General

Meta commits $600bn to US data centers by 2028. Mark Zuckerberg doubles down on infrastructure to support AI and metaverse ambitions, aiming to outpace competitors in cloud scale Source.

UK National Grid sees surge in data center connection requests. Data center electricity consumption in the UK could hit 9% by 2035, signaling robust growth in AI-driven compute needs Source.

Cogent sells two data centers for $144 million. Signs of portfolio optimization as the company offloads Sprint facilities, possibly to focus on higher-margin assets Source.

Qilimanjaro launches first multimodal quantum data center in Barcelona. Hosting up to 10 quantum computers, this signals early-stage quantum computing infrastructure expansion Source.

Business

British Airways to offer free Starlink WiFi starting next year. Starlink secures another high-profile in-flight deal, expanding its footprint in aviation connectivity Source.

Nokia partners with Latvia’s LMT on tactical defense solutions. This collaboration targets Baltic defense modernization, boosting Nokia’s government contract pipeline Source.

Mason County, Kentucky, considers a gigawatt-scale data center project. Developer remains anonymous, but the scale signals strong regional interest in data center expansion Source.

Network infrastructure trends highlight AI ambitions and talent challenges. Industry leaders discuss widening skills gaps and the push for practical autonomy in data centers Source.

Hardware | Data Centers

Schneider Electric spotlights liquid cooling for AI data centers. Rapid GPU evolution demands advanced cooling solutions to maintain performance and efficiency Source.

Quantum computing infrastructure advances with Qilimanjaro’s new data center. Hosting multiple quantum machines, this facility is a step toward scalable quantum hardware deployment Source.

Network diversity critical for utility grid reliability. Robust infrastructure protects against outages as networks evolve to support AI and IoT Source.

Markets

Data center sector sees mixed moves amid portfolio reshuffling. Cogent’s sale of two data centers reflects strategic asset management in a competitive market Source.

Infrastructure stocks poised for growth on AI-driven demand surge. Meta’s massive data center investment and UK’s rising electricity needs highlight sector tailwinds Source.

Satellite internet gains momentum with new airline partnerships. Starlink’s deal with British Airways boosts confidence in satellite broadband’s commercial viability Source.

General

Music algorithms miss the mark. Despite AI’s rise in content curation, music recommendation algorithms are failing to capture true listener preferences, sparking calls for more human touch in discovery. Source.

Apple eyes netbook revival. Rumors swirl around a $599 low-cost MacBook, signaling Apple’s pivot to capture budget-conscious buyers and potentially disrupt the Chromebook market. Source.

Streaming stars rethink EA ties. Top Sims 4 creators are distancing themselves from EA amid community unrest, risking content disruption and user engagement. Source.

Business

Schneider Electric leads liquid cooling innovation. As GPUs demand more efficient cooling, Schneider’s liquid cooling solutions are gaining traction in AI data centers. Source.

India’s states drive hyperscale data center boom. Progressive state policies accelerate hyperscale data center development beyond national frameworks, creating regional hubs. Source.

Early Black Friday deals boost Apple Watch sales. Discounts on Apple Watch SE 3 and fitness trackers are driving strong consumer demand ahead of holiday season. Source.

Hardware | Data Centers

Liquid cooling gains AI data center spotlight. Schneider Electric’s advanced liquid cooling tech addresses GPU heat challenges, critical for next-gen AI workloads. Source.

Smart robot vacuums evolve quietly. The Matic robot vacuum improves with smarter navigation and quieter operation, reflecting growing consumer appetite for AI home devices. Source.

Wireless earbuds market matures. With quality high and prices competitive, wireless earbuds are now a staple, signaling steady demand for audio hardware. Source.

Markets

Rising electricity rates influence elections. Democratic wins in key states reflect voter concern over energy costs, highlighting infrastructure and policy risks. Source.

Apple’s potential low-cost MacBook shakes markets. A budget MacBook could pressure rivals and expand Apple’s market share in laptops. Source.

Data center stocks buoyed by India growth. Hyperscale data center expansions driven by Indian states support positive sentiment for related tech stocks. Source.

General

Democrats ride rising utility costs to election wins. Soaring electricity rates played a key role in recent victories in NJ, VA, and GA, spotlighting energy policy challenges ahead. Source.

