Security teams log 54% of successful attacks and alert on just 14%. The rest move through your environment unseen.
The Picus whitepaper shows how breach and attack simulation tests your SIEM and EDR rules so threats stop slipping by detection.
The U.S. Cybersecurity and Infrastructure Security Agency (CISA) warned today that hackers are now actively exploiting a recently patched high-severity SolarWinds Serv-U flaw to crash servers.
Serv-U is the company’s Windows and Linux file transfer software that offers Managed File Transfer (MFT) and FTP server capabilities, which allow users to securely exchange files via HTTP/HTTPS, FTP, FTPS, and SFTP.
SolarWinds released Serv-U 15.5.4 Hotfix 1 on Thursday to patch this denial-of-service vulnerability (tracked as CVE-2026-28318) and said it stems from an uncontrolled resource consumption weakness.
“SolarWinds Serv-U is susceptible to specially crafted POST requests that crash the Serv-U service without authentication using Content-Encoding: deflate,” the company said.
Remote attackers can exploit the security flaw without privileges in low-complexity attacks that don’t require user interaction.
SolarWinds also advised admins who can’t immediately deploy the patch to limit access to known addresses and to block any POST request containing “content-encoding,” since the vulnerable Serv-U service does not require this functionality.
The Internet intelligence platform Shodan currently tracks over 12,000 Serv-U servers exposed online, and Internet security watchdog Shadowserver just over 3,100, but there is no information on how many have already been patched.
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Days after SolarWinds addressed the vulnerability, CISA flagged it as exploited in the wild and added it to the Known Exploited Vulnerabilities Catalog, ordering all Federal Civilian Executive Branch agencies to patch their servers against ongoing attacks by June 19, as mandated by Binding Operational Directive (BOD) 22-01.
While BOD 22-01 applies only to U.S. government agencies, the cybersecurity agency also urged all network defenders, including the private sector, to secure their networks against ongoing CVE-2026-28318 attacks as soon as possible.
“This type of vulnerability is a frequent attack vector for malicious cyber actors and poses significant risks to the federal enterprise,” CISA warned. “Apply mitigations per vendor instructions, follow applicable BOD 22-01 guidance for cloud services, or discontinue use of the product if mitigations are unavailable.”
In recent years, multiple cybercrime and state-backed hacking groups have targeted vulnerabilities in Serv-U to steal sensitive corporate and customer data.
For instance, the Clop ransomware gang exploited a Serv-U remote code execution vulnerability (CVE-2021-35211) to breach corporate networks in a 2021 campaign. DEV-0322 Chinese hackers also deployed CVE-2021-35211 exploits in zero-day attacks starting in July 2021.
More recently, in June 2024, cybersecurity companies GreyNoise and Rapid7 tagged a Serv-U path-traversal vulnerability (CVE-2024-28995) as actively exploited.
Over the past several years, CISA has tagged 11 vulnerabilities across various SolarWinds products as actively exploited in attacks, one of which has also been abused by ransomware gangs.
Security teams log 54% of successful attacks and alert on just 14%. The rest move through your environment unseen.
The Picus whitepaper shows how breach and attack simulation tests your SIEM and EDR rules so threats stop slipping by detection.
With many communities looking to phase out gas-powered lawn mowers, companies that trade in battery-powered tools and devices are actively expanding their presence in the lawn care market. While there are plenty of plusses that come with making the shift from gas to electric, many who have taken the battery-powered plunge for their riding lawn mower have found themselves subjected to a veritable crash course in battery longevity and maintenance.
There are, of course, different types of batteries for lawn mowers these days. While more and more mowers and yard care devices are powered by rechargeable lithium-ion battery technology, quite a few riding models are still pushing old school lead-acid power. If you’re running a riding lawn mower on one of those batteries, there are matters to consider other than those you’d encounter with lithium-ion, including its CCA rating.
