capital expenditure – Experimental News Clipping Site

Slashdot: Amazon CEO Urges ‘Startup’ Mentality in Shareholder Letter

Apr 10, 2025

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Source URL: https://slashdot.org/story/25/04/10/1141224/amazon-ceo-urges-startup-mentality-in-shareholder-letter?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: Amazon CEO Urges ‘Startup’ Mentality in Shareholder Letter Feedly Summary: AI Summary and Description: Yes Summary: The text highlights Amazon’s strategic focus on artificial intelligence (AI) as a critical component of its operations, emphasizing an urgent need for competitive customer experiences that leverage intelligent models. CEO Andy Jassy’s remarks…

The Register: Alibaba exec warns of overheating AI infrastructure market

Mar 25, 2025

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Kurt Seifried

in Uncategorized

Source URL: https://www.theregister.com/2025/03/25/alibaba_ai_infrastructure/ Source: The Register Title: Alibaba exec warns of overheating AI infrastructure market Feedly Summary: Joe Tsai says speculative datacenter builds could exceed actual demand Alibaba is warning of a datacenter spending “bubble" amid the rush to build infrastructure in anticipation of an AI feeding frenzy.… AI Summary and Description: Yes Summary: Alibaba’s…

The Register: Tencent slows pace of GPU rollout as it wrings more performance from fewer accelerators

Mar 20, 2025

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Kurt Seifried

in Uncategorized

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.……

Cloud Blog: Forrester study reveals significant benefits and cost savings with Spanner

Mar 5, 2025

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Kurt Seifried

in Uncategorized

Source URL: https://cloud.google.com/blog/products/databases/forrester-tei-study-on-spanner-shows-benefits-and-cost-savings/ Source: Cloud Blog Title: Forrester study reveals significant benefits and cost savings with Spanner Feedly Summary: Is your legacy database sticking you with rising costs, frustrating downtime, and scalability challenges? For organizations that strive for top performance and agility, legacy database systems can become significant roadblocks to innovation. But there’s good news.…

Hacker News: Microsoft Cancels Leases for AI Data Centers, Analyst Says

Feb 24, 2025

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Kurt Seifried

in Uncategorized

Source URL: https://www.bloomberg.com/news/articles/2025-02-24/microsoft-cancels-leases-for-ai-data-centers-analyst-says Source: Hacker News Title: Microsoft Cancels Leases for AI Data Centers, Analyst Says Feedly Summary: Comments AI Summary and Description: Yes Summary: Microsoft is canceling several datacenter leases in the US due to concerns over potentially over-investing in AI computing capacity. This decision mirrors actions taken by other companies like Meta, indicative…

Hacker News: Amazon Will Spend Nearly a Year of AWS Revenue on AI Investments

Feb 7, 2025

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Kurt Seifried

in Uncategorized

Source URL: https://www.nextplatform.com/2025/02/07/amazon-will-spend-nearly-a-year-of-aws-revenue-on-ai-investments/ Source: Hacker News Title: Amazon Will Spend Nearly a Year of AWS Revenue on AI Investments Feedly Summary: Comments AI Summary and Description: Yes **Summary**: The text discusses Amazon’s substantial capital investments in AI infrastructure through AWS, projecting over $100 billion in capital expenditures for 2025, mainly focusing on AI systems and…

The Register: Datacenter energy use to more than double by 2030 thanks to AI’s insatiable thirst

Feb 7, 2025

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by

Kurt Seifried

in Uncategorized

Source URL: https://www.theregister.com/2025/02/07/datacenter_energy_goldman_sachs/ Source: The Register Title: Datacenter energy use to more than double by 2030 thanks to AI’s insatiable thirst Feedly Summary: Shocking research warns electricity shortages could create construction bottleneck AI’s thirst for electricity will see datacenter energy use more than double by the end of the decade – just five years from…

The Register: Hardware quality problems and server supply chain kinks slow Amazon’s $100 billion AI build

Feb 7, 2025

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by

Kurt Seifried

in Uncategorized

Source URL: https://www.theregister.com/2025/02/07/amazon_q4_fy_2024/ Source: The Register Title: Hardware quality problems and server supply chain kinks slow Amazon’s $100 billion AI build Feedly Summary: Reverses life extensions for some servers it now feels aren’t useful in the inferencing age Amazon Web Services is struggling to get the high-quality servers it needs to build AI infrastructure and…

Tag: capital expenditure