Edition · 2026-11-05

Thursday 5 November

Data Centers Aren’t Ready For The Next AI Bottleneck; Power Infrastructure, As NVIDIA’s Kyber Racks Could Require Electricity Usage Equivalent To 500 Homes

AI-generated summary Data centers and power infrastructure face a looming crisis as power density scales up for future artificial intelligence models. NVIDIA upcoming Kyber rack system will require 600kW of continuous electricity, which is equivalent to the power draw of about 500 average American households.

Tech stocks are suffering their biggest selloff since Covid, as investors see premature end to AI datacenter boom

AI-generated summary Tech stocks experienced their largest selloff since March 2020 on Thursday as investors worried about the future of the artificial intelligence datacenter boom following U.S. midterm election results. Major companies including Meta, Microsoft, and Nvidia declined during the trading session, while analyst Dan Ives wrote that capital expenditure growth could peak next year rather than later in the decade.

Also covered by marketwatch.com forbes.com bloomberg.com
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Agents Are Going Async

AI-generated summary Langchain says standard ReAct loops block long tool calls and queue other tasks, so the ecosystem is converging on a split between user-facing agents and background workers. Langchain says it is bringing this pattern to Deep Agents with async subagents, where an orchestrator stays available to the user while background workers run tasks in parallel.