If you’re unfamiliar with that acronym, CCA stands for cold cranking amps. It is an important factor when it comes to batteries, as it measures their ability to start an engine in colder weather. More specifically, the rating measures whether a battery can provide a minimum of 7.2 volts to an engine for 30 seconds at 0 degrees Fahrenheit. The CCA standard was established more than five decades ago and remains a vital stat for lead acid batteries. Here are a few other things you should know about cold cranking amps.
Cold cranking amps are primarily associated with lead-acid batteries. It is an important measurement to consider on a good car battery, as well as smaller vehicles like ATVs and side-by-sides. The primary reason for that is that such vehicles are utilized far more often when temperatures reach 32 degrees or below. The fact of the matter is that lawn mowers are not often operated in such temperatures, since many grasses tend to be dormant during the winter months.
Nonetheless, folks who live in colder climates and regularly mow their lawns into the fall season would be wise to seek out a battery with a suitable CCA rating. But what exactly does that mean? In the simplest terms, the rule of thumb is that the higher the CCA rating, the better your lawn mower battery should perform in cold weather. For riding lawn mowers and small yard tractors, the numbers generally range between 150 CCA and 300 CCA, though they can fluctuate higher or lower based on the needs of the machine’s engine.
The quality of the battery may also affect its CCA abilities, as high performance models may still deliver solid cold cranking starts even if they have a lower rating. If you’re looking to purchase a battery for your lawn mower and want to upgrade its cold cranking amp abilities, you can often find the rating listed directly on the battery’s label. If you can’t find the number there, consult its product description or an in-store sales associate for help.
Full disclosure: this post is going to pose way more questions than answers. That’s because the story of the Tomb Raider remake being produced by Crystal Dynamics and its inclusion of an AI disclosure on Steam makes no sense to me.
So, let’s start at the beginning. Crystal Dynamics is making an updated version of the first Tomb Raider game and it looks pretty great from what I’ve seen. But, as gamers are now accustomed to doing, the public came to notice that the game’s Steam page included one of Steam’s mandatory AI disclosure notices. It reads thusly:
AI-assisted tools were used during development to support some early exploration and temporary development content. Any AI-assisted assets were either replaced or refined by humans in order to maintain the creative and artistic vision of the development team.
And from there, because, of course, everyone freaked out. Comments from all the corners of the internet began flooding in, swearing off ever touching this game because it was developed using AI. What AI? We don’t know. How much was it utilized? No real content there, either. But is the game going to be good? It doesn’t fucking matter, because AI was used and that’s all you need to know in order to know that this game is going to be artless pap fit only to be mocked and laughed at.
Even some gaming journalists have gotten into the habit. This is from Kotaku:
GenAI slop potentially showing up in Tomb Raider is disappointing but maybe less surprising than it should be. Phil Rogers, CEO of Crystal Dynamics’ parent company, Embracer Group, last year called genAI a “powerful technology” for “driving efficiency.” Crystal Dynamics has also undergone several rounds of layoffs, completing three just last year and one earlier in 2026.
Here you have a writer who has already reached their conclusion while having almost zero information on which to base that conclusion. They haven’t played the game. They’ve barely seen the content in the game, save for some trailers. They don’t know thing one about how AI was used, where, and in what way. But it’s probably going to be “GenAI slop”. As if there is simply no other possible outcome.
But it gets at least slightly stranger with Crystal Dynamics having responded to some of those concerns over at Eurogamer.
“At Crystal Dynamics, we leverage AI tools to help our teams iterate on ideas faster and more efficiently, while ensuring that all finished content in the final product is human-crafted. Our goal is to empower the creativity and flexibility of our developers to deliver the highest-quality experiences for players everywhere.”
This is where I get confused. If all of the content that is going to make it into the final product is “human-crafted,” then they shouldn’t even have needed to add the disclosure to their Steam page. Back in January, Steam updated its rules around its AI disclosure such that a game with an AI disclosure must have AI-generated content that is either in public marketing materials for the game or in the final product and with which the player of the game interacts in order to require the disclosure.
In its submission form, Valve now specifies that game publishers must disclose pre-made generative AI assets only when used in marketing materials or content that “ships with your game, and is consumed by players.”
