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Tag: investment trends

  • The Register: Demand for AI servers sees Foxconn fly and suppliers come along for the ride

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    Kurt Seifried
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    Source URL: https://www.theregister.com/2025/01/07/foxconn_q4_2024/ Source: The Register Title: Demand for AI servers sees Foxconn fly and suppliers come along for the ride Feedly Summary: Record quarterly revenue at contract manufacturing giant suggests strong demand for hardware of all sorts Foxconn has singled out AI servers as a reason for its record revenue, and its suppliers’ share…

  • The Register: Looming energy crunch makes future uncertain for datacenters

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    Source URL: https://www.theregister.com/2025/01/06/energy_crunch_datacenters/ Source: The Register Title: Looming energy crunch makes future uncertain for datacenters Feedly Summary: But investors still betting big on bit barns thanks to AI and cloud demand Datacenter operators are facing a paradoxical crisis – demand for their services is greater than ever before, just as access to power, environmental concerns,…

  • Slashdot: Software Revenue Lags Despite Tech Giants’ $292 Billion AI Spend

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    Source URL: https://tech.slashdot.org/story/24/12/23/1314259/software-revenue-lags-despite-tech-giants-292-billion-ai-spend?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: Software Revenue Lags Despite Tech Giants’ $292 Billion AI Spend Feedly Summary: AI Summary and Description: Yes Summary: The text discusses the financial dynamics and projections within the AI sector, particularly concerning infrastructures that support AI. It highlights significant investment trends and the challenge of actualizing revenue from AI…

  • The Register: Million GPU clusters, gigawatts of power – the scale of AI defies logic

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    Source URL: https://www.theregister.com/2024/12/19/scale_ai_defies_logic/ Source: The Register Title: Million GPU clusters, gigawatts of power – the scale of AI defies logic Feedly Summary: It’s not just one hyperbolic billionaire – the entire industry is chasing the AI dragon Comment Next year will see some truly monstrous compute projects get underway as the AI boom enters its…

  • Hacker News: AI Scaling Laws

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    Source URL: https://semianalysis.com/2024/12/11/scaling-laws-o1-pro-architecture-reasoning-training-infrastructure-orion-and-claude-3-5-opus-failures/ Source: Hacker News Title: AI Scaling Laws Feedly Summary: Comments AI Summary and Description: Yes Summary: The text centers around the ongoing discourse and advancements related to AI scaling laws, particularly concerning Large Language Models (LLMs) and their performance. It contrasts bearish narratives surrounding the scalability of AI models with the significant…

  • The Register: China sends cloud powered by homebrew Loongson CPUs into space

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    Source URL: https://www.theregister.com/2024/11/24/asia_tech_news_in_brief/ Source: The Register Title: China sends cloud powered by homebrew Loongson CPUs into space Feedly Summary: Plus: Korea cracks down on Temu; US, Vietnam, sign infosec pact; India extends controversial hardware import law; and more Asia In Brief Chinese chip designer Loongson last Friday announced its processors are powering a cloud computing…

  • Hacker News: The AI Investment Boom

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    Source URL: https://www.apricitas.io/p/the-ai-investment-boom Source: Hacker News Title: The AI Investment Boom Feedly Summary: Comments AI Summary and Description: Yes Summary: The text discusses the booming investment in data centers and high-end computing hardware driven by the rapid growth of AI technologies. Major tech companies, including Microsoft and Amazon, are redirecting resources toward energy-intensive infrastructure, including…

  • The Register: Britain opens floodgates to US datacenter investment

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    Source URL: https://www.theregister.com/2024/10/15/uk_datacenter_investment/ Source: The Register Title: Britain opens floodgates to US datacenter investment Feedly Summary: Who needs climate goals and planning permission anyway? Just weeks after the British government designated datacenters as critical national infrastructure (CNI), a quartet of US tech firms have committed to the UK as the place to invest in their…

  • Hacker News: AI craze distorting VC market, as tech giants pour in billions of dollars

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    Source URL: https://www.cnbc.com/2024/09/06/ai-craze-getting-funded-by-tech-giants-distorting-traditional-vcs.html Source: Hacker News Title: AI craze distorting VC market, as tech giants pour in billions of dollars Feedly Summary: Comments AI Summary and Description: Yes **Summary:** The text discusses the current state of venture capital investments in the artificial intelligence (AI) sector, highlighting the challenges that venture capitalists face due to the…