Big Tech’s AI Capex Just Overtook Its Cash Flow
Four hyperscalers plan $725 billion of capex in 2026, and Epoch AI’s SEC-filing data shows their combined free cash flow reaching zero around Q3 2026. Read more »
Cloud
AI Data Center Power: The Grid Bottleneck
The real limit on AI data centers isn’t making power but connecting it — why two IEA reports disagree, and how 4 to 8 year grid queues set AI’s pace. Read more »
Half of US AI Data Centers Stalled in 2026
Big Tech is spending $650 billion, yet half the US AI data center pipeline has stalled — not over GPUs, but five-year transformer waits and Chinese power gear. Read more »
SoftBank’s €75B France AI Data Center Bet
SoftBank will invest up to €75 billion to build 5GW of AI data center capacity in France, with a 3.1 GW first phase targeted for 2031. Read more »
Vercel Breach: Roblox Cheat Unlocks $2M AI OAuth Chain
The Vercel breach disclosed on April 19, 2026 started when a Context.ai employee downloaded Roblox auto-farm cheat scripts in February 2026 and got infected with Lumma Stealer. Context.ai cut AWS access in March, but an OAuth token had already escaped the vendor’s perimeter and reached a Vercel employee’s Google Workspace through an “Allow All” AI Office Suite consent. The intruder then enumerated and decrypted Vercel environment variables that customers had not marked as sensitive — exposing API keys, database credentials, and signing secrets — and a BreachForums post priced the data at $2 million days later. Next.js, Turbopack, and open-source npm packages were validated as untampered by a joint review with Google Mandiant, GitHub, Microsoft, npm, and Socket. Read more »
$12B Mira Murati Inks Google Cloud GB300 Multi-Billion Deal
Mira Murati’s $12B AI startup Thinking Machines Lab signed a single-digit billion dollar AI infrastructure deal with Google Cloud on April 22, 2026, at Google Cloud Next 2026. The agreement bundles Nvidia’s latest GB300 chips inside A4X Max virtual machines with Kubernetes Engine, Spanner, and storage services. It is the lab’s first cloud provider contract and operates as a bridge to the separate 1-gigawatt NVIDIA Vera Rubin partnership slated for early 2027. Read more »
NIST Post-Quantum Cryptography Enterprise Migration Guide
The encrypted message you sent this morning may not stay encrypted for long. The NSA, GCHQ, and ANSSI have confirmed the threat, and post-quantum cryptography is the only defense that survives Q-Day. Read more »
Rockstar Games Breach: SaaS Token Theft Hit 12 Companies
“Pay or leak.” Three words. That was the entirety of the ultimatum ShinyHunters posted alongside its claim of having breached Rockstar Games’ Snowflake data warehouse environment. The hacking group made the declaration on April 11, setting an April 14 deadline for ransom payment — or face a full public dump of stolen corporate data. Read more »
WordPress Supply Chain Attack Hits 900K Sites in 6 Hours
Six hours. That is how long it took for the most sophisticated WordPress supply chain attack on record to unfold and get shut down. On April 7, hackers compromised the update infrastructure of Smart Slider 3 Pro — a popular slider plugin with 800,000 to 900,000 active installations — and pushed a weaponized build through the official distribution channel. Read more »
$300B Nuclear Power Bet: Why Big Tech Is Going Atomic for AI
Four hundred and sixty terawatt-hours. That is how much electricity the world’s data centers consumed in 2024. By 2030, the International Atomic Energy Agency projects that figure will more than double, surpassing 1,000 TWh. Read more »