Hyperscale

Airbus is shifting roughly 900 business-critical applications, including ERP, manufacturing execution and product lifecycle management systems, from Amazon Web Services to the French cloud provider Scaleway. The migration covers the systems used to design, build and sell aircraft, making it one of the larger examples of a European company repatriating core workloads from US hyperscalers to a European provider.

The Financial Times reports that AI hyperscalers — the largest cloud and AI infrastructure providers such as Microsoft, Amazon, Google and Meta — are transforming debt markets. Their enormous spending on data centres and computing power is driving new borrowing at historic scale, changing how credit is priced and who dominates corporate bond issuance.

European Union energy efficiency labels for data centers are drawing attention to how hyperscale operators manage their power consumption. Bloomberg reports the labeling rules could force major cloud companies to disclose and improve their energy performance, with potential compliance costs and reputational stakes across the region's fast-growing data infrastructure.

The Financial Times reports that Amazon is looking to sell or repackage around $8bn worth of Nvidia chips, seeking to offload them to investors. The move suggests the company holds more AI computing hardware than it currently needs, and comes as investors watch closely how tech giants manage their massive spending on AI infrastructure.

The Osage Nation Congress has introduced a bill requiring legislative approval before hyperscale data centers can be established in the Osage Nation's jurisdiction. The measure, reported by Oklahoma public radio outlets, reflects growing tribal and local scrutiny of large-scale data center projects and their land, water and energy impacts. Discussion centers on tribal sovereignty and whether elected representatives, rather than executive branches alone, should sign off on such developments.

A wave of new books is examining how Big Tech harms the environment and human attention, and one title is drawing early attention this fall. Hyperscale, by writer Paris Marx, was recommended by Literary Hub as a book to watch, with Marx noting many rival titles come from publishers still embracing AI. The exchange highlights growing interest in tech-scepticism publishing.

Hyperscale Data reported holding approximately $56 million in bitcoin, cash and restricted cash as of September 27, 2026, a figure the company says equals roughly 153% of the market capitalization of its common stock. The disclosure means its liquid assets are valued higher than the entire company, a situation investors often cite when arguing a stock is trading below the value of its holdings.

The Osage Nation Congress has introduced a bill that would require legislative approval before hyperscale data centers can be established on Osage land. The measure would shift decision-making power from the executive to elected representatives. It comes as data center projects draw scrutiny across Oklahoma and elsewhere over land, water and energy use, making tribal oversight a live issue.

Hyperscale Data has disclosed that it holds $56 million in cash and Bitcoin, according to a Seeking Alpha report. The announcement gives investors a snapshot of the company's liquidity and its exposure to cryptocurrency alongside its data center business. The split between cash and Bitcoin was not detailed.

Hyperscale Data, a US-listed company, is reported to hold Bitcoin and cash reserves whose combined value now exceeds the company's entire market capitalisation. In effect, the market is valuing the firm's business at less than zero. The claim is circulating among crypto market watchers, who often view such discounts as a sign of investor scepticism about a company's operations or a potential value opportunity.