Chinese AI startup DeepSeek is challenging U.S. tech giants with claims it can deliver performance comparable to leading AI models at a fraction of the cost, sparking debate among Wall Street analysts about the industry's massive spending plans. While Jefferies warns that DeepSeek's efficient approach "punctures some of the capex euphoria" following Meta and Microsoft's $60 billion commitments this year, Citi questions whether such results were achieved without advanced GPUs.

Goldman Sachs suggests the development could reshape competition by lowering barriers to entry for startups. Founded in 2023 by former hedge fund executive Liang Wenfeng, DeepSeek's open-source models have gained traction with its mobile app topping charts across major markets. DeepSeek's latest AI model had sparked over $1 trillion rout in US and European technology stocks Monday, before even the U.S. market opened.

In Friday's excerpt from Bill Gates' upcoming memoir, the Microsoft co-founder acknowledges that "It's impossible to overstate the unearned privilege I enjoyed. To be born in the rich U.S. is a big part of a winning birth-lottery ticket... Add to that my lucky timing..." The biggest part of my good fortune was being born to Bill and Mary Gates — parents who struggled with their complicated son but ultimately seemed to intuitively understand how to guide him. If I were growing up today, I probably would be diagnosed on the autism spectrum. During my childhood, the fact that some people's brains process information differently from others wasn't widely understood. (The term "neurodivergent" wouldn't be coined until the 1990s.) My parents had no guideposts or textbooks to help them grasp why their son became so obsessed with certain projects, missed social cues and could be rude and inappropriate without seeming to notice his effect on others.

What I do know is that my parents afforded me the precise blend of support and pressure I needed... Instead of allowing me to turn inward, they pushed me out into the world — to the baseball team, the Cub Scouts and other families' dinner tables. And they gave me constant exposure to adults, immersing me in the language and ideas of their friends and colleagues, which fed my curiosity about the world beyond school. Even with their influence, my social side would be slow to develop, as would my awareness of the impact I can have on other people. But that has come with age, with experience, with children, and I'm better for it. I wish it had come sooner, even if I wouldn't trade the brain I was given for anything...

I will never have my father's calm bearing, but he instilled in me a fundamental sense of confidence and capability. My mother's influence was more complex. Internalized by me, her expectations bloomed into an even stronger ambition to succeed, to stand out and to do something important. It was as if I needed to clear my mom's bar by such a wide margin that there would be nothing left to say on the matter. But, of course, there was always something more to be said. It was my mother who regularly reminded me that I was merely a steward of any wealth I gained. With wealth came the responsibility to give it away, she would tell me.

I regret that my mom didn't live long enough to see how fully I've tried to meet that expectation: she passed away in 1994, at age 64, from breast cancer. It would be my father in the years after my mom died who would help get our foundation started and serve as a co-chair for years, bringing the same compassion and decency that had served so well in his law career.
Proceeds from book sales will be donated to the nonprofit United Way Worldwide, in recognition of Mary's longtime work as a volunteer and board member with the organization.

"Looking for a quick fix for their fast-growing electricity diets, tech giants are increasingly looking to strike deals with power plant owners to plug in directly," reports the Associated Press, "avoiding a potentially longer and more expensive process of hooking into a fraying electric grid that serves everyone else." (It can take up to four years to connect a data center to the grid, one data center trade group says in the article — years longer than it takes to build a new data center.)

But the idea of bypassing the grid is "raising questions over whether diverting power to higher-paying customers will leave enough for others and whether it's fair to excuse big power users from paying for the grid." Front and center is the data center that Amazon's cloud computing subsidiary, Amazon Web Services, is building next to the Susquehanna nuclear plant in eastern Pennsylvania. The arrangement between the plant's owners and AWS — called a "behind the meter" connection — is the first such to come before the Federal Energy Regulatory Commission. For now, FERC has rejected a deal that could eventually send 960 megawatts — about 40% of the plant's capacity — to the data center. That's enough to power more than a half-million homes... [But the FERC's 2-1 rejection "was procedural. Recent comments by commissioners suggest they weren't ready to decide how to regulate such a novel matter without more study."]

