Dina Bass
@dinabass.bsky.social
Bloomberg News Tech Reporter covering Microsoft and AI, Mom, Liverpool FC Fan. Opinions are my own... or my evil twin's.
Lots of AI datacenter, neocloud and chip stuff this am: Cerebras signing an MOU with Guyana for a multibillion data center to serve the Caribbean nation and its neighbors + unveils a global sovereign AI program: www.bloomberg.com/news/article...
Cerebras to Help Build Guyana Data Center, Unveils Sovereign AI Push
Cerebras Systems Inc. is teaming up with the government of Guyana on a multibillion-dollar deal to build the area’s first data center, part of a push by the AI chip upstart to help countries expand th...
www.bloomberg.com
November 11, 2025 at 4:30 PM
Lots of AI datacenter, neocloud and chip stuff this am: Cerebras signing an MOU with Guyana for a multibillion data center to serve the Caribbean nation and its neighbors + unveils a global sovereign AI program: www.bloomberg.com/news/article...
I really have nothing nice to say about this Liverpool match...and my mother always said if you can't say anything nice...
November 9, 2025 at 6:23 PM
I really have nothing nice to say about this Liverpool match...and my mother always said if you can't say anything nice...
Also Microsoft is keeping its 20% revenue share, sources tell us, but OpenAI has more time to make payments.
OpenAI-Microsoft deal: Microsoft gets a 27% stake, access to its AI models until 2032, including AGI-level models, and OpenAI will buy $250B of Azure services (Brody Ford/Bloomberg)
Main Link | Techmeme Permalink
Main Link | Techmeme Permalink
October 28, 2025 at 4:39 PM
Also Microsoft is keeping its 20% revenue share, sources tell us, but OpenAI has more time to make payments.
Reposted by Dina Bass
BREAKING: Amazon is making "significant" cuts to its video-game division, moving away from MMOs like New World, and gutting its Irvine and San Diego development studios www.bloomberg.com/news/article...
Amazon Makes ‘Significant’ Cuts In Video-Game Division
Tech giant will reduce game development work
www.bloomberg.com
October 28, 2025 at 4:10 PM
BREAKING: Amazon is making "significant" cuts to its video-game division, moving away from MMOs like New World, and gutting its Irvine and San Diego development studios www.bloomberg.com/news/article...
Reposted by Dina Bass
Fans have spent the last two years wondering why Xbox is closing studios, canceling games, raising prices, cutting jobs, and releasing its games on rival PlayStation and Nintendo platforms.
This ambitious 30% profit margin target helps explain many of those moves. www.bloomberg.com/news/article...
This ambitious 30% profit margin target helps explain many of those moves. www.bloomberg.com/news/article...
Microsoft Pushes Xbox Division to Hit Higher Profit Margins
Management’s goal of 30% profit margins for gaming has led to job losses, canceled projects
www.bloomberg.com
October 23, 2025 at 11:05 AM
Fans have spent the last two years wondering why Xbox is closing studios, canceling games, raising prices, cutting jobs, and releasing its games on rival PlayStation and Nintendo platforms.
This ambitious 30% profit margin target helps explain many of those moves. www.bloomberg.com/news/article...
This ambitious 30% profit margin target helps explain many of those moves. www.bloomberg.com/news/article...
Reposted by Dina Bass
SCOOP: For the last two years, Microsoft has pushed Xbox to hit profit margins of 30%, an ambitious target that's far higher than the industry average.
This chase for profit has led Xbox to raise prices, cut thousands of jobs, and rethink everything.
Story: www.bloomberg.com/news/article...
This chase for profit has led Xbox to raise prices, cut thousands of jobs, and rethink everything.
Story: www.bloomberg.com/news/article...
Microsoft Pushes Xbox Division to Hit Higher Profit Margins
Management’s goal of 30% profit margins for gaming has led to job losses, canceled projects
www.bloomberg.com
October 23, 2025 at 11:02 AM
SCOOP: For the last two years, Microsoft has pushed Xbox to hit profit margins of 30%, an ambitious target that's far higher than the industry average.
This chase for profit has led Xbox to raise prices, cut thousands of jobs, and rethink everything.
Story: www.bloomberg.com/news/article...
This chase for profit has led Xbox to raise prices, cut thousands of jobs, and rethink everything.
Story: www.bloomberg.com/news/article...
