General

Disney channels blackout on YouTube TV. Over 20 Disney-owned channels including ESPN and ABC went dark after Google and Disney failed to renew their distribution deal. Timing on resolution remains uncertain. Source.

OpenAI eyes $1 trillion IPO despite losses. OpenAI’s potential IPO could be one of the largest ever, signaling massive investor appetite for AI plays despite recent quarterly losses. Source.

Microsoft pushes AI agent platform. At GitHub Universe, Microsoft unveiled new AI agent tools to enhance developer workflows, reinforcing its AI ecosystem leadership. Source.

Apple plans more AI integrations. Tim Cook confirmed Apple will embed more third-party AI tools in iOS, including rumored Google Gemini, boosting Siri’s capabilities. Source.

Business

Nvidia to invest up to $1bn in AI firm Poolside. Nvidia’s investment could quadruple Poolside’s valuation, signaling aggressive AI startup backing. Source.

Intel in talks to acquire SambaNova. Early-stage discussions could reshape Intel’s AI hardware strategy if acquisition succeeds. Source.

Core Scientific acquisition halted. Shareholders voted against CoreWeave’s acquisition, delaying consolidation in AI mining/data center space. Source.

Character.AI restricts under-18 chats amid lawsuits. Legal pressures force AI companion app to tighten safety controls, highlighting regulatory risks. Source.

Hardware | Data Centers

AWS activates Project Rainier with 500,000 Trainium2 chips. AWS aims to double chip count by year-end, boosting AI training capacity. Source.

Bloom Energy targets 2 GW annual fuel cell production. Positioned to supply AI data centers with on-site power solutions amid rising energy demands. Source.

Tract files for 900MW data center park near Richmond, VA. Expansion signals continued demand for AI compute real estate. Source.

Bose Ultra Gen 2 earbuds deliver top-tier ANC. Bose competes strongly in audio hardware, a niche AI-driven consumer tech segment. Source.

Markets

AWS poised to win UK HMRC £500m data center contract. AWS is the last bidder standing for a major government cloud migration project. Source.

Verizon CEO outlines AI-led “full reboot”. Carrier aims to become leaner and more AI-driven over coming years. Source.

DTE Energy inks data center deal to grow electric load 25%. $30 billion investment pipeline targets 8.4 GW data center load growth. Source.

US onshores full solar supply chain. Corning’s Michigan factory completes domestic solar component production, aiding green AI data center power. Source.

General

Figma integrates AI models with Weave app. Figma acquired Weavy to launch Figma Weave, combining multiple AI models and editing tools in one canvas, enhancing design workflows. Source.

Universal Music partners with AI startup Udio after lawsuit. Universal settled copyright litigation with Udio, licensing music for AI-powered platforms, signaling more industry-wide AI licensing deals ahead. Source.

OpenAI updates Sora app with reusable AI avatars. Sora 2 adds character cameos and video stitching, boosting user-generated AI video content capabilities. Source.

Meta charges $199 for Neural Band replacement. The essential Meta Neural Band for Ray-Ban Display smart glasses now costs $199, highlighting hardware accessory monetization. Source.

Business

Universal Music’s AI licensing deal sets industry precedent. The settlement with Udio opens doors for more AI music licensing, reducing legal uncertainty in AI content use. Source.

Cassava Technologies secures Nvidia and Stanlib investment. Funding aims to accelerate AI data center and infrastructure build-out. Source.

John Malone to step down as chairman of Liberty Global and Liberty Media. Leadership change could impact strategic direction in media and telecom. Source.

American Tower sues Dish Wireless over tower contract. Legal dispute arises amid EchoStar’s $40B spectrum sale, adding uncertainty in telecom infrastructure deals. Source.

Hardware | Data Centers

Google raises 2025 capex to $91-93bn with data center focus. Significant increase in data center spending reflects AI infrastructure demand. Source.

Google reports TPU demand outstripping supply. Even 8-year-old TPU hardware runs at full capacity, underscoring need for specialized AI processors. Source.

Nvidia to deploy Emerald AI orchestration software at Aurora data center. Partnership supports AI workload management at large-scale facilities. Source.

New physical attacks threaten secure enclave defenses. Hardware security from NVDA, AMD, and INTC faces new vulnerabilities from cheap physical attacks. Source.

