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Google Invests $40B in Texas AI Data Centers

Google Invests B in Texas AI Data Centers
Alphabet’s Google will spend $40 billion to build three AI-focused data centers in Texas, signaling that power access and grid proximity now define hyperscale strategy more than any single technology feature. The build spans one campus in Armstrong County in the Texas Panhandle and two in Haskell County near Abilene, with investments running through 2027. Google expects the program to create thousands of construction and supplier jobs and hundreds of long-term operations roles, consistent with typical hyperscale staffing patterns. Texas offers relatively low-cost power, faster interconnection timelines, abundant land, and pro-investment policies, making it second only to Virginia in U.S. data center count.

Jeff Bezos Returns as Co-CEO of Project Prometheus AI

Jeff Bezos Returns as Co-CEO of Project Prometheus AI
Jeff Bezos is stepping back into day-to-day operations as co-CEO of Project Prometheus, a new AI company reportedly funded with $6.2 billion to build “AI for the physical economy.” Project Prometheus will be co-led by Bezos and Vik Bajaj, an operator-scientist with leadership experience at Google X, Verily, and Foresite Labs. Early reports indicate the company is targeting engineering and manufacturing tasks across sectors such as aerospace, automotive, and computing hardware. Headcount is already near 100, drawing researchers from OpenAI, Google DeepMind, and Meta, signaling an aggressive push for top-tier AI talent.

AI Data Centers: How Much Renewable Energy?

IEA: 0B will go to data centers, surpassing oil. Can solar, storage, and new microgrids deliver 24/7 carbon-free power for the AI boom?
Renewables are emerging as the default option for new AI campuses, but the share that is truly carbon-free around the clock will hinge on siting, storage, and market design. Annual REC matching is no longer sufficient for leading buyers; the bar is shifting toward hourly, 24/7 carbon-free energy matching initiatives. Yet diurnal and seasonal variability limits how much of a site’s load can be met by solar and batteries alone, especially in non-sunny regions or during prolonged weather events. Expect mixed portfolios: on-site renewables and batteries, off-site PPAs (solar and wind), emerging long-duration storage, and grid purchases backed by hourly certificates where available.

Anthropic invests $50B in U.S. AI data center infrastructure

Top Trends Reshaping Fiber, Data Centers, and Telecom
Anthropic will spend $50 billion on U.S.-based AI data centers, signaling a rapid new phase for domestic compute capacity with direct consequences for power, fiber, and cloud interconnects. Anthropic plans a multi-year, $50 billion program to develop custom data center campuses in the United States, beginning with Texas and New York and with additional sites to follow. The initial wave targets 2026 go-lives, with an estimated 800 permanent jobs and roughly 2,400 construction roles tied to the program.

Meta, Google, and Microsoft Ramp Up AI Spending

AI Capex Supercycle: Meta, Google, Microsoft
Meta, Alphabet, and Microsoft signaled that AI infrastructure is now a multi-year capital priority measured in tens of billions per year. In their latest results, Meta guided capital expenditures into the $70–72 billion range with an even larger step-up expected the following year. Alphabet raised its 2025 capex outlook to $91–93 billion, up sharply from prior estimates. Microsoft reported $34.9 billion of capex in the most recent quarter, materially above expectations and up strongly year over year. These figures point to the largest synchronized build-out of compute, storage, and networking capacity in the history of cloud.

Snapchat Imagine AI Lens Goes Free in the US

Snapchat Imagine AI Lens Goes Free in the US
Snap has opened its first open-prompt AI image Lens, Imagine, to all U.S. users, signaling a new phase in mainstream generative experiences inside the camera. Imagine Lens lets users write a short prompt and instantly transform a selfie or create an image from scratch, then share it in chats, Stories, or off-platform. The capability was previously limited to Lens+ and Snapchat Platinum subscribers. Camera-native generative features at social scale change traffic patterns, compute placement, and safety obligations for platforms and networks. Provenance standards such as C2PA content credentials are becoming table stakes for enterprise integrations and advertiser trust.