Reposted by Dina Bass
I for one can't wait for next week when we nail Mo and Cody to the touchline again, ask our fullbacks to underlap constantly, and nobody knows what anybody else is doing while our press looks like steaming dogshit but individually we create enough xG to say maybe on another day...
October 19, 2025 at 5:32 PM
I for one can't wait for next week when we nail Mo and Cody to the touchline again, ask our fullbacks to underlap constantly, and nobody knows what anybody else is doing while our press looks like steaming dogshit but individually we create enough xG to say maybe on another day...
Well that was not an enjoyable match at all. Slot’s got a lot to work out here.
October 19, 2025 at 5:31 PM
Well that was not an enjoyable match at all. Slot’s got a lot to work out here.
Reposted by Dina Bass
Globally, data centers are expected to consume more than 4% of electricity by 2035 - if they were a country they’d rank 4th in power use
www.bloomberg.com/graphics/202... via @bloomberg.com
By Josh Saul, Leonardo Nicoletti, Demetrios Pogkas, @dinabass.bsky.social @naurtorious.bsky.social
www.bloomberg.com/graphics/202... via @bloomberg.com
By Josh Saul, Leonardo Nicoletti, Demetrios Pogkas, @dinabass.bsky.social @naurtorious.bsky.social
September 30, 2025 at 3:43 PM
Globally, data centers are expected to consume more than 4% of electricity by 2035 - if they were a country they’d rank 4th in power use
www.bloomberg.com/graphics/202... via @bloomberg.com
By Josh Saul, Leonardo Nicoletti, Demetrios Pogkas, @dinabass.bsky.social @naurtorious.bsky.social
www.bloomberg.com/graphics/202... via @bloomberg.com
By Josh Saul, Leonardo Nicoletti, Demetrios Pogkas, @dinabass.bsky.social @naurtorious.bsky.social
Reposted by Dina Bass
Electricity now costs 267% more (!!) for 1 month vs. what it cost 5 years ago near data center hotspots. Awesome reporting from Josh Saul @dinabass.bsky.social Leonardo Nicoletti @naurtorious.bsky.social Demetrios Pogkas (gift link) www.bloomberg.com/graphics/202...
AI Data Centers Are Sending Power Bills Soaring
Wholesale electricity costs as much as 267% more than it did five years ago in areas near data centers. That’s being passed on to customers.
www.bloomberg.com
September 29, 2025 at 10:26 PM
Electricity now costs 267% more (!!) for 1 month vs. what it cost 5 years ago near data center hotspots. Awesome reporting from Josh Saul @dinabass.bsky.social Leonardo Nicoletti @naurtorious.bsky.social Demetrios Pogkas (gift link) www.bloomberg.com/graphics/202...
Reposted by Dina Bass
Invisible Technologies, a Scale AI rival that helped train ChatGPT, raised $100M, sources say at a $2B+ valuation, and reports $134M in 2024 sales (Dina Bass/Bloomberg)
Main Link | Techmeme Permalink
Main Link | Techmeme Permalink
September 16, 2025 at 11:20 AM
Invisible Technologies, a Scale AI rival that helped train ChatGPT, raised $100M, sources say at a $2B+ valuation, and reports $134M in 2024 sales (Dina Bass/Bloomberg)
Main Link | Techmeme Permalink
Main Link | Techmeme Permalink
Reposted by Dina Bass
OD, the collaboration between Xbox and Hideo Kojima, is still in development, a Microsoft spokesperson tells me.
August 7, 2025 at 5:07 PM
OD, the collaboration between Xbox and Hideo Kojima, is still in development, a Microsoft spokesperson tells me.
Reposted by Dina Bass
BREAKING: Xbox is canceling Contraband, announced in 2021 from Avalanche Studios (Just Cause), after four years of radio silence, sources tell Bloomberg News. This news arrives weeks after a mass layoff in which Xbox canceled several other big titles.
August 7, 2025 at 4:56 PM
BREAKING: Xbox is canceling Contraband, announced in 2021 from Avalanche Studios (Just Cause), after four years of radio silence, sources tell Bloomberg News. This news arrives weeks after a mass layoff in which Xbox canceled several other big titles.
