| 12:54 PM • | Scott Feinberg / The Hollywood Reporter: The Academy signs a multi-year deal that will give YouTube the exclusive global rights to the Oscars, beginning in 2029 and running through 2033 |
| 12:40 PM • | Ben Lang / Road to VR: Meta says it has frozen its third-party Horizon OS headset program, announced in 2024 with Asus and Lenovo as the first partners to build headsets |
| 11:50 AM • | Tulsee Doshi / The Keyword: Gemini 3 Flash costs $0.50 per 1M input tokens and $3 per 1M output tokens, vs. Gemini 2.5 Flash's $0.30 per 1M input tokens and $2.50 per 1M output tokens |
| 11:15 AM • | Ivan Mehta / TechCrunch: Google makes Gemini 3 Flash the default model in the Gemini app and Search's AI mode; it scored 33.7% without tool use on Humanity's Last Exam vs. 3 Pro's 37.5% |
| 11:10 AM • | Abner Li / 9to5Google: Google unveils Gemini 3 Flash, which it says has Pro-grade reasoning with lower latency, outperforming 2.5 Pro “while being 3x faster at a fraction of the cost” |
| 10:50 AM • | Kevin Collier / NBC News: Google sues the Chinese-speaking cybercriminal group known as Darcula, allegedly behind a US text message phishing ring, in the US, seeking a restraining order |
| 10:30 AM • | Sarah Perez / TechCrunch: Google brings its vibe coding tool Opal to Gemini on the web, letting users create their own custom AI-powered mini apps, called Gems, which can be reused later |
| 10:20 AM • | Reuters: Sources: Google is working on a new initiative to make its AI chips run PyTorch better and is working closely with Meta, as the two discuss Meta using more TPUs |
| 10:15 AM • | Igor Bonifacic / Engadget: OnePlus 15R review: the new $700+ device is fast with a big battery and a vibrant 165Hz OLED, but one less camera than 2024's 13R and only four years of support |
| 10:00 AM • | Vlad Savov / Bloomberg: Circana: US game console spending fell 27% YoY in November to $695M, the lowest in the pivotal month for holiday shopping since 2005, in a tough year for gaming |
| 9:50 AM • | Punchbowl News: a16z releases a nine-pillar AI policy framework for Congress, including restricting AI use for under-13s without parental consent and keeping a role for states |
| 9:35 AM • | Lynn Doan / Bloomberg: Oracle says final equity deal negotiations for its Michigan data center project are “on schedule” and Related Digital, not Blue Owl Capital, will be its partner |
| 8:35 AM • | Bloomberg: Sources: Binance has been exploring ways to reboot its Binance.US affiliate, including a recapitalization to cut CZ's stake, which is a hurdle to expansion |
| 8:30 AM • | Akash Sriram / Reuters: Coursera plans to acquire rival online education platform Udemy in an all-stock deal valued at $2.5B, combining two of the largest US-based learning platforms |
| 8:25 AM • | Financial Times: Sources: Blue Owl Capital won't back Oracle's planned $10B, 1GW data center in Michigan, after funding talks stalled due to concerns over debt terms and delays |
| 8:20 AM • | Ian King / Bloomberg: AI chip startup Mythic, which develops “analog processing units” to perform AI computations within memory, raised $125M led by DCVC; its CEO is a Nvidia veteran |
| 7:55 AM • | Akash Sriram / Reuters: Hut 8 partners with Fluidstack to build an AI data center in Louisiana for Anthropic, backed by a 15-year, ~$7B lease, starting with 245MW of computing capacity |
| 7:06 AM • | Wall Street Journal: WBD recommends shareholders reject Paramount's unsolicited $108.4B cash bid, calling the offer “illusory” and saying it believes Netflix's proposal is superior |
| 6:50 AM • | Juro Osawa / The Information: Source: Tencent tells staff that Yao Shunyu, an ex-OpenAI researcher who joined in September, is now its chief AI scientist, reporting to President Martin Lau |
| 6:35 AM • | Bloomberg: Sources: at least six Chinese AI companies, like chip firms Montage and GigaDevice, are set to IPO in Hong Kong in the coming weeks, aiming to raise up to $1B |
| 6:20 AM • | Munsif Vengattil / Reuters: Sensor Tower: ChatGPT had 73M DAUs in India as of last week, up 607% YoY and more than double the US, boosted by its free plans, far above Gemini's 17M DAUs |