In other words, Steam’s disclosure requirement is not concerned with generative AI tools used behind the scenes for efficiency gains (presumably including coding helpers) or office work, but with things like final art, sound, and writing.
Now, I’ll just note that there is a subtle difference in the disclosure notice and Crystal Dynamics’ statement. The former indicates that the game may include AI-generated assets that were then iterated upon by a human developer. The latter seems to say the opposite, where everything in the final game will be “human-crafted”. So… which is it?
As I said from the start, more questions than answers is all I have at the moment. But if the gaming public is going to freak out at the mere mention of some AI being used in some way, somewhere within every new video game that comes out, then this is going to be a very annoying time in which to be a gamer.
Filed Under: ai, tomb raider, video games
Companies: crystal dynamics
A Chinese espionage group tracked as UNC5221 has been accessing Microsoft 365 environments using the Brickstorm backdoor and previously undocumented malware named Plenet and AgentPSD.
An investigation into the incident revealed that the threat actor had gained access to the victim network at least 18 months before detection, and had also compromised the victim organization’s managed services provider (MSP).
UNC5221 is also tracked as VerdantBamboo and has been involved in attacks that exploited zero-day vulnerabilities in edge devices since at least 2023.
The threat actor used the Brickstorm backdoor undetected in the environments of various targets in the United States for more than a year until the breaches were discovered around March 2025.
Researchers describe Brickstorm as “an advanced malware implant.” Initial variants were written in Golang, then new variants emerged, written in Rust.
In April 2024, Google documented UNC5221 activity using the backdoor, and then again in September 2025, describing attacks against legal services, software-as-a-service providers, business process outsourcers, and technology companies.
CISA warned about Brickstorm being deployed by Chinese hackers against VMware vSphere servers, and, more recently, Google reported that it was deployed by UNC6201 against Dell RecoverPoint for Virtual Machines.
Volexity researchers responding to an incident last year found that VerdantBamboo compromised an Egnyte Storage Sync system and accessed it periodically through the victim’s web SSL VPN.
From this foothold and using Brickstorm proxying features and stolen credentials, the threat actor accessed the organization’s Microsoft 365 enevironment.
“Volexity assesses with high confidence that this was done to blend in with legitimate network traffic and evade Conditional Access policies that would have otherwise prevented access,” the researchers said.
Later, Volexity discovered that the hackers had spent at least 18 months on the network before being detected. Furthermore, VerdantBamboo breached the organization again after the researchers completed the remediation efforts.
In the second intrusion, the attackers used stolen credentials to enable and configure SSL VPN access on the victim’s firewall, then connected to internal systems and deployed additional custom malware to a Synology NAS device.
This triggered an investigation at the customer’s MSP, where Volexity found that VerdantBamboo had planted a BSD variant of Brickstorm on a pfSense firewall.
“Volexity concluded that this firewall, like the victim organization’s Storage Sync system, had also been compromised at least 18 months earlier.”
The researchers have medium confidence that the attacker pivoted from the MSP into the victim organization’s environment.
Brickstorm was then deployed to the victim’s Egnyte Storage Sync appliance and to a retired Linux GroupWise email archive server.
Once the attackers returned a few days later and re-established access to the victim’s infrastructure, they deployed the custom malware Plenet to a Synology NAS appliance.
Plenet, also tracked as “Grimbolt” by Google, is a cross-platform .NET-based backdoor that offers interactive shell access, remote command execution, file manipulation, and command-and-control (C2) server switching.
The researchers note that Plenet is similar in design to Brockstorm, using the WebSocket protocol for C2 communications and a multiplexing library for simultaneous data streams to the server.
AgentPSD is a simple Python-based reverse shell utility that Volexity believes VerdantBamboo used as a fallback persistence mechanism if other malware was no longer accessible.
The researchers discovered that AgentPSD was configured to connect to a different domain than the one Brickstorm used. However, the malware was never used as Brickstorm was still running, which supports the assessment that AgentPSD was a secondary access mechanism.
