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China next-gen solar tech curb to impact SpaceX AI computing plan

19 October 2026 at 20:38

Beijing has proposed banning exports of the technology used to make next-generation solar cells, a move that could complicate United States technology guru Elon Musk’s plan to expand into space solar power. The ban, which covers production technology for perovskite and tandem solar cell modules, is part of a proposal by China’s Ministry of Commerce […]

The post China next-gen solar tech curb to impact SpaceX AI computing plan appeared first on Asia Times.

Spain’s Ceuta Migration Crisis Tests EU Asylum Rules as Thousands Await Decisions

19 October 2026 at 18:46

Spain’s government has declared that the first phase of its emergency response to the Ceuta migration crisis has been completed, following the arrival of an estimated 80,000 migrants from Morocco at the end of July.

Interior Minister Fernando Grande-Marlaska said on Friday, 16 October, that approximately 12,000 people had returned voluntarily to Morocco since August, while the authorities had expanded facilities to process asylum applications and return decisions.

Nevertheless, substantial administrative and humanitarian challenges remain in the Spanish enclave, particularly concerning people awaiting decisions on their legal status and unaccompanied minors. The situation has become an important test of the European Union’s revised migration and asylum legislation.

Unprecedented crossings at the African border

The crisis began on 30 July, when tens of thousands of people entered Ceuta from Morocco by land and sea following the circulation of misleading information on social media about access to Spanish territory.

According to an October briefing by the European Parliament’s Research Service, approximately 80,000 people crossed into the enclave during the incident, overwhelming local reception facilities and creating an emergency at one of the EU’s few land borders with Africa.

A subsequent European Parliament resolution referred to at least 141 deaths associated with the crossings, although the initial figure reported by Spanish authorities was lower. The exact number of people who crossed and the final death toll have remained subjects of uncertainty.

Most entrants returned to Morocco within days. However, thousands remained, leaving Spain responsible for assessing individual claims, arranging lawful returns and providing appropriate accommodation.

Ceuta’s geographical position complicates these procedures. Although the enclave is Spanish and forms part of the EU, travellers departing for mainland Spain remain subject to specific controls at its ports and airports.

Spain expands its processing capacity

During a visit to Ceuta on 16 October, Grande-Marlaska defended the government’s management of the emergency and announced that additional police resources would substantially increase administrative capacity.

The expanded temporary reception and processing facilities at El Tarajal are intended to handle at least 100 files daily, including applications for international protection and return procedures.

According to figures presented by the Interior Minister, approximately 1,200 applications for international protection had been formally submitted, with around 700 decisions already issued.

He also rejected allegations that the authorities had conducted concealed or involuntary returns, insisting that departures to Morocco had followed voluntary decisions or the appropriate legal procedures.

The minister said more than 500 expulsions had been executed through judicial or administrative decisions in recent months. These are distinct from the approximately 12,000 voluntary returns recorded since August.

The treatment of unaccompanied minors remains contentious. The European Parliament’s research briefing estimated that around 1,100 such minors were in Ceuta, including some who arrived before the July emergency.

Responsibility for their care has generated disagreement between the Spanish central government and Ceuta’s autonomous administration, particularly over guardianship, identification and the distribution of minors to other regions.

New EU asylum system faces a practical test

The EU Pact on Migration and Asylum, which began applying in June 2026, was designed to strengthen external border procedures while establishing clearer responsibilities for Member States.

Its provisions include identity and security screening, accelerated procedures for certain asylum applications and a solidarity mechanism allowing countries to support those facing disproportionate migration pressures.

Under the screening rules, the authorities generally have up to seven days to complete the initial checks required for people apprehended after irregular entry.

However, the Ceuta emergency demonstrates the difficulty of applying individual administrative procedures when arrivals occur in exceptionally large numbers within a short period.

The geographical concentration of arrivals means that adequate staffing, interpretation, legal assistance and reception facilities become essential to ensuring the system operates within its prescribed deadlines.

Spain requested assistance from Frontex, Europol and the European Union Agency for Asylum in August. The Commission subsequently announced €114.7 million in emergency assistance in September.

Political dispute over migration policy

The crisis has widened divisions between European governments over border enforcement and the regularisation of migrants already living within the EU.

Italy and several other Member States have questioned whether Spain’s separate regularisation programme could encourage further irregular migration. Madrid rejects the suggestion that the programme caused the Ceuta crossings.

