The Next Web (1 hour ago)
Microsoft is winding down a 2023 deal to rent AI computing from Oracle after declining to renew it, Bloomberg reports. The servers ran older Nvidia chips. Microsoft is reassessing more than $80B in contracts with outside cloud providers.
Read the full story on The Next Web.
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Separate actions also take place outside fence and across Europe in backlash against impact of AI boom Activists have stormed the site of a Microsoft datacentre being built in Amsterdam, as the backlash to the social and environmental harms of the AI boom spreads across Europe.
Meta’s Muse agents continue to get new features and integrations. Spaces promises to be a new way to interact with the AI helpers.
An experiment in which AI models were asked to break into simulated networks showed the hacking skills of DeepSeek and GLM to be not far behind OpenAI’s most advanced cyber model, which isn’t public.
Here are three AI product drops you might’ve missed this week.
Elon Musk said government contracts will make up less than 10% of SpaceX’s revenue this quarter, down from 16.6%. SpaceX now earns most from renting AI computing, with Anthropic its biggest customer, though Anthropic can exit from early 2027.
Brightspeed, a US fibre broadband provider owned by Apollo, is in talks with creditors to raise $2B to $3B of new money, Bloomberg reports. It has about $10B of debt, has warned about its survival, and may file for bankruptcy as soon as December.
TSMC is considering making advanced memory chips and has begun drafting plans for 3D DRAM at Nvidia’s request, The Information reports. It would put TSMC up against Samsung, SK Hynix and Micron as AI demand keeps memory scarce.
Amazon is rolling out texting for Alexa for Shopping, its AI shopping agent, starting with invited US customers. It can find products, place orders and track prices by text. Sponsored products can show up in its replies, free to advertisers for now.
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