Apple has filed a case in Delhi High Court against the country’s anti-trust body because of how it considers global turnover when calculating penalties.

The iPhone maker, which is among the fastest growing smart phone brands in India, is challenging India’s new antitrust law under which the U.S. company could incur fines of up to $38 billion, according to a report by Reuters.

It added it was “unconstitutional, grossly disproportionate, unjust” for the Competition Commission of India (CCI) to use turnover when calculating penalties.

Apple did not immediately respond to a request for comment from CNBC.

The CCI has been investigating complaints made by an alliance of Indian startups and Tinder-owner Match Group that accuse Apple of “abusive conduct” which forces developers to pay high commissions for in-app purchases.

Apple denied the charges.

The CCI’s final verdict is still pending but it said its “prima facie view [is] that mandatory use of Apple’s IAP for paid apps & in-app purchases restrict the choice available to the app developers to select a payment processing system of their choice”, in an order in December 2021.

Apple recorded its highest-ever quarterly shipments in India of 5 million units in the third quarter of 2025, according to data from IDC.

The company is expected to sell about 15 million iPhones this year in India and could rank among top five smartphone companies there, Navkendar Singh associate vice president with IDC India said on CNBC’s “Inside India” on Nov. 18.

Apple is among the global companies who are diversifying their manufacturing supply chain from China to India. In 2024, Apple exports from India hit a record of $12.8 billion, growing at more than 42% from year ago.

Alibaba‘s artificial intelligence-powered smart glasses went on sale on Thursday as the Chinese tech giant looks to ramp up its focus on consumer AI in an increasingly competitive market.

The Quark AI Glasses, first announced in July, come in two variants — the S1, which starts at 3,799 Chinese yuan ($536) and G1 at 1,899 yuan.

The tech giant has integrated its Qwen AI models — Alibaba’s version of ChatGPT — with the device which also links to its newly-launched Qwen app. This means users can use voice control to get the glasses to carry out tasks.

The lenses of the glasses are effectively screens and the device has a camera built into the frame. The main difference between the S1 and G1 is the display, Alibaba said.

The company said that some of the features include on-the-go translation, AI-generated meeting notes and the ability to ask the virtual assistants questions. Users take pictures of a product using the camera in the lens and then the device will show the price of that product on Taobao, Alibaba’s main shopping app in China.

Alibaba, like other technology companies such as U.S. giant Meta, are betting that smart glasses could be the next big consumer device after the smartphone.

In September, Meta unveiled the $799 Meta Ray-Ban Display glasses, the social media company’s first consumer-ready smart glasses with a built-in display. Users can control the device via hand gestures with a special wristband.

Alibaba’s glasses will initially go on sale in China and compete with domestic rivals, including consumer electronics maker Xiaomi and startup Xreal.

The smart glasses market is still small but growing rapidly. By 2026, shipments of AI glasses are expected to exceed more than 10 million units, doubling from 2025, according to a forecast from Omdia.

For Alibaba, the glasses are its latest play in the consumer AI market as it looks to build on its recent successes. The company’s ChatGPT-style Qwen app got 10 million downloads in the first week of the public beta launch. Meanwhile, Alibaba’s cloud computing business, where it books much of its AI-relate revenue, saw an acceleration of growth in the last quarter.

The Hangzhou, headquartered company is one of the leaders in China’s AI space, and has been investing aggressively in AI alongside rival giants like Baidu and Tencent, and aggressively launching new models.

Europe, with its fragmented markets, is often said to be operating in the shadow of the U.S. and China when it comes to scaling AI.

But the very factors that challenge its growth as a major player may yet give it an edge when it comes to future-proofing the critical warehouses that power the AI boom.

The world is racing to double, if not triple, the entire data center capacity that has been built over the last forty years, Pankaj Sachdeva told CNBC, McKinsey senior partner in technology, with McKinsey estimating that build-out will cost up to $7 trillion by 2030. 

He expects the U.S. to account for the lion’s share of activity, but Europe will “continue to build at a pretty meaningful rate” to nearly double its existing capacity. 

“Europe is actually participating in this infrastructure build out, and is actually keeping pace, or we think that it will keep pace,” Sachdeva added.

To get there, the bloc must overcome major chokeholds in access to power and regulation, experts told CNBC.

In terms of grid congestion, Italy is one such country on the winning side. It has a connection time of up to three years compared with the European average of four years, according to energy think tank Ember.  

On the losing side is again Germany, the U.K., Ireland and the Netherlands, “where, basically either we just don’t have the grid capacity right now or we’ve got such a shortage in the system that there’s effectively a moratorium for the foreseeable future,” Jags Walia, head of global listed infrastructure at Van Lanschot Kempen told CNBC.

