The TPU Ships With a Buyback, and Alphabet Books It as a Guarantee
Alphabet's 10-Q now describes a TPU buyback as a financial guarantee, with $10 billion of backstops behind its own TPU neocloud.
Brookfield Will Own Korea’s AI Factory. Naver Will Rent It Back.
Nvidia wanted Naver to prove $9 billion of capacity. Naver did it with Brookfield's balance sheet, and sovereign AI infrastructure changed shape.
Microsoft’s Capex Miss Was a Delivery Date, Not a Demand Signal
Hyperscaler capex missed at Microsoft and Alphabet. The cash went up, the backlog went up, and the neoclouds building the capacity sold off.
Agents Pushed GitHub to 7.4 Billion Commits a Month. A Twenty-Year Lock Broke.
GitHub availability fell to about 84 percent in May as agent commits hit 7.4 billion a month. It added 4 million cores and rebuilt its write path.
The Memory You Need in 2028 Is Already Contracted, and 2029 Is Gone Too
SK hynix says the memory supply shortage runs to 2030 and over half its 2027 and 2028 output is contracted. AI capacity now starts with a signature.
Tesco Picked Proxmox for the Tier Where VMware Stopped Mattering
The Tesco Proxmox migration covers 5,000 stores. The job ad behind it asks for the management layer VMware used to sell, built in house.
The Pool Held 681,280 Tokens. The Window Said 1,048,576.
A KV cache exposure at Cloudflare came from a 681,280 token pool under a 1,048,576 token window. 155 responses carried another tenant's text.
Broadcom Just Became the Backstop on Its Own Silicon
Broadcom residual value support is the clause worth reading in the $63 billion Anthropic deal. Lenders are covered below 72.5% of what is owed.
Google’s TPU Just Became an Ingredient, Not a Destination
Oracle will run Google TPUs inside its own data centers from 2027. The first TPU outside Google matters more to procurement than to Oracle.
Spain Raised the Threshold Tenfold. The Hourly Rule Stayed.
Spain data center power rules now apply above 10MW instead of 1MW, while the 80 percent hourly renewable test survives untouched.