Microsoft finally reported an Azure revenue number, after years of various less-than-specific ways of describing cloud sales that elicited complaints from analysts, investors, reporters &even a post-MSFT Steve Ballmer bloomberg.com/news/article... by @mattmday.bsky.social @brodyford.bsky.social
Microsoft Gives Azure Cloud Sales for First Time at $75 Billion
Microsoft Corp. said its Azure cloud-computing unit generated more than $75 billion during the 2025 fiscal year, the first time the company has put a dollar figure on a critical business it has spent ...
bloomberg.com
July 31, 2025 at 3:02 PM
Microsoft finally reported an Azure revenue number, after years of various less-than-specific ways of describing cloud sales that elicited complaints from analysts, investors, reporters &even a post-MSFT Steve Ballmer bloomberg.com/news/article... by @mattmday.bsky.social @brodyford.bsky.social
Reposted by Dina Bass
Many of Xbox's subsidiaries are getting hit by the layoffs this morning, including Call of Duty studios such as Raven. Big cuts at Forza Motorsport developer Turn 10 - nearly 50% of staff, per source.
July 2, 2025 at 4:43 PM
Many of Xbox's subsidiaries are getting hit by the layoffs this morning, including Call of Duty studios such as Raven. Big cuts at Forza Motorsport developer Turn 10 - nearly 50% of staff, per source.
Reposted by Dina Bass
BREAKING: The new MMORPG project from Zenimax Online Studios, maker of Elder Scrolls Online, has been canceled as part of the Xbox layoffs, sources tell Bloomberg News. The project, code-named Blackbird, had been in development since 2018. Still more news to come this morning.
July 2, 2025 at 3:05 PM
BREAKING: The new MMORPG project from Zenimax Online Studios, maker of Elder Scrolls Online, has been canceled as part of the Xbox layoffs, sources tell Bloomberg News. The project, code-named Blackbird, had been in development since 2018. Still more news to come this morning.
Google has signed the first commercial deal with nuclear fusion startup Commonwealth Fusion Systems and will make a second investment in CFS (both of undisclosed size) as cloud and AI companies look for more sources of energy. With Will Wade www.bloomberg.com/news/article...
Google Is Betting on a Fusion Future in Power Deal With Commonwealth
Google will also invest again in Commonwealth, which expects its first commercial plant will generate power in the early 2030s
www.bloomberg.com
June 30, 2025 at 3:34 PM
Google has signed the first commercial deal with nuclear fusion startup Commonwealth Fusion Systems and will make a second investment in CFS (both of undisclosed size) as cloud and AI companies look for more sources of energy. With Will Wade www.bloomberg.com/news/article...
Reposted by Dina Bass
Breaking: Microsoft is planning major job cuts at Xbox that will begin next week, sources tell Bloomberg News. Not yet clear how many people, but it's expected to be big. This will be the fourth mass layoff at Xbox in the last 18 months. www.bloomberg.com/news/article...
Microsoft Plans Major Job Cuts at Xbox Gaming Division
The video-game division’s latest round of layoffs is expected next week
www.bloomberg.com
June 24, 2025 at 1:46 PM
Breaking: Microsoft is planning major job cuts at Xbox that will begin next week, sources tell Bloomberg News. Not yet clear how many people, but it's expected to be big. This will be the fourth mass layoff at Xbox in the last 18 months. www.bloomberg.com/news/article...
One of the top-ranked hackers in the US isn't a person - it's an AI from a company called @xbow.com
Founded by former GitHub Copilot chief Oege de Moor, Xbow has closed a $75 mln Series B round backed by Altimeter, Sequoia and Nat Friedman www.bloomberg.com/news/article...
Founded by former GitHub Copilot chief Oege de Moor, Xbow has closed a $75 mln Series B round backed by Altimeter, Sequoia and Nat Friedman www.bloomberg.com/news/article...
One of the Best Hackers in the Country is an AI Bot
Xbow, the startup behind a highly ranked hacking security tool, has raised $75 million
www.bloomberg.com
June 24, 2025 at 3:40 PM
One of the top-ranked hackers in the US isn't a person - it's an AI from a company called @xbow.com
Founded by former GitHub Copilot chief Oege de Moor, Xbow has closed a $75 mln Series B round backed by Altimeter, Sequoia and Nat Friedman www.bloomberg.com/news/article...
Founded by former GitHub Copilot chief Oege de Moor, Xbow has closed a $75 mln Series B round backed by Altimeter, Sequoia and Nat Friedman www.bloomberg.com/news/article...