The Spanish scheme covers only people who met the residence requirements by the end of 2025. Those who arrived during the July 2026 crisis are not eligible.

European Parliament members also adopted a resolution in September calling for stronger protection of the EU’s external borders and greater cooperation with Morocco. The resolution characterised the crisis as involving the possible instrumentalisation of migration, although Spain has said it has no evidence establishing Moroccan government involvement.

The continuing administrative backlog, the position of minors and the effectiveness of EU assistance will determine how quickly Ceuta can return to ordinary border operations.

Beyond Spain, the episode raises a practical question for Brussels: whether Europe’s new asylum framework can maintain border controls and individual legal safeguards simultaneously during an exceptionally large and sudden influx.

“Todos os miúdos” dos EUA vão ser acionistas da SpaceX (mas Musk não diz como)

By: ZAP
19 October 2026 at 18:20
Elon Musk prometeu dar uma ação — “a primeira de muitas” da SpaceX a cada criança dos Estados Unidos: são mais de 10 mil mihões de dólares. O bilionário Elon Musk anunciou esta segunda-feira que vai oferecer uma ação da SpaceX a todas as crianças dos Estados Unidos no próximo ano. A promessa poderá representar uma distribuição de ações avaliada em mais de 10 mil milhões de dólares, mas o empresário não explicou como pretende concretizá-la. “No próximo ano, darei uma das minhas ações da SpaceX a cada criança dos Estados Unidos. Esta será a primeira de muitas”, escreveu o

Why Russia's war on Ukraine's data centers could backfire on Moscow

19 October 2026 at 17:59

Russian strikes on Ukrainian data centers could backfire, experts have told the Kyiv Independent, as Kyiv's retaliatory attacks have exposed vulnerabilities in how Moscow has organized IT infrastructure.

On Sept. 23, a Russian attack damaged a Kyiv data center housing network equipment for internet provider UTELS, causing service

Matt Gaetz Lawsuit Shows How Twisted the Term 'Sex Trafficking' Has Become

19 October 2026 at 17:40
Former Florida Congressman Matt Gaetz | Dominic Gwinn/ZUMAPRESS/Newscom

Matt Gaetz resigned from the U.S. House of Representatives in November 2024, shortly before the House Ethics Committee released a report accusing him of having sex with a 17-year-old girl in 2017, when he was 35, and "regularly pa[ying] women for engaging in sexual activity with him." The probe was widely discussed as a sex trafficking probe, but the ethics committee "did not find sufficient evidence to conclude that Representative Gaetz violated the federal sex trafficking statute," per its report.

Now two women have filed a civil lawsuit accusing Gaetz of sex trafficking.

The suit, filed in the U.S. District Court for the Middle District of Florida, says that Gaetz and two other men (Joel Micah Greenberg and Christopher Dorworth) broke federal anti-trafficking laws by using "their public office, power, and wealth to prey on the economic vulnerability" of Jane Doe 1 and Jane Doe 2.

Gaetz, who now hosts The Matt Gaetz Show on One America News Network, said many of the suit's allegations against him are false. "The lawsuit relies almost exclusively on a Congressional Committee report that didn't allow me to confront my accusers," he said. "Now I will finally have that chance."

On X, Gaetz posted an image of three women in bikinis seated next to bottles of beer and looking at the ocean and wrote "Jane Doe Strikes Again! Two adult women sued me today alleging they were sex trafficked to the Bahamas. I'm shocked nobody responded to their repeated cries for help, posted to instagram."

Jane Doe Strikes Again! Two adult women sued me today alleging they were sex trafficked to the Bahamas. I'm shocked nobody responded to their repeated cries for help, posted to instagram. https://t.co/HPvX2xypzs

— Matt Gaetz (@mattgaetz) October 15, 2026

This does not seem like especially helpful behavior from a public relations perspective, to say nothing of whether it's legally wise to for Gaetz to be posting to social media about the suit against him.

But Gaetz's point isn't entirely off base. The actions described in the suit against him are hardly what most people would consider sex trafficking.

Jane Doe 1 and Jane Doe 2 were adult women willingly advertising on Seeking Arrangement, a site aimed at connecting young women with rich men for mutually beneficial relationships. And by their own account, that is what went down. They were taken on trips and paid thousands of dollars while hanging out, partying, and having sex with Gaetz and his friends.

Needless to say, advertising on a sugar baby website does not make you fair game for forced prostitution or sexual assault. But nowhere in the lawsuit are forced prostitution or sexual assault alleged.