| 6:05 AM • | Ashutosh Joshi / Bloomberg: Bengaluru-based e-commerce platform Meesho is up 95% from its IPO offer price, valuing it at nearly $11B and making it India's best-performing major IPO of 2025 |
| 5:50 AM • | Reuters: Crypto exchange HashKey closed flat in its Hong Kong debut, after rising as much as 6.6% before falling 8.4% intraday, amid a weakness in digital assets |
| 5:40 AM • | Financial Times: Sources: top Monzo shareholders, including Accel and Iconiq, are pushing to oust Chair Gary Hoffman and retain CEO TS Anil, who is in the role until February |
| 5:30 AM • | Jeremy Kahn / Fortune: Ankar, which develops LLM-powered AI tools to streamline the process of drafting patent applications for patent attorneys, raised a $20M Series A led by Atomico |
| 5:20 AM • | Aisha S Gani / Bloomberg: Monzo receives an Irish banking license, letting the London-based digital lender offer its personal, business, children's, and savings accounts across the EU |
| 5:05 AM • | Vismaya V / Decrypt: Bhutan pledges up to 10K bitcoin, valued at ~$1B, to develop Gelephu Mindfulness City; Arkham: Bhutan holds 5,984 BTC, ranking seventh among sovereign holders |
| 4:55 AM • | Prianka Srinivasan / The Guardian: The Marshall Islands unveils a national UBI scheme that offers payments of ~$200 per quarter to every resident citizen via stablecoin or traditional currency |
| 4:45 AM • | Financial Times: Berlin-based Trade Republic says early investors will sell €1.2B of shares to Sequoia and others at a €12.5B valuation, becoming Germany's most valuable startup |
| 4:35 AM • | Jill R Shah / Financial Times: Dune and Keyrock: bets placed on prediction markets rose from <$100M per month in early 2024 to $13B per month in November, as Polymarket and Kalshi compete |
| 2:35 AM • | Chris Gardner / The Hollywood Reporter: Daniel Kwan and 500+ writers, actors, and technologists launch the Creators Coalition on AI to push standards for AI training and use across creative industries |
| 2:15 AM • | Jennifer Maas / Variety: Sources: Disney has been hesitant to license its IP to Roblox because it doesn't consider it a safe platform, bucking the trend followed by Netflix and others |
| 2:05 AM • | Tanya Pandey / The Economic Times: TeamLease Digital: Global Capability Centers in India have grown tech headcount to ~2M from 1.2M in 2022, rising 18%-27% YoY, compared to 4%-6% at IT companies |
| 1:25 AM • | Jagmeet Singh / TechCrunch: Customer engagement service MoEngage raised $180M in a follow-on Series F, split into a $57M primary and $123M secondary round, weeks after raising $100M |
| 1:05 AM • | Financial Times: Sources detail Mark Zuckerberg's all-in bet to make Meta an AI leader, with some saying Alexandr Wang finds Zuckerberg's micromanagement of AI work suffocating |
| 1:00 AM • | Ismi Damayanti / Nikkei Asia: Super Bank Indonesia, a Grab- and KakaoBank-backed digital lender, rose by 24% in its stock market debut in Jakarta, after the company raised ~$168M in its IPO |
| 12:30 AM • | Tim Bradshaw / Financial Times: Meta partners with Singapore-based startup K-ID to add its AgeKey age-verification tech to Meta apps, and plans to roll it out across multiple countries in 2026 |
| 12:05 AM • | Bloomberg: Chinese AI chipmaker MetaX's shares jumped as much as 755% in its Shanghai debut, after a heavily oversubscribed ~$585.8M IPO, pushing its market cap past ~$42B |
| 11:05 PM • | Chris Metinko / Axios: Adaptive Security, which uses AI to simulate social engineering attacks and help companies prevent them, raised an $81M Series B led by Bain Capital Ventures |
| 9:40 PM • | The Information: Sources: OpenAI is in talks to raise $10B+ from Amazon at a $500B+ valuation and use AWS Trainium; Amazon won't be able to sell OpenAI models to cloud customers |
| 8:50 PM • | Dia Rekhi / The Economic Times: Sources: Apple is in preliminary talks with India-based CG Semi, which offers chip assembly and testing services, to assemble and package chips for the iPhone |
