Oracle projects up to $95 billion in capital spending for fiscal 2027 to expand its AI-focused cloud data centers, expecting to recoup $20–25 billion from customer repayments. It plans to raise nearly $40 billion through debt and equity, including a $20 billion at-the-market stock issuance, as it vies with Amazon and Microsoft.

This daily digest covers SpaceX’s $60 billion stock deal to buy AI coding startup Cursor, Apple’s plan for camera-equipped AirPods and a foldable iPhone in 2027, and Genesis AI’s new industrial robot with LG. It also highlights Snap’s $2,195 AR glasses, AWS’s S3 annotations feature, Meta’s crumbling engineering culture, Anthropic’s talks with Trump officials, and leaked OpenAI finances showing huge losses.

Martin Kleppmann discusses his journey from startups to academia, and the new edition of his book Designing Data-Intensive Applications. They cover trade-offs in modern infrastructure, cloud scalability, distributed system challenges, and emerging topics like formal verification and local-first software.

A former Azure engineer details how Microsoft's mismanagement and unrealistic plans jeopardized its relationship with OpenAI and the US government. The article outlines the internal chaos and lack of clarity that led to significant operational failures.