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Microsoft’s $152M Talent Grab Targets 20% OpenAI Cost Cut as Vertiv Drops PUE 5-7%

Microsoft’s $152M Talent Grab Targets 20% OpenAI Cost Cut as Vertiv Drops PUE 5-7%

TL;DR * Vertiv acquires ThermoKey for $92M to enhance thermal management for AI data centers, closing in Q2 2026 * Microsoft hires top AI researchers from Ai2 to reduce OpenAI dependence, shifting focus to applied AI under Mustafa Suleyman's Superintelligence team * OpenAI shuts down Sora video app after $1B

HPE’s 383 % Switch Boom Flips $877 M Burn to $708 M Cash: Router Gold Rush

HPE’s 383 % Switch Boom Flips $877 M Burn to $708 M Cash: Router Gold Rush

TL;DR * HPE acquires Juniper Networks, driving networking revenue up 152.5% YoY and boosting AI/data center switching sales to $445M in Q1 FY2026 * Armadin raises $189.9M in cybersecurity funding to deploy AI agents against hyperattack threats * Lux Aeterna secures $14M funding to deploy Delphi-1 satellite, targeting reusable