Topic

#Microsoft

12 articles

A split-screen photojournalistic still — left half a humming hyperscale data center hall lit blue, right half an empty open-plan office at dusk with a single desk lamp and a half-packed cardboard box, harsh editorial lighting, shot on 35mm, no text, no people
May 9, 2026 • 11 min read

55% of Bosses Regret AI Layoffs. Zuckerberg Doesn't.

Two AI layoff waves are happening at once and they look identical from the outside. Hyperscalers are firing tens of thousands of workers to fund $725 billion in chip buys. Mid-market firms that fired humans to deploy AI are quietly hiring them back. Forrester and Orgvue both put the regret rate at 55%. Klarna already reversed. Zuckerberg won't.

#AI#Layoffs#Capex
A construction crane sits idle at sunset above a half-poured data center foundation, with a freshly signed government document blowing across the rebar in the foreground. Photojournalistic, golden hour light, shallow depth of field.
Apr 26, 2026 • 10 min read

Microsoft Cut 3.5GW of AI. Big Tech Bet $660B.

Microsoft quietly killed 1.5GW of near-term data center builds and walked away from 2GW more in non-binding leases, while seven hyperscalers signed a White House pledge committing to pay for power whether they use the electricity or not. Aggregate 2026 AI capex now tops $660 billion, and earnings drop on Wednesday April 29.

#AI#Capex#Microsoft