Infrastructure

• Meta relatou US$ 107 bilhões em compromissos contratuais para serviços de nuvem no 1º trimestre de 2026 para impulsionar o desenvolvimento de modelos de IA. • Investimentos agressivos incluem expansões de datacenters e acordos na cadeia de suprimentos para componentes de hardware de IA. • A empresa espera avanços significativos em IA no final de 2026, buscando monetizar pesquisas avançadas.

• Brazil has suspended a $4 billion Chinese investment in Amazon infrastructure projects following international pressure over deforestation and environmental protection commitments. • President Lula cited insufficient environmental safeguards and lack of transparency in project oversight as the primary reasons for the suspension announced Friday. • Environmental groups and US officials praised the decision, though economic analysts warn the suspension could strain Brazil-China relations and impact Latin American development patterns.

• Stripe completed the acquisition of Wise Exchange, a fintech startup specializing in cross-border payment optimization, for $1.2 billion in stock on April 18, expanding its international payment capabilities. • The acquisition adds Wise Exchange's proprietary currency conversion algorithms and partnerships with 40+ financial institutions across Europe, Asia, and Americas to Stripe's existing platform. • Industry analysts view this acquisition as Stripe's strategic response to intensifying competition from Block, PayPal, and traditional payment networks in the global payments sector.

• NATO's Cyber Defense Centre convened an emergency session Friday evening after Russia launched a sophisticated cyberattack targeting Poland's electrical grid and water treatment facilities, temporarily affecting 2.3 million residents. • Polish authorities attribute the attack to Russian military intelligence, claiming it used previously unknown malware variants designed to evade NATO defense systems and test alliance cyber resilience. • The incident prompted NATO to raise its cyber alert status to level 3, the highest in the alliance's history, and triggered Article 5 consultations regarding collective defense implications.

• Russia launched a major barrage of cruise and hypersonic missiles targeting Ukrainian power plants and industrial facilities on April 12, damaging critical energy infrastructure across multiple regions. • Ukrainian air defense systems intercepted approximately 60% of the incoming missiles, but strikes on Kharkiv and Dnipro left thousands without electricity and damaged a major steel production facility. • The escalation comes as Russian forces advance in eastern Ukraine, with military analysts warning the campaign aims to weaken Ukraine's ability to sustain military operations through summer.

• Nava, an AI infrastructure startup, raised $22 million in funding led by Greenoaks Capital to expand its GPU cloud and data center capabilities. • The investment targets growing US demand for high-performance computing to train and deploy advanced AI models. • Nava's platform supports AI developers with scalable resources amid chip shortages and cloud competition.

• Iranian cyberattacks target critical U.S. infrastructure as President Trump threatens strikes on Iran's bridges and power plants. • The cyber activity escalates frictions during the fraying ceasefire, with unclear U.S. peace terms. • U.S. officials report the attacks follow Trump's profanity-laden threats, prompting Democratic backlash.

Security agencies say municipalities should watch out for unusual activity, especially in water and energy sectorsMiddle East crisis – live updatesTop government security agencies issued a warning of Iran-affiliated cyberattacks on critical infrastructure across the US on Tuesday. In a joint statement, the agencies say that municipalities, especially in the water and energy sectors, should be on the lookout for unusual activity.“Cyberattacks on drinking water and wastewater systems directly threaten public health and community resilience,” Jeffrey Hall, an assistant administrator for enforcement and compliance assurance for the Environmental Protection Agency (EPA), said in a statement. “A single breach can disrupt treatment or introduce contaminants, damage equipment, and erode public trust.” Continue reading...

• Microsoft revealed a $10 billion investment plan in Japan focused on AI infrastructure, cybersecurity cooperation, and developer training. • The initiative partners with Sakura Internet and SoftBank to train one million engineers and developers by 2030, boosting local AI capabilities. • Sakura Internet's stock surged sharply following the announcement, signaling market optimism for Japan's tech infrastructure growth amid US tech ripple effects.

• AI's growing appetite for compute power is forecasted to hit $100 billion, creating new industrial layers like AI factories and energy-to-intelligence conversion. • This shift is rewriting rules for tech supply chains, with Nvidia at the forefront of the transformation. • The development signals a pivotal moment for US AI infrastructure investment and energy demands.

President dismisses concerns that bombing civilian targets would punish ordinary people and could constitute war crimesDonald Trump on Monday claimed that Iranian civilians are actively welcoming US strikes on their country’s infrastructure, saying they would be “willing to suffer” the loss of power and basic services in order to achieve freedom from the Islamic Republic.Speaking to reporters from the White House press room, Trump dismissed concerns that targeting Iran’s power grid and civilian infrastructure would punish ordinary Iranians rather than the regime, saying without evidence US intelligence had intercepts of civilians near active bombing sites urging American forces to continue. Continue reading...

