed to pay countries to keep their tropical forests standing. The Tropical Forest Forever Facility would deliver $4 billion per year to as many as 74 countries that maintain their forest cover. The fund requires $25 billion from governments and philanthropies to begin operations. Private investors would contribute the remaining $100 billion. Brazil has committed $1 billion. Countries would receive around $4 per hectare of standing forest after using satellite imagery to verify forests remain in place. Nations with annual deforestation rates above 0.5% are ineligible for payouts. Indonesia, which has rapidly lost forests to palm-oil cultivation and mining, cannot participate. One-fifth of the payments are designated for forest communities. The World Bank is managing the fund.

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DRAM contract prices surged 171.8% year-over-year as of the third quarter of 2025. The increase now exceeds the rate at which gold prices have climbed. ADATA chairman Chen Libai stated that the fourth quarter of 2025 will mark the beginning of a major DRAM bull market. He expects severe shortages to materialize in 2026. Memory manufacturers have shifted production priorities toward datacenter-focused memory types like RDIMM and HBM. Consumer DDR5 production has declined as a result. A Corsair Vengeance RGB dual-channel DDR5 kit that sold for $91 dollars in July now costs a $183 dollars on Newegg. The pricing trend extends to NAND flash and hard drives. Analysts project the increases will persist for at least four years, matching the duration of supply contracts that some companies have signed with Samsung and SK Hynix.

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President Trump has re-nominated tech billionaire and private astronaut Jared Isaacman to lead NASA, reversing his earlier withdrawal over concerns about Isaacman's political affiliations. CBS News reports: Mr. Trump nominated Isaacman to the Senate-confirmed post last year, but announced in late May he had decided to withdraw Isaacman after a "thorough review" of his "prior associations." Weeks after the withdrawal, the president went further in expressing his concerns about Isaacman's credentials. At the time, Mr. Trump acknowledged that he thought Isaacman "was very good," but had been "surprised to learn" that Isaacman was a "blue-blooded Democrat, who had never contributed to a Republican before." [...] Mr. Trump made no mention of his previous decision to nominate and then withdraw Isaacman in his Tuesday evening announcement of the re-nomination on his Truth Social platform. "This evening, I am pleased to nominate Jared Isaacman, an accomplished business leader, philanthropist, pilot, and astronaut, as Administrator of NASA," Trump posted. "Jared's passion for Space, astronaut experience, and dedication to pushing the boundaries of exploration, unlocking the mysteries of the universe, and advancing the new Space economy, make him ideally suited to lead NASA into a bold new Era."

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Longtime Slashdot reader hackingbear writes: South China Morning Post, citing Chinese state media, reported that an experimental reactor developed in the Gobi Desert by the Chinese Academy of Sciences' Shanghai Institute of Applied Physics has achieved thorium-to-uranium fuel conversion, paving the way for an almost endless supply of nuclear energy. It is the first time in the world that scientists have been able to acquire experimental data on thorium operations from inside a molten salt reactor according to a report by Science and Technology Daily. Thorium is much more abundant and accessible than uranium and has enormous energy potential. One mine tailings site in Inner Mongolia is estimated to hold enough of the element to power China entirely for more than 1,000 years. At the heart of the breakthrough is a process known as in-core thorium-to-uranium conversion that transforms naturally occurring thorium-232 into uranium-233 -- a fissile isotope capable of sustaining nuclear chain reactions within the reactor itself. Thorium (Th-232) is not itself fissile and so is not directly usable in a thermal neutron reactor. Thorium fuels therefore need a fissile material as a 'driver' so that a chain reaction (and thus supply of surplus neutrons) can be maintained. The only fissile driver options are U-233, U-235 or Pu-239. (None of these are easy to supply.) In the 1960s, the Oak Ridge National Laboratory (USA) designed and built a demonstration MSR using U-233, derived externally from thorium as the main fissile driver.

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