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75 data centers were delayed or blocked by local opposition in just the first three months of the year. Tech companies are starting to freak out.
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Brody Ford retweeted
Revenue per Employee at $MSFT $META $GOOG over time
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Brody Ford retweeted
Microsoft will offer buyouts to about 60,000 workers, part of the company’s efforts to trim costs and retool its workforce for the artificial intelligence era bloom.bg/4szBDer
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Microsoft is offering buyouts to 60,000(!) employees. Headcount and revenue growth is really starting to diverge at tech companies.
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Replying to @BrodyFord_
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Salesforce's M&A machine is back. Nearly $6 billion deal this morning to take out a marketing software competitor. bloomberg.com/news/articles/…
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Brody Ford retweeted
Bloomberg’s @BrodyFord_ on this deal tomorrow on Talkline at 10:33!
Breaking: Another Nscale (Monarch) / Anthropic deal in the works for a second building at Mason campus! Story from @BrodyFord_

bloomberg.com/news/articles/…
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Brody Ford retweeted
Can you run an AI datacenter campus on gas delivered by truck? Ellie Holbrook, who covers gas for the AI buildout at SemiAnalysis, told Bloomberg that it doesn't go far. (1/4)🧵
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Here's the story Oracle was responding to: bloomberg.com/news/articles/…
Shoutout to the Voltagrid team for finding cost-effective power solutions to ensure our customers can access OCI capacity on schedule. We're moving at the speed of AI, which requires innovation, flexibility, and an unwavering commitment to success.
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Scoop: Oracle is trucking huge amounts of gas directly to data centers to avoid power delays. w/@julianhast bloomberg.com/news/articles/…
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Big day
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Microsoft is fighting to make Windows a part of the AI conversation. $MSFT $NVDA

bloomberg.com/news/articles/…
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Nearly 20 million had medical data/SSNs compromised last year when Oracle got hacked. from @cmrnfzi bloomberg.com/news/articles/…
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Think this is the biggest tech-nuclear deal we've seen yet. Google bringing nearly a gigawatt onto the US' largest grid. bloomberg.com/news/articles/…
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Brody Ford retweeted
🚨Some personal news🚨🗞️ After an incredible career in journalism covering the hottest tech startups and VCs, I’ve left the newsroom. I’ve joined @MVP_Ventures as partner to help founders develop their story.
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Brody Ford retweeted
Rockaway Beach in NYC felt like a scene from a movie tonight. Insane sunset, blowing dust and high surf
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Replying to @mtredden
“You’ve seen me deliver.”

That’s what Collins told Kao, he said, as her staff pressured him to up his donations. Kao wound up giving the Collins super PAC $150,000 in late 2019. Weeks later, according to an email, Collins’ office agreed to support $32m in new Navatek projects.
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Brody Ford retweeted
New story:

In 2024, sitting inside the U.S. attorney's office in Honolulu, the former CEO of a defense contractor made a stunning confession to two FBI agents.

He alleged that was the ringleader of a massive pay-to-play operation, bribing senators with campaign contributions in exchange for government contracts.

He said his most important patron was Maine Senator Susan Collins.

propublica.org/article/fbi-su…
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Brody Ford retweeted
Harvey’s AI costs got so high its gross margins plunged from 50% to -50% in 6 months.

Its response: build its own model using open-weight AI.

Startups from Abridge to Rogo are following suit to cut costs and reduce their reliance on OpenAI and Anthropic. My latest w/ @nmasc_👇
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Brody Ford retweeted
Microsoft CEO Satya Nadella is planning to attend a White House state dinner for Chinese President Xi Jinping this coming week, according to a person familiar with the planning, joining leaders at Apple, OpenAI and Nvidia bloomberg.com/news/articles/…
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Brody Ford retweeted
MICROSOFT'S NADELLA TO JOIN OPENAI AND NVIDIA CEOS AT TRUMP-XI DINNER ...
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