Markets

Nvidia hits record $5 trillion market cap. CEO Jensen Huang dismisses AI bubble concerns amid $500B in orders, signaling strong market confidence. Source.

Equinix acquires DC01UK data center campus. Plans £3.9bn investment to expand 250MW capacity in UK, reinforcing data center demand. Source.

CleanSpark expands into AI data center development. Acquires 270 acres near Houston for 285MW project, diversifying from crypto mining. Source.

Microsoft recovers after Azure outage. Service disruption impacted 365, Xbox, and Starbucks, highlighting cloud dependency risks. Source.

General

OpenAI restructures for-profit with Microsoft stake. OpenAI ended October by shifting to a for-profit model, granting Microsoft a 27% stake and a $250bn Azure contract but removing cloud right of first refusal. This ups the AGI pressure and reshapes AI competition.Source.

Grammarly rebrands as Superhuman. Grammarly folds into Superhuman, bundling AI writing, mail, and docs tools under one paid subscription, aiming to boost user engagement and upsell.Source.

Character.AI bans minors from chats. To comply with regulations and reduce risks, Character.AI limits under-18 users to two hours of AI chat before a full ban.Source.

YouTube introduces AI upscaling opt-out. YouTube will auto-upscale low-res videos to HD or 4K but lets users opt out, enhancing TV viewing experiences.Source.

Uber targets Waymo in SF robotaxi race. Uber partners with Lucid and Nuro to launch robotaxi service in San Francisco, challenging Waymo’s dominance.Source.

Business

Cameo sues OpenAI over ‘cameo’ feature. Cameo alleges trademark infringement by OpenAI’s Sora 2 using ‘cameo’ for celebrity videos, risking brand dilution.Source.

Bill Gates urges upbeat climate messaging. Gates highlights tech progress on climate, pushing focus on improving lives via AI and innovation.Source.

Grokipedia launched by Elon Musk’s xAI. Musk’s new encyclopedia aims to be less biased than Wikipedia, stirring controversy.Source.

OpenAI data reveals 1M weekly suicide-related chats. Sensitive mental health discussions highlight AI’s societal impact and moderation challenges.Source.

Microsoft Xbox Ally handheld plagued by sleep issues. Device fails to hold charge or sleep properly, frustrating users and risking brand damage.Source.

Hardware | Data Centers

Lambda plans 24MW AI data center phase in Kansas City. AI cloud firm targets rapid expansion, potentially scaling to 100MW to meet AI demand.Source.

Nvidia invests $1bn in Nokia. Nvidia takes a 2.9% stake in Nokia, signaling deeper collaboration in network and AI hardware.Source.

Flex to accelerate AI factory deployment with Nvidia. Flex offers rack integration and power/cooling solutions for giga-scale AI factories.Source.

CleanSpark partners with Submer for AI data center cooling. Collaboration aims to deliver power and immersion cooling infrastructure for AI workloads.Source.

Apple Vision Pro M5 upgrade impresses but lacks social features. Best-in-class VR hardware faces adoption limits due to isolation.Source.

Markets

American Tower posts 7.7% revenue growth. Growth driven by telecom upgrades and data center expansion, CEO eyes Edge opportunities.Source.

QTS plans new data center near Madison, Wisconsin. Expansion signals strong demand for hyperscale and colocation services.Source.

Hyperscaler seeks 200-acre US site for 400MW data center. Large-scale buildout reflects AI and cloud capacity race.Source.

Uber robotaxi launch to challenge Waymo in SF. Autonomous mobility market heats up with new entrants.Source.

Nvidia and Deutsche Telekom rumored to build Munich data center. If confirmed, this would boost European AI infrastructure.Source.

General

Adobe Max 2025 debuts new AI creative tools. Adobe unveiled generative AI features including voiceovers and custom soundtracks, plus AI assistants across Creative Cloud apps to boost content creation Source.

Government shutdown delays tech product launches. FCC clearance holdups are stalling new gadgets like Leica cameras and audiophile speakers in the US market Source.

OpenAI urges US to add 100GW energy annually for AI growth. The call to close the “electron gap” with China highlights AI’s massive power demand Source.

Tuvalu launches first subsea cable. The Vaka cable marks a milestone in Pacific connectivity, enabling better data flow in a remote region Source.

Data center workforce skills remain a challenge. Industry experts warn that attracting and training talent is critical to sustain AI infrastructure growth Source.

