Jyunmi

So this is South Korea taking a moment to put their stamp in the AI regulation space.

Oh, and I'm completely frozen.

Sorry about that.

Andy, please give us your next story there.

Right, right, right.

And I recently heard that one of the reasons why SpaceX is pushing forward another funding round is exactly for that, is for the data centers.

So they're trying to really beef up the Starlink constellation to handle the data throughput and bandwidth that's needed for those data centers up in space.

So, yeah, that'll be that'll be interesting to see how that plays out.

OK, here is a quick story about more about AI infrastructure.

And this is Microsoft.

So Microsoft is planning a new wave of artificial intelligence spending worth about $23 billion with $17.5 billion earmarked for India and the rest committed to Canada.

A four-year plan starting in 2026 is meant to expand Microsoft's cloud data centers, build specialized AI infrastructure, and support a sovereign AI strategy, meaning each country keeps more control over how its data and models are handled.

In India, Microsoft plans a major new hyperscale data center in Hyderabad and expansions in Chennai, Hyderabad and Coombe, along with a pledge to train 20 million people in AI skills by 2030.

In Canada, the company will invest more than $7.5 billion Canadian dollars over two years as part of a large $19 billion package that boosts local cloud capacity and deepens the partnership with AI startup Cohere.

The move comes as Amazon and Google also commit tens of billions of dollars to AI infrastructure in India, turning the country into a key battleground for cloud and AI platforms.

Analysts note that this investment rush is happening along growing worries about a possible AI infrastructure bubble and whether real productivity gains will match the capital outline.

So why does this matter?

This is a story about where AI power will physically live, who controls the sovereign AI stacks, and which countries get the long-term job skills and bargaining power in the cloud era.

So I found this little bit of news interesting because the news that we tend to get is all the push that's either happening in the US AI infrastructure with programs like Stargate and things like that,

or all of the open source models like DeepSeek coming out of China.