While differences between European countries are significant, it’s ultimately “going to be hard” to catch up on the U.S. in the short-term — where deregulation and huge investment are enabling a much quicker build-out — Walia said. Most European countries have around 200 to 300 data centers, he added, but “the U.S. has like 5,400.”  

Constraints are resulting in some a diversification away from the traditional FLAP-D markets of Frankfurt, London, Amsterdam, Paris, and Dublin, and driving investment in data centers where resources are plentiful and stable.

There have also been some efforts to develop projects faster. For example, in the U.K., there have been instances of central government overruling local government to approve data centers that were previously denied. Last year the country designated data centers Critical National Infrastructure, highlighting their important in its economic agenda. 

This is a particularly sticky problem for Europe, which saw its energy bills skyrocket when Russia invaded Ukraine. The U.K. has the highest energy costs in Europe, which are around 75% higher than before the full-scale attack.  

While this can be a deterrent for setting up shop in a particular location, operators aim to balance it with grid congestion times.  

Grid congestion has also instigated discussions about how to procure power in Europe, according to CBRE’s European data center research lead Kevin Restivo.

“You get a lot of speculators in the queue, and those speculators make it more difficult because they have no intention of building data centers. They just want the power, perhaps, to flip it somebody else,” Restivo told CNBC.

The U.K., for example, operated on a first-come-first-served basis, meaning project significance was not factored into the decision of who receives power first. 

However, the system is currently being transitioned to a ‘first ready, first connected,’ process where finished projects will be able to jump ahead in the connection queue, which were designed in part to tackle speculation. The reforms show how energy and infrastructure builds are forcing old systems to evolve and sets the stage for further innovation.

At the same time, the steady pace of change allows developers to be more deliberate about what they build, where, and how — meaning Europe could put greater emphasis on state-of-the-art facilities.

The quickest way for Europe to get around these challenges is not to wait on new grid connection but to say ‘where do I currently have good grid connection to an industry in decline?’, Walia said, as such sites can be repurposed from industrial to tech hubs.  

It’s unlikely that Europe will lead in building facilities for AI hyperscalers or for the training of AI — that race is considered all but won — but the general consensus is that it could excel in smaller, cloud-focused and connectivity-style facilities that require huge amounts of fiber going in and out of them, as well those designed for AI inference.

Indeed, the continent has few foundational model developers, with France’s Mistral being the most well-known, but McKinsey sees 70% of all AI demand coming from inference. 

As such, the continent isn’t seeing “too many” massive data center sites being announced relating to AI, nor “the slightly overpriced nature” of them, according to Seb Dooley, senior fund manager at Principal Asset Management.

“So, actually, you are finding these areas, from our perspective, are well protected from that potential oversupply bubble that could come through,” he added, as cloud is well established.  

Principal Asset Management expects AI inference to take place in the same facilities as cloud, which has already happened at some of its U.S. cloud sites. This gives investors “quite a nice upside” without the speculative risk that comes with other AI investments, the fund manager said. 

It’s also an opportunity for Europe. Inference likely will have to exist within European borders, Dooley said, driven by the broader push for sovereign AI. However, it has different technical requirements; density tends to be higher than the 20 kilowatts a rack for traditional cloud, meaning data centers that want to do both must factor that in. Inference also requires different cooling systems. 

“That just means that you have to design these facilities to be sort of flexible and robust so that you can change between the two different systems as requirements change, Dooley added. 

The joy of a slower and more considered pace in Europe, therefore, is that there is time to think about such things.  

Some member states go further. Walia pointed to proposed sustainability requirements in Spain, which would see data center developers report socio-economic impact. “Nobody asks about that in the U.S.,” he said.

But Dooley expects that tight regulations will work in Europe’s favor in the long-run, as data centers will be integrated into local communities “rather than just being a complete blight on everyone’s life that they can sometimes be,” he said, noting that sustainability is one area where the bloc has been “very good at innovating.”  

“Where Europe, from my perspective, stands out as quite interesting is it feels like a much more safer investment case if we’re looking more from the capital market side compared to the U.S.,” Dooley said. 

“A lot of that comes from the fact that it’s difficult to build in Europe. We’ve got a lot of constraints, but, actually, the more difficult something is to replicate, the more long-term value what you’ve got has, the more likely people are to reuse, to come up with creative solutions to repurpose assets,” he added. 

Ultimately, investors and developers may have no choice in the matter but to back Europe thanks to sovereign AI — an “underestimated” driver of the data center build, Jim Wright, manager of the Premier Miton Global Infrastructure Income Fund, told CNBC.

In all, Europe has the opportunity to innovate and create long-term value for both investors and citizens. Scarcity increases profitability and resilience for the former, while regulation encourages sustainable and constructive build outs for the latter.

However, there is not going to be a one-size-fits-all approach to building data centers in Europe. “The industry is still very much in ‘figuring out what exactly it needs’ phase at the moment,” Dooley added.