Members reportedly agree rise of 206,000 barrels a day in May but move symbolic with strait of Hormuz effectively closedMiddle East crisis – live updatesIranian drones struck Kuwait’s oil infrastructure on Sunday, causing “severe material damage” that threatened to further disrupt oil supplies already hit by the US and Israel’s war with Tehran.It came hours before members of the Opec+ group that represents major global oil suppliers gathered to discuss how to bolster output despite Iran’s effective closure of the crucial strait of Hormuz shipping route. Continue reading...

• Meta is eliminating approximately 200 positions in the San Francisco Bay Area as part of team restructuring. • The layoffs support heavy investments in AI infrastructure and long-term tech priorities. • This reflects broader industry shifts where companies trim staff to allocate resources toward generative AI development.

• The US-led military campaign struck Iran's B1 bridge near Karaj, one of the tallest structures in the Middle East, causing significant collapse, civilian casualties, and outrage in Tehran. • President Trump shared footage of the strike on social media, warned Iran of more attacks, and hinted at targeting additional infrastructure if Tehran does not agree to a deal. • In retaliation, Iranian state media and the Islamic Revolutionary Guard Corps published a list of eight major Gulf and regional bridges as potential targets for counter-strikes, signaling dangerous escalation.

International law experts ‘seriously concerned’ about ‘strikes on schools, health centres and homes’ in contravention of Geneva conventionsDonald Trump, other senior US officials and their cheerleaders appear to be embracing attacks – and threats of attacks – on Iranian civilian infrastructure, which legal experts say appears to constitute serious war crimes under international law.In his rambling national address on Wednesday, the US president warned that if Iran did not reach an unspecified deal with him, US forces would “hit each and every one of their electric-generating plants” and “bring [Iran] back to the stone ages – where they belong”. Continue reading...

• NATO formally condemned coordinated Russian cyber attacks launched against critical infrastructure in three alliance member states, including Estonia, Lithuania, and Romania, on April 1-2, 2026. • The attacks targeted power grid control systems and financial networks, with NATO officials attributing the operations to Russian GRU military intelligence with "high confidence" based on forensic analysis and technical signatures. • The incident prompted emergency meetings of the NATO Cyber Defence Centre in Tallinn and triggered Article 5 threat assessment protocols, though military responses remain under deliberation among member states.

• CoreWeave, Inc. (CRWV) shares jumped 12% after securing an $8.5 billion loan to scale its AI infrastructure. • The financing strengthens investor confidence in CoreWeave's expansion plans amid booming demand for AI computing power. • This deal highlights growing capital inflows into AI-focused firms, potentially accelerating sector growth in 2026.

• The FCC has implemented new supply chain security rules prohibiting the sale of foreign-made consumer routers in the United States. • The ban is part of a broader US telecom infrastructure sovereignty initiative aimed at reducing dependence on foreign manufacturing for critical networking equipment. • The regulation targets Wi-Fi routers as strategic infrastructure components vulnerable to supply chain compromise and foreign surveillance.

• President Donald Trump warned Monday via Truth Social that if Iran does not open the Strait of Hormuz and a deal is not reached "shortly," the US will "blow up and completely obliterate" Iran's electric generating plants, oil wells, and Kharg Island. • US Secretary of State Marco Rubio said Washington is close to achieving its objectives in Iran "in a matter of weeks" and that Trump has "a number of options available" to prevent Iran from controlling the strategic waterway. • The threat comes as 3,500 US Marines and sailors aboard the USS Tripoli arrive in the Middle East, joining over 50,000 American troops already in the region, with hundreds of Navy SEALs also deployed.

• Perplexity announced b.well as the infrastructure partner behind its health data integration, enabling citation-backed AI search capabilities for actual patient records and medical information retrieval. • The partnership aligns with broader industry trends toward integrating large language models with electronic health record systems, following OpenAI's ChatGPT Health launch and other healthcare AI initiatives. • b.well has emerged as a significant health AI infrastructure company, having also launched bailey (a white-label health assistant) and expanded partnerships with Samsung to transform Galaxy phones into portable health records with point-of-care data sharing.

• The Israeli Defense Force conducted widespread strikes targeting Iran's missile and nuclear infrastructure on Thursday, marking escalation in the month-long Operation Roaring Lion with strikes on facilities including the Arak Reactor. • Oil prices surged and US stock markets fell sharply Thursday amid renewed uncertainty about potential conflict resolution, with investors expressing doubt over prospects for ending the Iran war. • The escalation coincides with Houthi forces joining the conflict through attacks on Israel and a critical April 6 deadline for potential wider regional military engagement.