Business

Verizon partners with Tillman affiliate Eaton Fiber to expand fiber network. This strategic alliance aims to accelerate fiber deployment to support 5G and AI data demands Source.

Google signs power deal to restart Iowa’s 615MW Duane Arnold nuclear plant. The plant will supply clean energy to AI data centers starting 2029, highlighting sustainability focus Source.

North American utilities plan $1.4 trillion investment super-cycle through 2030. Massive capital influx targets data center power infrastructure amid rising AI workloads Source.

ProPetro inks 60MW power contract with Midwest hyperscale data center. Hybridized power solutions are becoming the norm for large-scale AI facilities Source.

Democrats criticize FCC for weakening prison phone call price caps. Regulatory changes may impact telecom pricing and consumer sentiment Source.

Hardware | Data Centers

HPE unveils GX5000 supercomputing platform with AMD CPUs. Two new AMD-based supercomputers for Oak Ridge National Lab will be delivered starting early 2027 Source.

Insta360 launches X4 Air, a smaller, cheaper 8K 360-degree action camera. The $399.99 model targets consumers wanting high-res video without the premium price Source.

Adobe Express adds AI assistant for conversational design editing. The beta feature lets users describe edits in natural language, democratizing creative workflows Source.

Moro Hub and Rafay team up for GPU PaaS in Dubai. The partnership leverages Rafay’s platform to deliver scalable GPU cloud services for AI workloads Source.

Hive converting Sweden facility into AI cloud data center. Expansion of European AI infrastructure supports regional demand growth Source.

Markets

US electric utilities entering investment super-cycle. Morningstar DBRS forecasts $1.4 trillion spending from 2025-2030 to meet data center power needs amid AI growth Source.

Wind PPA prices rising faster than solar under current administration. Tariffs may add 10-15% to power purchase agreement costs, pressuring renewable project economics Source.

PG&E avoids big bets as data center demand softens. CEO Patti Poppe signals focus on credit rating improvement amid uncertain AI data center load growth Source.

FERC emphasizes flexibility and new approaches for surging load growth. Commissioner Lindsay See highlights regulatory challenges in adapting to AI-driven electricity needs Source.

Alaska Airlines IT outages highlight tech infrastructure risks. Two outages in three months caused 400 flight cancellations, underscoring IT reliability importance Source.

General

Singapore to host 700MW data center park on Jurong Island. The government is pushing major energy projects alongside this massive new facility to support AI and cloud growth hubs in Southeast Asia. Source.

UK’s Bank of England probes data center lending amid AI bubble fears. Regulators are scrutinizing interconnected financing deals in the booming AI infrastructure sector to prevent systemic risk. Source.

Panama cancels contract with Ufinet over repeated connectivity failures. Service disruptions hit over 90 public bodies, raising concerns about network reliability in emerging markets. Source.

Data center planned in Stoke-on-Trent, UK, with waste heat reuse. Greenweaver aims to power regeneration sites sustainably, signaling green tech adoption in data infrastructure. Source.

Business

Beale Infrastructure plans multiple new data center campuses in US. Expansion near Tucson, AZ, and Tulsa, OK, marks aggressive growth backed by Blue Owl. Source.

UK’s Northern Powergrid issues £455m IT contracts. Includes a £22.4m infrastructure services tender, signaling upgrades to support digital and AI workloads. Source.

Sponsored guide highlights SLA risk for data center investors. As infrastructure becomes more interconnected, managing service-level agreements is critical to protect investments. Source.

Hardware | Data Centers

Salute launches direct-to-chip liquid cooling for AI and HPC. The service supports efficient thermal management critical for high-density AI workloads. Source.

Fuel cells redefine on-site power for data centers. Reliable, clean power sources are key to supporting AI’s heavy energy demands. Source.

Watchlist: Emerging cooling and power tech startups. Innovations in liquid cooling and fuel cells are accelerating; early-stage investments could yield outsized returns.

Markets

Data center stocks face regulatory scrutiny in the UK. The Bank of England’s probe into lending practices may pressure valuations amid AI hype. Source.

Infrastructure expansions in US and Asia boost market optimism. New campuses and mega parks signal sustained demand for AI compute capacity. Source.

Connectivity disruptions in Panama highlight emerging market risks. Network failures and contract cancellations could spook investors in telecom infrastructure. Source.