In theory, the AWS deal would let Susquehanna sell power for more than they get by selling into the grid... The profit potential is one that other nuclear plant operators, in particular, are embracing after years of financial distress and frustration with how they are paid in the broader electricity markets. Many say they have been forced to compete in some markets against a flood of cheap natural gas as well as state-subsidized solar and wind energy. Power plant owners also say the arrangement benefits the wider public, by bypassing the costly buildout of long power lines and leaving more transmission capacity on the grid for everyone else...

Monitoring Analytics, the market watchdog in the mid-Atlantic grid, wrote in a filing to FERC that the impact would be "extreme" if the Susquehanna-AWS model were extended to all nuclear power plants in the territory. Energy prices would increase significantly and there's no explanation for how rising demand for power will be met even before big power plants drop out of the supply mix, it said.

At December's "Microsoft Excel World Championship" in Las Vegas, "finance professionals fluent in spreadsheets were treated like minor celebrities," writes the New York Times, "as they gathered to solve devilishly complex Excel puzzles in front of an audience of about 400 people, and more watching an ESPN3 livestream."

The Times notes that "many fans find out about the Excel championship through ESPN's annual obscure sports showcase, where it is sandwiched between competitions like speed chess and the World Dog Surfing Championships." But the contest's organizer envisions tournaments with "more spectators, bigger sponsors and a million-dollar prize" — even though this year's prize was $5,000 and a pro wrestling-style championship belt. The format for the finals was a mock-up of World of Warcraft, an online role-playing game. It required the 12 men (this particular nerdfest was mostly a guy thing) to design Excel formulas for tracking 20 avatars and their vital signs... To prepare, [competitor Diarmuid] Early adjusted the width of his Excel columns with the precision of a point guard lining up a 3-point shot. [Andrew] Ngai queued up a YouTube compilation of "focus music". After an announcer kicked off the 40-minute event — "Five, four, three, two, one, and Excel!" — the 12 players leaned over their keyboards and began plugging in formulas. One example: "=CountChar (Lower (D5),"W")" allowed one competitor, Michael Jarman, to figure out how many times the letter "W" appeared in a spreadsheet.
ZDNet points out that there's a seven-hour livestream of the event that's "worth checking out for the opening theme song alone."

The New York Times closes their article with a quote from super-fan Erik Oehm, a software developer from San Francisco who called the event "the Super Bowl for Excel nerds". Oehm watched excitedly from the front row as this year's winner — Michael Jarman — finally raised the championship belt overhead while someone dumped glitter on him. And then he said...

"You'd never see this with Google Sheets. You'd never get this level of passion."

The state of Michigan will now require each public high school in the state to offer at least one computer science course to its students. "This bill aligns Michigan with a majority of the country," according to the state's announcement, which says the bill "advances technological literacy" and ensures their students "are well-equipped with the critical thinking skills necessary for success in the workforce."

Slashdot reader theodp writes: From the Michigan House Fiscal Agency Analysis: "Supporters of the bill say that increasing access to computer science courses for students in schools should be a priority of the state in order to ensure that students can compete for the types of jobs that have good pay and will be needed in the coming decades."

That analysis goes on to report that testifying in favor of the bill were tech-giant backed nonprofit Code.org (Microsoft is a $30 million Code.org donor), Amazon and AWS (Amazon is a $30+ million Code.org donor), the tech-supported Computer Science Teachers Association (CSTA), and the lobbying organization TechNet, whose members include Amazon, Apple, Google, Meta, and OpenAI).
It's not clear how many high schools in Michigan are already teaching CS courses, but this still raises a popular question for discussion. Should high schools be required to teach at least one CS course?

Friday Bill Gates shared an excerpt from his upcoming memoir Source Code: My Beginnings. Published in the Wall Street Journal, the excerpt includes pictures of young Bill Gates when he was 12 (dressed for a hike) and 14 (studying a teletype machine).

