The AI boom is delaying US municipal projects, as ~$4T in AI infra spending through 2030 shifts skilled construction workers to AI data centers (Brooke Sutherland/Bloomberg)
Bloomberg.com
AI Boom Threatens to Suck Resources Away From Road, Bridge Work
The data center construction boom is sucking up resources from other parts of the market. State and local projects may face particular competition ...
Techmeme
The AI boom is delaying US municipal projects, as ~$4T in AI infra spending through 2030 shifts skilled construction workers to AI data centers
By Brooke Sutherland / Bloomberg. View the full context on Techmeme.
How Oracle's massive Stargate deal with OpenAI has pushed Oracle to the center of the AI boom, turning its market cap into a barometer on AI sentiment (Bloomberg)
Bloomberg.com
Oracle’s $300 Billion AI Bet Has Fast Become a Bubble Barometer
Silicon Valley is in the midst of another epic boom, and Larry Ellison has Oracle right at the center of it, for better or worse.
Techmeme
How Oracle
From Bloomberg. View the full context on Techmeme.
Blowback over posts about the death of Charlie Kirk has prompted companies to be more aggressive about monitoring employees' social media activity (Taylor Telford/Washington Post) https://www.washingtonpost.com/business/2025/12/13/employer-crackdown-social-media/
Techmeme
Blowback over posts about the death of Charlie Kirk has prompted companies to be more aggressive about monitoring employees
By Taylor Telford / Washington Post. View the full context on Techmeme.
A look at Netflix House in Philadelphia, a new 100K sq. ft. location for in-person experiences, which resembles a Disneyland attraction and a Dave & Buster's (Sarah Holder/Bloomberg)
Bloomberg.com
Can Netflix Help Save the American Mall?
The entertainment company’s new “Netflix House” experience is bringing the brand’s shows into former department stores. Will streaming TV f...
Techmeme
A look at Netflix House in Philadelphia, a new 100K sq. ft. location for in-person experiences, which resembles a Disneyland attraction and a Dave & Buster
By Sarah Holder / Bloomberg. View the full context on Techmeme.
Sources: The Trump administration is drafting a new cyber strategy that would enlist private companies to mount offensive cyberattacks on foreign adversaries (Jamie Tarabay/Bloomberg)
Bloomberg.com
Trump Administration Turning to Private Firms in Cyber Offensive
President Donald Trump’s administration is preparing to turn to private businesses to help mount offensive cyberattacks against foreign adversari...
Techmeme
Sources: The Trump administration is drafting a new cyber strategy that would enlist private companies to mount offensive cyberattacks on foreign adversaries
By Jamie Tarabay / Bloomberg. View the full context on Techmeme.
Sources: private capital giant Apollo Global has shorted loans and rapidly cut exposure to the enterprise software sector in 2025 amid concerns over AI threat (Financial Times)
Client Challenge
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Sources: private capital giant Apollo Global has shorted loans and rapidly cut exposure to the enterprise software sector in 2025 amid concerns over AI threat
From Financial Times. View the full context on Techmeme.
A profile of Nex, which makes the $249 Nex Playground motion-based gaming system targeted toward kids and projects more than $150M of sales this year (Ben Cohen/Wall Street Journal) https://www.wsj.com/business/entrepreneurship/nex-playground-toy-game-console-holiday-shopping-af47125f?st=AJJR5m&reflink=desktopwebshare_permalink
Techmeme
A profile of Nex, which makes the $249 Nex Playground motion-based gaming system targeted toward kids and projects more than $150M of sales this year
By Ben Cohen / Wall Street Journal. View the full context on Techmeme.
OpenAI hopes the Disney deal boosts Sora, which has high costs and limited traction; Sensor Tower: users average 13 minutes per day on Sora vs. 90 on TikTok (Financial Times)
Client Challenge
Techmeme
OpenAI hopes the Disney deal boosts Sora, which has high costs and limited traction; Sensor Tower: users average 13 minutes per day on Sora vs. 90 on TikTok
From Financial Times. View the full context on Techmeme.
Broadcom's shares fell 11% on December 12, their biggest single-day drop since January, after the company's AI sales outlook fell short of investor expectations (Dina Bass/Bloomberg)
Bloomberg.com
Broadcom Shares Slide After Investors Seek Bigger AI Payoff
Broadcom Inc., a chip company vying with Nvidia Corp. for AI computing revenue, suffered the worst stock decline in more than 10 months after its s...
Techmeme
Broadcom
By Dina Bass / Bloomberg. View the full context on Techmeme.
Indian IT giant TCS agrees to acquire Coastal Cloud, a Florida-based Salesforce consulting partner, for $700M, in a bid to boost its AI and US customer business (Mark Haranas/CRN)
TCS Buys Salesforce Star Coastal Cloud For $700M To Create ‘Top Five Salesforce’ Firm
Tata Consultancy Services acquires Salesforce partner Coastal Cloud and ListEngage to boost AI revenue, American customers and Salesforce business.
Techmeme
Indian IT giant TCS agrees to acquire Coastal Cloud, a Florida-based Salesforce consulting partner, for $700M, in a bid to boost its AI and US customer business
By Mark Haranas / CRN. View the full context on Techmeme.