One robots.txt Line Now Says No to AI Training. Nobody Has to Read It.
A new robots.txt training signal replaces a block per provider with one policy token. Four AI companies back it, and any crawler may ignore it.
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.
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.
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.
CoreWeave Is Buying Network, and the Network Is the Moat Now
CoreWeave put 22.5MW online in Denmark and extended its AI network backbone to seven new regions by 2027. Network is the neocloud moat now.
A Rural City Found the Real Cost of a Data Center Moratorium
Oregon's data center moratorium froze the permit queue. Umatilla declared a fiscal emergency over $5 billion in investment and fees it had budgeted.