Musk: Cybertruck production to wind down gradually by mid-next year, with capacity shifted to Cybercab
Tesla CEO Musk said in a post on X that Cybertruck production at the Texas Gigafactory will gradually wind down around mid-next year, freeing up space to ramp up production of the Cybercab, which is under federal regulatory investigation. Actual sales of the vehicle were only about one-tenth of planned capacity.

$MU Micron halts plans for new factory in Taiwan
According to people familiar with the matter, Micron has informed officials in Taiwan and a supplier of its decision to stop construction of a memory chip manufacturing plant in Taoyuan amid a labor dispute with a local union. Management is concerned that growing uncertainty could lead to the cancellation of the agreement.

NVIDIA $NVDA takes a “divide-and-conquer” approach to AI data centers
Nvidia has submitted a written proposal to U.S. broadband provider Brightspeed to convert some older telecom facilities with readily available power into small AI data centers; it has also reportedly been in talks with private equity giant Apollo Global Management to move the project forward.

Google $GOOGL announces $17 billion long-term investment in Wyoming
Google announced Thursday that it will make a long-term investment of $17 billion in Wyoming, including building a data center powered by a 702-megawatt fuel cell power generation facility (manufactured in the U.S. by Bloom Energy), along with a carbon capture and storage system.