Brent crude jumped 27% last week to near $120 per barrel, pushing energy-linked power prices higher for hyperscale data centers. With AWS adding gigawatts of new capacity in multi-billion-dollar AI campuses, each cent increase per kilowatt-hour could shave points off cloud margins as infrastructure spending peaks.

Amazon’s Zoox is deploying retrofitted Toyota Highlander SUVs equipped with its full sensor suite and staffed by safety drivers in Dallas and Phoenix, its tenth US market. This expansion follows over one million autonomous miles driven and 300,000 riders served, aiming to stress-test its mapping and paving the way for fully driverless service.