hyperscalers
Capex to Consume Nearly All Hyperscaler Operating Cash Flow in 2026
A London-based tech equity research firm projects a $600 billion gap as the largest cloud companies commit more money to data centers
Hyperscale Data Centers to Reach 67% of Global Capacity by 2031
Cloud giants rapidly expanding infrastructure as AI demand accelerates.
Gartner
Blue Origin Submits Satellite Application for Space-Based Data Centers
The application comes after Amazon criticized a similar proposal by SpaceX.
AI
States Race to Win the Tech Economy in 2026 State of the State Addresses
Here’s what 30 governors said about broadband expansion, AI growth, and online child safety.
Data Center
AWS Says Telecoms Will Outsource AI Infrastructure as On-Premises Costs Prove Prohibitive
Capital budgets already stretched across broadband and capacity are constraining room for GPU investment for the industry.
AI
Analyst: Amazon Web Services Outage Exposes Limits of Cloud Self-Regulation
Layton urged Big Tech to be held accountable and contribute to FCC programs.
AI
AI Infrastructure Boom Drives Need for Jump in U.S. Energy Production, Experts Say
AI's energy demands will require a 25% boost in U.S. electricity production over five years, experts warned.
Dateline Ashburn
Dateline Ashburn: Data Centers Drive New Energy Disputes in Northern Virginia
Dominion projects peak power demand for data centers in Virginia could rise to 13.3 gigawatts by 2038, nearly a fivefold increase in 16 years.
Energy
Trump Promotes Energy and Tech Investments at a Summit in Pennsylvania
Investments framed as part of a race against China for the most advanced deployment of artificial intelligence
Funding
Expanding Broadband Fee to Cloud Services Could Slash State GDPs, Study Finds
New study projects major economic fallout if cloud services are required to help fund USF.
Cloud
Google In Acquisition Talks For Cybersecurity Company
The deal would be Google's largest to date.
Education Department
K-12 Cybersecurity, FCC Inquiry Into Spectrum Usage and Data, 6 GHz For Wi-Fi
Cyberattacks can cost up to $1 million for schools, according to a GAO report.
2.5 GHz
Promoting Affordable Connectivity Program, Google Bars Truth Social, T-Mobile Wins 2.5 GHz Auction
Microsoft and CWA plan to host a traveling series of events promoting the ACP subsidy.
Cybersecurity
Companies Give Kudos to Amazon Web Services, As Competition in Cloud Security Heats Up
Experts praise Amazon’s cloud services, as competition in the space accelerates and as the feds tackle cybersecurity concerns.
EFF
Changes to Section 230 Might Lead To Removal of Legitimate Speech, Subtract from Historical Record
March 17, 2021 – Changes to Section 230 of the Communications Decency Act may not lead to the solution that America wants or needs, said panelists during a South by Southwest event Tuesday. Section 230 grants immunity to social media platforms for user-generated content. It’s an increasingly visible
1996 Telecommunications Act
Twitter Bans Trump, Parler Sues Amazon, Congressional Democrats Question Big ISPs
January 11, 2021 — On Friday, Twitter permanently banned President Donald Trump from the platform, citing the “risk of further incitement of violence” should he be allowed to continue to use the service. “After close review of recent Tweets from the @realDonaldTrump account and the context around th
