Blackstone invests $5 billion in a new U.S.-based AI infrastructure venture with Google that will use the tech giant’s TPUs to bring the first 500 MW of compute capacity online by 2027. The deal underscores Google’s push to challenge Nvidia’s dominance in AI hardware while Blackstone deepens its bets on the exploding demand for compute.
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SK hynix reported record third-quarter operating profit of 83.33 trillion won, more than seven times the year-earlier level, on AI memory demand. The company said its roughly 100 trillion won 2026 shareholder-return total includes a 40 trillion won buyback announced in August, and approved a 14 trillion won dividend and a 20 trillion won buyback.
Microsoft on Monday announced a new Voluntary Exit Offer for eligible employees in participating teams in the US, Canada, India and the UK at level 70 and below. Chief People Officer Amy Coleman's memo says it "builds on what we learned" from April's Voluntary Retirement Program. About 60,000 people, roughly a quarter of its 223,000 staff, are eligible, the company told GeekWire. A person familiar told CNBC that employees decide in December and leave Dec. 31. Some groups, including sales, aren't participating, and Microsoft says the offer doesn't replace layoffs.
Schneider Electric, NVIDIA and HPE announced a collaboration on Oct 21 introducing Industrial AI Agents at the Edge: OT-monitoring, cybersecurity and energy-optimization agents that run on HPE Private Cloud AI and are managed through Schneider's EcoStruxure Industrial Insights apps. The release gives no availability date; CMPC Chile is cited as a three-year user of Schneider's OTMS monitoring that the agents would build on.
Micro1 plans to spend $1 billion acquiring internal company data such as Slack DMs and Google Docs to license to AI labs. The move reflects growing demand for real-world workplace records to train more capable AI models.
A unit of Authentic Brands Group, ABG EPE IP LLC, and seven other Elvis Presley rights holders sued Anthropic on Oct. 23 in the Northern District of California (No. 5:26-cv-12473). They allege Claude was trained on lyrics to 274 Presley compositions, including "Can't Help Falling in Love," "All Shook Up" and "A Little Less Conversation," without a license, and that it still produces infringing lyrics and rewrites despite guardrails. They plead copyright infringement plus DMCA circumvention and copyright-management-information removal and seek up to $41.1M in statutory damages (about $48.6M with the DMCA claims) plus an injunction. Anthropic did not immediately respond to Billboard's request for comment, and the allegations are unproven.