Instead, we get sentences like this: Gaetz and the other defendents "led [Jane Doe 1] to believe they could solve her financial problems as long as she kept performing sexual acts for them and their associates," states the suit. But "the money never came as a single payment that would have solved Jane Doe 1's financial issues."

So…it's sex trafficking because he didn't pay her enough at one time? I don't think that's how the law works.

Overall, it's a stretch to say that Gaetz's actions as described in this suit fall under the scope of the federal Trafficking Victims Protection Reauthorization Act. Under federal law, sex trafficking must involve an element of force, fraud, or coercion, and/or must involve commercial sex involving someone who is under age 18.

In this case, both alleged victims were in their 20s at the time of the alleged trafficking. No element of force or fraud is claimed. And the type of "coercion" alleged seems more appropriate for a college debate than a courtroom.

There was no suggestion that harm would come to the women or their families, that a job or housing would be lost, or that failure to engage in sexual activity with Gaetz and his friends would result in some sort of other (physical, reputational, legal, etc.) harm befalling them. There was nothing on Gaetz's end that would seem to arise to "coercion" under federal trafficking statute, which defines it as involving "threats of serious harm to or physical restraint against any person," a scheme to make someone believe that serious harm will befall them if they don't comply, or abuse or threatened abuse of the legal process.

The suit contains a lot about Greenberg—a former tax collector who is in prison after pleading guilty to charges that include sex trafficking—and comparatively little about Gaetz. It seemingly attempts to make up for the lack of direct allegations against him by noting findings from the Ethics Committee, even though that committee specifically said it could not find evidence of sex trafficking.

Gaetz is accused of having sex with Jane Doe 1 at a party while Jane Done 1 was on MDMA. But the suit does not accuse Gaetz of foisting drugs on her, simply saying "controlled substances circulated at the party, and Jane Doe 1 took MDMA during the evening." Nor does it say that anyone forced Jane Doe 1 to be at the party or to have sex with Gaetz.

Gaetz is also accused of paying Jane Doe thousands of dollars—never directly after sex or as a direct quid pro quo, but during the same time period during which he was having sex with her. The payments were labeled things like "Being my friend," "Being awesome," "Here," and "Just because," the suit says.

And Gaetz is accused, along with the other defendants, of paying to fly Jane Doe 1 and Jane Doe 2—whom Greenberg met through the sugar baby website and introduced to Gaetz—"to Venice Beach, Miami, Las Vegas, the Florida Keys, the Bahamas, and New York City" and paying for their hotel rooms. The suit does not say that they were forced or coerced on these trips, merely that the trips exposed them to "men they would never otherwise have met, and every part of that access, from the flights to the hotel rooms, was paid for by men, including the Defendants, who expected sex in return."

The women's lawyer told the Associated Press that there was "an exploitative power imbalance," because on one side you had a congressman and some other powerful men and on the other "young financially vulnerable women in their early twenties."

Morally speaking, that might be relevant. And for a congressman, it may have been grounds for sanction. But the fact that these women were younger and less financially successful does not make a relationship between them and Gaetz de facto "coercive" or illegal.

Age gaps in relationships—even substantial ones—are not outlawed. And relationships in which an older man is attractive precisely because he has more money and power than the younger female involved, and offers to spend it lavishly, are not uncommon. The idea that this violates federal criminal law simply showcases how distorted our ideas of sex trafficking have become.


In the News

Children have a fundamental right to access the internet, says India's Supreme Court. The Free Press Journal reports:

"The safety of our children and their freedom are not at odds with each other. Our children are entitled to both," the court observed.

The bench explicitly recognised the right to access and use the internet as a fundamental right under Article 21, which protects life and personal liberty, read with Article 19(1)(a), which guarantees freedom of speech and expression.

Meanwhile, in the U.S.: "A federal appeals court panel has ruled that Florida's 2024 law restricting access to social media for teens is likely constitutional and can continued to be enforced while the legal challenge continues," notes the Florida Phoenix.

We were promised REPEATEDLY that age-verification law was narrow, and would ONLY apply to porn. But— as we warned —it was always a ruse.Since conservatives got their ruling in FSC v Paxton, they've pushed to age-gate anything and everything. It's not going to stop with social media or chatbots.

— Mike Stabile (@mikestabile.bsky.social) 2026-10-15T18:24:17.874Z

Florida isn't just using legislation to go after young people's internet freedom more broadly:

Florida is using litigation to implement digital ID through universal age verification - one platform at a time.

