Tag: capex
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The Register: Microsoft puts $1B US datacenter builds on hold amid tariff uncertainty
Source URL: https://www.theregister.com/2025/04/09/microsoft_puts_more_datacenter_builds/ Source: The Register Title: Microsoft puts $1B US datacenter builds on hold amid tariff uncertainty Feedly Summary: Committed $80B capex for DCs as recently as January. We wonder what changed? Microsoft has called a halt to construction of three datacenter campuses in central Ohio, in a sign the tech giant is having…
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Hacker News: LLM providers on the cusp of an ‘extinction’ phase as capex realities bite
Source URL: https://www.theregister.com/2025/03/31/llm_providers_extinction/ Source: Hacker News Title: LLM providers on the cusp of an ‘extinction’ phase as capex realities bite Feedly Summary: Comments AI Summary and Description: Yes Summary: Gartner predicts a significant consolidation in the large language model (LLM) market, highlighting the challenges faced by providers due to high costs and competition. With generative…
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The Register: LLM providers on the cusp of an ‘extinction’ phase as capex realities bite
Source URL: https://www.theregister.com/2025/03/31/llm_providers_extinction/ Source: The Register Title: LLM providers on the cusp of an ‘extinction’ phase as capex realities bite Feedly Summary: Only the strong will survive, but analyst says cull will not be as rapid as during dotcom era Gartner says the market for large language model (LLM) providers is on the cusp of…
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The Register: Tencent slows pace of GPU rollout as it wrings more performance from fewer accelerators
Source URL: https://www.theregister.com/2025/03/20/tencent_q4_fy2024_gpu_slowdown/ Source: The Register Title: Tencent slows pace of GPU rollout as it wrings more performance from fewer accelerators Feedly Summary: Chinese giant says locals are more efficient than Western hyperscalers, and has tiny capex to prove it Chinese tech giant Tencent has slowed the pace of its GPU rollout since implementing DeepSeek.……