Tag: financial implications

  • The Register: AI infrastructure investment may be $8T shot in the dark

    Source URL: https://www.theregister.com/2025/05/01/ai_dc_investment_gamble/ Source: The Register Title: AI infrastructure investment may be $8T shot in the dark Feedly Summary: McKinsey warns datacenter binge could overshoot actual demand as execs scramble to keep up with hype A report from consultancy McKinsey & Company highlights the widespread unease over AI, pointing to the bewildering sums being invested…

  • Slashdot: AI Compute Costs Drive Shift To Usage-Based Software Pricing

    Source URL: https://tech.slashdot.org/story/25/04/24/1650227/ai-compute-costs-drive-shift-to-usage-based-software-pricing?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: AI Compute Costs Drive Shift To Usage-Based Software Pricing Feedly Summary: AI Summary and Description: Yes Summary: The software-as-a-service (SaaS) industry is transitioning from traditional “per seat” licensing to usage-based pricing models due to the high compute costs of advanced reasoning AI models. This transformation is crucial for understanding…

  • The Register: CoreWeave cools its jets, downsizing IPO as investor heat fades

    Source URL: https://www.theregister.com/2025/03/28/coreweave_downsizes_ipo/ Source: The Register Title: CoreWeave cools its jets, downsizing IPO as investor heat fades Feedly Summary: That stands for I Probably Overestimated? CoreWeave has pared back the scope of its initial public offering amid growing investor uncertainty in an overheating AI marketplace and risks posed by the GPU cloud specialist’s exposure to…

  • Slashdot: Microsoft Abandons Data Center Projects, TD Cowen Says

    Source URL: https://slashdot.org/story/25/03/26/1832216/microsoft-abandons-data-center-projects-td-cowen-says?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: Microsoft Abandons Data Center Projects, TD Cowen Says Feedly Summary: AI Summary and Description: Yes Summary: Microsoft has pulled back on new data center projects in the US and Europe, largely due to excessive supply in the AI power infrastructure market. This move is closely tied to their revised…

  • The Register: The post-quantum cryptography apocalypse will be televised in 10 years, says UK’s NCSC

    Source URL: https://www.theregister.com/2025/03/20/ncsc_post_quantum_cryptogrpahy/ Source: The Register Title: The post-quantum cryptography apocalypse will be televised in 10 years, says UK’s NCSC Feedly Summary: Wow, a government project that could be on time for once … cos it’s gonna be wayyyy more than a decade The UK’s National Cyber Security Centre (NCSC) today started the post-quantum cryptography…