During the investigation, Volexity tried to discover the infrastructure related to VerdantBamboo. The researchers created a fingerprint to identify IP addresses and domains Brickstorm used for C2 communication.
Although multiple machines were identified, the threat actor took the infrastructure offline before the researchers could reveal other systems.
“Between September 18 and September 23, all of the servers previously matching this pattern turned off their services on port 443.”
Around that time, Google also published a new report on Brickstorm’s activity, which may suggest that the attacker was aware of their operations being under investigation.
Volexity’s describes VerdantBamboo/UNC5221 as “a highly sophisticated threat actor” that mixes living-off-the-land techniques and malware and targets systems that do not support endpoint detection and response (EDR) solutions.
The researchers compiled a list of indicators of compromise (IOCs) linked to the investigated UNC5221 campaign and published them here.
Security teams log 54% of successful attacks and alert on just 14%. The rest move through your environment unseen.
The Picus whitepaper shows how breach and attack simulation tests your SIEM and EDR rules so threats stop slipping by detection.
Duck Detective studio Happy Broccoli is back with a creepy-cute mystery.
Apple Crumble is an eccentric attempted-murder mystery starring you and your closest family members, and it’s coming to Steam later in 2026. The new title from Duck Detective studio Happy Broccoli Games is an investigative walking sim about figuring out who’s trying to kill your grandmother at her 84th birthday celebration. Is it your mom? Your deluded uncle? The strange man in your bedroom? You? There’s a lot going on here, for such a small family gathering.
In Apple Crumble, you walk around your childhood home examining objects and talking with your weirdo family members, trying to uncover who’s behind the brewing grandma murder plot. It’s all a little bit Agatha Christie or Knives Out, with a touch of MOUTHWASHING for good measure, according to Happy Broccoli.
The game’s reveal video, which premiered in the Day of the Devs summer showcase, is delightfully dark and supremely silly, with a cartoonish 3D art style that looks like a lot of fun to poke around in. The whole thing looks like a cozy, sassy and slightly unnerving experience, perfect for those creepy-cute days.
Happy Broccoli’s Duck Detective: The Secret Salami is highly rated on Steam with a 5 full stars and nearly 5,000 positive reviews. It seems the biggest complaint about the game is the fact that it’s too short, which is actually a compliment if you look at it sideways. Duck Detective takes about two hours to complete, three if you’re leisurely quacking around, and Apple Crumble is 60 to 90 minutes in play time, according to Happy Broccoli Games. Prepare to lock in for a short-and-sweet mystery once again, complete with full voice acting and oddball characters.
Former OpenAI CTO Mira Murati made her first major public appearance in 18 months, previewing Thinking Machines Lab’s “interaction models” and arguing that the AI industry lacks structural governance checks. She also addressed researcher departures and reflected on the 2023 Altman firing.
TL;DR
For someone who helped ship ChatGPT, DALL-E, and Codex, Mira Murati has been remarkably quiet. On Thursday, she broke the silence. Sitting down with Bloomberg’s Emily Chang in San Francisco, the CEO of Thinking Machines Lab gave her first major media appearance in roughly 18 months, a carefully managed re-entry into a conversation that has moved at breakneck speed without her.
The timing was not accidental. Thinking Machines has spent that year and a half raising $2 billion, securing a gigawatt of Nvidia Vera Rubin compute, shipping one product, and losing a troubling number of the researchers it hired to build the next one. The AI landscape Murati left behind when she departed OpenAI in September 2024 looks nothing like the one she re-entered on Thursday.
Murati used the appearance to preview what Thinking Machines is calling “interaction models,” a fundamentally different kind of AI interface. Rather than the prompt-and-response format that defines most AI products, the company’s models are designed to process continuous streams of audio, text, and video in 200-millisecond intervals.
The pitch is that these models can pick up on the texture of human communication: interruptions, mid-thought corrections, pauses. The technical term is “full duplex,” and the company claims its TML-Interaction-Small model responds in 0.40 seconds, roughly the speed of natural conversation. It fits Thinking Machines’ founding thesis that powerful AI requires closer human collaboration, not less of it.