| 8:00 PM • | Kate Clark / Wall Street Journal: Sources: NYC-based data security startup Cyera is raising $400M led by Blackstone at a $9B valuation, up from its $6B valuation in its $540M round in June |
| 7:30 PM • | Lora Kolodny / CNBC: California's DMV says a California administrative law judge ruled that Tesla engaged in deceptive marketing around its Autopilot and “Full Self-Driving” systems |
| 6:25 PM • | Xiaomi Mimo: Xiaomi releases MiMo-V2-Flash, an open-weight MoE model with 309B total and 15B active parameters, saying it excels in reasoning, coding, and agentic scenarios |
| 5:47 PM • | Bloomberg: Sources: Waymo is in discussions to raise $15B+ led by Alphabet at a ~$100B valuation, up from 45B+ in October 2024, and has a $350M+ annual revenue run rate |
| 4:50 PM • | Natalie Lung / Bloomberg: Perplexity updates its iPad app to improve multitasking and focus on research tools, part of a push to add business customers, after launching Comet on Android |
| 4:30 PM • | Sarah Perez / TechCrunch: X updates its ToS to claim the rights to the “Twitter” trademark and countersues Operation Bluebird after the startup filed an application to trademark the term |
| 3:20 PM • | Yogita Khatri / The Block: Hong Kong-based RedotPay, a fintech focused on stablecoin-based payments, raised a $107M Series B led by Goodwater Capital, bringing its total funding to ~$200M |
| 2:40 PM • | Spencer Soper / Bloomberg: Amazon partners with payments startup Slope to offer loans of up to $5M to merchants selling on its platform, using Amazon sales data for candidate selection |
| 2:10 PM • | Jessica Testa / New York Times: Netflix announces a partnership with iHeartMedia to exclusively publish 15+ video podcasts from early 2026, including The Breakfast Club and My Favorite Murder |
| 1:45 PM • | Robert Hart / The Verge: Google launches CC, an experimental AI assistant that delivers a personalized daily “Your Day Ahead” briefing email based on users' emails, calendar, and docs |
| 1:35 PM • | New York Times: The US threatens penalties against European companies, like Mistral and Spotify, if the EU does not roll back regulations and lawsuits targeting US tech giants |
| 1:25 PM • | Marina Temkin / TechCrunch: Leona Health, the maker of an AI copilot that integrates with doctors' WhatsApp accounts for patient chats in Latin America, raised a $14M seed led by a16z |
| 1:20 PM • | Rachel Metz / Bloomberg: OpenAI updates ChatGPT Images to generate images up to 4x faster and edit uploads more precisely, and adds a new section in ChatGPT's app and website for images |
| 1:05 PM • | Financial Times: OpenAI hires former UK chancellor George Osborne to lead OpenAI for Countries, the global expansion arm of its $500B Stargate data center initiative in the US |
| 1:00 PM • | Maxwell Zeff / Wired: Source: OpenAI rolled back ChatGPT's model router, which sent some queries to reasoning models, for Free and $5/month Go tiers, as it was costly and hurt DAUs |
| 12:55 PM • | Dan Primack / Axios: Event software company Cvent acquires video content platform Goldcast; source: Cvent paid just under $300M to acquire Goldcast, which had raised around $38M |
| 12:40 PM • | Natalie Lung / Bloomberg: DoorDash launches Zesty, a standalone AI-powered social app for users to find nearby restaurants, in public testing in San Francisco and New York |
| 12:20 PM • | OpenAI: OpenAI debuts FrontierScience, a benchmark to measure models' expert-level scientific capabilities with 700+ questions, and finds GPT-5.2 is its strongest model |
| 11:55 AM • | The Information: A look at Apple's iPhone roadmap; sources say the iPhone 18 Pro and Pro Max will get under-screen Face ID, and the front camera will move to the top-left corner |
| 11:40 AM • | Mike Wheatley / SiliconANGLE: Meta launches prompt-based sound separation model SAM Audio in its Segment Anything Playground, letting users isolate individual sounds from complex recordings |
| 11:35 AM • | Kurt Wagner / Bloomberg: Instagram unveils its first TV app, for watching Reels and initially available on Amazon's Fire TV platform as a test, and plans to expand to other TV platforms |
