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Tag: infrastructure investment

  • Cloud Blog: Google Cloud’s commitment to EU AI Act support

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    Kurt Seifried
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    Source URL: https://cloud.google.com/blog/products/identity-security/google-clouds-commitment-to-eu-ai-act-support/ Source: Cloud Blog Title: Google Cloud’s commitment to EU AI Act support Feedly Summary: Google Cloud is committed to being a trusted partner for customers who are navigating AI regulations in Europe. We have long understood that this requires a proactive and collaborative approach in order to ensure Europeans can access secure,…

  • The Cloudflare Blog: Shutdown season: the Q2 2025 Internet disruption summary

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    Kurt Seifried
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    Source URL: https://blog.cloudflare.com/q2-2025-internet-disruption-summary/ Source: The Cloudflare Blog Title: Shutdown season: the Q2 2025 Internet disruption summary Feedly Summary: In Q2 2025, we observed Internet disruptions around the world resulting from government-directed shutdowns, power outages, cable damage, a cyberattack, and technical problems. AI Summary and Description: Yes **Summary:** The text provides an overview of significant Internet…

  • Simon Willison’s Weblog: Quoting Paul Kedrosky

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    Kurt Seifried
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    Source URL: https://simonwillison.net/2025/Jul/19/paul-kedrosky/ Source: Simon Willison’s Weblog Title: Quoting Paul Kedrosky Feedly Summary: One analyst recently speculated (via Ed Conard) that, based on Nvidia’s latest datacenter sales figures, AI capex may be ~2% of US GDP in 2025, given a standard multiplier. […] Capital expenditures on AI data centers is likely around 20% of the…

  • Slashdot: CoreWeave Data Center To Double City’s Power Needs

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    Kurt Seifried
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    Source URL: https://hardware.slashdot.org/story/25/07/14/2337208/coreweave-data-center-to-double-citys-power-needs?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: CoreWeave Data Center To Double City’s Power Needs Feedly Summary: AI Summary and Description: Yes Summary: The expansion of CoreWeave’s data center in Denton, Texas, highlights the significant strain that AI workloads impose on local power supplies, prompting infrastructure upgrades and raising compliance challenges. This scenario exemplifies the intersection…

  • Cloud Blog: London Summit: agentic AI leaders, training 100,000 civil servants, AI sovereignty, and more

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    Kurt Seifried
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    Source URL: https://cloud.google.com/blog/topics/inside-google-cloud/london-summit-2025-gen-ai-agents-transforming-business-civil-service/ Source: Cloud Blog Title: London Summit: agentic AI leaders, training 100,000 civil servants, AI sovereignty, and more Feedly Summary: There’s a buzz of excitement here at Tobacco Dock as we welcome our customers and partners to the Google Cloud Summit London. Together, we’re exploring the essential role Google Cloud is playing in…

  • The Register: Tariffs and trade turmoil driving up cost and build times for datacenters

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    Kurt Seifried
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    Source URL: https://www.theregister.com/2025/07/03/tariffs_and_trade_turmoil_driving/ Source: The Register Title: Tariffs and trade turmoil driving up cost and build times for datacenters Feedly Summary: Biz needs AI infra for training ever larger models, but something’s gotta give World War Fee Datacenter operators in Northern Europe say US tariffs and growing global geopolitical instability are inflating costs and causing…

  • Slashdot: OpenAI and UAE in Talks For Free ChatGPT Plus For All, Report Says

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    Kurt Seifried
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    Source URL: https://slashdot.org/story/25/05/30/147218/openai-and-uae-in-talks-for-free-chatgpt-plus-for-all-report-says?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: OpenAI and UAE in Talks For Free ChatGPT Plus For All, Report Says Feedly Summary: AI Summary and Description: Yes Summary: The text discusses ongoing negotiations between the UAE and OpenAI aimed at making the ChatGPT Plus AI chatbot available for free to all UAE residents. This initiative is…

  • Scott Logic: The Feature Fallacy

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    Kurt Seifried
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    Source URL: https://blog.scottlogic.com/2025/05/22/the-feature-fallacy.html Source: Scott Logic Title: The Feature Fallacy Feedly Summary: Features or Foundations. Where do you start. What are the pros and cons of building fast or building the blocks to build on. AI Summary and Description: Yes **Summary:** The text delves into the strategic tension between prioritizing feature development and investing in…

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

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    Kurt Seifried
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    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…

  • Simon Willison’s Weblog: LLM pricing calculator (updated)

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    Kurt Seifried
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    Source URL: https://simonwillison.net/2025/Apr/10/llm-pricing-calculator/#atom-everything Source: Simon Willison’s Weblog Title: LLM pricing calculator (updated) Feedly Summary: LLM pricing calculator (updated) I updated my LLM pricing calculator this morning (Claude transcript) to show the prices of various hosted models in a sorted table, defaulting to lowest price first. Amazon Nova and Google Gemini continue to dominate the lower…