Big Tech AI coverage focused on infrastructure, cloud platforms, data centers, chips, acquisitions, and the strategic moves from the largest technology companies building the AI stack.
Microsoft has announced a $10 billion investment in Japan covering cloud and AI infrastructure, national cybersecurity, and workforce development — the largest in a series of major AI commitments across Asia made within a single week.
Oracle has begun laying off thousands of its 160,000-person workforce as the $420bn business software giant accelerates spending on datacentres to compete with Alphabet and Amazon — and fund a $300bn deal with OpenAI. About 10,000 employees are reported to have already lost their jobs.
The French AI lab is financing a new Nvidia-powered data center in Bruyères-le-Châtel, targeting Q2 2026 operability — part of a broader push to deploy 200MW of European compute capacity by 2027.
Pro and Max subscribers are canceling in visible numbers after discovering that Claude's peak-hour throttling leaves free users more functional than those paying $20–$200 a month — with no in-app warning, no token counter, and no published usage budgets. A viral Reddit open letter is demanding answers.
Flush with capital from a $5 billion raise, Databricks is moving into enterprise security with Lakewatch, a new SIEM platform backed by Claude and two quiet acquisitions.
Meta's El Paso facility has ballooned from a $1.5 billion project to a $10 billion one, with the site now targeting one gigawatt of capacity and 4,000 construction workers — as the company faces mounting cost scrutiny and its first wave of AI-driven layoffs.