Diverging Strategies: Microsoft Scales Back While Amazon Expands

Google unveils its new TPU’s, this time with inference! Temu and Shein officially get nuked from orbit. More signs of pullback in AI datacenter buildout. Are we actually, for real, about to get an iPad Instagram app? And a cute little home robot from ages ago, looks like it’s finally coming to a house near you this summer.

Sponsors:

• Shopify.com/ride

Links:

• Ironwood is Google’s newest AI accelerator chip (TechCrunch)
• Google announces ‘Workspace Flows’ automation with Gems, audio in Docs, and more Gemini (9to5Google)
• US Raises Charges on Small Parcels, Targeting Chinese Retailers (Bloomberg)
• Microsoft pauses $1bn data center plans in Licking County, Ohio (Data Center Dynamics)
• Instagram’s Mosseri Positions App for TikTok Turmoil (The Information)
• Amazon Seeks Partners for $15 Billion Warehouse Expansion Plan (Bloomberg)
• Google Maps is launching tools to help cities analyze infrastructure and traffic (The Verge)
• Samsung Taps Google AI to Launch Long-Promised Ballie Robot With Video Projector (Bloomberg)

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