Murati was careful to frame this as a first step. She declined to put a release date on anything, and she positioned the work alongside Tinker, the company’s API for fine-tuning open-source models, which launched in October 2025 and remains its only shipping product.
Chang pressed Murati on what has quietly become the company’s most visible problem: a string of high-profile departures. Co-founder and CTO Barret Zoph, co-founder Luke Metz, and founding team member Sam Schoenholz all returned to OpenAI in January. Five founding members have gone to Meta, reportedly lured by compensation packages that reach into nine figures.
Murati downplayed the exits. Building a frontier AI lab from scratch compresses years of normal organisational volatility into months, she said. She acknowledged that the nine-figure packages now standard in the AI talent war capture imaginations, but suggested compensation is rarely the whole story.
“When I wake up in the morning, I am not thinking about how to kill the competitor,” she said, drawing laughter from the audience. The line was disarming, but the competitive reality is stark. OpenAI is everywhere. Anthropic has raised $30 billion and reportedly attracted investor offers at an $800 billion valuation. Elon Musk’s xAI has been folded into SpaceX ahead of a record IPO. In that environment, staying quiet has costs.
Chang asked about the episode that first made Murati a public figure: the chaotic five days in November 2023 when OpenAI’s board fired Sam Altman and Murati became interim CEO. Inside OpenAI, the incident came to be called “the blip.”
Murati said she felt clear about her decisions in each moment, that protecting the mission and the team was the thread that made the choices feel obvious even as the situation looked like it was falling apart from outside. She said the company would have “imploded” without her involvement through that stretch. But she acknowledged that clarity of intent is not the same as clarity about consequences, and said she would have pushed harder for more information, a better transition plan, and more transparency.
Asked whether she still trusts Altman, she sidestepped. What she offered instead was more interesting: a broader argument about the concentration of consequential decisions in too few hands, not just at OpenAI but across the industry. Her concern, she said, is less about the character of any individual leader and more about the absence of structural checks. Good people make bad calls. Well-intentioned organisations drift.
On the future of AI broadly, Murati pushed back on both the dystopian and utopian framings. Neither outcome is predetermined, she argued. The period we are in right now is the one that will determine which way things go.
But she returned, more than once, to a theme that connects her governance critique to her product philosophy: if humans take their hands off the wheel too soon, the future will look very different, and not better. It is a position that sits comfortably with her company’s thesis about human-AI collaboration. Whether it can survive contact with a market that rewards speed, scale, and tens of billions in capital over caution is the question Murati did not answer on Thursday.
She does not need to answer it yet. But with one product shipping, a team that keeps shrinking at the top, and competitors that grow louder by the week, the window for quiet conviction is closing.
There are dozens of LED hair-growth gadgets on the market, ranging from a $50 product on AliExpress that’s been shopped onto a model to comically bad effect to the $2,500 Capillus Spectrum, which boasts an aggressive array of laser diodes. Contrary to what I would have suspected, women are actually the current dominant consumer group for LED hair-regrowth therapy. As it was explained to me, women are accustomed to spending money on their appearance, and thinning hair is often experienced as a crisis. Men, on the other hand, tend to take the path I did and buzz it all off, then go about their day.
Photograph: Martin Cizmar
I agreed to test the FDA-cleared GroWell, which sits in the middle of the price range at $550. It contains a total of 63 diodes, including 24 lasers and 39 LEDs. Beyond its attractive price point, comfortably between sketchy drop shippers and well-marketed products that cost nearly as much as the top-end MacBook Pro, the GroWell stands out for offering treatment at a level supported by clinical research without an overkill approach that can be counterproductive.
Also, unlike the helmet-style caps on the market, it’s an insert attached to a control unit with a small 1,800 mAh Li-ion battery, which GroWell says should be good for several years of regular use. Because it’s in three small pieces (a control pack that’s the size of an old Motorola Razr, a USB-C cord, and a flat pad that’s only as thick as a piece of cardboard), it’s easy to fold up and pack on a trip. That’s clutch, as you don’t want to miss treatments when traveling. (Note that if you stop using the device, your follicles will return to their previous state.)
