Microsoft’s $5 Billion Data Center Delay, DigitalOcean CEO on AI Infrastructure Boom

<p>Microsoft delayed about $5 billion in planned capital spending as data center capacity from Iren wasn&#39;t ready on time. TITV Host Akash Pasricha speaks with The Information&#39;s Microsoft reporter Aaron Holmes about the delays and with crypto reporter Yueqi Yang about smaller banks allowing AI agents access to accounts. Lastly, DigitalOcean CEO Paddy Srinivasan discusses neocloud growth, data center regulation and the company&#39;s recent quarterly results.</p><p><br></p><p>Articles discussed in today&#39;s show:</p><p>-<a href="https://www.theinformation.com/briefings/exclusive-microsoft-lowered-data-center-spending-following-delays-cloud-firm-iren">https://www.theinformation.com/briefings/exclusive-microsoft-lowered-data-center-spending-following-delays-cloud-firm-iren</a></p><p>Subscribe:</p><p>- YouTube: https://www.youtube.com/@theinformation</p><p>- The Information: https://www.theinformation.com/subscribe_h</p><p>Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda</p><p>TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.</p><p>Follow us:</p><p>X: https://x.com/theinformation</p><p>IG: https://www.instagram.com/theinformation/</p><p>TikTok: https://www.tiktok.com/@titv.theinformation</p><p>LinkedIn: https://www.linkedin.com/company/theinformation/</p><p><br></p><p>Chapters:</p><p>00:00 Intro</p><p>01:50 Microsoft&#39;s $5 billion data center spending delay</p><p>08:30 Why smaller banks are giving AI agents access to accounts</p><p>18:16 DigitalOcean CEO on neoclouds and AI infrastructure (Sponsored)</p><p>30:46 Outro</p>