Gates remembers forming "a sort of splinter group" from the Boy Scouts when he was 13 with a group of boys who "wanted more freedom and more risk" and took long hikes around Seattle, travelling hundreds of miles together on hikes as long as "seven days or more." (His favorite breakfast dish was Oscar Mayer Smokie Links.) But he also remembers another group of friends — Kent, Rick, and... Paul — who connected to a mainframe computer from a phone line at their private school. Both hiking and programming "felt like an adventure... exploring new worlds, traveling to places even most adults couldn't reach."

Like hiking, programming fit me because it allowed me to define my own measure of success, and it seemed limitless, not determined by how fast I could run or how far I could throw. The logic, focus and stamina needed to write long, complicated programs came naturally to me. Unlike in hiking, among that group of friends, I was the leader.
When Gates' school got a (DEC) PDP-8 — which cost $8,500 — "For a challenge, I decided I would try to write a version of the Basic programming language for the new computer..." And Gates remembers a long hike where "I silently honed my code" for its formula evaluator: I slimmed it down more, like whittling little pieces off a stick to sharpen the point. What I made seemed efficient and pleasingly simple. It was by far the best code I had ever written...

By the time school started again in the fall, whoever had lent us the PDP-8 had reclaimed it. I never finished my Basic project. But the code I wrote on that hike, my formula evaluator — and its beauty — stayed with me. Three and a half years later, I was a sophomore in college not sure of my path in life when Paul Allen, one of my Lakeside friends, burst into my dorm room with news of a groundbreaking computer. I knew we could write a Basic language for it; we had a head start.
Gates typed his code from that hike, "and with that planted the seed of what would become one of the world's largest companies and the beginning of a new industry."

Gates cites Richard Feynman's description of the excitement and pleasure of "finding the thing out" — the reward for "all of the disciplined thinking and hard work." And he remembers his teenaged years as "intensely driven by the love of what I was learning, accruing expertise just when it was needed: at the dawn of the personal computer."

A plan to keep TikTok available in the U.S. "involves tapping software company Oracle and a group of outside investors," reports NPR, "to effectively take control of the app's global operations, according to two people with direct knowledge of the talks..."

"[P]otential investors who are engaged in the talks include Microsoft." Under the deal now being negotiated by the White House, TikTok's China-based owner ByteDance would retain a minority stake in the company, but the app's algorithm, data collection and software updates will be overseen by Oracle, which already provides the foundation of TikTok's web infrastructure... "The goal is for Oracle to effectively monitor and provide oversight with what is going on with TikTok," said the person directly involved in the talks, who was not authorized to speak publicly about the deliberations. "ByteDance wouldn't completely go away, but it would minimize Chinese ownership...." Officials from Oracle and the White House held a meeting on Friday about a potential deal, and another meeting has been scheduled for next week, according to the source involved in the discussions, who said Oracle is interested in a TikTok stake "in the tens of billions," but the rest of the deal is in flux...

Under a law passed by Congress and upheld by the Supreme Court, TikTok must execute what is known as "qualified divestiture" from ByteDance in order to stay in business in the U.S... A congressional staffer involved in talks about TikTok's future, who was not authorized to speak publicly, said binding legal agreements from the White House ensuring ByteDance cannot covertly manipulate the app will prove critical in winning lawmakers' approval. "A key part is showing there is no operational relationship with ByteDance, that they do not have control," the Congressional staffer said. "There needs to be no backdoors where China can potentially gain access...."

Chinese regulators, who have for years opposed the selling of TikTok, recently signaled that they would not stand in the way of a TikTok ownership change, saying acquisitions "should be independently decided by the enterprises and based on market principles." The statement, at first, does not seem to say much, but negotiators in the White House believe it indicates that Beijing is not planning to block a deal that gives American investors a majority-stake position in the company.
"Meanwhile, Apple and Google still have not returned TikTok to app stores..."

Two computer scientists at the University of Waterloo in Canada believe changing 30 lines of code in Linux "could cut energy use at some data centers by up to 30 percent," according to the site Data Centre Dynamics.

