Author | Lightnews

Dina Bass @dinabass.bsky.social · 6d

Also Microsoft is keeping its 20% revenue share, sources tell us, but OpenAI has more time to make payments.

Techmeme @techmeme.com · 6d

OpenAI-Microsoft deal: Microsoft gets a 27% stake, access to its AI models until 2032, including AGI-level models, and OpenAI will buy $250B of Azure services (Brody Ford/Bloomberg)

Main Link | Techmeme Permalink

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Jason Schreier @jasonschreier.bsky.social · 6d

BREAKING: Amazon is making "significant" cuts to its video-game division, moving away from MMOs like New World, and gutting its Irvine and San Diego development studios www.bloomberg.com/news/article...

Amazon Makes ‘Significant’ Cuts In Video-Game Division

Tech giant will reduce game development work

www.bloomberg.com

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Jason Schreier @jasonschreier.bsky.social · 11d

Fans have spent the last two years wondering why Xbox is closing studios, canceling games, raising prices, cutting jobs, and releasing its games on rival PlayStation and Nintendo platforms.

This ambitious 30% profit margin target helps explain many of those moves. www.bloomberg.com/news/article...

Microsoft Pushes Xbox Division to Hit Higher Profit Margins

Management’s goal of 30% profit margins for gaming has led to job losses, canceled projects

www.bloomberg.com

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Jason Schreier @jasonschreier.bsky.social · 11d

SCOOP: For the last two years, Microsoft has pushed Xbox to hit profit margins of 30%, an ambitious target that's far higher than the industry average.

This chase for profit has led Xbox to raise prices, cut thousands of jobs, and rethink everything.

Story: www.bloomberg.com/news/article...

Microsoft Pushes Xbox Division to Hit Higher Profit Margins

Management’s goal of 30% profit margins for gaming has led to job losses, canceled projects

www.bloomberg.com

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The Liverpool Offside @liverpooloffside.bsky.social · 15d

I for one can't wait for next week when we nail Mo and Cody to the touchline again, ask our fullbacks to underlap constantly, and nobody knows what anybody else is doing while our press looks like steaming dogshit but individually we create enough xG to say maybe on another day...

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Dina Bass @dinabass.bsky.social · 15d

Well that was not an enjoyable match at all. Slot’s got a lot to work out here.

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Robert Jameson @rhjameson.bsky.social · Sep 30

Globally, data centers are expected to consume more than 4% of electricity by 2035 - if they were a country they’d rank 4th in power use
www.bloomberg.com/graphics/202... via @bloomberg.com
By Josh Saul, Leonardo Nicoletti, Demetrios Pogkas, @dinabass.bsky.social @naurtorious.bsky.social

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Lauren Rosenthal @laurenthal.bsky.social · Sep 29

Electricity now costs 267% more (!!) for 1 month vs. what it cost 5 years ago near data center hotspots. Awesome reporting from Josh Saul @dinabass.bsky.social Leonardo Nicoletti @naurtorious.bsky.social Demetrios Pogkas (gift link) www.bloomberg.com/graphics/202...

AI Data Centers Are Sending Power Bills Soaring

Wholesale electricity costs as much as 267% more than it did five years ago in areas near data centers. That’s being passed on to customers.

www.bloomberg.com

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Techmeme @techmeme.com · Sep 16

Invisible Technologies, a Scale AI rival that helped train ChatGPT, raised $100M, sources say at a $2B+ valuation, and reports $134M in 2024 sales (Dina Bass/Bloomberg)

Main Link | Techmeme Permalink

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Jason Schreier @jasonschreier.bsky.social · Aug 7

OD, the collaboration between Xbox and Hideo Kojima, is still in development, a Microsoft spokesperson tells me.

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Jason Schreier @jasonschreier.bsky.social · Aug 7

BREAKING: Xbox is canceling Contraband, announced in 2021 from Avalanche Studios (Just Cause), after four years of radio silence, sources tell Bloomberg News. This news arrives weeks after a mass layoff in which Xbox canceled several other big titles.

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Dina Bass @dinabass.bsky.social · Jul 31

(the Ballmer story is linked in Matt and Brody's piece but it basically came about when Steve plunked himself next to me at a shareholder meeting to offer sweary color-commentary on CFO Amy Hood's presentation because he wasn't a fan of commercial cloud run-rate as a metric).

