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The Intelligence Desk

Today's News, Verified Against the Source

Thursday, November 5, 2026

An ABB industrial robot arm at work
An ABB industrial robot photographed in Villeneuve d'Ascq, France.Photo by Peter Potrowl, CC BY 2.5, via Wikimedia Commons.

November 5, 2026 · Source: Reuters

China Prohibits SoftBank Acquisition of ABB Robotics Business in China

ABB said on Thursday that SoftBank had informed it that the Office of the Working Mechanism for Foreign Investment Security Review in China has prohibited the acquisition of the ABB Robotics business in China, a transaction agreed in October 2025 at an enterprise value of $5.375 billion. The Financial Times reported concern that robotics data could move overseas and be used to train AI models, a reasoning no Chinese authority has published. ABB and SoftBank remain in close dialogue and are working constructively on the transaction, and SoftBank declined to comment.

The AnaConnectsYou read:Data location now sits inside deal approval for robotics and AI, and a signed agreement can still stop at that border.

A Google data center campus seen from the air
A Google data center photographed from the air in Council Bluffs, Iowa.Photo by Chad Davis, CC BY 2.0, via Wikimedia Commons.

November 4, 2026 · Source: Google

Google Announces US$15 Billion Malaysia Investment With Elmina Campus Now Operational

Google announced an investment of US$15 billion in Malaysia over the next two years, 2027 to 2028, for new data center campuses in Selangor and Negeri Sembilan and an upcoming Google Cloud region. Its first campus, in Elmina Business Park in Selangor, is now operational, and Google plans to add more than 1 GW of clean energy capacity to the national grid. Google expects the construction phase to contribute an annual average of US$1.1 billion to Malaysia GDP and support more than 37,000 local jobs per year, figures it presents as expectations for the construction phase rather than results.

The AnaConnectsYou read:The operating campus is the fact to bank on today, and the US$15 billion belongs to 2027 and 2028, so partners who position now are ahead of the spending.

A natural gas combined cycle power plant
A natural gas combined cycle power plant at Gebze, Türkiye.Photo by Harald the Bard, CC BY-SA 4.0, via Wikimedia Commons.

November 4, 2026 · Source: TeraWulf Inc., Form 8-K and Exhibit 99.1, U.S. Securities and Exchange Commission

Google Backstops $19 Billion Anthropic Lease as TeraWulf Signs Fluor to Build

TeraWulf told the Securities and Exchange Commission on November 4 that it has entered three credit support agreements with Google backing Anthropic obligations under leases for its Justified Data Campus in Hawesville, Kentucky, where Anthropic holds a 20 year lease for approximately 401 MW of critical IT load and approximately $19 billion of contracted lease commitments. The Google support takes effect when the final data hall under each lease commences, and it can end once Anthropic or an affiliate guarantor holds qualifying investment grade ratings for at least three months. TeraWulf also signed a definitive construction agreement with Fluor for three data center buildings, with phased ready for service completions expected to begin in late 2027 and continue through the second quarter of 2028.

The AnaConnectsYou read:The lease figure is contracted commitments over 20 years rather than cash in hand, and the sequence from lease to credit support to a signed construction agreement is what execution looks like before a campus operates.

The storefront of a CVS Pharmacy
A CVS Pharmacy store in San Francisco, California.Photo by Willis Lam, CC BY-SA 2.0, via Wikimedia Commons.

November 4, 2026 · Source: CVS Health, results releaseCVS Health, separation announcement

CVS Health Raises Guidance After Stronger Quarter and Announces Intent to Separate

CVS Health reported third quarter total revenues of $108.4 billion, up 5.4% from a year earlier, with GAAP diluted EPS of $1.68 and Adjusted EPS of $2.09, and it raised full year guidance, including Adjusted EPS to at least $8.20. In a separate announcement the same day, CVS said it intends to separate into two independent, publicly traded companies, one holding Aetna, CVS Caremark, CVS Specialty, Oak Street Health and Signify Health, and one, to be named CVS Pharmacy, holding approximately 9,000 pharmacies, mail pharmacy, MinuteClinic and the Health100 technology services business. The separation is expected to complete in the first half of 2028, subject to conditions that include final board approval, and is intended to be structured as tax free to the company and its shareholders.

