AI infrastructure strain: SoftBank loss, Microsoft supply warning
SoftBank swung to a $7B loss on a data-center power-equipment charge, while Microsoft warns a Chinese optical transceiver ban could delay US AI buildouts.
What we know
SoftBank posted a $7B quarterly loss including a $3.7B charge tied to revised US AI data-center plans. Microsoft is reportedly lobbying against an FCC proposal to ban Chinese optical transceivers, warning of delays, per Reuters. Infineon sees 2027 revenue near €20B on data-center demand, and Hyperscale Data sold 211.56 BTC to fund a Michigan AI data center.
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“SoftBank swung to a $7B net loss in July-September”
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View post →By the Global Eye 24 desk, with AI assistance. Updated as the story develops. Spot an error? Write to corrections@globaleye24.com.