Dina Bass @dinabass.bsky.social · Jul 31

Microsoft finally reported an Azure revenue number, after years of various less-than-specific ways of describing cloud sales that elicited complaints from analysts, investors, reporters &even a post-MSFT Steve Ballmer bloomberg.com/news/article... by @mattmday.bsky.social @brodyford.bsky.social

Microsoft Gives Azure Cloud Sales for First Time at $75 Billion

Microsoft Corp. said its Azure cloud-computing unit generated more than $75 billion during the 2025 fiscal year, the first time the company has put a dollar figure on a critical business it has spent ...

bloomberg.com

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Jason Schreier @jasonschreier.bsky.social · Jul 2

Many of Xbox's subsidiaries are getting hit by the layoffs this morning, including Call of Duty studios such as Raven. Big cuts at Forza Motorsport developer Turn 10 - nearly 50% of staff, per source.

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Jason Schreier @jasonschreier.bsky.social · Jul 2

BREAKING: The new MMORPG project from Zenimax Online Studios, maker of Elder Scrolls Online, has been canceled as part of the Xbox layoffs, sources tell Bloomberg News. The project, code-named Blackbird, had been in development since 2018. Still more news to come this morning.

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Dina Bass @dinabass.bsky.social · Jun 30

Google has signed the first commercial deal with nuclear fusion startup Commonwealth Fusion Systems and will make a second investment in CFS (both of undisclosed size) as cloud and AI companies look for more sources of energy. With Will Wade www.bloomberg.com/news/article...

Google Is Betting on a Fusion Future in Power Deal With Commonwealth

Google will also invest again in Commonwealth, which expects its first commercial plant will generate power in the early 2030s

www.bloomberg.com

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Jason Schreier @jasonschreier.bsky.social · Jun 24

Breaking: Microsoft is planning major job cuts at Xbox that will begin next week, sources tell Bloomberg News. Not yet clear how many people, but it's expected to be big. This will be the fourth mass layoff at Xbox in the last 18 months. www.bloomberg.com/news/article...

Microsoft Plans Major Job Cuts at Xbox Gaming Division

The video-game division’s latest round of layoffs is expected next week

www.bloomberg.com

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Dina Bass @dinabass.bsky.social · Jun 24

One of the top-ranked hackers in the US isn't a person - it's an AI from a company called @xbow.com
Founded by former GitHub Copilot chief Oege de Moor, Xbow has closed a $75 mln Series B round backed by Altimeter, Sequoia and Nat Friedman www.bloomberg.com/news/article...

One of the Best Hackers in the Country is an AI Bot

Xbow, the startup behind a highly ranked hacking security tool, has raised $75 million

www.bloomberg.com

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Thomas Seal @twseal.bsky.social · May 28

Bell plans to invest hundreds of millions of dollars to build data centers in six Canadian cities, its CEO said in an interview. The first site, in British Columbia, is expected to come online in June, with US-based AI chip startup Groq as anchor tenant.

@dinabass.bsky.social had the story first:

Canadian Telecom BCE to Build Large Network of AI Data Centers

BCE Inc., Canada’s largest telecom company by revenue, will set up a network of artificial intelligence data centers across the country, mirroring the aggressive AI infrastructure build-out happening ...

www.bloomberg.com

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Dina Bass @dinabass.bsky.social · May 17

I knew somehow this was your fault.

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Dina Bass @dinabass.bsky.social · May 17

Sorry try this gift link: www.bloomberg.com/news/feature...

Microsoft’s CEO on How AI Will Remake Every Company, Including His

Nervous customers and a volatile partnership with OpenAI are complicating things for Satya Nadella and the world’s most valuable company.

www.bloomberg.com

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Dina Bass @dinabass.bsky.social · May 16

Here's a gift link to read our piece on how Microsoft's AI strategy has evolved, how corporations and consumers are receiving Copilot and what the future of AI might mean for the workforce: www.bloomberg.com/news/feature...

Microsoft’s CEO on How AI Will Remake Every Company, Including His

Nervous customers and a volatile partnership with OpenAI are complicating things for Satya Nadella and the world’s most valuable company.

www.bloomberg.com

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Dina Bass @dinabass.bsky.social · May 16

So why is Microsoft back to pouring resources into training its own large language models? When will it use them as versus OpenAI's? @austincarr.bsky.social
and I spoke with Satya Nadella and Mustafa Suleyman on the philosophy behind MAI

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Dina Bass @dinabass.bsky.social · May 15

The story for @businessweek.bsky.social looks at how some customers are succeeding with Microsoft's Copilot and why others have preferred options like ChatGPT, why Mustafa Suleyman and team are working on Microsoft's own LLM, and what the AI future might mean for workers at Microsoft and its clients

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Dina Bass @dinabass.bsky.social · May 15

Above all, Nadella has a strong sense of needing to move fast, even if it means scrapping what's worked before. “The last five years we spent building, it doesn’t matter. It’s not worth anything anymore,” one exec says Satya told his team when pushing for a product's AI overhaul.

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