Oracle Seeks Escape Clause on New Mexico Data Center
The data center Oracle is building in southern New Mexico is called Project Jupiter, a campus designed to draw 2.45 gigawatts of power. On Wednesday, Oracle sent the project’s developer…
Microsoft Puts $10 Billion Behind Middle East AI
Two years ago, Microsoft paid $1.5 billion for a stake in G42, an Abu Dhabi artificial-intelligence company, and took a seat on its board. This week the software giant said…
Big Cloud’s AI Bill Tops $4.2 Trillion Through 2029
For years, the largest cloud companies paid for their data centers the way they paid for everything else: out of the cash their businesses threw off. That habit is breaking.…
Senators Ask FTC to Probe Walmart and Amazon Over ‘Made in America’ Claims
The complaint arrived in the form of a letter, and it was pointed at the software the country’s two biggest retailers now ask shoppers to trust. Senators Tammy Baldwin of…
Amazon Asks the Workers It Laid Off to Come Back
Inside Amazon, the effort has a name: “Swami’s Boomerang Reengagement Initiative.” Named for the executive running it, Swami Sivasubramanian, the vice president who leads Amazon Web Services’ AI agent division,…
Waymo Puts Its Robotaxis Within Reach of Teenagers
Nashville teenager Asher Huffman left a concert recently and did something that would have been unthinkable a generation ago: he opened an app and summoned a car with no driver…
Snorkel AI’s Valuation Triples to $3.5 Billion
Alex Ratner spent years telling companies the bottleneck in artificial intelligence was not the model but the data. On September 22, the market put a number on that idea. Snorkel…
Andreessen Horowitz Opens a School for Builders
For two decades, Silicon Valley has told ambitious teenagers that college is optional and the fastest way to the top is to drop out and start building. One of the…
Howard Marks Sees the $5 Trillion AI Boom Keeping Rates High
Howard Marks built Oaktree Capital on a simple idea: the most important fact in any investment is the price of money. For months, Wall Street has been waiting for that…
Britain Presses Google to Open the Door to Rival Search Engines
For more than nine in ten internet searches in Britain, there is only one door. On September 23, the country’s competition regulator took another step toward forcing Google to install…
