Section
Enterprise
AI spending strains Big Tech balance sheets, Moody's warns
AI spending is straining Big Tech balance sheets as Moody’s puts 2026 hyperscaler capex at $US785 billion and off-balance-sheet leases keep rising.
Amazon AGI layoffs hit Nova team as AI focus shifts
Amazon AGI layoffs hit the Nova team as the company shifts spending towards AI tools it can sell through AWS, according to GeekWire and CNBC.
Meta's $50bn Louisiana buildout shows AI's bottleneck is power
Meta's Louisiana AI data centre is heading to 5GW and more than $US50 billion, making power, subsidies and capex the next AI battleground.
Copilot PC Insights rolls out for Windows settings help
Copilot PC Insights is rolling out in Microsoft's Windows app, letting users ask about settings, hardware and system status with opt-in access.
AI tech hiring shifts from bootcamps to reskilling
AI tech hiring is shifting from bootcamps to employer-funded reskilling as engineering rises, entry roles shrink and Australia weighs skills pathways.
Why Palo Alto says AI token prices must fall before AI scales
AI token pricing is becoming an enterprise budget problem, with Palo Alto arguing costs must fall 90 per cent before broad rollouts can scale.
Microsoft Australia layoffs hit local staff in 4,800 cuts
Microsoft Australia layoffs will affect local staff as the software group cuts 4,800 jobs worldwide and shifts spending towards AI engineering.
Samsung's AI windfall is opening a labour fault line
Samsung AI bonus fight has widened into a dispute over who shares the chip boom, exposing cost, morale and margin pressure across the company.
AI datacentres in Australia collide with land and power
AI datacentres in Australia are colliding with housing land, grid capacity and local approvals as projects turn AI demand into a planning fight.
Microsoft Frontier Company launches $US2.5b AI deployment unit
Microsoft Frontier Company is a $US2.5 billion unit with 6,000 staff aimed at moving enterprise AI from pilots to measurable deployment.
Meta turns spare AI capacity into a cloud challenge
Meta cloud business plans would turn vast AI infrastructure spend into a revenue line, while giving AWS, Azure and Google Cloud a new rival.
Firmus, Nvidia team on 360MW Indonesia AI campus
Firmus and Nvidia plan a 360MW Indonesia AI campus in Batam with DayOne, betting regional demand can support up to $US30 billion in offtake.
BIS says the AI data-centre buildout is becoming a credit story
AI data-centre debt risk is rising as the BIS warns private credit, opaque funding and $1 trillion capex could tighten financing.
Figma Config 2026 adds code layers, AI motion tools
Figma Config 2026 adds code layers, AI motion graphics, shaders and 20-plus Weave tools as it pushes deeper into design-to-code workflows.
Qualcomm AI server chip wins Meta as first customer
Qualcomm AI server chip wins Meta as an early customer, with Dragonfly production slated for 2028 as the company pushes deeper into data centres.
Oracle layoffs 2026: 21,000 jobs cut as AI capex climbs
Oracle layoffs 2026: the software group cut 21,000 jobs and said AI deployment was helping drive the reductions as capex surged.
Meta's Arena prediction app: Zuckerberg's new bet on engagement, no cash wagering
Meta is launching a points-based prediction-markets app called Arena, aiming to drive new engagement without real-money bets. Directed by CEO Mark Zuckerberg, Arena sidesteps tighter regulation by sticking to virtual stakes.
Richard White AFP human trafficking probe pressures WiseTech
Richard White’s AFP human trafficking probe has put WiseTech under fresh governance pressure as the company says it will cooperate with investigators.
SandboxAQ $US500m grant targets chipmaking materials
SandboxAQ's $US500m CHIPS award funds AI-led searches for chipmaking materials, showing the US is targeting supply-chain inputs as well as fabs.
Marinus Link case in doubt as Firmus AI factory grows
Marinus Link's business case is under pressure after Firmus Technologies outlined AI data-centre demand that could absorb one-fifth of Tasmania's power.
AWS DevOps Agent adds release checks for AI-generated code
AWS DevOps Agent now adds release-readiness reviews and autonomous testing, as AWS targets the deployment bottlenecks around AI-generated code.
AI infrastructure spend hits $US765b capital test
AI infrastructure spending is pulling Alphabet, SpaceX and Oracle into fresh equity and debt as investors test a $US765b build-out.
AI jobs disruption 2026: Deloitte flags 82 Australian occupations
Deloitte Access Economics flags 82 AI-disrupted occupations as hiring growth in white-collar roles looks set to slow from 1.9% to 0.5% annually.
AirTrunk India investment: $US30b AI data-centre push
AirTrunk India investment plans put $US30 billion into data centres by 2030 as the Sydney-founded operator chases AI demand.
SpaceX Google deal: $US920m a month for AI compute
SpaceX Google deal puts a $US920m-a-month price on AI compute as Gemini demand pushes cloud buyers to lock in scarce GPU capacity.
