curated news excerpts & citations
… trying to ‘unbury the lede’
Howard Yu:
“You put all the truths together, it’s not the truth.”
TSMC, the manufacturer of Nvidia’s AI chips, had a 54.6% year-over-year increase in sales in September. But its chief executive, C.C. Wei, still doubts the order book it represents.
“I believe every customer tells me the truth,” Wei told analysts in July. “You put all the truths together, it’s not the truth.” In other words, each customer’s order is honest, but the sum total of those orders is too big.
… My read is that the demand is growing in a real and sustainable way but not as fast as the forecasts say.
Inflating orders only stops when there’s a price for doing so.
Ohio tried that. Since July 2025, the power company AEP Ohio has required new, large data centers to pay for at least 85 percent of the electrical capacity they book, even if they don’t use it. Zach Miller, the utility’s director of economic development and data center integration, said the rules are “meant to distinguish speculative projects, or ‘tire kickers,’ from real ones.”
The backlog of data center capacity requests fell from 30 gigawatts to 5.6 gigawatts.
(Howard Yu more…)
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James Eagle:
America’s stealth trade deficit with China
(James Eagle more…)
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Narges Bajoghli, Vali Nasr @ Foreign Affairs:
Iran’s Theory of VictoryWhen it comes to Iran, the Trump administration has a decidedly dismal record. …
… Tehran has been emboldened. Its officials may not see eye to eye on each tactic. But they share the same ambitions: evicting U.S. forces from the Persian Gulf, forcing Washington to remove all its sanctions, and getting the United States to accept that Iran is a great power.
(Narges Bajoghli, Vali Nasr @ Foreign Affairs more…)
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Heather Cox Richardson:
Letters from an American – October 15, 2026There is an old saying about rats and sinking ships. …
…
The saga of Kimberly Guilfoyle, …
…
… Trump’s former lawyer Alina Habba is saying that another one of Trump’s advisors, Ric Grenell, did not deposit her billionaire husband’s $5.6 million donation to the Kennedy Center. According to Habba, Grenell asked that the donation be routed through a $17.6 million payment for a business deal, …
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… Trump named Italian Paolo Zampolli, a former modeling agent who introduced Trump to First Lady Melania Trump at a party in New York City, as a special envoy at the State Department with a portfolio of cultural diplomacy. But Zampolli apparently ignored that assignment and struck out on his own on a wide range of issues, infuriating Deputy Secretary of State Christopher Landau. … this afternoon … Zampolli had been fired.
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… “Gaetz and Greenberg coordinated recruitment, payments, drugs, and travel to obtain commercial sexual acts….”
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… Trump’s new White House press secretary provides an answer: in a normal administration she would never make it through the door.
(Heather Cox Richardson more…)Heather Delaney Reese:
Trump again claims Canada will be the 51st state at his Arizona rallyAt 1:04 yesterday afternoon, Donald Trump landed in Arizona aboard Qatari Air Force One. Within minutes, he was preparing to tell another crowd that his followers would be okay if he murdered someone, that he had “aced” another cognitive exam, and that Canada would become the 51st state. He talked about Greenland and Venezuela as though sovereign nations were additions to his personal collection. Then he said, “Leakers should be shot… In the old days, we used to shoot leakers,” before pointing at the reporters and calling them leakers. …
(Heather Delaney Reese more…)
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Shafaq Patel @ Axios:
Talarico faces voters, but not Paxton, in CNN town hallElizabeth Findell @ WSJ:
Five Takeaways From James Talarico’s CNN Town Hall With Texas Voters
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Perla Trevizo, Lexi Churchill @ Texas Tribune:
Trump says the border is secure. Texas Gov. Greg Abbott keeps declaring an emergency.Since Abbott first declared a border emergency in 2021, he’s renewed or amended the proclamation at least 69 times. The proclamation has greatly expanded his powers.
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Liz Dye:
DHS Finds ‘Illegal’ Voters On Random Thumb Drive, Orders California To Stick It In State Election Rolls
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Joseph Cox @ 404 Media:
ChatGPT Ads Target Your Phone Number, Email… research confirms spyware companies are delivering potent malware through advertising networks.
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Decoding Fox News:
Fox News: A Festival of the Fear of Foreigners
ICE Detention Expansion Tracker
A field guide to claims
Last Days in Two Nations
Climate.us
formerly Climate.gov
Climate Solutions Explorer
Have I Been Flocked?
Brockovich AI Data Center Reporting
resources tracking the “Andes” hantavirus outbreak
Apocalypse Early Warning System
Al Jazeera Death toll and injuries live tracker
Mike Ludwig @ truthout: ICE Says 51 People Died in Custody Under Trump. Experts Say That’s an Undercount.
ICE Accountability Project
Sergio Martínez-Beltrán, Ximena Bustillo, Jasmine Garsd @ NPR: Deaths of migrants in ICE custody hit record high under Trump
- September 18: Carlos Josue Marchena Marchena
- August 31: Pierre Damas Bel
- August 1: Edwin Lopez-Cornejo
- July 19: Jose Chajon-Raxon
- July 14: Juan Jairo Coronilla Duran
- July 13: Joan Sebastian Guerrero
- July 7: Lorenzo Salgado Araujo
- June 4: Mamuka Artmeladze
- April 16: Aled Damien Carbonell-Betancourt
- March 25: Jose Guadalupe Ramos-Solano
- March 16: Royer Perez-Jimenez
- March 14: Naseer Paktiawil
- February 25: Nurul Amin Shah Alam
April 1 – Jennifer Peltz and Jake Offenhartz @ AP: Death of a refugee left at a Buffalo doughnut shop by Border Patrol is ruled a homicide - January 24: Alex Pretti
- January 14: Heber Sanchaz Dominguez
- January 14: Victor Manuel Diaz
- January 9: Parady La
- January 7: Renée Good
- January 6: Luis Beltran Yanez-Cruz
- January 5: Luis Gustavo Nunez Caceres
- January 3: Geraldo Lunas Campos
- December 31, 2025: Keith Porter
Suffering Under President Obama
NACDL Criminal Case Tracker
Texas Tribune: A Walk for Peace: photos of Fort Worth monks’ journey to Washington
Walk for Peace – Dhammacetiya – The Ancient Sacred Buddhist Scripture Stupas
Margaret Chase Smith: Declaration of Conscience
NPR: January 6, 2021: A visual archive
Accountability Initiative ICE List
GriftMatrix
Trump Action Tracker
Timeline: Tracking the Trump Justice Department’s Anti-Voting Shift
Tracking the Lawsuits Against Trump’s Agenda
Trump Pardons Database
Project 2025 Tracker
DOGE Tracker
ProPublica: Elon Musk’s Demolition Crew
Wired: 6 Tools for Tracking the Trump Administration’s Attacks on Civil Liberties
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