Bloomberg Tech US AI Action Plan Targets Rapid Data Center Growth
11 snips
Jul 23, 2025 The U.S. AI Action Plan aims to boost national data center capacity and promote open-source development. Recent security breaches, particularly involving Microsoft SharePoint, highlight ongoing cyber threats to significant organizations. Tesla, Alphabet, and IBM are under the spotlight as they prepare to release earnings amid market fluctuations. The podcast also delves into the balance of growth and regulation in the tech sector, emphasizing the importance of collaboration to maintain technological leadership against global competitors.
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Alphabet's Earnings and AI Edge
- Alphabet's earnings are expected to be strong, but a looming regulatory decision clouds future prospects.
- AI adoption is seen as a positive business driver despite competitive threats like ChatGPT.
AI Action Plan's Infrastructure Focus
- The White House's AI action plan focuses on rapid data center expansion and less onerous AI regulations.
- It aims to build AI globally using the American technology stack with an emphasis on infrastructure and energy support.
Microsoft SharePoint Hack Widespread
- Microsoft's SharePoint hack affected around 400 entities, including the U.S. Nuclear Security Administration.
- No classified info was taken, but stolen credentials risk spreading further breaches.