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Microsoft courts Australia with US$3.2B AI spend plan

Microsoft is about to spend big on Australia, investing US$3.2 billion to expand AI and cloud computing capabilities there 250%. The company also plans to expand its number of data centres from 20 to 29. This comes copywrite lawyers and human rights organizations have been trying to put protections in place around AI use.

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Databricks to Buy Data Replication Vendor Arcion for $100 Million

October 26, 2023

Cloud data platform Databricks hasn’t been quite as eager to replace CDPs as Snowflake although it’s surely on their checklist for world domination.  They just agreed to spend something over $100 million for Arcion, which copies data from other systems into Databricks  The immediate threat is less to CDPs than point solutions such as data pipeline tools – a reminder that platforms like Databricks can effortlessly ruin the market for specialized components: think Godzilla flattening a house outside of Tokyo without even noticing.

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