Reading List

The most recent articles from a list of feeds I subscribe to.

A profile of Microsoft CFO Amy Hood, who paused some data center expansions in 2025, a decision some say led to its current supply crunch and growth bottleneck (Bloomberg)

Bloomberg:
A profile of Microsoft CFO Amy Hood, who paused some data center expansions in 2025, a decision some say led to its current supply crunch and growth bottleneck  —  After making a controversial call to pause some data center development last year, Amy Hood is navigating one of the toughest jobs in tech.

IDC: Chinese GPU and AI chipmakers captured ~41% of China's AI server market in 2025, significantly eroding Nvidia's share, which stood at 55% with ~2.2M cards (Reuters)

Reuters:
IDC: Chinese GPU and AI chipmakers captured ~41% of China's AI server market in 2025, significantly eroding Nvidia's share, which stood at 55% with ~2.2M cards  —  Chinese GPU and AI chip makers captured nearly 41% of China's AI accelerator server market last year, eroding Nvidia's once-dominant position …

Ofcom: the share of adult UK social media users actively posting, sharing, or commenting falls to 49%, down from 61% in 2024, as users become more selective (Dan Milmo/The Guardian)

Dan Milmo / The Guardian:
Ofcom: the share of adult UK social media users actively posting, sharing, or commenting falls to 49%, down from 61% in 2024, as users become more selective  —  Ofcom research shows people also concerned old posts could affect personal or professional life  —  Social media users in the UK …

Sources: Oracle has cut ~10,000 jobs in India, or ~20% of its Indian workforce, as part of a restructuring that has reportedly affected 30,000 staff worldwide (The Economic Times)

The Economic Times:
Sources: Oracle has cut ~10,000 jobs in India, or ~20% of its Indian workforce, as part of a restructuring that has reportedly affected 30,000 staff worldwide  —  Oracle has cut around 10,000 jobs in India, sources told ET.  This is part of a global restructuring affecting 30,000 employees.

Sources: AI startup Poolside held talks with Google and others to revive a Texas data center project after a CoreWeave deal and a $2B Nvidia-led round collapsed (Stephen Morris/Financial Times)

Stephen Morris / Financial Times:
Sources: AI startup Poolside held talks with Google and others to revive a Texas data center project after a CoreWeave deal and a $2B Nvidia-led round collapsed  —  AI start-up held talks with Google and other cloud providers in bid to revive ambitious 2-gigawatt Texas project