General

AI raises new legal questions around facial data. The next frontier in AI regulation is personal facial recognition, with debates heating over privacy and rights as AI-generated likenesses become mainstream. Source.

ICE expands AI-driven social media surveillance. ICE is investing $5.7M in AI tools to monitor online activity, raising concerns about privacy and civil liberties. Source.

Retail robotics inching closer to mainstream US adoption. Japan’s convenience stores use robots for stocking shelves; US retailers like Walmart may soon revisit this tech as AI vision improves. Source.

Business

SAMCA Group plans massive 300MW data center campus in Spain. The Green IT Aragon campus aims to boost regional data infrastructure with a $2.6B investment. Source.

UK broadband altnets form infrastructure sharing venture. This joint effort targets mobile and data center markets, signaling consolidation and expansion in UK digital infrastructure. Source.

Waymo preps robotaxis for winter weather challenges. To expand into snow-prone markets, Waymo is enhancing AI systems to handle snow and ice safely. Source.

Hardware | Data Centers

High-end gaming laptops push AI-powered graphics limits. MSI’s Titan 18 with RTX 5090 GPU showcases top-tier AI-enhanced gaming performance, but with diminishing returns on cost. Source.

Apple AirTags remain popular for AI-enabled tracking. Current deals highlight sustained consumer interest in smart location devices, blending AI with everyday convenience. Source.

Retail robotics hardware poised for US market entry. Advances in machine vision and AI make robots more viable for shelf stocking, signaling hardware demand growth. Source.

Markets

Data center expansion fuels European tech infrastructure stocks. SAMCA’s Zaragoza campus announcement boosts sentiment for infrastructure REITs and cloud providers. Source.

UK broadband infrastructure sharing venture signals consolidation. This could improve margins and competitive positioning for telecom infrastructure stocks. Source.

AI surveillance investments stir regulatory scrutiny. ICE’s $5.7M spend on AI social media monitoring may trigger privacy backlash, impacting related tech stocks. Source.

Robotaxi expansion hinges on AI winter readiness. Waymo’s push to handle snow markets could unlock new revenue streams in colder regions. Source.

General

SAMCA Group to build 300MW data center campus in Zaragoza. The mining giant signed local agreements to develop the Green IT Aragon campus, signaling a big push in European data infrastructure Source.

US government urges FERC to expedite data center grid connection reviews. A draft proposal aims to cut review times to 60 days, accelerating data center buildouts amid rising demand Source.

European Commission signs MoU to support AI gigafactory projects. The EIB and EIF will provide advisory support to scale AI hardware manufacturing across Europe Source.

Waymo prepares robotaxis for winter weather challenges. To expand into snow-prone cities, Waymo is focusing on improving autonomous vehicle safety in harsh conditions Source.

Pennsylvania House proposes new data center rate class for large facilities. The new rate targets facilities over 25MW, potentially impacting operational costs Source.

Business

Intel Q3 beats expectations but warns of challenges ahead. Despite flat data center growth and a still-hungry foundry business, Intel’s results show resilience amid industry headwinds Source.

AT&T CEO bullish on fiber expansion amid EchoStar spectrum acquisition. The carrier is pushing ahead with fiber deployment to meet growing data demands Source.

Menlo Equities breaks ground on 48MW data center in Fairfax County. Development on a former Orange site signals continued expansion in key US markets Source.

UK broadband altnets form infrastructure sharing venture. The move aims to tap mobile and data center markets, enhancing network efficiencies Source.

Apple legal drama with Jon Prosser drags on. Apple claims no response from Prosser yet in trade secret lawsuit, adding uncertainty Source.

Hardware | Data Centers

ON.energy launches UPS tailored for AI data centers. Deployments are underway at hyperscale US data centers, addressing AI workload power needs Source.

European AI gigafactory projects gain advisory support. The EIB and EIF partnership aims to boost AI hardware manufacturing capabilities in Europe Source.

QTS tops out new data center buildings in Cedar Rapids. The first three buildings at its campus near completion, expanding capacity for cloud and AI workloads Source.

Conapto adds 8MW to Stockholm data center. Expansion to 28MW supports Nordic cloud and AI growth markets Source.

Intel’s foundry business still hunting major customers. Despite Q3 beat, Intel highlights ongoing challenges in securing large-scale foundry deals Source.

