Get Current - Navigate the latest in AI—An original Coastal Intelligence podcast

Microsoft's Superfactory and the $5T Bet

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GET CURRENT - November 17, 2025

SHOW NOTES & SOURCE LINKS

EPISODE DESCRIPTION

Get Current - November 17, 2025

This week: AI infrastructure spending hits $5 trillion scale, Microsoft's continent-spanning "AI superfactory," and local connections to the global buildout.

Runtime: 10:00 minutes

TOP STORIES

  •  JPMorgan projects $5T in AI infrastructure spending through 2030 122 gigawatts of new data center capacity needed between 2026-2030 $1.4 trillion funding gap even with corporate commitments
  •  Google, Meta, Anthropic announce combined $91B in new facilities Google: $40B for Texas data centers Meta: $1B for Wisconsin facility Anthropic: $50B nationwide infrastructure plan
  •  Microsoft links Wisconsin-Atlanta data centers into single network "AI superfactory" concept - treating multiple states as one computational resource First node already online
  •  Visual Studio 2026 becomes first AI-native IDE AI-driven debugging and performance profiling integrated Compatible with 2022 projects, monthly auto-updates

    • LOCAL ANGLE

    Procore Technologies (Carpinteria) - Managing global data center construction projects When Microsoft coordinates facilities across Wisconsin and Atlanta, when Google builds in Texas, Procore's construction management software tracks every timeline, permit, and contractor. The $5T infrastructure spend creates work throughout the supply chain.

    COMMUNITY EVENTS

    Tonight (Monday, November 17): Mike Wald presents "Searching for My Digital Twin" LODO Studios, Santa Barbara 5:00-7:30 PM Based on 24-month lab exploring how to teach AI to think like you Topics: Codifying judgment, moving from "tool" to "twin" Details: coastalintelligence.ai

    Last Friday (November 14) Recap: Better Business Bureau AI Education Event Rick Copelan (Santa Barbara BBB) hosted small business owners Participants completed survey, each receives free 30-minute AI consult courtesy of BBB

    SOURCE LINKS

    1. JPMorgan $5T AI Infrastructure Report (Nov 10-12, 2025) https://www.datacenterdynamics.com/en/news/jpmorgan-global-data-center-and-ai-infra-spend-to-hit-5-trillion-demand-for-compute-remains-astronomical/

    2. Google $40B Texas Data Centers (Nov 14, 2025) https://www.foxbusiness.com/economy/google-invest-40b-texas-data-centers-major-ai-push

    3. Meta $1B Wisconsin Data Center (Nov 12, 2025) https://www.bloomberg.com/news/articles/2025-11-12/meta-pledges-1-billion-to-build-ai-data-center-in-wisconsin

    4. Anthropic $50B Infrastructure Plan (Nov 12, 2025) https://www.cnbc.com/2025/11/12/anthropic-ai-data-centers-texas-new-york.html

    5. Microsoft AI Superfactory (Nov 13, 2025) https://winbuzzer.com/2025/11/13/microsoft-building-continent-spanning-ai-superfactory-to-train-trillion-parameter-models-xcxwbn/

    6. Visual Studio 2026 Release (Nov 11, 2025) https://www.infoworld.com/article/4088876/microsoft-releases-ai-native-visual-studio-2026.html

      7. COMPANIES MENTIONED

      •  Procore Technologies (Carpinteria, CA) - Construction management software • JPMorgan - Financial analysis and projections • Google - $40B Texas data center investment • Meta - $1B Wisconsin data center • Anthropic - $50B nationwide infrastructure • Microsoft - AI Superfactory, Visual Studio 2026 • Coastal Intelligence - Tonight's event host

        • TECHNICAL NOTES

        Story Selection Window: November 10-16, 2025 (strict 7-day enforcement) Primary Theme: AI infrastructure buildout at unprecedented scale Secondary Theme: South Coast connection to global tech infrastructure Local Business Integration: Procore Technologies

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        Get Current - Navigate the latest in AI—An original Coastal Intelligence podcastBy Mark Sylvester