A Trans-Caspian subsea fibre-optic link between Kazakhstan and Azerbaijan has been launched, creating an additional international data route across the Caspian Sea. The cable is designed for more than 400 Tbps of capacity and is intended to support traffic distribution and redundancy between Asian and European markets.
South Korea’s government intends to reduce its forecast for electricity demand from AI data centers after finding that corporate demand behind announced AIDC mega-projects was less confirmed than initially expected. Climate, Energy and Environment Minister Kim Sung-hwan said the 12th Basic Plan for Electricity Supply and Demand will reflect companies’ actual plans and validated demand rather than all previously announced, uncertain AIDC load.
The Global Green Growth Institute plans to hold Global Green Growth Week 2026 in Seoul from 27 to 30 October, with the energy and environmental impacts of AI among the agenda items. Consultations on a proposed Global Green AI Partnership are scheduled for 29 October.
NVIDIA is promoting an open 800 VDC power-distribution architecture for AI data centers, positioning it as an alternative to conventional multi-stage AC distribution. The approach is intended to reduce conversion losses and heat generation while supporting higher-density AI racks.
Vishal Khanduja, head of fixed income at Morgan Stanley Investment Management, said global investment related to AI data centers could reach about $5 trillion by 2030. He also warned that at least half of industry participants may fail to generate returns above their cost of capital over the next five years.
CtrlS Datacenters plans to deploy an optical network in India using Ciena technologies, linking nine data centers across five metro networks. The planned network is designed to support up to 100 Tbps of capacity.
Former Google Taiwan head Jan Li-feng said Google recently reached a long-term electricity-purchase agreement with Constellation Energy in the United States, citing it as an example of the urgency of securing power for AI infrastructure. He argued that competition for sites with water, power and cable infrastructure is tightening.
AWS chief executive Andy Jassy said the company’s large compute capacity for 2026 is fully booked, with most 2027 capacity and a significant share of 2028 capacity already carrying customer commitments. Amazon is planning approximately $220 billion of 2026 capital expenditure across data centers, servers and networking equipment.
The US Department of Commerce has signed letters of intent with four companies for up to US$389 million in CHIPS and Science Act research funding covering power semiconductors and ultra-high-purity quartz. The proposed awards remain subject to final approval.
The available source cannot substantiate the claimed event concerning power shortages and data-center construction amid AI demand. While the page headline refers to the issue, the article text concerns a humanitarian story from Gaza and contains no data-center or energy-infrastructure information.