Florida's lawsuit against Discord is so far, the most aggressive, in pursuing age verification and surveillance under the guise of "protecting kids."

— Protecting Kids Online (@PKOproject) October 18, 2026

'Appropriate safeguards.' A small change in the language of the Apple App Store's app review guidelines could portend big changes. Via 9to5Mac:

Under Section 1.2, which covers user-generated content, the guidelines now read (changes in bold):

Apps that enable users to create, generate, upload, share, or otherwise contribute content present particular challenges, including intellectual property infringement, nonconsensual intimate imagery, and anonymous bullying.

Apple's new terms add that "Developers who fail to implement appropriate safeguards or fail to remediate identified violations after notice may be considered in violation of the Developer Code of Conduct."

The change is being reported as a crackdown on "nudification" apps, and that certainly seems to be part of it. But the language about going after "developers who fail to implement appropriate safeguards"—combined with the broad warning about user-generated content—could signal a broader intent to crack down on social media platforms and other types of apps that don't implement ID verification or engage in more intense content moderation.


On Substack

Don't sacrifice due process to outrage. We can't let anger over allegations of gang rape at Cornell convince us to re-implement old Title IV policies that disregard due process, writes Robert Shipley of the Foundation for Individual Rights and Expression:

There's a groundswell of demand to "do something" in the wake of the sexual assault claims at Cornell. But amid the outrage and concern over the incident, it's critical to remember that one attempted remedy we actually know will not work is to return to a campus justice system in which the burden of proof is on the accused and basic civil liberties are cast aside. That social experiment has already been run. It failed.

Title IX, the law against sex discrimination in federally funded education programs, was passed in 1972. Debates at the time focused on how it would affect single-sex colleges and college athletics. Explicitly aimed at sex discrimination, the text of the law itself mentions neither sexual assault nor sexual harassment. Those became matters for Title IX gradually over the next couple of decades, as courts determined that sexual assault and sexual harassment were both forms of sex discrimination, and therefore covered under Title IX.

The Jane Doe lawsuit against Cornell and the accused students (as well as a fraternity, a sorority, and a local bar) hit national news at nearly the same time that the Trump administration officially removed the Biden-era regulations from the Federal Register. While almost certainly not related, some have connected the two, citing the Cornell incident to argue that regulations surrounding Title IX need to be changed again to reduce due process protections for the accused.

More here.


Read This Thread

Not to pick on Sam here, but this is a useful point to highlight some of the impossibility of trust & safety work. Meta actually used to have a program *exactly* like this, BUT it became a central feature of Frances Haugen's Facebook Files as an example of Meta being evil.I'll explain…

— Mike Masnick (@masnick.com) 2026-10-17T20:27:37.894Z


More Sex & Tech

• A new pair of high-tech sunglasses from Meta "can read your mail, describe the person in front of you, tell you what is on a restaurant menu, and help you find your way home," writes Reason's Reem Ibrahim. "For the approximately 700,000 Americans who are blind, it is potentially life-changing."

• "The Supreme Court of Canada has upheld a decision ordering new trials for two people facing human trafficking and sexual services offences, after concluding they should have been able to cross-examine a complainant about the commercial aspect of her prior sex work," reports The Canadian Press. "The case looked at the application of section 276 of the Criminal Code, known as the rape shield law, which limits use of evidence about a complainant's sexual history in court proceedings."

• Markets in everything:

This website lets you attend the wedding of complete strangers

Couples list their weddings and users can buy a ticket to attend https://t.co/8b7EawyFod

— Dexerto (@Dexerto) October 18, 2026

• Reclaim the Net explains Germany's new digital ID.

• The People First Transportation Alliance has been campaigning against robot taxis in D.C. "But just who is behind the group remains unclear, even as it has sought to sway the outcome of a contentious issue with vast sums of money and thousands of jobs at stake across the country," reports The Washington Post.

• From Reason's Meagan O'Rourke: In a race that could flip the U.S. House of Representatives, nobody wants to be the pro-tech candidate.

• A proposed App Store Accountability Act in Idaho "is a de facto digital ID," warns Julie Barrett.

The post Matt Gaetz Lawsuit Shows How Twisted the Term 'Sex Trafficking' Has Become appeared first on Reason Magazine.

AI firm Anthropic to commit 5% of shares to fund for ‘public good’

19 October 2026 at 13:51

The $48bn giveaway comes amid concerns about the tech and as the company prepares for a stock market listing

Anthropic has said it will commit 5% of its shares to a fund for the “public good”, as the AI developer behind the Claude chatbot seeks to bolster its appeal before its stock market listing.

