No idea what this is about. Seems like the punditry-at-large thinks it's related to a whole new round of TV deals (@ihnatko had the best quote in this regard: "(I can picture the new head of NBC Universal listlessly prodding at the plateful of kitten hearts Apple presented to him as requested. “They’e tasty,” he said, “but unless I get to eat them while children are watching me in tear-stained horror, it’s not really a full meal, is it? Can we try this again in a few weeks?”)", or some sort of expanded global streaming gig taking advantage of the new datacenter down south. I clearly know nothing. I post here for posterity only. Move along.