Samsung Galaxy XR: AI-First Mixed Reality

Samsung Galaxy XR: AI-First Mixed Reality
Unlike metaverse-era headsets that leaned on entertainment and novelty, Galaxy XR makes Google’s Gemini the front door to the interface. In demos, Gemini orchestrated windows in a spatial workspace, answered context-aware questions, and invoked creative tools like Veo for AI-generated video. That tight AI integration is the strategic wedge: Samsung and Google position XR as a bridge to slim, everyday AI glasses developed with eyewear brands Warby Parker and Gentle Monster. The message to developers and enterprises is clear—design for multimodal AI agents first; the form factor will shrink later.

Arm and Meta Boost AI Efficiency with Neoverse

Arm and Meta Boost AI Efficiency with Neoverse
Arm and Meta have inked a multi-year partnership to scale AI efficiency from hyperscale data centers to on-device inference, aligning Arm’s performance-per-watt strengths with Meta’s AI software and infrastructure stack. Meta plans to run its ranking and recommendation workloads on Arm Neoverse-based data center platforms as part of an ongoing infrastructure expansion. The companies are co-optimizing AI software components—spanning compilers, libraries, and frameworks like PyTorch, FBGEMM, vLLM, and the ExecuTorch runtime—so models can execute more efficiently on Arm CPUs in the cloud and on Arm-based devices at the edge. The work includes leveraging Arm’s KleidiAI optimizations to improve inference throughput and energy efficiency, with code contributions flowing back to open source.

Meta rolls out teen AI parental controls amid FTC scrutiny

Meta rolls out teen AI parental controls amid FTC scrutiny
Meta is adding new supervision tools for teen interactions with its AI features, signaling a shift toward stricter youth safeguards under intensifying regulatory and public scrutiny. The company plans to let parents disable one-on-one chats between teens and AI characters across its platforms, with options to block specific personas and review high-level conversation topics. Meta says its teen experiences will follow a PG-13-style content framework and will restrict discussions around sensitive areas such as self-harm and eating disorders. Meta is still building the controls and expects an initial rollout early next year, starting on Instagram in the United States, United Kingdom, Canada, and Australia.

COAI defends India mobile tariff hike amid OTT traffic

COAI defends India mobile tariff hike amid OTT traffic
India’s mobile industry lobby is pushing for tariff corrections as network spending rises faster than service revenues. The Cellular Operators Association of India (COAI) says operators face a growing mismatch between capital outlays and tariff-led returns. By its estimate, the cumulative gap up to 2024 was already around Rs 10,000 crore and is widening in 2025 as data consumption accelerates. COAI argues that a handful of large traffic generators (LTGs) are responsible for most network load without directly contributing to network build costs. Expect a mix of tariff rationalization, plan redesign, and targeted capex as operators chase sustainable returns.

California SB 53: AI Safety Law for Frontier Models

California SB 53: AI Safety Law for Frontier Models
California has enacted SB 53, a first-of-its-kind AI safety law aimed at large model developers, with ripple effects for enterprises that build, buy, or operate AI at scale. SB 53 targets “frontier” AI developers—think OpenAI, Anthropic, Meta, and Google DeepMind—requiring public transparency on how they apply national and international standards and industry best practices. It institutionalizes safety incident reporting to California’s Office of Emergency Services and extends protections for whistleblowers who surface material risks. The California Department of Technology will recommend updates annually, ensuring the regime evolves with the tech.

OpenAI Sora 2 AI Video Feed App

OpenAI Sora 2 AI Video Feed App
OpenAI is reportedly preparing a standalone app for its next-gen video model, positioning AI-only short video as a consumer format in its own right. The app reportedly delivers a vertical feed with swipe navigation, reactions, and remixing familiar mechanics that lower friction for discovery and creation. Every clip is generated by Sora 2 rather than uploaded, with current limits around 10 seconds per video. A recommendation engine powers a personalized “For You” experience, aligning with how short-form attention is won and retained today. A notable feature is identity verification tied to likeness usage. Expect provenance signals and watermarking frameworks (for example, C2PA-style manifests) to become table stakes for platforms that remix human likeness at scale.
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