Microsoft is switching off AI computing it rented from Oracle after not renewing the deal, Bloomberg reports, as it rethinks $80B+ in cloud contracts.

Google has bought Crusoe's data centre site in southeast Wyoming to build itself, a day after pledging $17B there. Crusoe had struggled to sign customers.

Elon Musk says US government contracts will make up under 10% of SpaceX revenue this quarter, down from 16.6%, as AI computing for Anthropic takes over.

TSMC is drafting plans to make 3D DRAM memory chips at Nvidia's request, The Information reports, a move that would pit it against Samsung and SK Hynix.

Amazon is letting US shoppers text its Alexa for Shopping agent, which searches, compares and buys for them. Sponsored products can appear in its replies.

US fibre broadband provider Brightspeed, backed by Apollo, is in talks with creditors for $2B to $3B of new money as it struggles with about $10B of debt.

About 600,000 Nvidia H200 chips are sitting in Hong Kong because Beijing has not approved large-scale imports, Reuters reports.

We’re back in growth mode,’ says Brian Chesky, as a filing shows Airbnb can invest in Chesky’s AI lab, where its CTO also holds a stake.

The S&P 500 fell 4.4% and the Nasdaq entered a correction as AI stocks sold off after midterm voters backed limits on data centres.

Protesters broke into the construction site of a large Microsoft data centre in Amsterdam on Friday, and police made several arrests.

The European Commission says TikTok’s For You feed traps users in harmful ‘rabbit holes’, breaching EU rules, and wants the algorithm redesigned.

A disaster for everyone’: bankers were shocked as a Chinese inquiry halted OPay’s $304M New York IPO hours after pricing.