AI bots struggle to fake toxicity but not intelligence. A new computational Turing test detects AI pretending to be human with 80% accuracy, revealing AI’s social interaction limits. Source.

Peloton recalls 833,000 Bike Plus units amid earnings miss. Product issues continue to weigh on Peloton’s recovery post-pandemic. Source.

Texas sues Roblox over child safety violations. The lawsuit alleges deceptive trade practices and failure to protect children, raising regulatory risks. Source.

Business

India’s hyperscale data center growth driven by state policies. Progressive state governments accelerate expansion beyond national mandates. Source.

Sam Altman reveals OpenAI’s $1.4tn data center commitments. OpenAI may launch an AI cloud service, signaling aggressive infrastructure buildout. Source.

Q3 2025 colocation results strong across Equinix, Digital Realty, American Tower. Solid performance highlights sustained data center demand. Source.

Texas sues Roblox for child safety failings. Legal action raises concerns over platform governance and monetization models. Source.

Hardware | Data Centers

Intel AI data center VP jumps ship to AMD. Executive move underscores AMD’s growing AI silicon momentum. Source.

Elon Musk hints Tesla may build gigantic chip fab, possibly with Intel. Tesla eyes vertical integration to secure chip supply amid global shortages. Source.

Experts warn local supply chains ill-prepared for high-density AI workloads. Infrastructure bottlenecks may slow AI hardware deployment. Source.

Fitbit remains relevant post-Google acquisition. Devices focus on wellness tracking over hardcore athletics, retaining a loyal user base. Source.

Markets

SPP approves $8.6B 765-kV regional transmission backbone. This major infrastructure project aims to stabilize and modernize the US grid. Source.

Brookfield targets nuclear and hydropower opportunities. Clean firm power investments align with corporate and government decarbonization goals. Source.

Data center power demand spurs calls for updated US energy laws. Rising consumption could reshape energy markets and emissions profiles. Source.

Cryptominers pivot to energy HODL bets amid AI-cloud convergence. The crypto sector increasingly overlaps with cloud and AI infrastructure investments. Source.

General

Data center expansion accelerates in the US. Vantage has started construction on a 192MW campus in Stafford County, Virginia, signaling strong demand for AI infrastructure. Source.

New Era targets massive 7GW AI data center in New Mexico. The project will use gas and nuclear power, highlighting energy diversification in AI infrastructure. Source.

Elon Musk’s pay package approved by Tesla shareholders. The $1 trillion deal aims to retain Musk amid Tesla’s EV and AI ambitions. Source.

GTA VI delayed to November 2026. Rockstar Games pushes back release to ensure polish, extending hype cycle. Source.

Business

KKR and Singtel pursue controlling stake in STT GDC. Private equity and telecom firms eye data center consolidation. Source.

Amazon launches AI-powered Kindle Translate. Self-published authors gain multilingual reach, expanding AI content applications. Source.

Clearway Energy highlights data centers as growth drivers. CEO cites reindustrialization and data centers fueling renewables demand. Source.

Lordstown bans data centers. Local opposition could signal regulatory risks for data center expansions. Source.

Hardware | Data Centers

Nebius deploys 4,000 Nvidia GPUs in London cluster. Rapid GPU scaling supports AI training demand in Europe. Source.

Adoption trends for liquid cooling discussed by Oper8. Direct-to-chip cooling gains traction to manage AI hardware heat. Source.

Telia signs deals with Ericsson and Nokia to enhance RAN offerings. Telecom hardware upgrades support AI-driven connectivity needs. Source.

Watchlist: AI chip suppliers continue to innovate. Keep an eye on AMD and INTC as competitors in the AI accelerator market.

Markets

US manufacturing dips despite improved demand. Tariffs and policy uncertainty weigh on production, signaling mixed economic signals. Source.

ExxonMobil advances carbon capture for gas-powered data centers. Moves to reduce emissions could ease regulatory risks for energy providers. Source.

PSEG signals potential lower rates under new NJ governor. Regulatory shifts could impact utility earnings and customer costs. Source.

Watchlist: Monitor AI-related tech stocks amid macro uncertainty. NVDA, AMZN, and MSFT remain key to AI-driven market growth despite near-term volatility.