| 11:15 AM • | Andrew McCalip: Orbital solar data centers' cost-per-watt of compute is $51.10/W, far above $15.85/W for terrestrial sites; SpaceX is uniquely positioned to try orbital |
| 10:20 AM • | Ryan Lawler / Axios: Sequence, which builds AI agents to automate B2B companies' revenue operations, raised a $20M Series A led by 645 Ventures, bringing its total funding to ~$40M |
| 9:25 AM • | Ben Thompson / Stratechery: Q&A with Rivian founder and CEO RJ Scaringe on founding Rivian in 2009, production challenges, the VW partnership, autonomy, AI, EVs, chips, CarPlay, and more |
| 9:10 AM • | Ivan Mehta / TechCrunch: Adobe adds a prompt-based video editor to its Firefly app that uses Runway's Aleph model, and adds image and video models from Black Forest Labs and others |
| 8:45 AM • | David Pierce / The Verge: Mozilla appoints Anthony Enzor-DeMeo as its CEO, after years of its for-profit arm juggling layoffs, restructuring, its Google dependence, and the AI landscape |
| 8:25 AM • | Belle Lin / Wall Street Journal: Databricks is raising a $4B+ Series L at a $134B valuation, up from $100B in September and $62B in December 2024, and had a $4.8B annual revenue rate in October |
| 7:45 AM • | Emily Mason / Bloomberg: Visa says it will allow US banks to settle transactions using Circle's USDC over Solana, the US banking system's first full deployment of stablecoin settlement |
| 7:10 AM • | New York Times: Elizabeth Warren and two other Democratic senators write to Google, Microsoft, Amazon, Meta, and others about AI data centers' role in rising electricity bills |
| 6:55 AM • | Benoit Berthelot / Bloomberg: Sources and a memo: Amazon plans to cut 370 jobs at its European HQ in Luxembourg, or ~8.5% of its 4,370 employees, the country's biggest layoffs in 20+ years |
| 6:35 AM • | Gregory Schmidt / New York Times: VW plans to end vehicle production at its Dresden plant, which opened in 2001, and convert it into a research hub for tech such as AI, robotics, and chip design |
| 6:20 AM • | Mark Bergen / Bloomberg: As Europe rearms, Anduril is trying to break through in the UK by co-funding major programs, cutting manufacturing deals, and billing itself as “Anglo-American” |
| 6:05 AM • | Rest of World: Analysis: of the world's 8,808 data centers in October 2025, nearly 7,000 are in areas outside the optimal 18C to 27C temperature range; 600 are in 27C+ areas |
| 5:50 AM • | Reuters: China approves two Level 3 autonomous cars from state-owned Changan Auto and BAIC Motor, the first such approvals; the cars can drive in Chongqing and Beijing |
| 5:35 AM • | Counterpoint Research: Global smartphone shipments are set to shrink 2.1% in 2026, led by Chinese OEMs, due to rising memory costs; DRAM prices could further raise costs by 10%-15% |
| 2:05 AM • | Lucas Shaw / Bloomberg: How the rise of AI has divided Hollywood: some oppose all AI use, while others, like director Timur Bekmambetov, say they are exploring ways to embrace AI tools |
| 12:55 AM • | Financial Times: Sources: Monzo's board pushed out CEO TS Anil, who in October announced his exit and handover to former Google executive Diana Layfield, over IPO timing plans |
| 12:00 AM • | William Sandlund / Financial Times: Shares in Chinese companies critical to AI infrastructure surged in 2025, with CATL up 45% and Sungrow up 130%, as exports boost margins despite Trump's tariffs |
| 10:15 PM • | Robbie Whelan / Wall Street Journal: CoreWeave lost $33B in market value in six weeks amid construction delays at its data center in Denton, Texas, criticism from short seller Jim Chanos, and more |
| 10:00 PM • | Maxwell Zeff / Wired: OpenAI Chief Communications Officer Hannah Wong plans to leave in January; Wong joined in 2021 and led PR during Sam Altman's brief ouster and rehiring in 2023 |
| 8:20 PM • | New York Times: Sources: the US has paused its Tech Prosperity Deal with the UK, signed in September, over frustrations about UK online safety rules and digital services taxes |
| 8:05 PM • | Emilia David / VentureBeat: The Allen Institute for AI launches Bolmo 7B and Bolmo 1B, claiming they are “the first fully open byte-level language models”, built using its Olmo 3 models |
