Tag: investment trends
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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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The Register: Dell has $14BN AI server backlog, warns projects are ‘nonlinear’
Source URL: https://www.theregister.com/2025/05/30/dell_results/ Source: The Register Title: Dell has $14BN AI server backlog, warns projects are ‘nonlinear’ Feedly Summary: Can’t build a datacenter overnight, argues tech giant Dell has confirmed an order backlog of $14.4 billion for AI optimized servers, yet it is tempering investors’ expectations for future sales by talking about demand being lumpy…
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Tomasz Tunguz: 1000x Increase in AI Demand
Source URL: https://www.tomtunguz.com/nvda-2025-05-29/ Source: Tomasz Tunguz Title: 1000x Increase in AI Demand Feedly Summary: NVIDIA announced earnings yesterday. In addition to continued exceptional growth, the most interesting observations revolve around a shift from simple one-shot AI to reasoning. Reasoning improves accuracy for robots – like telling a person to stop and think about an answer…
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The Register: Bain launches datacenter biz for Euros worried about climate change and Trump
Source URL: https://www.theregister.com/2025/05/22/bain_capital_hscale/ Source: The Register Title: Bain launches datacenter biz for Euros worried about climate change and Trump Feedly Summary: Data sovereignty fears fuel pitch to hyperscalers Investment biz Bain Capital is getting further into the datacenter sector with the launch of an operation serving hyperscalers in Europe, potentially positioning itself to benefit from…
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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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New York Times – Artificial Intelligence : OpenAI Closes Deal That Values Company at $300 billion
Source URL: https://www.nytimes.com/2025/03/31/technology/openai-valuation-300-billion.html Source: New York Times – Artificial Intelligence Title: OpenAI Closes Deal That Values Company at $300 billion Feedly Summary: The start-up’s valuation, which has nearly doubled in six months, shows continued enthusiasm for A.I. among investors. AI Summary and Description: Yes Summary: OpenAI has successfully completed a $40 billion fundraising round, raising…
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Hacker News: SoftBank Group to Acquire Ampere Computing for 6.5B
Source URL: https://group.softbank/en/news/press/20250320 Source: Hacker News Title: SoftBank Group to Acquire Ampere Computing for 6.5B Feedly Summary: Comments AI Summary and Description: Yes Summary: SoftBank Group’s acquisition of Ampere Computing is a strategic move to enhance its AI infrastructure and semiconductor capabilities, critical for developing Artificial Super Intelligence. The transaction, valued at $6.5 billion, emphasizes…
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The Register: Tencent slows pace of GPU rollout as it wrings more performance from fewer accelerators
Source URL: https://www.theregister.com/2025/03/20/tencent_q4_fy2024_gpu_slowdown/ Source: The Register Title: Tencent slows pace of GPU rollout as it wrings more performance from fewer accelerators Feedly Summary: Chinese giant says locals are more efficient than Western hyperscalers, and has tiny capex to prove it Chinese tech giant Tencent has slowed the pace of its GPU rollout since implementing DeepSeek.……
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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,…