The company announced it would commit the shares, worth around $48bn (£36bn) at its latest valuation in May, subject to shareholder approval. It will add a further 2% of its stock to the fund for every 50% increase in its value above an undisclosed baseline.

Continue reading...

© Photograph: Dado Ruvić/Reuters

© Photograph: Dado Ruvić/Reuters

© Photograph: Dado Ruvić/Reuters

Amazon knows how to build big. The AI boom is testing just how big it can go.

19 October 2026 at 10:00
Prasad Kalyanaraman, vice president of infrastructure services at Amazon Web Services
Prasad Kalyanaraman, vice president of infrastructure services at Amazon Web Services

BASTIEN INZAURRALDE/AFP via Getty Images

  • Amazon is on an unprecedented spending spree to build more AI data center capacity than anyone else.
  • The company has extensive experience, yet even it's struggling to bring capacity online fast enough.
  • Internal documents show Amazon getting bilions of dollars of Nvidia GPUs before they can be deployed.

At an internal staff meeting in September, AWS CFO John Felton had a joke for Prasad Kalyanaraman, the executive overseeing much of Amazon's AI infrastructure expansion.

"You've taken us free cash flow negative as a company, so congratulations," Felton said, according to a recording of the meeting obtained by Business Insider.

The remark was lighthearted. But it captured a stunning reversal.

Just two years ago, Wall Street was debating what Amazon would do with its growing cash hoard. Now, cash flow has evaporated as Amazon embarks on its biggest bet ever, spending $220 billion this year alone to build the physical backbone for AI.

At the meeting, Kalyanaraman did not dispute Felton's premise. Amazon's machine-learning and AI business is "hugely free cash flow negative," he said, adding that he expects the company's free cash flow to remain negative for "the next couple of years or so."

Column chart of Amazon’s trailing 12-month free cash flow at all 10 quarter-ends from Q1 2024 through Q2 2026. It starts at $50.149 billion, peaks at $52.973 billion in Q2 2024, and declines to negative $7.604 billion in Q2 2026.

Amazon has made big bets before. It spent heavily on cloud computing, fulfillment centers, and its delivery network long before they became some of the company's most valuable assets. Investors questioned those investments at the time, but Amazon ultimately built enormous, profitable businesses from them.

AI is testing this playbook at a far larger scale. Amazon is committing hundreds of billions of dollars to data centers, servers, and power before investors know how quickly those investments will generate revenue.

The company is the best, or among the best, at building data centers, with decades of experience. But the size and complexity of these projects, and the bottlenecks holding progress back, are challenging — even for such a respected cloud pioneer.

Internal documents reviewed by Business Insider and people familiar with the matter show the company trying to coordinate a sprawling industrial system whose parts move on different schedules. A delay in power, equipment, or construction can leave billions of dollars in hardware waiting — and Amazon's cash tied up — while forecasts and costs keep shifting.

Why Amazon thinks it will work

Amazon says it has strong evidence that the capacity will be needed. AWS revenue grew 37% in the second quarter, its fastest pace in 18 quarters, while its backlog reached $496 billion.

CEO Andy Jassy thinks the company has a "clear line of sight" to strong financial returns from this record investment cycle. In his latest annual shareholder letter, he called AI a "once in a lifetime opportunity" and said Amazon would not be conservative in its investments.

"We've been through this cycle with the first big AWS growth wave, and liked the results," Jassy wrote. "We expect to feel similarly about this next wave."

Column chart of 2026 capital expenditure forecasts in US dollars: Amazon $220 billion, a company record; Google $195 billion to $205 billion, shown at the $205 billion upper end; Microsoft $175 billion after an accounting change, compared with $190 billion without that change; and Meta up to $145 billion. Source: Company reports.

Investors are concerned by the scale of the industry's expansion, especially as AI data centers are costing more to build and taking longer to complete.

The market is "repricing anything that funds multi-year builds against revenue that arrives later," Dan Ives, an analyst at Yorkville Ives, wrote in a recent report. Growing uncertainty around data center permitting and the political fight over electricity prices have given investors another reason to question how quickly these investments will pay off, he added.

Racks, but not enough power

One major industry challenge is securing enough power to run the equipment that goes inside data centers. This includes expensive racks of servers that contain GPUs and other chips that train and run AI models and services such as ChatGPT.