General

Foursquare founder launches AI-powered BeeBot app. Dennis Crowley’s new iPhone app talks to users about local happenings like a personalized radio DJ, blending AI with social discovery Source.

Tinder tests AI Chemistry feature scanning camera rolls. Match Group’s new AI tool aims to reduce swipe fatigue by learning user preferences from photos Source.

AI malware hype deflates as Google finds failures. Five AI-generated malware families analyzed by Google fail to operate effectively, easing immediate cybersecurity fears Source.

Business

Tesla shareholders vote on Elon Musk’s historic pay package. The largest CEO pay deal ever could make Musk the first trillionaire, with implications for Tesla’s leadership stability Source.

CBRE acquires Pearce for $1.2B to expand data center engineering. CBRE strengthens its foothold in data center and renewable infrastructure services Source.

Jabil buys energy management firm Hanley for $725M. Acquisition enhances Jabil’s data center tech portfolio amid growing energy efficiency demands Source.

Zoom leases UK data center space for regulated sectors. Expansion targets compliance-heavy industries, opening new revenue streams Source.

Hardware | Data Centers

Huawei Mate 70 Air debuts as a thin AI-capable phone. At 6.6mm thick, it trails Apple’s influence on design but pushes AI integration in mobile Source.

Nippon Steel to produce transformers’ steel for data centers. Mass production set for 2028 to support rising data center infrastructure needs Source.

ZincFive unveils BC 2 AI power system for AI-driven data centers. High-density, pulse-ready power solutions aim to keep critical AI workloads running smoothly Source.

Markets

Microsoft and G42 expand UAE data center capacity by 200MW. The partnership through Khazna Data Centers signals Middle East cloud infrastructure growth Source.

Google plans AI data center on Christmas Island, Australia. The strategic Indian Ocean location supports global AI workloads and redundancy Source.

Digital Realty buys land in LA for 32MW data center. The move aligns with its strategy to optimize asset portfolio amid US data center demand Source.

Microsoft Azure suffers outage in Europe due to thermal event. Brief disruption highlights infrastructure risks even at hyperscale cloud providers Source.

General

Zohran Mamdani wins NYC mayoral race leveraging savvy online presence. His mastery of social video and snappy soundbites highlights the growing political power of digital platforms Source.

Perez Hilton subpoena drama underscores influencer legal risks. Legal challenges for influencers could prompt tighter content regulations and platform moderation Source.

Stability AI wins UK copyright case against Getty Images. The ruling leaves AI training data copyright law unsettled, affecting content and AI companies Source.

Motorola Edge 70 sets new standard for thin smartphones. The design balances slimness with performance, signaling a trend in device form factors Source.

Business

Amazon invests $700M in Virginia data center site. The Devlin Tech Park purchase signals AWS expansion amid AI cloud demand Source.

Columbia Capital leads $230M investment in Centra data centers. Expansion in Reno and Minneapolis reflects continued data center demand Source.

Verizon Business partners with AWS on AI networking. The collaboration aims to optimize AI data flows and cloud connectivity Source.

Trump re-nominates Jared Isaacman as NASA Administrator. His tech and spaceflight background may accelerate commercial space initiatives Source.

Hardware | Data Centers

Daikin acquires liquid cooling firm Chilldyne. HVAC giant expands into high-demand liquid cooling for data centers Source.

Carrier launches new CDU for liquid cooling with up to 5MW capacity. Enhanced cooling solutions address AI hardware thermal challenges Source.

Microsoft secures first US export license to ship Nvidia GPUs to UAE. Allows shipment of 60,400 A100 GPUs, expanding global AI hardware reach Source.

Google’s Project Suncatcher plans AI data centers in space. Satellite-based TPUs could circumvent Earth-based energy constraints Source.

Markets

Data center expansions fuel real estate and infrastructure sectors. Investments in Virginia, Reno, Minneapolis, and South Korea highlight global growth Source.

Energy management firms see strong demand amid AI data center growth. Schneider Electric reports robust quarter driven by software and systems sales Source.

Power grid security concerns rise with AI and IoT expansion. Modern grids face new cyber risks as connectivity increases Source.

Offshore wind and clean energy projects progress despite challenges. Dominion’s 2.6-GW offshore wind project remains on track for 2026 Source.

General

AI companies target students despite cheating concerns. OpenAI and peers openly court youth with promos like ChatGPT Plus giveaways, betting on future lifelong users Source.

