Tag: infrastructure investment
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The Register: Microsoft walking away from datacenter leases (probably) isn’t a sign the AI bubble is bursting
Source URL: https://www.theregister.com/2025/03/26/microsoft_ai_apocalypse/ Source: The Register Title: Microsoft walking away from datacenter leases (probably) isn’t a sign the AI bubble is bursting Feedly Summary: Why lease space that can’t power or cool 120kW racks – or the next-gen 600kW monsters? Comment Microsoft has walked away from negotiations to lease two gigawatts worth of datacenter capacity…
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The Cloudflare Blog: Cloudflare for AI: supporting AI adoption at scale with a security-first approach
Source URL: https://blog.cloudflare.com/cloudflare-for-ai-supporting-ai-adoption-at-scale-with-a-security-first-approach/ Source: The Cloudflare Blog Title: Cloudflare for AI: supporting AI adoption at scale with a security-first approach Feedly Summary: With Cloudflare for AI, developers, security teams and content creators can leverage Cloudflare’s network and portfolio of tools to secure, observe and make AI applications resilient and safe to use. AI Summary and…
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The Register: Datacenter vacancies hit record low as power shortages stall projects
Source URL: https://www.theregister.com/2025/03/19/datacenter_vacancy_record_low/ Source: The Register Title: Datacenter vacancies hit record low as power shortages stall projects Feedly Summary: Supply chain and tariffs issues could spell trouble across multiple markets, warns JLL Analysis Despite ongoing construction efforts, the North American colocation datacenter market is grappling with record-high occupancy rates. This surge in demand, coupled with…
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The Register: AI bubble? What AI bubble? Datacenter investors all in despite whispers of a pop
Source URL: https://www.theregister.com/2025/03/14/ai_datacenter_frenzy/ Source: The Register Title: AI bubble? What AI bubble? Datacenter investors all in despite whispers of a pop Feedly Summary: Billions continue to pour into bit barns across the globe Fears that AI may be a bubble about to burst have yet to dent datacenter investment, with a handful of new developments…
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Cloud Blog: Hej Sverige! Google Cloud launches new region in Sweden
Source URL: https://cloud.google.com/blog/products/infrastructure/google-cloud-launches-42nd-cloud-region-in-sweden/ Source: Cloud Blog Title: Hej Sverige! Google Cloud launches new region in Sweden Feedly Summary: We’re thrilled to launch our cloud region in Sweden. More than just another region, it represents a significant investment in Sweden’s future and Google’s ongoing commitment to empowering businesses and individuals with the power of the cloud.…
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The Register: Nope. You probably can’t cash in by turning your office or farm into a datacenter
Source URL: https://www.theregister.com/2025/02/27/real_estate_datacenter_conversion/ Source: The Register Title: Nope. You probably can’t cash in by turning your office or farm into a datacenter Feedly Summary: Bit barn developer says your real estate can’t take the heat, and forget nuking it to change that APRICOT 2025 Sorry to be the bearer of bad news, but if you…
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The Register: Despite Wall Street jitters, AI hopefuls keep spending billions on AI infrastructure
Source URL: https://www.theregister.com/2025/02/25/shaking_off_wall_street_jitters/ Source: The Register Title: Despite Wall Street jitters, AI hopefuls keep spending billions on AI infrastructure Feedly Summary: Sunk cost fallacy? No, I just need a little more cash for this AGI thing I’ve been working on Comment Despite persistent worries that vast spending on AI infrastructure may not pay for itself,…
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Hacker News: Microsoft Cancels Leases for AI Data Centers, Analyst Says
Source URL: https://finance.yahoo.com/news/microsoft-cancels-leases-ai-data-055952585.html Source: Hacker News Title: Microsoft Cancels Leases for AI Data Centers, Analyst Says Feedly Summary: Comments AI Summary and Description: Yes Summary: The article provides insights into Microsoft’s recent decision to cancel leases for data center capacity in the U.S., indicating potential overcapacity in their AI infrastructure. This decision raises questions regarding…