Internal emails from August show Amazon preparing a new "Early Rack Receipt" process for an expected wave of server racks carrying Nvidia's GB300 chips at US facilities before final deployment.

One Amazon email projected the company would take delivery of about $5 billion of Nvidia GB300 racks in August, followed by another roughly $3 billion each month "for the foreseeable future."

Some AWS data center sites had room for more racks but not enough available power to turn them on, people familiar with the effort said, leaving the equipment to be staged at intermediary warehouses until the facilities were ready. These people asked not to be identified discussing sensitive matters.

Timing and coordination

Usually, Amazon doesn't pay for racks until the gear is put into a data center, leaving suppliers to carry the cost of the equipment in transit, according to the internal documents obtained by Business Insider. This helps the company conserve cash.

However, the intensity of the AI data center building boom has made this type of coordination harder. Amazon has to compete more for scarce resources as it jockeys with rivals for access to Nvidia GPUs and other AI components.

Under the new "Early Rack Receipt" process, Amazon now takes ownership of these racks earlier in the supply chain, rather than waiting until the equipment reaches a data center.

The means spending cash sooner. And any delays getting the racks installed and plugged into a reliable power source potentially pushes back the moment when revenue starts flowing from these assets.

At least one AWS supply chain team did not have "a clear forecasted path" for getting racks into data centers, according to one of the emails reviewed by Business Insider.

An Amazon spokesperson said the company routinely stages finished hardware near deployment sites so it can be installed once power capacity is available, calling that approach "best business practice."

The spokesperson added that AWS has "long-established systems" to track infrastructure assets and disputed that the broader company lacks a forecasted path for getting racks into data centers.

This problem is not unique to Amazon.

Bernstein analysts wrote in a recent note that power permits, cooling systems, electrical equipment, construction, and hardware all move on separate schedules.

"Timing is imperfect," the analysts said.

"Inherently uncertain"

John Felton, Chief Financial Officer of Amazon Web Services
John Felton, Chief Financial Officer of Amazon Web Services

Chris Jung/NurPhoto via Getty Images

During the internal staff meeting in September, Felton, the AWS CFO, described the broader problem eloquently: "How do you work in the future when the future is inherently uncertain?"

Kalyanaraman, the AI infrastructure leader, said Amazon's internal outlook for the return on its AI investments had improved. But the assumptions behind those returns keep shifting.

"The forecast is changing on a daily basis," Kalyanaraman said. "The world that we live in is extremely dynamic."

Those shifting assumptions include when data centers will be ready and how much equipment AWS needs to keep on hand, he explained.

An eight-week supply buffer might be routine for a smaller company. But at Amazon's scale, Kalyanaraman said, this could mean holding "billions and billions of dollars" worth of additional equipment inventory — tying up precious cash.

Frugality meets the AI boom

Such tensions are especially striking for Kalyanaraman, a 21-year Amazon veteran who earlier this year was promoted to the elite S-team that reports directly to Jassy.

Amazon's founding story is defined by frugality. It famously used cheap doors as desks when founder Jeff Bezos started in Seattle in the mid-90s.

Kalyanaraman has absorbed this lore into bones. In late 2023, as AWS faced slower growth and layoffs, he urged employees to do more with less. "Frugality breeds innovation," he said back then.

That instinct still shapes his approach. In the September meeting this year, Kalyanaraman told Felton that AWS tries to make major investments at the "last responsible moment," when it has the clearest possible view of demand.

"If we can wait to spend the capital as late as possible, it's better for us," he said.

Amazon CEO Andy Jassy
Amazon CEO Andy Jassy

Bloomberg/Getty Images

But the frenetic pace of the AI boom makes this principle difficult to follow. By the time demand is fully visible, the servers, power, and construction capabilities that AWS needs may no longer be available. That puts pressure on the company to commit more money sooner to secure supply and meet its data center capacity goals.

Kalyanaraman recalled telling Jassy in 2023 that AWS would "surely" be out of its capacity crunch by 2027. Instead, Amazon still expects demand to exceed its available capacity in 2027, the AI infrastructure chief said during the meeting this September.

Secured Power at Risk

Getting enough electricity may be the biggest challenge for an industry leader like Amazon.

The company has 44 gigawatts of data center capacity under development across 16 states, more than double Google, Meta, and Microsoft, according to Cleanview Research estimates.