OpenAI inks massive AI compute deal with Amazon. The multi-hundred-thousand Nvidia chip agreement powers next-gen ChatGPT iterations Source.

Nintendo boosts Switch 2 sales forecast by 25%. Strong consumer demand pushes expected sales to 19M units by March 2026 Source.

Microsoft commits billions more to cloud capacity with Lambda. Reinforces cloud AI infrastructure dominance Source.

Business

Verizon signs long-term tower deal with SBA Communications. Supports 4G/5G rollout expansion Source.

Bahrain’s Beyon launches new data center, expands solar park. Partners with Oracle to offer local cloud services Source.

Colt DCS to add three data centers at Hayes Digital Park. Adds 97MW capacity to meet AI demand surge Source.

Indian utility NTPC signs MoU with CtrlS Datacenters for 2GW renewable energy. Addresses growing data center power needs Source.

Hardware | Data Centers

Leveraging air-cooling infrastructure to speed liquid cooling deployment. New approaches accelerate AI hardware cooling solutions Source.

Vertiv plans $1bn PurgeRite acquisition. Expands liquid cooling and filtration capabilities for data centers Source.

FIAMM Energy Technology launches Pure Guard battery range. Targets high-demand applications with smart BMS analytics Source.

Markets

AI compute deals drive cloud and semiconductor stocks. OpenAI-Amazon and Microsoft-Lambda deals highlight surging demand for AI chips and cloud capacity Source.

Telecom infrastructure investments underpin 5G and AI data needs. Verizon and SBA tower agreement signals steady capex in connectivity Source.

Gaming hardware demand surprises with Switch 2 sales boost. Nintendo’s raised forecast reflects strong consumer appetite amid AI gaming trends Source.

Data center expansions fuel industrial and utility sectors. Colt DCS and Indian utility NTPC moves highlight infrastructure growth Source.

General

Google launches €3bn bond sale for AI build-out. Google is raising capital in Europe to fund AI infrastructure growth, signaling continued AI investment despite market uncertainties. Source.

Microsoft faces power bottlenecks for AI GPU deployment. Satya Nadella revealed AI GPUs are sitting idle due to insufficient data center power capacity, spotlighting infrastructure limits. Source.

Orange to buy remaining 50% of MásOrange for €4.25bn. The telecom giant aims to consolidate its Spanish operations, potentially streamlining AI and data services integration. Source.

Digital Realty enters Ghana with first data center. The 1.7MW facility marks expansion into emerging African markets, tapping new AI and cloud demand. Source.

Google pulls AI model Gemma after hallucination controversy. The model fabricated serious allegations, raising concerns about AI reliability and governance. Source.

Business

Eaton acquires Boyd Thermal for $9.5bn to boost liquid cooling. Eaton expands its data center cooling portfolio, enhancing solutions for AI-driven power loads. Source.

Lincoln re-buys Arizona data center. The repeat purchase signals confidence in data center real estate amid AI infrastructure growth. Source.

Lockheed Martin integrates Google Cloud AI on-premises. Defense sector adopts hybrid AI deployment, highlighting secure, air-gapped use cases. Source.

APS plans 2GW gas plant to power Arizona data centers. New power infrastructure under subscription model targets AI data center energy needs by 2030. Source.

Hardware | Data Centers

Redmagic launches liquid-cooled gaming phone at $749. The Redmagic 11 Pro introduces true liquid cooling to mobile gaming, a first outside concept devices. Source.

Global critical cooling specialist unveils skid-based CDU. Aimed at hybrid and liquid-cooled data centers, this modular solution enhances scalability and efficiency. Source.

Logitech debuts Alto Keys K98M mechanical keyboard. The enthusiast-grade keyboard targets professionals and gamers, reflecting hardware premiumization trends. Source.

Markets

Data center waste heat to warm Milton Keynes hospital. This £95m district heating project highlights sustainability trends in data center operations. Source.

Elon Musk’s SpaceX explores acquisition of Globalstar. Expanding satellite capabilities could support AI data transmission and IoT. Source.

Behavioral energy programs boost peak demand flexibility. Smarter energy use supports grid resilience critical for AI workloads. Source.

