Breaking: OpenAI is going to rent addtional 4.5 gigawatts of data center capacity from Oracle $ORCL reports Brody Ford Rachel Metz. Its an expansion of the Stargate imitative. Sites in states including Texas, Michigan, Wisconsin and Wyoming are under consideration

Oracle, OpenAI Expand Stargate Deal for More US Data Centers Considering sites in Texas, Michigan, Wisconsin, Wyoming, New Mexico, Georgia, Ohio and Pennsylvania

🚨BREAKING: OpenAI and Oracle reached a deal to expand Stargate partnership in the US > OpenAI just booked massive ~4.5 GW of data center capacity from Oracle > OpenAI strategy to push beyond Azure > $40 billion nvidia deal powers this expansion > Oracle $30 billion annual

scoop: Microsoft is using more AI for customer service, sales, and coding as it slashes thousands of jobs. $msft bloomberg.com/news/articles/…

Full story here, paywall free - bloomberg.com/news/articles/…

AI is now generating 35% of the code for new Microsoft products, and last year saved MS over half a billion dollars in call center costs while simultaneously increasing customer satisfaction.

Google will pay $2.4 billion for top talent & licensing rights from AI coding startup Windsurf following the collapse of Windsurf’s agreement to be bought by OpenAI: bloomberg.com/news/articles/…

scoop

Oracle is in discussions with Skydance Media for a major software deal once the media company’s acquisition of Paramount Global is complete bloomberg.com/news/articles/…

Thanks, dad!

You will never guess who is going to be a big new client for Oracle. Paramount, the company Oracle co-founder Larry Ellison is buying with his son David. bloomberg.com/news/articles/…

NEW: Microsoft says Chinese government hackers are behind the SharePoint breaches. bloomberg.com/news/articles/…

scoop: when your dad is Larry Ellison, buying Paramount means buying Oracle software too. W/Hannah Miller bloomberg.com/news/articles/…

scoop: Microsoft, fresh off a round of layoffs impacting its salespeople, is offering bonuses to some survivors. $msft bloomberg.com/news/articles/…

Scoop: Business Insider obtained an internal list of websites that could and couldn't be used for training Anthropic's latest AI models. Anthropic's contractor Surge AI left the list fully public on Google Docs. 'Sites you can use' include Bloomberg, Harvard, & the Mayo Clinic

ServiceNow CEO: slowing hiring in "soul crushing jobs" due to AI. $now

theyre automating CEOs?

scoop: Google inked a $1.2B cloud deal with ServiceNow. Follows similar big deal with Salesforce. w/ Davey Alba bloomberg.com/news/articles/…