The addition of several companies from China and Taiwan to the USA export control list has raised trade concerns that hit the Technology Sector. With the threat of major Chinese customers being unable to purchase USA technology, Microsoft dropped 1.31% today following news of a significant strategic shift in its Datacenter expansion plans. TD Cowen reported that the hyperscaler Microsoft is canceling projects totaling 2 gigawatts of capacity in the USA and European Index.
We believe that the reduction of new capacity leasing by Microsoft is mainly due to the decision not to support the incremental Open AI training workload, analysts at TD Cowen, led by Michael Elias, noted in a memo. "However, we continue to believe that lease cancellations or capacity delays indicate that Datacenters are over-supplied compared to current demand forecasts."
Competitors Google (GOOG) (GOOGL) and Meta (META) have spare Datacenters...

Personally, to conclude, it is sad! 😭 That goes back 80 years, and it is not the American people who are fixated, right? I believe it's only a few people. The devastating wildfires in LA without the front row seats feel as if a bomb was dropped like the atomic bombings, whether it's an American caster, reporter, or journalist. I don't remember, but this expression is absolutely a cruel expression that cannot be accepted by the prefectural citizens of Hiroshima, starting with the Japanese people, and I felt disappointed towards my favorite America. If you bring up the past, we also think that post-1945 Japan, which feels like the DNA is about to be overturned, was twisted and accepted as it is now. America has a strong sense of patriotism, which is in a way delightful and a good thing. Two domestic iron companies are teaming up to buy United States Steel. Things are progressing, and this CEO might be one of them. Frankly, don't bring up the past! Don't call other countries thieves! What kind of comments will Nippon Steel make? Giving up or pushing hard? Nippon Steel is not written because it will be long, but they seem to be planning to consider employment, the surrounding environment, and residents.

Apple has taken a new approach to strengthen its AI capabilities. According to multiple sources, the company is collaborating with Broadcom to advance the development of the next-generation AI server processor. This project, codenamed 'Baltra,' aims to start production in 2026.
Overview and technical features of the project
At the core of the Baltra project is the development of the next-generation server processor that supports Apple's AI capabilities. According to Apple's SVP Craig Federighi, the future Apple Intelligence will be designed to appropriately distribute processing on-device and in the cloud. Following this approach, the Baltra chip is particularly aimed at improving processing performance on the cloud side.
Broadcom's chiplet architecture and packaging technology adoption are particularly noteworthy in terms of technology. In traditional chip designs, all functions were integrated on a single silicon die, but Baltra adopts a method of combining multiple small chips called chiplets for different functions. This...