Czechia’s largest battery storage facility begins operations
BESS Lipnice, a 57-megawatt battery-based energy storage system, has been commissioned in Czechia and is providing services to ČEPS.
↗Tech
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Big Tech earnings kickoff puts AI spending under the microscope
Microsoft and Meta are set to open a pivotal week of Big Tech earnings as investors demand proof that huge AI investments will translate into durable growth. Analysts expect the largest cloud and internet platforms to increase AI outlays sharply, intensifying scrutiny of margins, capacity buildouts, and whether the spending spree is sustainable.
↗Nike probes alleged 1.4TB data theft as extortion group claims leak of design and manufacturing files
Nike is investigating claims that an extortion group stole roughly 1.4 terabytes of internal data and published samples online. The alleged cache appears to involve product design and manufacturing workflows rather than consumer databases, raising concerns about intellectual property exposure, counterfeit risk, and supply chain disruption. The incident reflects a broader shift in cybercrime toward steal-and-leak extortion tactics.
↗UK watchdog urges Google to offer opt-out from AI search summaries as publisher traffic fears grow
Britain’s competition regulator proposed changes that would require Google to let publishers opt out of AI-generated search summaries, citing concerns about reduced referral traffic and market power in online search.
↗Micron breaks ground on Singapore fab as it plans about $24 billion chip expansion
Micron said it has broken ground on an advanced wafer fabrication facility in Singapore and plans to invest about $24 billion over a decade, aiming to meet AI-driven demand for memory and storage.
↗Big Tech’s AI spending surge faces a new reality check as earnings season begins
With AI capital spending projected to top $500 billion this year, tech giants are being forced to explain—quarter by quarter—how infrastructure buildouts translate into products, pricing power, and sustainable growth.
↗Micron breaks ground on Singapore fab as it commits about $24B to expand NAND capacity for AI-era demand
Micron said it has broken ground on an advanced wafer fabrication facility in Singapore, part of a roughly $24 billion investment over a decade. The project is aimed at expanding NAND manufacturing capacity and strengthening supply resilience as AI workloads increase demand for memory and storage across data centers and devices.
↗Micron plans a $24 billion Singapore fab as AI demand tightens memory supply
Micron said it will invest about $24 billion over the next decade to build an advanced wafer fabrication facility in Singapore, aiming to expand NAND memory capacity amid intense AI-driven demand. Output is expected to begin in the second half of 2028, and the project adds to a wave of global semiconductor expansion tied to data centers and accelerating memory needs.
↗Sales of Nvidia’s H200 AI chip to China approved under new US security conditions
The Trump administration approved exports of Nvidia’s H200 AI chips to China but attached new security requirements, including third-party reviews and restrictions on the share of U.S.-sold chips that can be exported. The move highlights the US effort to balance industrial competitiveness with national security concerns about advanced computing.
↗California’s Newsom accuses TikTok of suppressing anti-Trump posts and orders a state review
California governor Gavin Newsom says TikTok suppressed content critical of President Donald Trump and has launched a review of the platform’s moderation practices for potential violations of state law. TikTok’s U.S. venture blamed technical failures tied to a power outage and said the posting issues were not political.
↗Nvidia expands partnership with CoreWeave with $2 billion investment to build ‘AI factories’
Nvidia said it will invest $2 billion in CoreWeave and deepen its collaboration with the AI cloud provider as the companies plan a large-scale buildout of data center capacity through 2030. The deal highlights the escalating capital demands of AI infrastructure and the strategic importance of compute and power.
↗Nvidia edges up as investors watch Big Tech earnings for new signals on AI chip spending
Nvidia shares were modestly higher as markets focused on upcoming earnings from major tech firms and whether capital spending plans will expand further, shaping demand for AI accelerators and data-center buildouts.
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