Tag: investment strategies
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The Register: Cadence invites you to play with Nvidia’s biggest iron in its datacenter tycoon sim
Source URL: https://www.theregister.com/2025/09/10/cadence_systems_adds_nvidias_biggest/ Source: The Register Title: Cadence invites you to play with Nvidia’s biggest iron in its datacenter tycoon sim Feedly Summary: Using GPUs to design better bit barns for GPUs? It’s the circle of AI With the rush to capitalize on the gen AI boom, datacenters have never been hotter. But before signing…
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The Register: Hungry hyperscalers boosted Cisco’s AI sales by a cool billion bucks
Source URL: https://www.theregister.com/2025/08/14/cisco_q4_2025/ Source: The Register Title: Hungry hyperscalers boosted Cisco’s AI sales by a cool billion bucks Feedly Summary: Big Tech is spending vastly more on AI infrastructure but Switchzilla thinks its piece of the pie will be fat and juicy Cisco sold twice as much AI kit as it forecast during its 2025…
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The Register: Arista pushes Ethernet for AI, downplays effect of tariffs
Source URL: https://www.theregister.com/2025/08/06/arista_pushes_ethernet_for_ai/ Source: The Register Title: Arista pushes Ethernet for AI, downplays effect of tariffs Feedly Summary: Thanks to LLMs, CEO expects to see networks ‘back-end and front-end converge’ Arista Networks is expecting the AI datacenter industry to be dominated by open standards such as Ethernet or UALink in the near future, and has…
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The Register: Hyperscalers to eat 61% of global datacenter capacity by decade’s end
Source URL: https://www.theregister.com/2025/06/25/hyperscaler_datacenter_capacity/ Source: The Register Title: Hyperscalers to eat 61% of global datacenter capacity by decade’s end Feedly Summary: Cloud and AI demand propel rapid buildout as on-prem share drops to 22% Hyperscale operators are expected to account for 61 percent of all datacenter capacity by 2030, thanks in part to the growth of…
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The Register: MiniMax M1 model claims Chinese LLM crown from DeepSeek – plus it’s true open-source
Source URL: https://www.theregister.com/2025/06/17/minimax_m1_model_chinese_llm/ Source: The Register Title: MiniMax M1 model claims Chinese LLM crown from DeepSeek – plus it’s true open-source Feedly Summary: China’s ‘little dragons’ pose big challenge to US AI firms MiniMax, an AI firm based in Shanghai, has released an open-source reasoning model that challenges Chinese rival DeepSeek and US-based Anthropic, OpenAI,…
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Slashdot: Jony Ive’s OpenAI Device Gets the Laurene Powell Jobs Nod of Approval
Source URL: https://apple.slashdot.org/story/25/06/02/2139234/jony-ives-openai-device-gets-the-laurene-powell-jobs-nod-of-approval?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: Jony Ive’s OpenAI Device Gets the Laurene Powell Jobs Nod of Approval Feedly Summary: AI Summary and Description: Yes Summary: The text discusses the endorsement of a secretive AI hardware device being developed by Jony Ive and OpenAI, with Laurene Powell Jobs expressing her support and investment in the…
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New York Times – Artificial Intelligence : Are A.I. Data Centers a Sure Thing or the Next Real Estate Bubble?
Source URL: https://www.nytimes.com/2025/06/02/business/ai-data-centers-private-equity.html Source: New York Times – Artificial Intelligence Title: Are A.I. Data Centers a Sure Thing or the Next Real Estate Bubble? Feedly Summary: Private equity firms like Blackstone are using their clients’ money to buy and build data centers to fuel the artificial intelligence boom. AI Summary and Description: Yes Summary: The…
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Wired: The Middle East Has Entered the AI Group Chat
Source URL: https://www.wired.com/story/trump-middle-east-artificial-intelligence-investments/ Source: Wired Title: The Middle East Has Entered the AI Group Chat Feedly Summary: The UAE and Saudi Arabia are investing billions in US AI infrastructure. The deals could help the US in the AI race against China. AI Summary and Description: Yes Summary: The text discusses significant investments by the UAE…
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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…
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Slashdot: Microsoft Pulls Back on Data Centers From Chicago To Jakarta
Source URL: https://slashdot.org/story/25/04/03/144259/microsoft-pulls-back-on-data-centers-from-chicago-to-jakarta?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: Microsoft Pulls Back on Data Centers From Chicago To Jakarta Feedly Summary: AI Summary and Description: Yes Summary: Microsoft is reassessing its global data center initiatives, delaying or halting projects significant for AI and cloud infrastructure. This could indicate either a decrease in expected demand for AI services or…