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Today’s Storystream

Google is pouring $7 billion into Iowa, unveiling plans for a new data center in Cedar Rapids and expanding its Council Bluffs footprint. Alongside infrastructure, the company is backing a workforce pipeline to train 700 electrical apprentices by 2030. The investment signals a strategic shift eastward in Iowa’s data economy—and marks Cedar Rapids’ unexpected debut on the hyperscale map.

Arizona Land Consulting secured 2,000 acres in Buckeye, Arizona, with plans to build a 1.5GW data center supported by Chamath Palihapitiya’s Social Capital. The project, projected at $25 billion, positions itself near Bill Gates’ Belmont site. However, the deal’s financial details are murky, with conflicting reports on its true value. The area is already a hub for data centers, including players like Meta and Microsoft.

NVIDIA’s Q1 revenue hit $44.1B, with data center sales at $39.1B, driven by AI demand. Despite a $4.5B charge from U.S. export controls on H20 chips to China, strong gross margins of 71.3% highlight core resilience. CEO Jensen Huang called the Blackwell NVL72 a “thinking machine,” as global AI infrastructure and partnerships accelerate. NVIDIA projects Q2 revenue at $45B amid evolving global AI expansion.

At Build 2025, Microsoft redefined its role in the AI era, unveiling a bold platform shift. GitHub Copilot now handles full software engineering tasks, while Azure and Windows AI Foundry support scaled production-grade AI. Microsoft’s early deployment of Nvidia’s GB200 GPUs cements its infrastructure dominance. CEO Satya Nadella called it a “middle innings” moment, empowering developers to fuel the open agentic web.

Microsoft is piloting a Windows Update orchestration platform, enabling app developers and management tools to schedule and manage updates centrally on Windows 11 devices. By consolidating update scheduling and logging, it aims to reduce conflicts and streamline maintenance. The platform supports MSIX/APPX and Win32 apps and enters private preview, while Windows Backup for Organizations, geared for seamless OS migration, starts limited public testing.

BCE is ramping up Canada’s AI capabilities by launching Bell AI Fabric, a national network of data centers starting with a Kamloops hub in June. Backed by a deal with Groq, this infrastructure aims to localize and secure AI compute in response to global shifts. Meanwhile, Telus plans a $50 billion infrastructure investment, signaling Canada’s intent to catch up in the commercial AI race.