Microsoft plans to expand its data center capacity from 12GW today
Sources: Microsoft plans to expand its data center capacity from 12GW today to 38GW+ by 2032, with about a third of the 38GW centered on AI-specific chips
TL;DRMicrosoft tripling data center power by 2032, heavily focused on AI infrastructure.
Why it matters: Signals the scale of AI compute demand and Microsoft's bet that current chip shortages will persist long-term.
OpenAI to Pause New Pro Subscriptions, Cites Astra Demand
TL;DROpenAI paused new $200/month Pro subscriptions due to server strain from Astra demand.
Latest Apple Watch Can Grab Snippets of Conversation Without Both
TL;DRNew Apple Watch can transcribe nearby conversations without everyone's consent.
Latest
the Pentagon is in talks
Pentagon considering $5B loan to AI infrastructure startup Fluidstack via Trump-linked advisor.
Adobe reports Q3 revenue up 13% YoY
Adobe beat Q3 revenue estimates; AI product revenue jumped 150% but Q4 outlook disappointed.
AI assistant Instinct is looking
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Oracle Keeps a Lid on Capex
Oracle grew 30% by shifting costs to customers through upfront payments.
OpenAI Wants to Know if an AI Industry Slowdown Would Even Be Legal
AI companies wonder if they can legally agree to slow down development.
Fund Focused on Bootstrapped Founders raises $950 Million
New $950M fund backs profitable startups that bootstrapped themselves.
London-based Xapien, which uses AI for background checks and due
AI background check startup Xapien raises $56M Series B from Spectrum Equity.
Adobe Shares Drop 2% Despite AI Product Sales Growth
Adobe stock fell 2% despite strong AI product sales due to investor concerns about future growth.
India’s Top Bank Says Data Centers Aiding Capex Cycle
India's largest bank sees data center investment as a major driver of corporate spending growth.