It couldn’t be easier to use: Tuck the light pad inside the provided cap or one of your own, connect it via USB-C to the control module, and press the button. It will light up for the next 25 minutes while you go about your business. Because it goes in your own hat, the fit may not be perfect, and I did find myself adjusting it a bunch, which probably wouldn’t happen with some of the helmet-style devices.
In a 2013 study, the levels and duration provided by GroWell with every other day of use over 16 weeks helped everyone who participated in the study regrow some hair, on average 35 percent more for men and 37 percent for women. The same study showed that using more powerful lasers for longer may actually stunt growth a bit. I’m only estimating here, but I would guess I have at least 30 percent more hair than I would have without the treatment, and maybe more.
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A couple of years after petitioning the European Commission to address Microsoft’s “dark patterns” that limit consumer choice, the Browser Choice Alliance is taking a more confrontational stance. The coalition of browser developers has warned Microsoft that enough is enough, urging the company to fundamentally change its approach to the…
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Brave says its new “Origin” package delivers a premium web experience, but the one-time fee applies to all supported platforms except Linux. The San Francisco-based company developed Origin in response to user demand, pitching it as a fast, private browsing tool, and a new way to financially sustain the broader…
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Blackstone-backed AirTrunk plans to invest $30 billion in India by 2030, building 5GW of data centre capacity across multiple states. The announcement comes six weeks after AirTrunk entered India through its acquisition of Lumina CloudInfra.
TL;DR
Six weeks ago, AirTrunk did not operate in India. Now it wants to spend $30 billion there.
The Blackstone-backed hyperscale data centre operator announced on Thursday that it plans to invest more than INR 3,000 billion ($30 billion) in India by 2030, building over 5 gigawatts of digital infrastructure capacity across multiple states and union territories. The figure represents planned spending, not committed capital, and the four-year timeline leaves considerable room for adjustment. Still, if executed, the programme would rank among the largest digital infrastructure commitments in the country’s history.
Prime Minister Narendra Modi publicly welcomed the commitment, saying it would strengthen India’s position as a global hub for cloud computing and AI. The endorsement followed meetings between AirTrunk founder and CEO Robin Khuda and federal and state government officials in Maharashtra and Andhra Pradesh.
AirTrunk entered India in April through the acquisition of Lumina CloudInfra, which gave it a 600-megawatt development pipeline across Mumbai, Chennai, and Hyderabad. The new $30 billion plan represents a dramatic escalation of that position.
The centrepiece is a 3GW campus at the Raigad Penn Growth Centre on the outskirts of Mumbai, for which AirTrunk has signed a letter of intent for land allotment with the Maharashtra government. According to a single industry report, that project alone carries an estimated price tag of $21 billion, though the figure has not been confirmed by AirTrunk or the Maharashtra government.
“Capital is mobile, and India is creating the conditions for it to thrive,” Khuda said. “India is taking a top-down approach to AI with clear government-led initiatives, a world-class talent pool, and massive availability of renewable energy.”
India’s data centre market has been accelerating since 2024, but the pace of new commitments in 2026 has been extraordinary. Google has pledged $15 billion for a southern Indian data centre hub. Microsoft has committed $17.5 billion. Amazon is targeting up to $35 billion by 2030. The Adani Group has reportedly outlined a $100 billion programme through 2035, including a 5GW renewable-powered hyperscale platform, though those figures come from industry reports rather than a formal company commitment.
The government has matched the private capital with policy. India’s February budget introduced a 20-year tax holiday through 2047 for foreign technology firms using Indian data centres for global cloud services. The IndiaAI Mission has received approximately £1 billion ($1.2 billion) in funding, and the India Semiconductor Mission has been backed with approximately £7.5 billion ($9 billion).