Markets

Intel Q3 beats but cautious on outlook. Markets dig the beat but remain wary of headwinds in data center growth and foundry customer wins Source.

FERC leadership change under Trump appointee Swett. Market expects strengthened grid market design and unlocked private investment to meet surging demand Source.

FirstEnergy forecasts 45% peak load growth by 2035 driven by data centers. Electric sales growth signals accelerating power demand from AI and cloud infrastructure Source.

AWS launches second “Secret Region” for classified workloads. This expands secure cloud infrastructure for sensitive government and defense clients Source.

Bored Ape Yacht Club pivots to metaverse comeback. The NFT brand is evolving into a virtual world, aiming to revive community and value Source.

General

OpenAI enhances ChatGPT for workplace search. The new “company knowledge” feature integrates GPT-5 with Slack, SharePoint, and Google Drive to streamline info retrieval across apps Source.

Microsoft Edge rolls out Copilot Mode. Edge now offers an AI chat window on new tabs, intensifying browser AI competition Source.

Mondelez to debut AI-generated TV ads in 2026. The snack giant aims to halve marketing costs with generative AI video tools, signaling broader AI adoption in advertising Source.

US Air Force leases land to private AI data centers. Five bases open for AI infrastructure but raise national security questions Source.

Business

Oracle secures $38bn debt for data centers. Funds will support large-scale projects in Texas and Wisconsin, fueling cloud growth Source.

TierPoint acquires Pennsylvania data center site. Plans 100MW expansion after raising securitization funding, strengthening regional presence Source.

Stack secures green financing for Tokyo data center. Borrowed 39.7 billion Yen to fund eco-friendly infrastructure Source.

Aligned and Calibrant launch onsite battery storage. Deploying 31MW/62MWh BESS to unlock utility power at Pacific Northwest data centers Source.

Hardware | Data Centers

New guides for liquid cooling deployment. Whitepapers highlight leveraging existing air-cooling infrastructure to accelerate liquid-cooled AI hardware rollout Source.

RDHx deployment guidance released. Building AI-ready cooling infrastructure is critical as chip densities rise Source.

Muon Space integrates SpaceX Starlink laser links. Optical intersatellite links aim to boost environmental monitoring data speeds Source.

Markets

Clean energy investments face headwinds. $1.6B in clean energy investments rolled back in September despite $11B new projects YTD Source.

GE Vernova bullish on electrical infrastructure. Despite investor focus on gas turbines, electrification is fastest growing segment Source.

Houston peak load to grow 50% by 2031. Industrial growth and data center demand drive CenterPoint’s $65B spending plan Source.

PJM fast-tracks 2.3GW storage projects. New interconnection reforms accelerate battery storage deployment alongside gas projects Source.

General

OpenAI launches ChatGPT Atlas browser amid fierce competition. OpenAI debuted its AI-powered ChatGPT Atlas browser, aiming to challenge Google Chrome and Perplexity’s Comet by centering AI chatbots in web navigation. Early reviews say it feels like “Googling with extra steps” Source.

Tesla targets robotaxi safety monitor removal by end of 2025. Elon Musk announced plans to eliminate safety drivers in Tesla robotaxis and expand the service to 8-10 new markets before year-end, signaling confidence in autonomous tech Source.

Amazon highlights robotics and AI to boost warehouse efficiency. Amazon pushed back on job loss fears, emphasizing new cost-cutting robots and AI-connected AR glasses to enhance delivery and fulfillment Source.

Hybrid cloud gains traction as multicloud complexity rises. Industry voices suggest hybrid cloud is becoming the smarter bet amid multicloud paradoxes, favoring integrated AI workloads Source.

Business

IBM CFO credits AI-driven hyperscaler demand for growth. IBM reports benefits from expanding hyperscaler AI capabilities and capacity, reinforcing its positioning in enterprise cloud and AI infrastructure Source.

OpenAI teams with Oracle and Vantage on massive Wisconsin data center. The Stargate Wisconsin campus is expected to approach a gigawatt of power, underscoring hyperscalers’ appetite for AI compute capacity Source.

Applied Digital inks $5bn, 15-year hyperscaler lease in North Dakota. A major unnamed hyperscaler secured 200MW with first refusal on 800MW more, signaling robust AI infrastructure demand Source.