It's the code that processes packets of network traffic, and Linux "is the most widely used OS for data center servers," according to the article: The team tested their solution's effectiveness and submitted it to Linux for consideration, and the code was published this month as part of Linux's newest kernel, release version 6.13. "All these big companies — Amazon, Google, Meta — use Linux in some capacity, but they're very picky about how they decide to use it," said Martin Karsten [professor of Computer Science in the Waterloo's Math Faculty]. "If they choose to 'switch on' our method in their data centers, it could save gigawatt hours of energy worldwide. Almost every single service request that happens on the Internet could be positively affected by this."

The University of Waterloo is building a green computer server room as part of its new mathematics building, and Karsten believes sustainability research must be a priority for computer scientists. "We all have a part to play in building a greener future," he said. The Linux Foundation, which oversees the development of the Linux OS, is a founder member of the Green Software Foundation, an organization set up to look at ways of developing "green software" — code that reduces energy consumption.
Karsten "teamed up with Joe Damato, distinguished engineer at Fastly" to develop the 30 lines of code, according to an announcement from the university. "The Linux kernel code addition developed by Karsten and Damato was based on research published in ACM SIGMETRICS Performance Evaluation Review" (by Karsten and grad student Peter Cai).

Their paper "reviews the performance characteristics of network stack processing for communication-heavy server applications," devising an "indirect methodology" to "identify and quantify the direct and indirect costs of asynchronous hardware interrupt requests (IRQ) as a major source of overhead...

"Based on these findings, a small modification of a vanilla Linux system is devised that improves the efficiency and performance of traditional kernel-based networking significantly, resulting in up to 45% increased throughput..."

ZDNET's senior editor sees an "overwhelmingly negative" response to Microsoft's surprise price hike for the 84 million paying subscribers to its Microsoft 365 software suite. Attempting the first price hike in more than 12 years, "they made it a 30% price increase" — going from $10 a month to $13 a month — "and blamed it all on artificial intelligence." Bad idea. Why? Because...

No one wants to pay for AI...

If you ask Copilot in Word to write something for you, the results will be about what you'd expect from an enthusiastic summer intern. You might fare better if you ask Copilot to turn a folder full of photos into a PowerPoint presentation. But is that task really such a challenge...?

The announcement was bungled, too... I learned about the new price thanks to a pop-up message on my Android phone... It could be worse, I suppose. Just ask the French and Spanish subscribers who got a similar pop-up message telling them their price had gone from €10 a month to €13,000. (Those pesky decimals.) Oh, and I've lost count of the number of people who were baffled and angry that Microsoft had forcibly installed the Copilot app on their devices. It was just a rebranding of the old Microsoft 365 app with the new name and logo, but in my case it was days later before I received yet another pop-up message telling me about the change...

[T]hey turned the feature on for everyone and gave Word users a well-hidden checkbox that reads Enable Copilot. The feature is on by default, so you have to clear the checkbox to make it go away. As for the other Office apps? "Uh, we'll get around to giving you a button to turn it off next month. Maybe." Seriously, the support page that explains where you can find that box in Word says, "We're working on adding the Enable Copilot checkbox to Excel, OneNote, and PowerPoint on Windows devices and to Excel and PowerPoint on Mac devices. That is tentatively scheduled to happen in February 2025." Until the Enable Copilot button is available, you can't disable Copilot.
ZDNET's senior editor concludes it's a naked grab for cash, adding "I could plug the numbers into Excel and tell you about it, but let's have Copilot explain instead."

Prompt: If I have 84 million subscribers who pay me $10 a month, and I increase their monthly fee by $3 a month each, how much extra revenue will I make each year?

Copilot describes the calculation, concluding with "You would make an additional $3.024 billion per year from this fee increase." Copilot then posts two emojis — a bag of money, and a stock chart with the line going up.

The Linux 6.14 kernel now maps out support for Microsoft's "Copilot" key "so that user-space software can determine the behavior for handling that key's action on the Linux desktop," writes Phoronix's Michael Larabel. From the report: A change made to the atkbd keyboard driver on Linux now maps the F23 key to support the default copilot shortcut action. The patch authored by Lenovo engineer Mark Pearson explains [...]. Now it's up to the Linux desktop environments for determining what to do if the new Copilot key is pressed. The patch was part of the input updates now merged for the Linux 6.14 kernel.