Watchlist: AI-related semiconductor stocks. With AI demand rising, keep an eye on NVDA, AMD, and INTC for hardware market moves.

General

Lockheed Martin brings Google Cloud AI capabilities on-prem. Lockheed Martin is deploying Google Cloud’s AI tools in secure, air-gapped environments, enhancing defense AI adoption without cloud exposure. Source

Microsoft gets CISPE green light on licensing. The third ECCO report praises Microsoft’s improved licensing practices, easing regulatory pressures and boosting cloud trust. Source

Puzzle games and retro tech charm persists. Indie puzzle machines like Playdate gain niche appeal, signaling steady demand for unique digital experiences. Source

Business

APS plans 2GW gas plant to power Arizona data centers. Arizona Public Service aims to launch a 2GW gas-fired plant by 2030 under a subscription model, targeting growing data center energy needs. Source

Ark announces 200MW data center campus in the UK. Ark is set to develop a large-scale data center in Watford, expanding European cloud infrastructure capacity. Source

TeraWulf ups convertible notes offering to $900M. Funds will support the Texas data center buildout for Google and Fluidstack, signaling growing crypto and AI compute demand. Source

Hardware | Data Centers

Airedale by Modine launches skid-based CDU for data centers. New cooling distribution unit enhances flexibility in hybrid and liquid-cooled environments, improving efficiency. Source

Google’s Pixel Watch 3 hits new low price. The 45mm Wi-Fi model is now $199.99, $100 off, boosting wearable adoption and Google ecosystem stickiness. Source

LG’s B5 OLED TV discounted for Black Friday. The 48-inch 4K OLED drops to $530, attracting consumers to premium display tech ahead of holiday season. Source

Markets

Data center energy infrastructure investments accelerate. APS’s new gas plant and Beacon AI’s Canadian data center plans highlight rising demand for reliable power in AI compute hubs. Source

Cloud and AI infrastructure stocks gain regulatory clarity. Microsoft’s licensing improvements reduce legal overhang, supporting cloud sector valuations. Source

Watchlist: AI hardware and crypto infrastructure. TeraWulf’s funding round and Ark’s UK campus signal continued capital flow into AI and crypto data centers.

General

Puzzle gaming thrives on indie devices. The Playdate handheld is gaining traction as a favored indie puzzle platform, reflecting broader consumer engagement with casual brain games Source.

Microsoft wins CISPE licensing approval. The third ECCO report praises Microsoft’s licensing reforms, easing regulatory pressure and boosting cloud trust Source.

Union tensions hit GTA VI developer. Rockstar Games faces accusations of union busting amid mass firings, potentially impacting production timelines and public perception Source.

Business

TeraWulf ups convertible notes to $900M. The crypto mining and data center operator is raising funds to build a Texas data center for Google and Fluidstack, signaling growth in AI infrastructure Source.

Amazon breaks ground on $10B data center campus. Expansion in Richmond County, NC, aims to create 500 jobs and boost cloud capacity Source.

Naver expands South Korea data center. Simultaneous construction of phases two and three in Sejong reflects strong regional cloud demand Source.

Iliad and CK Hutchison in merger talks. Potential Italian telecom consolidation could reshape market dynamics Source.

Hardware | Data Centers

Nvidia to deploy 250,000+ GPUs in South Korea. Partnership with Samsung, SK Group, and Hyundai includes a National AI Computing Center, boosting AI hardware demand Source.

Google Cloud ships Nvidia GB300 GPU instances. New A4X Max instance features 72 Blackwell Ultra GPUs, enhancing AI compute power Source.

Nscale selects Vast Data AI platform. Vast Data’s AI Operating System will support Nscale’s GPU clusters, signaling growth in AI storage solutions Source.

Nexperia suspends wafer supplies to China plant. Dutch government’s takeover disrupts supply chain, highlighting geopolitical risks in chip hardware Source.

Markets

Amazon secures tax break for $3B Ohio data center. Cloud giant continues aggressive expansion in key US markets Source.

Southern Company inks 7 GW large load contracts. Data center usage up 17% YoY, signaling robust demand for power in AI era Source.

Xcel Energy rolls out $60B capital plan. Massive investment in renewables, storage, and transmission to support AI-driven data center growth Source.

Tract files for 900MW data center park near Richmond. Expanding data center real estate amid growing AI compute demand Source.