AI-related colocation leasing more than doubled to 348MW in the past year, now accounting for nearly 20% of total demand. Between March 2025 and April 2026, operators announced roughly 30 large projects adding about 3.5GW of planned capacity across the country. Schneider Electric expects its India data centre business to become its single largest unit within three to five years.
AirTrunk is the vehicle through which Blackstone is making its largest infrastructure play in the Asia-Pacific region. The private equity giant acquired AirTrunk in December 2024 for an implied enterprise value of over A$24 billion ($16 billion), alongside Canada Pension Plan Investment Board, which took a 12% stake. It was the largest data centre transaction in history at the time.
Blackstone has since been expanding AirTrunk’s footprint aggressively. The platform now spans more than 3GW of operating and planned capacity across 20 campuses in six regions: Australia, Singapore, Japan, Malaysia, Hong Kong, and India. Separately, Blackstone is seeking up to $1.75 billion in a NYSE IPO for its Digital Infrastructure Trust, packaging hyperscaler-leased AI data centres as a public REIT.
The India push fits a clear pattern. Blackstone had already committed approximately $11 billion to Indian data centres through Lumina before the AirTrunk acquisition. The new $30 billion figure nearly triples that exposure.
The numbers are staggering, but so is the gap between announcements and operational capacity. India’s total live IT capacity exceeded 1.6GW by the end of 2025, the product of years of cumulative buildout. Just 371MW was added in 2025 alone. AirTrunk’s proposed 5GW, combined with the commitments from Google, Microsoft, Amazon, and Adani, would require India to build more capacity in the next four years than it has built in its entire history, several times over.
The discussions between Khuda and government officials reportedly focused on precisely the bottlenecks that could slow that buildout: access to reliable and cost-effective power, renewable energy, sustainable water supply, talent development, streamlined approvals, and coordination between state and federal governments on strategic infrastructure.
India is not the only country chasing hyperscale AI infrastructure investment. Malaysia, Saudi Arabia, and several European nations are offering competing incentive packages. AirTrunk itself recently expanded its Malaysian platform to over 700MW. The $30 billion figure signals intent, but the timeline to 2030 leaves room for the kind of recalibration that large infrastructure programmes routinely undergo.
What is not in question is the direction of travel. Whether the final number is $30 billion or something smaller, India is rapidly becoming one of the world’s primary construction sites for the physical infrastructure that AI requires. The question is whether the country’s grid, water supply, and planning systems can keep pace with the capital flooding in.
Ahead of its upcoming IPO, SpaceX announced that Google will pay the company $920 million per month for access to roughly 110,000 Nvidia GPUs and related compute infrastructure. Google says the agreement is short-term “bridge capacity” to meet stronger-than-expected demand for Gemini Enterprise, while SpaceX is using deals like this and its Anthropic contract to bolster its pitch for a historic public offering. TechCrunch reports: The deal is similar in length and scope to the one SpaceX announced with Anthropic in late May. As part of that deal, Anthropic agreed to pay SpaceX $1.25 billion per month through 2029 to rent all the available compute from its Colossus 1 data center near Memphis, Tennessee that xAI — now part of SpaceX — originally built for its own artificial intelligence efforts.
Google’s deal appears to be paying for roughly half the amount of compute that Anthropic has access to at Colossus 1. SpaceX didn’t say which specific data center Google would be using. CEO Elon Musk has previously suggested his company would reserve the Colossus 2 data center for xAI. Anthropic was significantly limited in its compute capacity prior to its deal with SpaceX, raising usage limits on the same day the deal was announced. Google is in a very different position, with some estimates naming it as the world’s largest single owner of AI compute.
[…] Also like the Anthropic deal, the agreement with Google includes a cancellation clause. Both SpaceX and Google have the option to terminate the agreement with 90 days notice after December 31, 2026. Google’s access to the data center will ramp up “through September at a reduced fee,” according to the filing. “If we fail to deliver access to the committed amount of GPUs by September 30, 2026, then following a one-month grace period, Google may immediately terminate the agreement or accept the number of GPUs provided” with a reduction in the monthly fees, it reads.
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