datacenter – Experimental News Clipping Site

Slashdot: Microsoft’s CTO Hopes to Swap Most AMD and NVIDIA GPUs for In-House Chips

Oct 4, 2025

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Source URL: https://hardware.slashdot.org/story/25/10/04/2142243/microsofts-cto-hopes-to-swap-most-amd-and-nvidia-gpus-for-in-house-chips?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: Microsoft’s CTO Hopes to Swap Most AMD and NVIDIA GPUs for In-House Chips Feedly Summary: AI Summary and Description: Yes Summary: Microsoft is transitioning its AI workloads from traditional GPUs to its proprietary accelerators to enhance cost efficiency in its datacenters. This move exemplifies a trend towards customized hardware…

Tomasz Tunguz: Circular Financing: Does Nvidia’s $110B Bet Echo the Telecom Bubble?

Oct 3, 2025

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Kurt Seifried

in Uncategorized

Source URL: https://www.tomtunguz.com/nvidia_nortel_vendor_financing_comparison/ Source: Tomasz Tunguz Title: Circular Financing: Does Nvidia’s $110B Bet Echo the Telecom Bubble? Feedly Summary: When Nvidia announced a $100 billion investment commitment to OpenAI1 in September 2025 , analysts immediately drew comparisons to the telecom bubble. The concern : is this vendor financing , where a supplier lends money to…

The Register: Alibaba unveils $53B global AI plan – but it will need GPUs to back it up

Sep 27, 2025

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Kurt Seifried

in Uncategorized

Source URL: https://www.theregister.com/2025/09/27/alibaba_ai_drive/ Source: The Register Title: Alibaba unveils $53B global AI plan – but it will need GPUs to back it up Feedly Summary: Chinese giant maps out datacenters across Europe and beyond, yet US chip curbs cast a long shadow Analysis Alibaba this week opened an AI war chest containing tens of billions…

The Register: Alibaba Cloud plans expansion into Europe and South America

Sep 25, 2025

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by

Kurt Seifried

in Uncategorized

Source URL: https://www.theregister.com/2025/09/25/alibaba_cloud_expansion/ Source: The Register Title: Alibaba Cloud plans expansion into Europe and South America Feedly Summary: More datacenters in familiar territories, too, and AI everywhere Alibaba Cloud yesterday announced its first datacenters in Brazil, France, and The Netherlands, plus expansion of its presence in five other countries outside China.… AI Summary and Description:…

OpenAI : OpenAI, Oracle, and SoftBank expand Stargate with five new AI datacenter sites

Sep 23, 2025

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by

Kurt Seifried

in Uncategorized

Source URL: https://openai.com/index/five-new-stargate-sites Source: OpenAI Title: OpenAI, Oracle, and SoftBank expand Stargate with five new AI datacenter sites Feedly Summary: OpenAI, Oracle, and SoftBank announce five new Stargate AI datacenter sites, accelerating a $500B, 10-gigawatt U.S. infrastructure buildout to power next-generation AI and create tens of thousands of jobs. AI Summary and Description: Yes Summary:…

OpenAI : OpenAI and NVIDIA announce strategic partnership to deploy 10 gigawatts of NVIDIA systems

Sep 22, 2025

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Kurt Seifried

in Uncategorized

Source URL: https://openai.com/index/openai-nvidia-systems-partnership Source: OpenAI Title: OpenAI and NVIDIA announce strategic partnership to deploy 10 gigawatts of NVIDIA systems Feedly Summary: OpenAI and NVIDIA announce a strategic partnership to deploy 10 gigawatts of AI datacenters powered by NVIDIA systems, with the first phase launching in 2026. AI Summary and Description: Yes Summary: OpenAI and NVIDIA’s…

The Register: Zuck has the power! Meta applies to sell excess electricity

Sep 19, 2025

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Kurt Seifried

in Uncategorized

Source URL: https://www.theregister.com/2025/09/19/meta_wholesale_leccy/ Source: The Register Title: Zuck has the power! Meta applies to sell excess electricity Feedly Summary: With new electricity sources for AI datacenters, the company will have some juice left over AI model training and serving require vast quantities of power, but not necessarily all at once. With the first of several…

The Register: Microsoft pens $15B love letter to the UK with 23,000 Nvidia GPUs attached

Sep 17, 2025

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by

Kurt Seifried

in Uncategorized

Source 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…

Bulletins: Vulnerability Summary for the Week of September 8, 2025

Sep 16, 2025

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Kurt Seifried

in Uncategorized

Source URL: https://www.cisa.gov/news-events/bulletins/sb25-258 Source: Bulletins Title: Vulnerability Summary for the Week of September 8, 2025 Feedly Summary: High Vulnerabilities PrimaryVendor — Product Description Published CVSS Score Source Info Adobe–Acrobat Reader Acrobat Reader versions 24.001.30254, 20.005.30774, 25.001.20672 and earlier are affected by a Use After Free vulnerability that could result in arbitrary code execution in the…

The Register: Google unmasks itself as mystery hyperscaler behind £3.75B UK datacenter

Sep 16, 2025

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by

Kurt Seifried

in Uncategorized

Source 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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