[Waymo Self-Driving Car in Los Angeles]
GDMatt66/iStock Editorial via Getty Images
_Seeking Alpha's roundup of statements, announcements, and remarks that could impact the technology sector._
* Alphabet's (NASDAQ:GOOG [https://seekingalpha.com/symbol/GOOG]) (NASDAQ:GOOGL [https://seekingalpha.com/symbol/GOOGL]) Waymo said it plans to launch its autonomous robotaxi service in London next year in partnership with African mobility fintech Moove.
"Over the coming months, we’ll lay the groundwork for our service in collaboration with our fleet operations partner Moove, and continue to engage with local and national leaders to secure the necessary permissions for our commercial ride-hailing service in London," Waymo said in a blog post [https://waymo.com/blog/2025/10/hello-london-your-waymo-ride-is-arriving].
Waymo noted it also has a relationship with Tata's Jaguar Land Rover. Waymo has been outfitting the automaker's I-PACE EVs with its Waymo Driver autonomous driving technology to offer "hundreds of thousands of fully autonomous rides every week in the U.S." The vehicles are also being used in Tokyo.
Founded in Nigeria, Moove counts Uber (UBER [https://seekingalpha.com/symbol/UBER]) as a significant investor.
* An investment group that includes BlackRock (NYSE:BLK [https://seekingalpha.com/symbol/BLK]), MGX, Microsoft (NASDAQ:MSFT [https://seekingalpha.com/symbol/MSFT]), and Nvidia (NASDAQ:NVDA [https://seekingalpha.com/symbol/NVDA]) has agreed to acquire Aligned Data Centers through a deal that values the company at around $40 billion.
Under the deal, Macquarie Asset Management will sell the data center operator to a consortium that consists of AI Infrastructure Partnership, MGX, and BlackRock’s Global Infrastructure Partners, or GIP. Aligned Data Centers operates 50 data centers across the U.S., Mexico, and South America, according to a statement [https://www.global-infra.com/news/ai-infrastructure-partnership-aip-mgx-and-blackrocks-global-infrastructure-partners-gip-to-acquire-all-equity-in-aligned-data-centers/].
AI Infrastructure Partnership is an investment consortium that includes Microsoft, BlackRock, BlackRock's GlP, MGX, Nvidia, xAI, the Kuwait Investment Authority, and Temasek, with Cisco (CSCO [https://seekingalpha.com/symbol/CSCO]) serving as a technology partner. The consortium also has agreements with GE Vernova (GEV [https://seekingalpha.com/symbol/GEV]) and NextEra Energy (NEE [https://seekingalpha.com/symbol/NEE]) for the scaling of data center energy solutions.
xAI is controlled by Tesla (TSLA [https://seekingalpha.com/symbol/TSLA]) CEO Elon Musk.
MORE ON ALPHABET, NVIDIA, ETC.
* Microsoft: Opportunity Window Might Close After Earnings [https://seekingalpha.com/article/4830116-microsoft-opportunity-window-might-close-after-earnings]
* BlackRock, Inc. 2025 Q3 - Results - Earnings Call Presentation [https://seekingalpha.com/article/4829886-blackrock-inc-2025-q3-results-earnings-call-presentation]
* BlackRock, Inc. (BLK) Q3 2025 Earnings Call Transcript [https://seekingalpha.com/article/4829795-blackrock-inc-blk-q3-2025-earnings-call-transcript]
* Anthropic eyes $9B in annual recurring revenue by year's end: report [https://seekingalpha.com/news/4504382-anthropic-eyes-9b-in-annual-recurring-revenue-by-years-end-report]
* Poolside, CoreWeave partners to build giant AI data center in Texas [https://seekingalpha.com/news/4504324-poolside-coreweave-partners-to-build-giant-ai-data-center-in-texas]
Tech Voices: Waymo in London, Nvidia group buys Aligned Data Centers
Published 3 weeks ago
Oct 15, 2025 at 6:31 PM
Neutral
Auto