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Yahoo
24 minutes ago
- Yahoo
Data center owners urge US Treasury to keep renewable energy subsidy rules
(Reuters) -The Data Center Coalition, which represents data center owners including Google, Amazon and Microsoft, called on U.S. Treasury Secretary Scott Bessent to uphold existing rules for wind and solar energy subsidies, saying they have enabled the industry to grow quickly and stay ahead of competition from China. WHY IT'S IMPORTANT Tougher rules on how projects can qualify for federal clean energy tax credits could slow development of new electricity generation at a time of surging power demand driven by artificial intelligence and the digital economy. KEY QUOTE "Any regulatory friction that slows down deployment of new generation today directly impacts our ability to meet AI-era electricity demands tomorrow," the coalition wrote in its letter to Bessent. The letter is dated August 4 but was seen by Reuters on Friday. CONTEXT President Donald Trump issued an executive order in July directing Treasury to tighten clean energy tax credit rules, including redefining what it means for a project to have started construction. The industry has relied on the existing rules for the last decade, and advisory firm Clean Energy Associates projected this week that the United States could lose about 60 gigawatts of planned solar capacity through 2030 if stricter "beginning of construction" rules are implemented. BY THE NUMBERS Between 2017 and 2023, the U.S. data center industry contributed $3.5 trillion to the nation's gross domestic product and directly employed over 600,000 workers, according to the DCC. WHAT'S NEXT The Treasury Department is expected to issue updated guidelines as soon as August 18. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Tom's Guide
25 minutes ago
- Tom's Guide
Don't miss the deadline — you need Microsoft's free security update before Windows 10 stops receiving support
If you're still running Windows 10, Microsoft just released a free update that should let you enroll in Extended Support Updates, which will run through October 2026. This means that when security updates end for Windows 10 in October this year, you'll get an extra year of support. The mandatory KB5063709 update enables you to see a new option labeled 'Enroll in Extended Support Updates' that you can find in the Windows Update page. From there, you'll find two options for extending security support. This was initially confirmed by Microsoft in July in a blog post noting 'individuals will begin to see an enrollment wizard through notifications and in Settings, making it simple to select the best option for you and enroll in ESU directly from your personal Windows 10 PC.' Microsoft goes on to say that the extension is in place to 'support' users as they upgrade to a new PC, one that would presumably have Windows 11. Thinking of upgrading? Here's the best Windows 11 laptops based on our testing. 'The Windows 10 Extended Security Updates (ESU) program is designed to keep your current Windows 10 PC protected after support ends—helping you stay secure during the transition.' Microsoft set high bars for upgrading from Windows 10 to 11, which caused many to have problems actually updating. Recently, the company revealed the reasons why you may have struggled to upgrade while providing resolutions. Surprisingly, as we get closer to the deadline, data from StatCounter shows the global share of people using Windows 10 has increased since June 2025, when Microsoft announced the ESU support option. And Windows 11 use has decreased, where the lines were moving in the opposite direction as recently as May. Get instant access to breaking news, the hottest reviews, great deals and helpful tips. As of this writing, Windows 10's market share stands at 42.99%, compared to 53.39% for Windows 11. Windows 10 isn't the only Microsoft operating system losing security support soon. Windows 11 23H2 will no longer receive security updates starting November 11, 2025 as reported by PC World. Consumer editions of Windows 11 only get 24 months of support. Like Windows 10, if you miss the deadline to upgrade, then security updates will stop. You'll need to upgrade to Windows 11 version 24H2 or 25H2 which is supposed to release in September or Tom's Guide on Google News to get our up-to-date news, how-tos, and reviews in your feeds. Make sure to click the Follow button.