| 7:05 PM • | Lora Kolodny / CNBC: Tesla's shares closed at a 2025 high on December 15, after the company confirmed it is testing its driverless vehicles in Austin without a human safety operator |
| 6:45 PM • | Katherine Hamilton / Wall Street Journal: PayPal says it filed US applications to establish PayPal Bank, to offer savings accounts and cut its reliance on third parties when loaning to small businesses |
| 6:30 PM • | TechCrunch: Ford plans to repurpose its Kentucky factory manufacturing capacity to launch a battery storage business for data centers, amid its shift from making large EVs |
| 6:15 PM • | Ari Levy / CNBC: Shares of Broadcom, CoreWeave, and Oracle, companies tied to the AI infrastructure buildout, extend last week's decline; ORCL is down 46%+ since September 10 |
| 5:40 PM • | Stephen Nellis / Reuters: Intel names Robin Colwell, deputy assistant to President Trump, as its head of government affairs, and Pushkar Ranade, the CEO's chief of staff, as interim CTO |
| 5:00 PM • | Bloomberg: Sources: Disney's Sora deal is entirely in OpenAI stock warrants rather than a cash licensing fee; Disney has the option to buy more shares beyond its $1B stake |
| 4:20 PM • | Anna Tong / Forbes: Sources: Notion told staff it is doing a $300M tender offer at an $11B valuation, ahead of a potential IPO, and passed $600M in ARR, half of it from AI products |
| 3:30 PM • | Bloomberg: How crypto entrepreneur Bill Zanker helped Donald and Melania Trump launch memecoins; $TRUMP is down 88%+ from its peak and $MELANIA is down 98%+ from its peak |
| 2:55 PM • | Reuters: The US FTC, along with 21 states and DC, files an amended complaint against Uber, alleging it engaged in deceptive Uber One billing and cancellation practices |
| 2:40 PM • | Cloudflare: Cloudflare's 2025 report: global internet traffic grew 19% in 2025, ChatGPT was the most popular generative AI service, Starlink traffic grew 2.3x, and more |
| 1:45 PM • | Andrew J. Hawkins / The Verge: GM adds native Apple Music to select 2025 model year Cadillac and Chevrolet vehicles, and rolls out digital key support, after phasing out CarPlay from 2023 |
| 1:40 PM • | Theo Wayt / The Information: Sources: xAI created an enterprise AI sales group six months ago, but xAI's lack of experience in selling to big businesses is holding potential customers back |
| 1:00 PM • | Reshmi Basu / Bloomberg: Lidar manufacturer Luminar files for Chapter 11 bankruptcy and says it reached a deal to sell its chip subsidiary to Quantum Computing Inc. for $110M in cash |
| 12:50 PM • | Prakhar Srivastava / Reuters: Mexico-based fintech Plata raised up to $500M in a financing deal arranged by Nomura Securities International, as it moves toward becoming a full-fledged bank |
| 12:45 PM • | Ben Schoon / 9to5Google: Google is shutting down its dark web monitoring tool, launched in 2024 to alert users when their personal info is detected on the dark web, on February 16, 2026 |
| 12:35 PM • | Mary Ann Azevedo / Crunchbase News: NYC-based Octane, which offers “instant” financing for large recreational and lifestyle purchases, raised a $100M Series F at a $1.3B post-money valuation |
| 11:53 AM • | Arsheeya Bajwa / Reuters: Nvidia acquires SchedMD, the developer of Slurm, an open-source AI workload management system, and says it will keep distributing Slurm on an open-source basis |
| 11:40 AM • | Natalie Alms / Nextgov/FCW: The Trump administration forms the US Tech Force to recruit ~1,000 employees from Apple, Meta, xAI, and others for two-year stints to modernize government tech |
| 11:30 AM • | Dan Primack / Axios: Source: Dragoneer raised $4.3B for its seventh VC fund and has $30B+ in AUM, including a $12B evergreen fund; it raised $3.8B for its sixth private fund in 2022 |
| 11:15 AM • | Ashley Capoot / CNBC: Thrive Holdings announces it has hired Palantir CIO Jim Siders to serve as CEO of Shield Technology Partners, a newly created business focused on IT services |
| 10:30 AM • | Luke James / Tom's Hardware: LG smart TV owners say a webOS update pinned Microsoft Copilot to the home screen, with no apparent way to remove the app; LG unveiled an AI TV strategy at CES |
