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Microsoft Organizational Reshuffle and AI Infrastructure Investments
Microsoft is restructuring leadership with LinkedIn CEO Ryan Roslansky taking over the new Work Experiences Group including Teams. Simultaneously, major tech firms including Microsoft, Nvidia, Broadcom, Intel, and AMD are collaborating on scaling compute infrastructure through partnerships with data center operators and semiconductor manufacturers to address AI infrastructure demand.
Sources
- Sources: in a reshuffle, LinkedIn CEO Ryan Roslansky will lead Microsoft's new Work Experiences Group, including Teams, after 35-year veteran Rajesh Jha retired (Tom Warren/The Verge)
- Corning and Nvidia partner to open three advanced manufacturing plants in North Carolina and Texas dedicated to optical tech, boosting Corning's US capacity 10x (Katie Tarasov/CNBC)
- OpenAI partners with Microsoft, AMD, Broadcom, Nvidia, and Intel researchers to detail the Multipath Reliable Connection (MRC) protocol to help scale compute (Nat Rubio-Licht/The Deep View)
- Document: SpaceX proposes a $55B investment to build a Terafab chip facility in Grimes County, Texas, with potential total capital expenditures reaching $119B (Debby Wu/Bloomberg)
- Crypto miner Hut 8 signs a lease worth $9.8B+ over 15 years to provide computing power to a "high-investment-grade company" at its Nueces County, Texas campus (Dina Bass/Bloomberg)
- Uber reports Q1 revenue up 14% YoY to $13.2B, below $13.3B est., Gross Bookings up 25% YoY to $53.7B, trips up 20% YoY to 3.6B, and a $1B revenue UK tax law hit (Financial Times)
- Sources: Denver-based, Blue Owl Capital-owned Stack Infrastructure is considering selling all or some of its Asia data center operations in an up to $30B deal (Bloomberg)
- Infineon expects data center revenue to grow from €1.5B in FY2026 to €2.5B in FY2027, as it and EU peers STMicro and NXP benefit from AI infrastructure demand (Christina Kyriasoglou/Bloomberg)