AI Infrastructure on Media Forum

Tech Digest: Google's £1.2B Play Store Case, Toshiba's AI Hard Drive Push, Gemini's Free Tier Cut and Valley's $340M Bluevine Deal

Sun, 04 Oct 2026 00:00:00 +0000

Google is preparing to defend itself in London against a £1.2 billion class action claiming it charged excessive fees on Android apps downloaded from Google Play since 2015. The fight is over Google’s cut of app sales and in-app purchases (up to 30%) and whether a store facing real competition could have kept it that high. Google denies the claims. The sum is big for a British court and small for Alphabet. What matters is the fee, because a finding that 30% was excessive would travel well beyond Britain.

OSINT Digest: Palantir Contracts, RT Mirror Domains, AI Debt and Russia's Retreat From Syria

Tue, 25 Aug 2026 00:00:00 +0000

Ten recent pieces, grouped by the thread that actually connects them rather than the order they went out. Some of it is procurement, some of it is money, and a surprising amount of it is the same story told at different layers of the stack.

The picture below is a decent illustration of the problem this site keeps circling. Two men stand at a wrought-iron railing above a dense hillside city, backs to the camera, everything in front of them thrown soft by a long lens. One is shooting stills handheld. The other has a Sony video body on a fluid-head tripod, shotgun mic on top, a phone clamped above the monitor, presumably running a second angle or a live feed. Between them they are operating four recording devices pointed at the same view. None of that tells you what is happening down in the streets. It tells you where they were allowed to stand, what focal length they brought, and which slice of the city fits in the frame from that terrace. Open-source work runs on the same constraint. The material is abundant, the vantage point is not neutral, and most of the analytical effort goes into working out what the position itself is excluding.

Big Tech Will Spend About $700 Billion on AI Infrastructure in 2026. The Revenue Is Not Close.

Mon, 24 Aug 2026 00:00:00 +0000

Current guidance across the largest cloud and AI infrastructure providers puts combined 2026 capital spending somewhere around six hundred and sixty to seven hundred billion dollars, roughly double last year. Google in the region of two hundred billion, Amazon similar, Microsoft not far behind, Meta well over a hundred, Oracle around fifty. Tracked AI-attributable spending has gone from about thirty billion in 2020 to several hundred billion now.

Revenue at the pure-play model developers is growing fast and remains a fraction of the infrastructure being deployed on their behalf. This is the gap everyone points at, and the way people point at it is usually wrong.

Nvidia Is Financing $105 Billion of an OpenAI Data Center It Will Also Supply

Mon, 24 Aug 2026 00:00:00 +0000

A securities filing disclosed on Monday that Nvidia will provide up to one hundred and five billion dollars in financing for an OpenAI data center in Ohio. The facility starts at 4.25 gigawatts of compute with an option on a further 3.75. Nvidia supplies the hardware. SB Energy builds and operates the site at the PORTS-Pike campus in Pike County under a twenty-year lease to OpenAI. Capacity phases in from 2028.