Reposted by Dina Bass
Bell plans to invest hundreds of millions of dollars to build data centers in six Canadian cities, its CEO said in an interview. The first site, in British Columbia, is expected to come online in June, with US-based AI chip startup Groq as anchor tenant.
@dinabass.bsky.social had the story first:
@dinabass.bsky.social had the story first:
Canadian Telecom BCE to Build Large Network of AI Data Centers
BCE Inc., Canada’s largest telecom company by revenue, will set up a network of artificial intelligence data centers across the country, mirroring the aggressive AI infrastructure build-out happening ...
www.bloomberg.com
May 28, 2025 at 2:59 PM
Bell plans to invest hundreds of millions of dollars to build data centers in six Canadian cities, its CEO said in an interview. The first site, in British Columbia, is expected to come online in June, with US-based AI chip startup Groq as anchor tenant.
@dinabass.bsky.social had the story first:
@dinabass.bsky.social had the story first:
So why is Microsoft back to pouring resources into training its own large language models? When will it use them as versus OpenAI's? @austincarr.bsky.social
and I spoke with Satya Nadella and Mustafa Suleyman on the philosophy behind MAI
and I spoke with Satya Nadella and Mustafa Suleyman on the philosophy behind MAI
May 16, 2025 at 9:33 PM
So why is Microsoft back to pouring resources into training its own large language models? When will it use them as versus OpenAI's? @austincarr.bsky.social
and I spoke with Satya Nadella and Mustafa Suleyman on the philosophy behind MAI
and I spoke with Satya Nadella and Mustafa Suleyman on the philosophy behind MAI
2 years ago Microsoft set out to spin an early GenAI lead (courtesy of the OpenAI deal) into corporate & consumer AI gold. @austincarr.bsky.social I take a look at how it's gone, how Satya is hedging bets, building new AI models & navigating changing OAI conditions www.bloomberg.com/news/feature...
Microsoft’s CEO on How AI Will Remake Every Company, Including His
Nervous customers and a volatile partnership with OpenAI are complicating things for Satya Nadella and the world’s most valuable company.
www.bloomberg.com
May 15, 2025 at 11:14 PM
2 years ago Microsoft set out to spin an early GenAI lead (courtesy of the OpenAI deal) into corporate & consumer AI gold. @austincarr.bsky.social I take a look at how it's gone, how Satya is hedging bets, building new AI models & navigating changing OAI conditions www.bloomberg.com/news/feature...
Reposted by Dina Bass
Inside the secretive Microsoft MSTIC unit: How the elite hacker hunters became a pillar of US cyber defenses
The Elite Microsoft Unit Constantly Working to Thwart Hackers
Over the past decade, the software company has become a pillar of US cyber defenses — a position that could become more complicated under Trump.
bloom.bg
May 11, 2025 at 12:44 PM
Inside the secretive Microsoft MSTIC unit: How the elite hacker hunters became a pillar of US cyber defenses
Reposted by Dina Bass
Inside the secretive Microsoft MSTIC unit: How the elite hacker hunters became a pillar of US cyber defenses
The Elite Microsoft Unit Constantly Working to Thwart Hackers
Over the past decade, the software company has become a pillar of US cyber defenses — a position that could become more complicated under Trump.
bloom.bg
May 9, 2025 at 7:43 PM
Inside the secretive Microsoft MSTIC unit: How the elite hacker hunters became a pillar of US cyber defenses
We took an inside look at Microsoft's MSTIC threat intel center, the team that hunts nation-state hackers and helped the US gov't discover a massive attack on US telecoms over the summer and fall:
bloomberg.com/news/feature...
Feature by me, @jeffstone.bsky.social and Jake Bleiberg
bloomberg.com/news/feature...
Feature by me, @jeffstone.bsky.social and Jake Bleiberg
The Elite Microsoft Unit Constantly Working to Thwart Hackers
Over the past decade, the software company has become a pillar of US cyber defenses — a position that could become more complicated under Trump.
bloomberg.com
May 9, 2025 at 3:54 PM
We took an inside look at Microsoft's MSTIC threat intel center, the team that hunts nation-state hackers and helped the US gov't discover a massive attack on US telecoms over the summer and fall:
bloomberg.com/news/feature...
Feature by me, @jeffstone.bsky.social and Jake Bleiberg
bloomberg.com/news/feature...
Feature by me, @jeffstone.bsky.social and Jake Bleiberg