| 9:35 AM • | Reuters: Internal docs: Meta earned $18B+ in annual ad sales from China in 2024, making up 10%+ of its global revenue, with $3B+ linked to fraudulent ads, like for scams |
| 9:15 AM • | Erin Griffith / New York Times: Lightspeed raised $9B+ across six AI funds, including $3.3B to back breakout hits like Anthropic, xAI, and Mistral; Lightspeed has backed 165 AI startups |
| 9:06 AM • | Emilia David / VentureBeat: Nvidia launches Nemotron 3, a family of AI models using a hybrid mixture-of-experts architecture and the Mamba-Transformer design, in 30B, 100B, and ~500B sizes |
| 8:00 AM • | Rose Henderson / Bloomberg: Memo: Greg Peters and Ted Sarandos lay out Netflix's WBD offer, moving to quell concerns about job losses and the end of theater releases, after Paramount's bid |
| 7:45 AM • | Anna Heim / TechCrunch: Berlin-based Mirelo, whose AI models can interpret videos to add synced sound effects, raised a $41M seed led by Index Ventures and a16z, after a $3M pre-seed |
| 7:20 AM • | Naomi Nix / Washington Post: Tech whistleblowers like Yaël Eisenstat say coming forward has unexpectedly derailed their lives and careers; Meta is in litigation with Sarah Wynn-Williams |
| 7:05 AM • | Caroline Hyde / Bloomberg: AI drug discovery startup Chai Discovery raised a $130M Series B led by Oak HC/FT and General Catalyst at a $1.3B valuation, taking its total funding to $225M |
| 6:55 AM • | Ben Glickman / Wall Street Journal: Teneo survey of 350+ public-company CEOs: 68% plan to spend more on AI in 2026 than in 2025, <50% of AI projects generated more returns than they cost, and more |
| 6:40 AM • | Bloomberg: Analysis: Tata, Infosys, and Cognizant are set to bear the brunt of Trump's $100K H-1B fee; from 2020 to 2024, 93% of Infosys' H-1B hires would have had to pay |
| 6:25 AM • | Financial Times: Sources: the UK government wants Apple, Google, and others to block explicit images at the OS level by default to protect kids and have adults verify their ages |
| 6:10 AM • | Patience Haggin / Wall Street Journal: AT&T, T-Mobile, and Verizon's rivalry is moving beyond ads, with explicit customer poaching efforts and lawsuits; AT&T blocked T-Mobile's Easy Switch tool twice |
| 5:55 AM • | Financial Times: DTCC: credit default swaps tied to a handful of US tech groups have climbed 90% since early September, as investors seek ways to protect against an AI debt bust |
| 5:40 AM • | John Reynolds / Tech.eu: London-based PolyAI, which makes call center AI voice assistants, raised an $86M Series D led by Georgian, Hedosophia, and Khosla, after raising $50M in 2024 |
| 5:15 AM • | Lauren Edmonds / Business Insider: Filing: Reddit says in its lawsuit against Australia's social media ban that it is “a collection of public fora” and social interaction isn't its “sole purpose” |
| 4:55 AM • | Mike Baker / New York Times: US volunteer fire departments are scrambling to find software amid shrinking options and higher costs, as companies backed by private equity dominate the market |
| 4:35 AM • | Washington Post: How David Sacks and AI adviser Sriram Krishnan overcame MAGA's opposition to Trump's AI executive order, talking to lawmakers and finally modifying its language |
| 4:20 AM • | Brian Merchant / Blood in the Machine: Interviews with copywriters on generative AI's impact: their work used for training, layoffs, wages and rates in free fall, freelancers losing clients, and more |
| 3:50 AM • | Allison Johnson / The Verge: AI image generators like Nano Banana have increased realism by mimicking phone camera traits in contrast, exposure, and sharpening to avoid the uncanny valley |
| 2:00 AM • | Financial Times: How Nvidia's lobbying efforts grew after Howard Lutnick brokered Jensen Huang's early access to President Trump, who ultimately approved H200 sales to China |
| 1:10 AM • | Martin Peers / The Information: Filing: Oracle signed ~$150B of data center leases in the three months ending November 30, raising its total data center and cloud capacity commitments to $248B |