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Today’s Storystream

Google has laid off fewer than 100 employees in its cloud division, primarily in sales operations, as part of a broader strategy to reallocate resources toward AI and cloud growth. Despite reporting nearly $12 billion in cloud revenue last quarter, Google aims to optimize spending while ramping up its $75 billion capex investment in data centers and infrastructure.

Microsoft is testing a free, ad-supported version of Office, restricting features in Word, Excel, and PowerPoint while requiring OneDrive for saving files. Users see persistent banner ads, including muted videos. The company denies immediate launch plans but continues experimenting, signaling a potential shift in Office’s monetization strategy. With fewer features and mandatory cloud storage, Microsoft appears to be nudging users toward paid subscriptions.

Amazon has introduced Alexa+, an AI-enhanced version of its voice assistant designed to deliver a more personalized and proactive experience. The upgraded Alexa can track user habits, manage smart home devices, and even summarize security footage. With expanded memory, document parsing, and real-time updates, Alexa+ aims to be both a household companion and a productivity tool. The new experience rolls out later this year.

Microsoft has completed its EU Data Boundary initiative, ensuring European cloud customers can store and process data within the EU and EFTA regions. This move helps businesses comply with GDPR and other local regulations while addressing long-standing concerns from EU regulators over data privacy. The initiative applies to Microsoft 365, Azure, and Dynamics 365, reinforcing Microsoft’s commitment to European data sovereignty.

Meta is reportedly scouting locations in Louisiana, Texas, and Wyoming for a potential $200 billion AI data center campus, aiming to scale its compute power. While the company denies the report, Meta has already committed up to $65 billion in data center investments this year, with a 2GW Louisiana site and an 800,000 sq ft Wyoming facility in development.

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