Column chart of estimated US data center capacity under development: Amazon 44 gigawatts, Google 20.4 gigawatts, Meta 17.4 gigawatts, and Microsoft 14.6 gigawatts. Source: Cleanview Research, September estimate.

An internal AWS dashboard called "Secured Power at Risk" tracks utility and regulatory constraints affecting electricity capacity AWS has lined up for its data centers.

The risks include transmission bottlenecks, requirements to reduce use during grid stress, and "use it or lose it" provisions that can jeopardize capacity if a data center project misses usage or construction milestones.

In other words, AWS is not simply waiting for electricity to arrive. It is managing a portfolio of commitments that can become more costly if a data center project is delayed.

Maryland proposals

A submission to Maryland's utility regulator last year, obtained through a public records request, illustrates the kind of exposure that can accompany massive data center buildouts.

Amazon told the Maryland Public Service Commission that large data center customers could help pay for grid upgrades or bring new power capacity to market without burdening other electricity ratepayers.

The company also proposed setting aside collateral to help utilities get more comfortable with the large investments needed to generate more electricity for data centers. Amazon proposed three years of collateral so that if a large electricity customer abandoned unused capacity, the utility would have time to re-sell the power.

The proposal is not evidence that AWS has made such a payment or posted collateral. It does, however, show that large data centers can face extra financial obligations, beyond their own electricity bills, if projects are delayed or cancelled.

The Amazon spokesperson said such utility rules are not unique to AWS. The company has not disclosed how much cash it has paid upfront to secure power.

New constraints 'keep popping up'

The AI buildout also incurs expenses that are harder to model than a conventional capex plan.

In the September meeting this year, Kalyanaraman said that while reviewing plans for gigawatts of capacity in West Texas, AWS confronted a labor problem: There weren't enough nearby pipefitters, electricians, and other skilled workers to build the facilities.

The company's response, he said, was to pay to construct housing complexes near its data centers so workers could live there for the two or three years needed to complete the projects.

Even the crates used to ship servers have become a planning issue. It may seem absurd to worry about the price of a container when servers cost hundreds of thousands of dollars, Kalyanaraman said. But at AWS's scale, where the company needs so many crates, even trivial items can become a material expense.

"We have new constraints that keep popping up," Kalyanaraman said.

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COVID Vaccines for Kids Now Available Through CDC Program That Serves Low-Income Children

By: SGT
19 October 2026 at 04:59
by Michael Nevradakis Ph.D., Activist Post: State health departments can now purchase this season’s COVID-19 vaccines for low-income children through the CDC’s Vaccines for Children Program. Vaccine advocates had complained about a delay — but families and pediatricians concerned about vaccine safety criticized the decision. “The days of just injecting everyone without considering the individual […]

EE.UU. advierte a UE de represalias devastadoras por planes del espectro satelital

19 October 2026 at 08:41
La disputa se centra en una propuesta de la Comisión Europea de reservar parte del espectro radioeléctrico utilizado por los teléfonos inteligentes para conectarse directamente a los satélites para los operadores europeos.

Washington Threatens Retaliation Over EU Plans to Restrict American Satellite Operators

19 October 2026 at 05:57

The United States has warned the European Union that proposed restrictions on American satellite operators could provoke commercial retaliation against European businesses, escalating a dispute over the future of satellite communications and Europe’s efforts to reduce its dependence on foreign technology.

US Ambassador to the EU Andrew Puzder has criticised plans under consideration in Brussels that would reserve parts of the radio spectrum for European operators, potentially restricting services provided by Elon Musk’s SpaceX and its Starlink satellite network.

According to details of Washington’s objections, the American administration believes the proposed arrangements would discriminate against US companies and undermine competition. Puzder has warned that European businesses could face substantial consequences if the restrictions proceed.

The disagreement comes as Brussels pursues a broader strategy intended to strengthen Europe’s technological independence in satellite communications, cloud computing and artificial intelligence. Washington has increasingly challenged European regulations that it considers detrimental to American technology companies.

A dispute over access to satellite frequencies

At the centre of the disagreement is the allocation of radio frequencies used by satellite communications systems. Access to suitable spectrum is essential for providing reliable services, particularly as operators deploy increasingly large constellations in low Earth orbit.

SpaceX has established a substantial commercial and technological advantage through Starlink, which operates thousands of satellites and provides broadband services to residential, commercial and government customers across numerous countries.

European operators argue that the expansion of American satellite networks could make it difficult for European competitors to secure sufficient spectrum and develop commercially viable services.