Data center developers face pushback and withdrawals in key US regions. Plans for large projects in Georgia and Ohio were withdrawn or delayed due to local opposition, highlighting regulatory hurdles Source.

Hardware | Data Centers

ChipAgents raises $21m to accelerate AI chip design platform. The startup added industry veterans from Siemens, Synopsys, and Cadence to its advisory board, signaling serious ambitions in AI hardware innovation Source.

Vertiv reports 29% revenue surge on booming data center demand. The infrastructure provider also shuffled EMEA leadership, positioning for further growth in AI hardware support Source.

GTC Towers expands with $10.7m broadcast tower acquisition. The deal adds 22 towers, potentially enhancing infrastructure for AI-related telecom and broadcast applications Source.

Watchlist: AI hardware chipmakers and infrastructure firms. With AI compute demand surging, companies like NVDA, AMD, and LRCX remain key to watch for next-gen hardware innovation.

Markets

Data center market share shifts as Virginia jurisdictions rise. Loudoun County’s dominance wanes but Virginia remains the global leader in data center capacity Source.

NERC warns of mounting grid reliability risks amid rising AI demand. The North American Electric Reliability Corp. flagged increasing strain on power grids as AI data centers expand Source.

Google launches water sustainability project in Oregon data center hub. The aquifer storage and recovery initiative aims to improve resource efficiency in The Dalles Source.

Insurance innovation targets AI cloud and data center risk management. Aon unveiled a full-life cycle insurance facility to streamline risk coverage from construction to operation Source.

General

Meta restructures AI research teams. Meta plans to cut 600 roles in its legacy FAIR unit while expanding its superintelligence group, signaling a strategic pivot in AI focus. Source.

Netflix expands interactive experiences. Netflix is broadening its interactive content beyond gaming, aiming to deepen user engagement and diversify revenue streams. Source.

YouTube adds AI likeness detection. YouTube now lets creators detect unauthorized deepfakes via AI tools, enhancing content control and trust. Source.

Uber pushes EV adoption with $4,000 grants. Uber incentivizes drivers to switch to electric vehicles, accelerating its 2030 EV trip goal. Source.

Watchlist: Apple Watch deals heat up. Apple Watch Series 11 and Ultra 3 launches could drive wearables sales momentum. Source.

Business

Meta inks $27bn AI data center JV. Meta teams with Blue Owl to fund a gigawatt-scale AI data center campus in Louisiana, locking in 16-year financial commitments. Source.

Nvidia may guarantee OpenAI loans. Nvidia is reportedly negotiating to backstop OpenAI’s data center financing, reinforcing its pivotal role in the AI boom. Source.

Lawyer seeks UK lawsuit against Microsoft. UK firms are invited to join a £2bn class action over alleged cloud overcharging by Microsoft. Source.

Momentus and Solstar partner on LEO infrastructure. The space services duo closed a $15m deal to build orbital communications infrastructure, expanding AI-related data connectivity. Source.

Watchlist: Netflix interactive content. NFLX’s push into interactive experiences could reshape streaming engagement.

Hardware | Data Centers

NextSilicon claims Maverick-2 outperforms Nvidia GPUs. Maverick-2 accelerator reportedly beats Nvidia HGX B200 on energy efficiency and performance. Source.

ProEnergy repurposes jet engines for data centers. Old CF6-80C2 jet engines retrofitted into 48MW generators amid turbine shortages. Source.

Samsung Galaxy XR launches today. Positioned as a cheaper Apple Vision Pro alternative, Galaxy XR targets AR/VR market growth. Source.

Calibrant deploys 31MW battery system at data center. Aligned partners with Calibrant for large-scale energy storage in the Pacific Northwest. Source.

Watchlist: DOE cancels $700m battery grants. Project cancellations highlight risks in battery manufacturing subsidies. Source.

Markets

Data center market expansion continues. Equinix tops out second Johor facility; Meta invests heavily in Louisiana campus. Source.

Energy storage market resilient amid global growth. Despite trade restrictions, US storage outlook brightens per BNEF. Source.

Montana plans large load tariff for data centers. NorthWestern utility targets 2,250 MW load from data centers, signaling big growth potential. Source.

China’s HiCloud launches wind-powered underwater data center. Ambitious subsea data center plans aim for 500MW scale. Source.

Watchlist: UK lawsuit risks for MSFT. Cloud overcharging claims could pressure Microsoft shares.