The AI Infrastructure Capacity Crisis: Microsoft Borrows AWS to Keep GitHub Online and Even Cloud Giants Run Out of Compute - June 17, 2026
Chris and Laura dig into the week's quietest but most consequential AI story: the physical limits of the buildout. Microsoft confirmed it is routing GitHub traffic through rival Amazon Web Services after AI coding agents pushed availability to roughly 88.4 percent, while Google agreed to pay SpaceX 920 million dollars a month for compute it cannot build fast enough itself. With AI agent pull requests up fourfold to 17 million a month and Goldman Sachs projecting 7.6 trillion dollars in AI capex by 2031, the bottleneck is now steel, silicon, and electricity.
Hosted by Chris and Laura.
The DX Today Podcast brings you daily deep dives into the most consequential stories in the AI ecosystem.
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