Microsoft's Superfactory and the $5T Bet
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
- 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/
- Google $40B Texas Data Centers (Nov 14, 2025) https://www.foxbusiness.com/economy/google-invest-40b-texas-data-centers-major-ai-push
- 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
- Anthropic $50B Infrastructure Plan (Nov 12, 2025) https://www.cnbc.com/2025/11/12/anthropic-ai-data-centers-texas-new-york.html
- Microsoft AI Superfactory (Nov 13, 2025) https://winbuzzer.com/2025/11/13/microsoft-building-continent-spanning-ai-superfactory-to-train-trillion-parameter-models-xcxwbn/
- Visual Studio 2026 Release (Nov 11, 2025) https://www.infoworld.com/article/4088876/microsoft-releases-ai-native-visual-studio-2026.html
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