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Shay Boloor reports that Microsoft has considered spinning out its Xbox gaming division and is planning new Halo and Fallout games as part of a broader reset for its gaming business.
Boloor notes that new Xbox CEO Asha Sharma is preparing for layoffs and cost reductions while focusing more investment on core franchises, including Halo, Fallout, and Minecraft.
Boloor has previously covered major technology investments, noting that NBIS will invest over $9 billion in a French AI cloud project with a capacity of 240MW. In a separate update, he reported that IREN’s shares climbed above $65 following higher ARR guidance and a $1.6 billion DELL agreement for AI systems in Texas centers. These developments highlight recent large-scale moves in the tech sector covered by Boloor.