In August, Nscale and Anthropic announced a $45 billion compute deal. The two companies are reportedly discussing yet another deal of the same magnitude.
Norway’s Bulk Infrastructure Group AS is looking for a partner to build transatlantic undersea cabling to connect Canada with Europe to bypass the United States.
SemiAnalysis mapped more than 300 local data center moratoriums against the US pipeline and found only three projects actually delayed.
After Ukrainian long-range strike drones targeted Russian data centers, various Russian digital services and apps went down or faced severe disruption. There’s even some suggestion that online bot activity may be down, but not by as much as initial reports claimed.
On Equity, we debate the impact of data center moratoriums and whether the AI industry has a communication problem.

Russian bot traffic falls dramatically as Ukraine takes out several Yandex data centers.
The startup says its fuel cells are super efficient and cut fuel costs during a time when the tech industry can’t get enough electricity.

A Senate investigation on AI data centers question that costs and benefits that AI hyperscalers show when they apply for permits to put up their developments. The report says that these claims are misleading and that they don’t show the real impact of these sites on the local economy.

Following a Ukrainian drone strike on a D.C. in Sasovo, Russia, a Yandex facility in Kaluga has suffered a similar fate with multiple modules completely out of service.
Finnish authorities say they cannot conduct a proper environmental assessment after the site has already been changed.