A $16B financing for a giant Oracle data center in Michigan has closed, with BofA selling $14B in bonds; Oracle plans to use the campus to power apps for OpenAI (Bloomberg)
DeepSeek V4 Pro has 1.6T total parameters, its largest model by that metric, and V4 Flash has 284B parameters; both models have a context window of 1M tokens (South China Morning Post)
Microsoft says Copilot's agentic features in Word, Excel, and PowerPoint are now generally available and enabled by default for 365 Copilot and 365 Premium (Sumit Chauhan/Microsoft 365 Blog)
Report: China's 360 Digital Security Group has uncovered ~1,000 previously unknown vulnerabilities, including in Microsoft's Office, using an AI-powered agent (Ryan Gallagher/Bloomberg)
SK Hynix says it plans to invest ~$12.85B in a new fab in South Korea for advanced packaging to meet AI demand for HBM, with construction starting this month (Reuters)
Tim Cook's 15-year legacy by the numbers: Apple's market cap grew from $350B in 2011 to $4T+ now, net income rose ~700% to $112B for FY 2025, and more (Vlad Savov/Bloomberg)
Longtime colleagues say John Ternus will bring back Jobs-era decisiveness, shifting from Cook's era when decisions were made collectively by top executives (Mark Gurman/Bloomberg)