Tag: hyperscalers
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Wired: Why ‘Beating China’ In AI Brings Its Own Risks
Source URL: https://www.wired.com/story/why-beating-china-in-ai-brings-its-own-risks/ Source: Wired Title: Why ‘Beating China’ In AI Brings Its Own Risks Feedly Summary: The US is increasingly intent on winning the AI race with China. Experts say this ignores the benefits of collaboration—and the danger of unintended consequences. AI Summary and Description: Yes Summary: The text discusses new export restrictions by…
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The Register: Broadcom says VMware is a better money-making machine than it hoped
Source URL: https://www.theregister.com/2024/12/13/broadcom_q4_fy_2024_vmware/ Source: The Register Title: Broadcom says VMware is a better money-making machine than it hoped Feedly Summary: Also predicts it will take lion’s share of hyperscalers’ $60-90 billion XPU spend in 2027, helped by 3nm XPUs coming next year Broadcom has told investors its integration of VMware is all but done, ahead…
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The Register: Microsoft preps big guns to shift Copilot software and PCs
Source URL: https://www.theregister.com/2024/11/29/microsoft_preps_big_guns_for/ Source: The Register Title: Microsoft preps big guns to shift Copilot software and PCs Feedly Summary: IT admins be warned: 13,000 tech suppliers coming for your employer’s checkbook Canalys Forums EMEA 2024 When Microsoft needs to make a market, it turns to the channel – a nebulous term used for resellers, distributors…
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The Register: Amazon to cough $75B on capex in 2024, more next year
Source URL: https://www.theregister.com/2024/11/01/amazon_75b_capex/ Source: The Register Title: Amazon to cough $75B on capex in 2024, more next year Feedly Summary: Despite extending server lifespans, AI’s power demands drive more datacenter builds Amazon expects to spend $75 billion on capital expenditure in 2024 and even more in 2025 – mostly on its cloud computing business –…
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The Register: Huawei releases data detailing serverless secrets
Source URL: https://www.theregister.com/2024/10/24/huawei_serverless_cold_start_research/ Source: The Register Title: Huawei releases data detailing serverless secrets Feedly Summary: Reveals why your functions start slowly on its cloud and maybe others too Huawei Cloud has released a huge trove of data describing the performance of its serverless services in the hope that other hyperscalers use it to improve their…
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Cloud Blog: Sustainable silicon to intelligent clouds: collaborating for the future of computing
Source URL: https://cloud.google.com/blog/topics/systems/2024-ocp-global-summit-keynote/ Source: Cloud Blog Title: Sustainable silicon to intelligent clouds: collaborating for the future of computing Feedly Summary: Editor’s note: Today, we hear from Parthasarathy Ranganathan, Google VP and Technical Fellow and Amber Huffman, Principal Engineer. Partha delivered a keynote address today at the 2024 OCP Global Summit, an annual conference for leaders,…
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Hacker News: Hyperscalers are carving up the ocean floor into private internet highways
Source URL: https://www.theregister.com/2024/09/25/aspi_hyperscaler_cables/ Source: Hacker News Title: Hyperscalers are carving up the ocean floor into private internet highways Feedly Summary: Comments AI Summary and Description: Yes Summary: The text discusses the significant impact of US-based hyperscalers like Google, Meta, Microsoft, and Amazon on subsea cable infrastructure, raising concerns about security, competition, and geopolitical implications. Their…