The news, 365 days behind — on purpose Delayed live · replaying 2025

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15OCT2025
business

Consortium including Nvidia, Microsoft and BlackRock agrees to buy Aligned Data Centers for $40 billion

The AI Infrastructure Partnership's first deal lands Aligned Data Centers, a major data-center operator across North and South America, at a price that makes the buildout look less like a capex line and more like an asset class.

Aligned Data Centers · AI Infrastructure Partnership · BlackRock · Global Infrastructure Partners · MGX · Microsoft · Nvidia · xAI · Temasek · Kuwait Investment Authority · Macquarie Asset Management
14OCT2025
compute

Google commits $15B to build 1-gigawatt AI hub in Visakhapatnam

The company's largest investment in India pairs a gigawatt-scale data center with a new subsea cable landing, even as New Delhi pushes for less reliance on American tech.

Google · Bharti Airtel · Adani Group · AdaniConneX · Government of India · Government of Andhra Pradesh · Thomas Kurian · Ashwini Vaishnaw · N. Chandrababu Naidu
13OCT2025
policy

Newsom signs first-in-nation law regulating AI companion chatbots, vetoes stricter child-safety bill

California becomes the first state to require companion chatbot operators to disclose they are AI, block sexual content for minors, and run suicide and self-harm protocols — but the governor rejects a bill that would have barred minors from companion chatbots unless companies could show the software would not encourage harmful behavior.

Gavin Newsom · Steve Padilla · Josh Becker · Rebecca Bauer-Kahan · OpenAI · Meta · Character.AI · Replika · Common Sense Media · TechNet

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09OCT2025
research

Anthropic study finds 250 documents can backdoor LLMs up to 13B parameters

A joint study with the UK AI Security Institute and the Alan Turing Institute suggests data-poisoning attacks may be more practical than previously assumed, requiring a near-constant number of malicious documents in the test setup rather than a percentage of training data.

Anthropic · UK AI Security Institute · Alan Turing Institute · Yarin Gal · Nicholas Carlini
08OCT2025
business

SoftBank to buy ABB's robotics unit for $5.375 billion

The deal, expected to close in mid-to-late 2026, hands SoftBank roughly 7,000 employees and a global industrial-robot business as Masayoshi Son says Physical AI is the group's next frontier.

SoftBank Group · ABB Ltd · Masayoshi Son · Morten Wierod · Sami Atiya

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