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# Evening Scan
- URL: https://adjacent.media/scan/2026-09-11-pm/
- Published: 2026-09-11T23:09:08.000Z
- Updated: 2026-09-11T23:09:09.000Z
- Description: Adobe and Oracle both beat estimates this week, and the market keeps saying the same thing: cloud and AI infrastructure demand hasn’t cooled at all. OpenAI just admitted it can’t keep up with its own subscriber demand — a separate capacity problem.
- Author: Jonathan Greene
- Tags: #scan-pm, #scan

Adobe and Oracle both beat estimates this week, and the market keeps saying the same thing: cloud and AI infrastructure demand hasn't cooled at all. OpenAI just admitted it can't keep up with its own subscriber demand — a separate capacity problem.

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#### [OpenAI pauses new $200/month ChatGPT Pro subscriptions](https://x.com/thsottiaux?ref=adjacent.media)

"Unprecedented" demand for Astra is the stated reason — existing subscribers and API access are untouched, but new sign-ups are locked out. *(X/@thsottiaux)*

#### [Oracle's cloud infrastructure revenue jumps 121% YoY](https://www.cnbc.com/2026/09/10/oracle-orcl-q1-earnings-report-2027.html?ref=adjacent.media)

$7.4B against a $7.09B estimate, and the stock popped 6%+ after hours. The AI-buildout trade still has room to run. *(CNBC)*

#### [TikTok rejects Meta's ad push urging rivals to settle child-safety lawsuits](https://www.axios.com/2026/09/11/tiktok-meta-ads-children-safety-settlement?ref=adjacent.media)

This week a Texas judge found TikTok liable for lying about its own safety standards. *(Axios)*

> “The US is now leading China by about a year in AI, and if we don't win it, we will be in a very bad position.” — *President Trump, via Bloomberg*