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Applied AI·September 25, 2026·1 min read

Tech Layoffs Outpace 2025 As Big Companies Shift Spending To AI

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Roughly 94,000 US tech layoffs through August—up 16.8% YoY—as spend is redirected to AI means headcount is now a funding source for model and infra bets. If you’re pitching non-AI software into large tech buyers, assume budgets are being zero-summed against AI initiatives and sharpen your ROI story accordingly.

Applied AI

Project Jupiter, the New Mexico data center for which Oracle made major financial commitments, faces power and permitting hurdles, exposing Oracle's AI risks

Power and permitting friction on Oracle’s Project Jupiter is a reminder that AI roadmaps now hinge on local grid politics as much as on chips—force majeure notices are becoming part of the playbook. If your AI strategy assumes hyperscaler capacity, start mapping where their data centers can actually get power and permits, not just where they announce builds.