The AI North Brief
15 Minutes. Every Weekday Morning. The AI Intelligence You Need.
Artificial Intelligence is evolving faster than our capability to understand its eventual impact. The AI North Brief is your daily filter, cutting through the noise to deliver only the essential news and policy shifts shaping Canada and the world.
Hosted by veteran news anchor and communications expert Paul Karwatsky, the show bridges the gap between the anchor desk and the cutting edge of AI governance. Currently pursuing his MS in AI Policy, Ethics, and Management at Purdue University, Paul brings a unique lens to the daily brief—combining decades of journalistic rigor with a deep, academic dive into the ethical frameworks and regulatory hurdles that will define the next decade.
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The AI North Brief
The Microsoft Problem
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Episode Description
Microsoft beat on every metric and the stock dropped six percent. What the earnings call revealed about AI infrastructure spending, OpenAI concentration risk, and why Canada's sovereign compute push faces a $72 billion scale gap.
Chapter Markers / Timecodes
00:00 – Intro 00:25 – The Earnings 01:45 – The Spending Problem 03:30 – The OpenAI Problem 05:00 – What This Means for Canada 06:15 – The Scale Gap 07:00 – Outro
Episode Tags
Microsoft, Azure, OpenAI, AI infrastructure, sovereign compute, Canada AI, data centres, Bell Canada, capex, cloud computing, earnings
Content Rating
Clean
Episode Type
Full
Runtime
~7 minutes