Yahoo
34 minutes ago
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Prediction: 1 Artificial Intelligence (AI) Stock That Could Join the Trillion-Dollar Club
Key Points AMD stock has to double less than twice to reach $1 trillion. Its growing success with AI accelerators could make it a stronger competitor in that market. 10 stocks we like better than Advanced Micro Devices › Advanced Micro Devices (NASDAQ: AMD) has evolved into a semiconductor powerhouse in recent years. Under the leadership of Lisa Su, it overtook longtime rival Intel in the PC market. Although Nvidia's success with the artificial intelligence (AI) accelerator market initially took AMD by surprise, AMD's efforts to catch up have made it an increasingly important company in that market. Such innovations have also made AMD a prime candidate to join the 10 companies that now have a market cap above $1 trillion. Here's how it can reach that milestone, and why the path might be easier to achieve than many investors might assume. Where AMD stands now At first glance, AMD might appear far away from that milestone since its $280 billion market cap means it is only 28% of the way toward that goal. However, that is not as far away from $1 trillion as it might appear. At the current market cap, it has to double in value less than two times to reach that point. Moreover, a simple increase in popularity could get AMD to that point. Although its 99 price-to-earnings (P/E) ratio might make it appear pricey, it currently sells at a forward P/E ratio of 44. Thus, if it achieves some of the popularity that has boosted Palantir, a stock that sells at 623 times its earnings, multiple expansion alone could take it there. Reaching $1 trillion through business growth More importantly, AMD is in a strong position to reach a $1 trillion market cap even if such hype does not materialize. The company's data center segment, which designs AI accelerators, generated just over $6.9 billion in revenue in the first half of 2025, around 46% of AMD's total. In comparison, Nvidia's data center segment made up 89% of the company's revenue in its most recent quarter. Admittedly, AMD is significantly behind Nvidia in the AI accelerator market, and while AMD's MI350 chip has generated some interest due to its lower cost, it is hardly a threat to Nvidia's dominance. However, AMD plans to release the MI400 next year. With its integration with AMD's upcoming Helios rack-scale solution, some analysts believe it can become a competitive threat to Nvidia's upcoming Vera Rubin platform. Nvidia's CUDA software, which has previously cemented its dominance, also faces increased competitive threats. Such conditions could mean AMD is on the way to becoming a full-fledged competitor in the AI market. Additionally, Grand View Research forecasts a compound annual growth rate (CAGR) of 29% through 2030, taking the market's size to an estimated $323 billion. If that prediction comes to pass, AMD will almost certainly benefit from that industry growth. Even if data center revenue becomes AMD's dominant revenue source, investors should not forget about the client, embedded, and gaming segments. Fortune Business Insights forecasts a CAGR of 15% for the semiconductor industry through 2032. That seems to affirm Grand View's findings, and the market rising above $2 trillion presents AMD with a massive tailwind. Finally, as conditions stand now, Nvidia has reached a market cap of just under $4.5 trillion, making AMD approximately 6% of its size. Hence, even if AMD grew to slightly less than one-fourth of Nvidia's size, its market cap would presumably reach $1 trillion or higher. AMD at $1 trillion (and beyond) Ultimately, AMD is on track to benefit from numerous catalysts that will likely take its market cap to $1 trillion and beyond. The company is less than two doubles away from reaching $1 trillion, meaning hype alone could take it to that milestone. Still, the growth of the semiconductor industry in general puts it on track to spark massive growth. Additionally, even though all four of AMD's segments will probably contribute to the company's growth, the path to $1 trillion will most likely hinge on the AI accelerator market, particularly with the upcoming release of the MI400. Even if it falls somewhat short of expectations, investors should remember that AMD can reach $1 trillion even if it grows to less than one-fourth of Nvidia's size. Such conditions make reaching a $1 trillion market cap easier than most investors are likely assuming. Should you buy stock in Advanced Micro Devices right now? Before you buy stock in Advanced Micro Devices, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Advanced Micro Devices wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $660,783!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,122,682!* Now, it's worth noting Stock Advisor's total average return is 1,069% — a market-crushing outperformance compared to 184% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of August 13, 2025 Will Healy has positions in Advanced Micro Devices and Intel. The Motley Fool has positions in and recommends Advanced Micro Devices, Intel, Nvidia, and Palantir Technologies. The Motley Fool recommends the following options: short August 2025 $24 calls on Intel. The Motley Fool has a disclosure policy. Prediction: 1 Artificial Intelligence (AI) Stock That Could Join the Trillion-Dollar Club was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