Microsoft's absence from OpenAI's Stargate announcement follows months of tension between the companies and signals a new era in which the longtime partners will be less reliant on each other. From a report: At a White House press conference, the ChatGPT maker announced Stargate, a venture with Oracle and tech investor SoftBank. The new company plans to spend up to $500 billion building new data centers in the U.S. to help power OpenAI's development.

The assembled leaders -- OpenAI's Sam Altman, Oracle's Larry Ellison, SoftBank's Masayoshi Son and President Trump -- discussed how AI could create jobs and even cure cancer. Microsoft CEO Satya Nadella was thousands of miles away, at the World Economic Forum in Davos, Switzerland. The developments show how the OpenAI-Microsoft partnership that helped trigger the generative-AI boom is drifting apart as each company focuses on its own evolving needs.

In the months leading up to the announcement, the two sides had been haggling over what to do about OpenAI's seemingly insatiable appetite for computing power and its contention Microsoft couldn't fulfill it even though their agreement didn't allow OpenAI to easily switch to others, said people familiar with the discussions. OpenAI is almost entirely reliant on Microsoft to provide it with the data centers it needs to build and operate its sophisticated AI software. That has been part of their agreement since Microsoft first invested in 2019. With the success of ChatGPT, OpenAI's need for computing power surged. Its executives have said ending the exclusive cloud contract could be crucial to compete with rival AI developers that don't have the same constraints.

An anonymous reader quotes a report from Ars Technica: The Department of Homeland Security has terminated all members of advisory committees, including one that has been investigating a major Chinese hack of large US telecom firms. "The Cyber Safety Review Board -- a Department of Homeland Security investigatory body stood up under a Biden-era cybersecurity executive order to probe major cybersecurity incidents -- has been cleared of non-government members as part of a DHS-wide push to cut costs under the Trump administration, according to three people familiar with the matter," NextGov/FCW reported yesterday.

A memo sent Monday by DHS Acting Secretary Benjamine Huffman said that in order to "eliminate[e] the misuse of resources and ensur[e] that DHS activities prioritize our national security, I am directing the termination of all current memberships on advisory committees within DHS, effective immediately. Future committee activities will be focused solely on advancing our critical mission to protect the homeland and support DHS's strategic priorities." The memo said advisory board members terminated this week "are welcome to reapply." The Cyber Safety Review Board's list of members included security experts from the private sector and lead cybersecurity officials from multiple government agencies. "The CSRB was 'less than halfway' done with its Salt Typhoon investigation, according to a now-former member," wrote freelance cybersecurity reporter Eric Geller, who quoted an anonymous source as saying the Cyber Safety Review Board's review of Salt Typhoon is "dead." The former member was also quoted as saying, "There are still professional staff for the CSRB and I hope they will continue some of the work in the interim."

The Cyber Safety Review Board operates under (PDF) the DHS's Cybersecurity and Infrastructure Security Agency (CISA), notes Ars. The review board previously investigated a 2023 hack of Microsoft Exchange Online and more recently has been investigating how the Chinese hacking group called Salt Typhoon infiltrated major telecom providers such as Verizon and AT&T.

LinkedIn has been sued by Premium customers alleging the platform disclosed private messages to third parties without consent to train generative AI models. The lawsuit seeks damages for breach of contract and privacy violations, accusing LinkedIn of attempting to minimize scrutiny over its actions. Reuters reports: According to a proposed class action filed on Tuesday night on behalf of millions of LinkedIn Premium customers, LinkedIn quietly introduced a privacy setting last August that let users enable or disable the sharing of their personal data. Customers said LinkedIn then discreetly updated its privacy policy on Sept. 18 to say data could be used to train AI models, and in a "frequently asked questions" hyperlink said opting out "does not affect training that has already taken place."