The AnaConnectsYou read:The quarter is reported performance and the separation is a plan with a 2028 date and conditions attached, and the two deserve separate columns in any boardroom conversation.

Long rows of servers inside a data centre
Rows of servers inside the CERN data centre.Photo by Hugovanmeijeren, CC BY-SA 3.0, via Wikimedia Commons.

November 3, 2026 · Source: Super Micro ComputerArista Networks

Super Micro Sales Reach $19.9 Billion as Arista Revenue Grows 58.5%

Super Micro Computer reported preliminary and unaudited first quarter net sales of $19.9 billion, against $5.0 billion a year earlier, with non GAAP diluted EPS of $1.81 and non GAAP gross margin of 12.8%, against 9.5% a year earlier, while its GAAP gross margin of 12.7% stood against 17.5% in the prior quarter. The company said its financial closing procedures for the quarter are not yet complete, and it guided second quarter net sales to a range of $19.5 billion to $21.5 billion and the full year to $72.0 billion to $82.0 billion, figures that are guidance rather than results. Arista Networks reported third quarter revenue of $3.66 billion, up 58.5% from a year earlier and its fastest growth since going public, with non GAAP diluted EPS of $1.20.

The AnaConnectsYou read:Demand for AI hardware is reporting at scale today, and the discipline to watch sits in the margin line and in whether preliminary figures hold when the close completes.

People working at computer workstations in a shared technology workspace
People working at computer workstations in a shared technology workspace in Khouribga, Morocco.Photo by Bertrand Soubeyrand, CC BY 4.0, via Wikimedia Commons.

November 4, 2026 · Source: Canva, "An important update on our team"

Canva Tells Team 1,271 People Will Be Affected in Overhaul

Canva chief executive Melanie Perkins told staff in a published note that 1,271 people, or 22% of the company, will be impacted by a restructuring that combines its product, growth and platform teams into one product organization. For some, the change means new roles or a request to relocate to central hubs, and for others it means leaving the company, and Canva did not state how many people fall into each group. Everyone leaving will receive at least six months of salary, and a new Canva Collective Fund will offer US$10,000 grants to departing staff who want to start something of their own.

The AnaConnectsYou read:The honest number is the combined one Canva published, because the company itself declined to split departures from role changes and relocations.

An unarmed Trident II D5 missile launching from a submarine at sea
An unarmed Trident II D5 missile launches from the Ohio class ballistic missile submarine USS Rhode Island off the coast of Cape Canaveral on May 9, 2019.U.S. Navy photo by John Kowalski. Public domain.

November 4, 2026 · Source: U.S. Department of Defense, Contracts for November 4, 2026

Navy Awards Lockheed Martin Trident II Contract Valued at $122,449,494

The Department of Defense announced on November 4 that Lockheed Martin Rotary and Mission Systems in Mitchel Field, New York, has been awarded a contract valued at $122,449,494 for Strategic Weapon System Trident fleet support, Trident II shipboard integration and navigation subsystem development, in work that also benefits a foreign military sale to the United Kingdom. The value is a ceiling that includes optional line items, and the funds obligated at award total approximately $29.19 million across three fiscal 2027 Navy accounts, with no disbursement figure stated in the announcement. Work is expected to be completed by October 31, 2030, and the award was made on a sole source basis.

The AnaConnectsYou read:Ceiling, obligation and disbursement are three different numbers, and only the obligated $29.19 million is committed money at award.

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Ana is the Founder and Principal Operator of AnaConnectsYou (Desert Sun Investments LLC), based in Palm Beach County. She vets people, claims and companies, then executes the hard projects that come out of them. M.Ed. Five years in PR management, connecting companies with the audiences they want to reach. SBE-certified with the City of West Palm Beach and the South Florida Water Management District.

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