Washington takes a different position, warning that preferential treatment for European operators could restrict competition rather than strengthen it.

The precise legal form of the proposed EU restrictions, and whether they will proceed, remain unsettled. No final European prohibition on American satellite services has been announced.

Nevertheless, the dispute raises a question for Brussels: whether measures intended to protect European industrial capacity can be introduced without exposing European exporters and investors to American retaliation.

Europe’s satellite ambitions

The European Commission is investing heavily in IRIS², its secure satellite communications programme, which is intended to provide independent communications capabilities for governments, defence organisations and commercial customers.

Under arrangements confirmed in August, the programme’s principal constellation is planned to comprise 348 satellites operating in low and medium Earth orbit, with initial launches scheduled for 2029.

The system is designed to reduce Europe’s reliance on communications infrastructure controlled by companies or governments outside the EU, particularly during military emergencies, cyber incidents and interruptions to terrestrial networks.

The Commission’s technical programme envisages communications services supporting border management, crisis response, defence and other sensitive government activities.

However, IRIS² is not yet operational, and European commercial operators face significant competition from SpaceX.

Eutelsat, which operates the OneWeb satellite network, is among the European companies positioned to benefit from increased demand for alternatives to Starlink.

Its shares rose sharply on 14 October following reports of restrictions affecting Ukrainian access to certain Starlink services. The market reaction reflected renewed interest in European-controlled satellite communications.

OneWeb cannot simply replace Starlink across all applications. Differences in network architecture, terminal equipment and available capacity complicate any rapid transition.

Ukraine adds a security dimension

The dispute is particularly sensitive because Starlink has become an important part of Ukraine’s communications infrastructure during Russia’s invasion.

Ukrainian forces have relied on satellite connectivity for communications in areas where conventional telecommunications infrastructure has been damaged or destroyed.

The strategic consequences of relying on a commercial provider became more prominent following reports that access to certain Starlink capabilities had been restricted.

For European governments, the episode has reinforced concerns about whether defence communications should depend on technology controlled by a company subject to political and commercial pressures outside Europe.

Yet restricting American participation before European alternatives are fully available could produce its own operational difficulties.

The Commission must therefore distinguish between developing independent European capabilities and limiting access to services that governments, businesses and military organisations currently require.

Another transatlantic regulatory confrontation

The satellite dispute follows disagreements over European regulation of American digital companies, including competition enforcement and restrictions on online platforms.

As EU Today reported in May, the European Commission had already proposed reserving much of the future mobile satellite spectrum for European operators.

Washington’s opposition introduces a different dimension because spectrum allocation affects market access directly.

The American administration is also linking the dispute to broader commercial relations, raising the possibility that measures affecting satellite companies could produce consequences for unrelated European industries.

Brussels has not announced a final decision on the disputed spectrum arrangements, while the United States has not specified which retaliatory measures it would impose.

The immediate issue is therefore regulatory rather than an enacted trade restriction. Whether it develops into a wider confrontation will depend on the Commission’s final proposals and Washington’s willingness to pursue its warning through commercial measures.

Data centers in the line of fire of Ukraine war

19 October 2026 at 04:49

In recent days, a Ukrainian drone strike hit Russia’s largest data center, owned by bank and technology company Sberbank. The strike came after Ukraine hit three data centers belonging to the tech giant Yandex, which is often referred to as “Russia’s Google.” After those attacks, Yandex’s traffic dropped 94%. Its users experienced heavy disruption to […]

The post Data centers in the line of fire of Ukraine war appeared first on Asia Times.

Today Currency Exchange Rates in Pakistan, Dollar, Euro, Riyal, Dirham – 19 October 2026

19 October 2026 at 04:34

KARACHI – Foreign currency exchange rates in Pakistan show slight changes; the US Dollar remains at Rs277.40 for buying and Rs280.35 for selling, while Euro and UK pound sterling are trading at higher levels, according to the provided exchange rate data.

UK pound sterling is quoted at Rs368.44 for buying and Rs372.41 for selling. Meanwhile, Euro stands at Rs310.91 for buying and Rs315.42 for selling.

Among Gulf currencies, the UAE dirham is listed at Rs75.55 for buying and Rs76.30 for selling, while the Saudi riyal is quoted at Rs73.85 and Rs74.50, respectively.

The post Today Currency Exchange Rates in Pakistan, Dollar, Euro, Riyal, Dirham – 19 October 2026 appeared first on Daily Pakistan English News.

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