Friday, December 26, 2025

Amazon, Microsoft, and Google pledged a combined $67.5B in Indian investments since October, 80% of those in December, as part of an AI spending frenzy in India (Pranshu Verma/Washington Post)

Pranshu Verma / Washington Post:
Amazon, Microsoft, and Google pledged a combined $67.5B in Indian investments since October, 80% of those in December, as part of an AI spending frenzy in India  —  Amazon, Microsoft and Google have pledged a combined $67.5 billion in Indian investments since October.  Eighty percent of those commitments came this month.



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Swiss Re: global premiums for insuring data centers will likely reach $20B-$30B/year by 2030; ~40% of US data-center capacity is located in tornado-prone areas (Jean Eaglesham/Wall Street Journal)

Jean Eaglesham / Wall Street Journal : Swiss Re: global premiums for insuring data centers will likely reach $20B-$30B/year by 2030; ~40%...