This attempt to "cover its tracks" suggests LinkedIn was fully aware it violated customers' privacy and its promise to use personal data only to support and improve its platform, in order to minimize public scrutiny and legal fallout, the complaint said. The lawsuit was filed in the San Jose, California, federal court on behalf of LinkedIn Premium customers who sent or received InMail messages, and whose private information was disclosed to third parties for AI training before Sept. 18. It seeks unspecified damages for breach of contract and violations of California's unfair competition law, and $1,000 per person for violations of the federal Stored Communications Act. LinkedIn said in a statement: "These are false claims with no merit."

Salesforce CEO Marc Benioff said Wednesday that current business leaders may be the last generation to manage an exclusively human workforce, as AI transforms the workplace. "We are really moving into a world now of managing humans and agents together," he told Axios.

His company's Agentforce platform, launched in September, has taken over many customer support tasks, prompting plans to move support staff into sales roles. Speaking to Axios at the World Economic Forum, Benioff dismissed Microsoft's AI CoPilot as disappointing and promised to defend his employees against discrimination amid political debates over corporate diversity programs.

Santee Cooper, the big power provider in South Carolina, has tapped financial advisers to look for buyers that can restart construction on a pair of nuclear reactors that were mothballed years ago. From a report: The state-owned utility is betting interest will be strong, with tech giants such as Amazon.com and Microsoft in need of clean energy to fuel data centers for artificial-intelligence capabilities. The details Santee Cooper announced Wednesday it is seeking proposals for buyers to complete the project at South Carolina's sprawling V.C. Summer Nuclear Station, confirming an earlier report from The Wall Street Journal.

The utility is working with bankers at Centerview Partners, which will accept proposals until May 5. Santee Cooper will likely look to tap a consortium that could include a construction firm, a tech company that will use the power and an additional partner for capital, according to people familiar with the matter. It is also looking for another power company partner because it doesn't plan to own or operate the units once they are up and running.

Microsoft will pay to restore parts of Brazil's Amazon and Atlantic forests [non-paywalled source] in exchange for hundreds of millions of dollars' worth of carbon credits, becoming the latest Big Tech player to bet that nature-based solutions can offset an artificial intelligence-driven surge in greenhouse gas emissions. Financial Times: The $3.2tn US company told the Financial Times it had signed a deal to buy 3.5mn credits over 25 years from Re.green, a Brazilian start-up which buys up farming and cattle land. It restores the land by planting native tree species, in projects financed through carbon credits and timber sales. Neither company disclosed a value for the deal, but recent market analysis suggests it could be worth around $200mn.

Microsoft's recent dealmaking has made it one of the biggest buyers of nature-based carbon removals globally. The deal comes as groups including Microsoft, Google and Amazon invest heavily in data centres to cope with the huge demand stemming from the growth of generative AI. But the buildout is leading to a surge in their energy usage and complicating their pledges to investors to curb emissions.

An anonymous reader quotes a report from IEEE Spectrum: [Amber Case is a speaker and author of Calm Technology.] Case's book, inspired by the work of Xerox PARC researchers Mark Weiser and John Seely Brown, outlines eight principles for calm technology; examples include the idea that technology "should require the smallest possible amount of attention" while in use, and that it "should work even when it fails." The book's ideas gained the attention of major technology companies, including Microsoft and Amazon, and Case gave talks at TED and the Thinking Digital Conference, among others. "But that wasn't enough," says Case. While her ideas received plenty of interest, she noticed that interest didn't translate to concrete action. Companies designing new products were unclear on what was right, or wrong, and uncertain about how they might put calm technology ideals into practice.

So, Case decided on a new approach. She founded the Calm Tech Institute in May 2024 to develop and promote a Calm Tech certification. "A standard is a good way of rewarding that behavior," says Case. The certification includes 81 points that span six categories: attention, periphery, durability, light, sound, and materials. Some of the certification's specifications are quite stringent. It outlines minimum standards for user interface (UI) design, such as consistent use of icons and font typography, asks that all but the "most crucial" notifications be turned off by default, and requires an instruction booklet with a list of replacements and compatible parts.

