tech

Jon Keegan4/10/25

Goldman Sachs: Data center demand is peaking in 2025

2025 will be the year of peak data center demand, according to a new report from Goldman Sachs analysts.

While occupancy rates are high, Goldman’s prior estimate of data center demand peaking in 2026 has been moved up.

The past few weeks have seen major signs of cooling demand, with Microsoft canceling several data center projects in the US.

Big tech companies like Meta and Amazon are still moving ahead with plans to spend about $315 billion on data centers and AI infrastructure this year.

Another note from Wedbush this week estimated that 10% to 15% of major AI data center projects could be paused or canceled due to the current chaos in global trade.

The analysts wrote:

“On the demand side, we have updated our datacenter demand growth forecasts by category on the back of our global technology team’s recent cuts to AI training server volume estimates. These estimate changes and adjustments to their view are tied to a more gradual pace of AI training demand, as well as the adoption of AI inference and the datacenter workload demand accompanying it.”

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Report: Microsoft weighs Xbox spin-off amid major overhaul

Microsoft is reportedly considering spinning out or restructuring its struggling Xbox unit, per The Information. While new Xbox CEO Asha Sharma, who took over in February, is preparing for layoffs, she’s simultaneously planning to boost investment in its biggest franchises like “Halo,” “Fallout,” and “Minecraft.”

The latest potential shake-up comes as the gaming division battles major headwinds, following a massive 33% plunge in Q3 console sales and a recent move to slash Game Pass prices while removing new “Call of Duty” titles.

Microsoft Has Considered Spinning Out Xbox, Plans New ‘Halo,’ ‘Fallout’ Games

Microsoft Has Considered Spinning Out Xbox, Plans New ‘Halo,’ ‘Fallout’ Games

The latest potential shake-up comes as the gaming division battles major headwinds, following a massive 33% plunge in Q3 console sales and a recent move to slash Game Pass prices while removing new “Call of Duty” titles.

AI was the top reason cited for US job cuts for the third straight month in May

Employers cited AI for nearly 40% of May’s cuts — a share that’s kept climbing since Challenger began tracking it in 2023.

robot carrying sacked mid adult businessman

mythos robots

Anthropic’s Mythos gets tired, hates bad users, and wants to be thanked

Reminder: these models are not people, they don’t think, and when you close the tab, the model isn’t pondering your last interaction.

Jon Keegan6/11/26

Alphabet’s Waymo is getting into the subscription — and Uber’s — business

Waymo is hoping its new membership tier will lock in customers and get them to spend more.

Waymo bridge near Embarcadero

Oracle Stock's Rises Sharply After Reporting Ultra High Demand For Cloud Computing Services

Oracle is trying really hard to convince investors it won’t have a debt problem

It’s coming up with new metrics to allay fears about its ballooning capex and debt load.

Rani Molla6/11/26

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