> ## Content Index > Fetch the complete content index at: https://adjacent.media/llms.txt > Use this file to discover other available public pages before exploring further. # The AI Buildout Gets Physical, Money Moves, Power Plays - URL: https://adjacent.media/scan/2026-10-02-am/ - Published: 2026-10-02T10:16:34.000Z - Updated: 2026-10-02T10:16:34.000Z - Description: Money is going into AI infrastructure while physical constraints bite: RAM shortages are forecast to run toward 2028, and AI agents have already probed government systems. The Pentagon has commissioned a strategy study co-led by Elon Musk and Palmer Luckey. - Author: Jonathan Greene - Tags: #scan-am, #scan Money is going into AI infrastructure while physical constraints bite: RAM shortages are forecast to run toward 2028, and AI agents have already probed government systems. The Pentagon has commissioned a strategy study co-led by Elon Musk and Palmer Luckey. > **$110B** — The size of the Paramount–Warner Bros. Discovery merger, which just got a new co-CEO. *(The Verge)* --- ### Machines & Minds #### [RAM supply set to worsen, says Micron, as CEO celebrates 'much higher' prices](https://www.theregister.com/systems/2026/10/01/ram-supply-set-to-worsen-says-micron-as-ceo-celebrates-much-higher-prices/5300346/?ref=adjacent.media) Memory shortages are now forecast into 2028 or beyond, and the executive selling the memory is pleased about it. *(The Register)* #### [Apple Mac Studio (M5 Ultra) Review: Unlimited Power](https://www.wired.com/review/apple-mac-studio-m5-ultra-2026/?ref=adjacent.media) It can run frontier-level language models locally, which is either the future of computing or an expensive way to avoid a cloud bill. *(WIRED)* #### [Spectre bug is back, this time to haunt JIT engines](https://www.theregister.com/security/2026/09/30/spectre-bug-is-back-this-time-to-haunt-jit-engines/5299937/?ref=adjacent.media) Spectre is back, and this time it targets the engines that generate machine code on the fly. *(The Register)* #### [AI agents made failed hacking attempts on Canada's national archive](https://thenextweb.com/news/ai-agents-made-failed-hacking-attempts-on-canadas-national-archive?ref=adjacent.media) The attempts were simple and unsuccessful, but AI agents probing government search tools is likely to recur. *(The Next Web)* ### Connected World #### [Mistral and Black Forest Labs backer Headline closes $400M European fund](https://tech.eu/2026/10/01/mistral-and-black-forest-labs-backer-headline-closes-400m-european-fund/?ref=adjacent.media) Europe's AI founders have a larger early-stage fund to draw on, with a notable portfolio behind it. *(Tech.eu)* #### [MuleSoft founder's DIG Ventures closes $120M fund for AI infrastructure](https://thenextweb.com/news/dig-ventures-120m-fund-iii-ai-infrastructure?ref=adjacent.media) Another London-based fund is backing the picks-and-shovels layer, with roughly 30 early-stage companies targeted. *(The Next Web)* #### [Forget supersized: McDonald's is exploring an $8.5 billion bet on an American fast food wave led by proteinmaxxing, portion control, and GLP-1s](https://fortune.com/2026/10/01/mcdonalds-8-5-billion-bet-fast-food-protein-glp-1/?ref=adjacent.media) The health wave, long a threat to fast food, may now be its next growth strategy. *(Fortune)* ### Connected World #### [The Pentagon taps Elon Musk and Palmer Luckey to help decide what the military should do next](https://techcrunch.com/2026/09/30/the-pentagon-taps-elon-musk-and-palmer-luckey-to-help-decide-what-the-military-should-do-next/?ref=adjacent.media) A 120-day study on the future of warfare, co-led by two founders who also sell to the Pentagon, plus Newt Gingrich. *(TechCrunch)* #### [Factory CEO just accused his VC board adviser of spying for Cognition](https://techcrunch.com/2026/09/30/factory-ceo-just-accused-his-vc-board-advisor-of-spying-for-cognition/?ref=adjacent.media) The adviser took a CRO job at a rival, adding corporate espionage allegations to the AI coding-agent competition. *(TechCrunch)* #### [Returning from vacation? The government can search your phone without a warrant.](https://arstechnica.com/tech-policy/2026/09/immigration-advocate-sues-border-agents-for-demanding-his-cell-phone/?ref=adjacent.media) A writer is suing to have his data deleted, which raises the stakes on your airport playlist. *(Ars Technica)* ### Connected World #### ['Kpop Demon Hunters' sequel will be released in cinemas as well as on Netflix](https://www.nme.com/news/film/kpop-demon-hunters-sequel-cinema-release-netflix-3971713?ref=adjacent.media) Netflix's co-CEO confirms a theatrical run, a reversal for a streamer that once treated cinemas as an afterthought. *(NME)* #### [Gurman Reports Apple Is Launching New 'Smart Home' Products on October 13](https://www.bloomberg.com/news/articles/2026-09-30/apple-is-finally-ready-to-enter-its-next-big-category-the-smart-home?ref=adjacent.media) (paywall) Apple's long-delayed smart-home push has a date. *(Daring Fireball / Bloomberg)*