The first handful of devices that earned the Calm Tech certification were announced at, or just before, CES 2025. This first batch included, for example, the reMarkable Paper Pro. Released on September 4, 2024, the Paper Pro looks like an iPad and has a color eInk display, but it's tightly focused on writing and organizing notes with the tablet's included stylus. ReMarkable purposefully constrains the device's features to maintain a distraction-free experience. Though it can sync notes online, the Paper Pro doesn't have an app store, a web browser, or widgets. It doesn't even display the time. [...]

Another early adopter was Mui Labs, creator of the Mui Board, a smart home device that looks like a piece of finely finished decorative wood but, when touched, illuminates to reveal a smart home interface. [...] Several other devices earned certification in late 2024. These include the AirThings View Plus, an air quality monitor with a simple eInk display that I highlighted during the 2021 wildfire season; the Daylight Computer, a portable PC with an eInk display and custom OS meant to reduce distractions; and Unpluq, a physical dongle that can lock apps on Android and iOS devices until the dongle is moved close to the device. Calm Tech Institute's certification is not yet publicly available, though it does hope to have it published "soon," says Case.

Spectrum notes that Calm is "also exploring research into calm technology and working with neuroscientists to study the 'cognitive need for dimensionality and texture' in user interfaces."

Microsoft, the biggest investor in OpenAI and its principal cloud partner, is losing its designation as exclusive provider of computing capacity for the artificial intelligence startup. CNBC: In a blog post on Tuesday, Microsoft said that it's still in a favorable position with OpenAI. Going forward, when OpenAI seeks additional capacity, Microsoft will have the "right of first refusal" before OpenAI checks with other parties. The change in their relationship was disclosed as part of President Donald Trump's announcement of the Stargate Project, a joint venture with OpenAI, Oracle and Softbank to invest billions of dollars in AI infrastructure in the U.S.

Executives from those companies committed to invest an initial $100 billion and up to $500 billion over the next four years in the project, which will be set up as a separate company. Oracle is a "key initial technology partner" alongside Arm, Microsoft and Nvidia in setting up data center infrastructure, OpenAI said in a blog post. JPMorgan, in a note to clients: My takeaway is that MSFT is somewhat reading the room on capex. Softbank and Oracle are taking on some of the financial burden (in order to get some skin in the game) while MSFT still maintains access to OpenAI IP through to 2030 and has right of first refusal on any OpenAI new capacity. Feels like a good outcome for MSFT to me.

IMDb founder Col Needham is stepping down as CEO after 35 years, transitioning to executive chair. He will be succeeded by Nikki Santoro, who has served as the chief operating officer since 2021. TechCrunch reports: Santoro's appointment is significant, as she is the first woman to become the CEO and only the second person to hold the position. Needham founded IMDb in 1990 at the age of 23, steering the company into a powerhouse within the entertainment industry. After 35 years, he'll transition to a new role as executive chair.

According to Needham, Santoro's ascension is well deserved. [...] Santoro has been with the company since 2016, leading the company in expanding its database and improving its IMDbPro membership. She previously held leadership positions at Amazon, Microsoft, and The Weather Channel. "Nikki's strategic vision, deep understanding of our customers and products, and commitment to innovation have already delivered impressive business results during her tenure as COO," said Needham in a statement. "Her track record of driving growth and enhancing our products and services makes her the ideal person to guide IMDb into a new era."

EA's Origin PC client will be shut down on April 17, 2025, as Microsoft ends support for 32-bit software. "Anyone still using Origin will need to swap over to the EA app before that date," adds Engadget. From the report: For those PC players who have not migrated over to the EA app, the company has an FAQ explaining the latest system requirements. The EA app runs on 64-bit architecture, and requires a machine using Windows 10 or Windows 11. [...] If you're simply downloading the EA app on a current machine, players won't need to re-download their games. And if you have cloud saves enabled, all of your data should transfer without any additional steps.

However, it's always a good idea to have physical backups with this type of transition, especially since not all games support cloud saves, and those titles will need to have saved game data manually transferred. Mods also may not automatically make the switch, and EA recommends players check with mod creators about transferring to the EA app.