Microsoft is out as the anchor customer at Nscale’s first UK data center, MSG Sports holders get Rangers stock Oct. 26, and Beijing proposed export controls on 12 solar-manufacturing technologies. Plus ADI Predictstreet’s trading and New York’s restaurant count.
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Alphabet’s Ruth Porat says 2027 spending will top this year’s $195 billion to $205 billion. Jefferies’ Chris Wood says cheap Chinese open models could commoditize AI, and the smaller builders funded by more than $200 billion in private loans are the ones that live on the price.
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Britain’s competition regulator moved to write rules for how Microsoft sells Copilot, MSCI finalized an index screen that could push out Strategy, and the NBA pulled several player bets from its partner sportsbooks. Plus EuroLeague’s 10-year plan and Replit’s CEO on Anthropic.
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Charles Schwab is blocking unauthorized AI agents, including Meta’s Muse, from moving clients’ money, CEO Rick Wurster said Friday in
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Replit CEO Amjad Masad said onstage at TechCrunch Disrupt this week that the AI coding platform “is no longer working
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Britain’s competition watchdog wants the power to set rules for Windows, Office and Copilot. Its own Teams evidence found no significant switching after unbundling, which puts Copilot on a clock.
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Taiwan will help fund US industrial parks for its smaller chip suppliers, Microsoft trained a 2.8 trillion parameter base model it plans to license, and Tesla took Roadster reservations without a price. Plus Netflix’s new content chief and Proofpoint’s Varonis deal.
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Microsoft AI’s new 2.8-trillion-parameter base model came with an unusually detailed account of its own training run. The chip-hours, the utilization and the four-month gap since its last model are the parts a buyer on Foundry would check first.
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Proofpoint’s $6.3 billion cash deal for Varonis comes with a board statement that the offer beats the company’s standalone plan on a risk-adjusted basis, and the company is skipping its next earnings call.
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TikTok’s owner is in advanced talks to buy custom data-center chips from MediaTek, Bloomberg reports. The deal would give MediaTek a second big customer after Google, one that can only buy what a U.S. export threshold allows.
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