Tag: competitive landscape
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		New York Times – Artificial Intelligence : Nvidia to Buy $5 Billion Stake in IntelSource URL: https://www.nytimes.com/2025/09/18/business/nvidia-intel-stake.html Source: New York Times – Artificial Intelligence Title: Nvidia to Buy $5 Billion Stake in Intel Feedly Summary: The deal between the rival chipmakers includes plans to collaborate on technology to power artificial intelligence, and is a lifeline for struggling Intel. AI Summary and Description: Yes Summary: The text discusses a collaborative… 
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		The Register: Huawei lays out multi-year AI accelerator roadmap and claims it makes Earth’s mightiest clustersSource URL: https://www.theregister.com/2025/09/18/huawei_ascend_roadmap/ Source: The Register Title: Huawei lays out multi-year AI accelerator roadmap and claims it makes Earth’s mightiest clusters Feedly Summary: On the same day that fellow Chinese giant Tencent says its overseas cloud clientele doubled Chinese tech giant Huawei has kicked off its annual “Connect” conference by laying out a plan to… 
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		The Register: Microsoft pens $15B love letter to the UK with 23,000 Nvidia GPUs attachedSource URL: https://www.theregister.com/2025/09/17/microsoft_uk_ai_cash/ Source: The Register Title: Microsoft pens $15B love letter to the UK with 23,000 Nvidia GPUs attached Feedly Summary: Redmond woos Blighty with cloud and AI infrastructure splurge as Trump comes to town Microsoft appears to have trumped Google’s UK datacenter ambitions with a $15 billion investment in cloud and AI infrastructure… 
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		The Register: Google unmasks itself as mystery hyperscaler behind £3.75B UK datacenterSource URL: https://www.theregister.com/2025/09/16/google_hertfordshire_datacenter/ Source: The Register Title: Google unmasks itself as mystery hyperscaler behind £3.75B UK datacenter Feedly Summary: Tech giant confirms facility next to the M25 is its latest AI-fueled server farm Google today confirmed it is the mystery hyperscaler behind one of Europe’s largest datacenter campuses as it cut the ribbon on a… 
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		Slashdot: India’s AI Story Is ‘All Talk, Little Substance,’ Says BernsteinSource URL: https://slashdot.org/story/25/09/04/1231230/indias-ai-story-is-all-talk-little-substance-says-bernstein?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: India’s AI Story Is ‘All Talk, Little Substance,’ Says Bernstein Feedly Summary: AI Summary and Description: Yes Summary: The text describes a warning from investment research firm Bernstein regarding potential challenges that India faces in the AI sector due to aggressive pricing strategies from US technology companies. The report… 
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		The Register: SAP splashes €20B on Euro sovereign cloud pushSource URL: https://www.theregister.com/2025/09/04/sap_sovereign_cloud/ Source: The Register Title: SAP splashes €20B on Euro sovereign cloud push Feedly Summary: German giant takes aim at US hyperscaler dominance as some EU customers fret amid Trump 2.0 rhetoric SAP says it will pump €20 billion into expanding sovereign cloud infrastructure in Europe over the next ten years, pitching itself…