• The United States hosts nearly 5,500 data centers and accounts for three-quarters of the world's computing power as of May 2025, providing a substantial advantage over China in the global AI race according to EpochAI research. • America's semiconductor superiority remains the primary AI advantage, with Nvidia chips significantly outperforming China's most powerful Huawei-produced chips in both processing power and bandwidth memory, and the performance gap will increase substantially in coming years. • ByteDance plans to invest $23 billion this year on AI infrastructure including chips, while US companies are coordinating with the White House to secure additional grid capacity for data centers to prevent consumer price hikes.

Energy and oil sites across region would become ‘legitimate targets’, Tehran saysMiddle East crisis live – latest updatesIran has said it will “irreversibly destroy” essential infrastructure across the Middle East if the US attacks its energy sites, hours after Donald Trump threatened to “obliterate” the country’s power plants if the strait of Hormuz was not opened within two days.As Iranian missiles struck two southern Israeli cities overnight, injuring dozens and shattering apartment buildings, the developments signalled a dangerous potential escalation of the war in the Middle East, which is now in its fourth week. Continue reading...

Foreign minister issues warning after Israeli attack on South Pars gasfield that prompted retaliatory strike on Qatar. Plus, what happened to the Oscars red carpet after the ceremony?Good morning.Iran has said it will show “zero restraint” if its energy infrastructure is targeted again as Qatar revealed that almost a fifth of its liquefied natural gas export capacity had been knocked out in an Iranian strike that is likely to have a years-long impact.What did Araghchi say? In a post on X, he said: “Our response to Israel’s attack on our infrastructure employed FRACTION of our power. The ONLY reason for restraint was respect for requested de-escalation. ZERO restraint if our infrastructures are struck again.”What’s the forecast for next week? More heat is in store for the coming days. By the end of the week, 100 cities could set all-time temperature records for the month of March, with temperatures climbing as high as 30F (17C) above average for the time of year, the new analysis says. Continue reading...

Foreign minister issues warning after Israeli attack on South Pars gasfield, as Qatar reels from retaliatory strike‘Doomsday scenario’: a visual guide to the oil and gas site attacks in the Middle EastMiddle East crisis – live updatesIran said on Thursday it would show “zero restraint” if its energy infrastructure was targeted again, as Qatar revealed that almost one-fifth of its liquefied natural gas export capacity had been knocked out in an Iranian strike, in an attack likely to have a years-long impact.The warning, delivered by the Iranian foreign minister, Abbas Araghchi, follow Israel’s attack on the Iran’s massive South Pars gasfield – which it shares with Qatar – which triggered Iranian retaliatory strikes on Qatar’s Ras Laffan gas complex and other Gulf neighbours, sending stock markets tumbling globally and triggering sharp increases in gas prices. Continue reading...

• Nvidia has announced plans to achieve $1 trillion in revenue over the next seven quarters, requiring average quarterly revenue of approximately $143 billion, nearly triple current levels. • The company must add around $65 billion in quarterly revenue from current levels, equivalent to Amazon Web Services' or AMD's annual sales each quarter. • Success depends on sustained AI infrastructure demand, increased production capacity, and supply chain optimization, with projections suggesting Nvidia could need to reach $200 billion per quarter by end of 2027.

• Nvidia CEO Jensen Huang introduced the BlueField-4 STX storage infrastructure and new Vera CPU at the company's GTC conference in California on March 16, with the Vera CPU delivering twice the efficiency and 50% faster performance than traditional processors. • The Vera Rubin AI platform now has seven new chips in full production destined for the world's largest AI factories, alongside a preview of DLSS 5, described as Nvidia's most significant graphics breakthrough since real-time ray tracing in 2018. • Growing public skepticism about AI adoption is emerging, with a Pew Research Centre poll showing 50% of US adults feel more concerned than excited about increased AI in daily life, up from 37% in 2021.

The US military reports striking 15,000 targets in Iran since the war began, with President Trump stating forces 'totally obliterated' military sites on Kharg Island vital to Iran's oil network and threatening further action on oil infrastructure. This escalates as Iran reports 43,000 residential and commercial units damaged from US and Israeli strikes. Government spokesperson Fatemeh Mohajerani detailed the widespread destruction on Saturday. Global oil markets remain volatile with Hormuz disruptions.

President Donald Trump announced US forces 'obliterated' military targets on Iran's Kharg Island, primary terminal for its oil exports, prompting threats of escalated retaliation from Iran's Parliament speaker. Iranian media reported 15 explosions on the island targeting air defenses, naval bases, and helicopter hangars, with no oil facilities damaged. The strikes coincide with Iran closing the Strait of Hormuz, halting shipping and surging global oil prices, as the US considers Navy escorts for tankers. Trump warned of further action against Iran's oil infrastructure if attacks continue.