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Tag: investment trends

  • The Register: Microsoft’s drawback on datacenter investment may signal AI demand concerns

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    Kurt Seifried
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    Source URL: https://www.theregister.com/2025/02/24/does_microsoft_pull_back_on/ Source: The Register Title: Microsoft’s drawback on datacenter investment may signal AI demand concerns Feedly Summary: Investment bank claims software giant ditched ‘at least’ 5 land parcels due to potential ‘oversupply’ Microsoft has reportedly cancelled leases on datacenter capacity in the US, raising questions about whether the company may have overestimated demand…

  • Slashdot: AI Is Prompting an Evolution, Not Extinction, for Coders

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    Kurt Seifried
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    Source URL: https://developers.slashdot.org/story/25/02/21/1113219/ai-is-prompting-an-evolution-not-extinction-for-coders?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: AI Is Prompting an Evolution, Not Extinction, for Coders Feedly Summary: AI Summary and Description: Yes Summary: The text discusses the impact of AI coding assistants on software development, suggesting they will augment rather than replace human programmers. It highlights productivity improvements, investment trends, and industry adaptations, which are…

  • Slashdot: DeepSeek Expands Business Scope in Potential Shift Towards Monetization

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    Kurt Seifried
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    Source URL: https://slashdot.org/story/25/02/18/1634218/deepseek-expands-business-scope-in-potential-shift-towards-monetization Source: Slashdot Title: DeepSeek Expands Business Scope in Potential Shift Towards Monetization Feedly Summary: AI Summary and Description: Yes Summary: DeepSeek, a Chinese AI startup, has updated its business registry to reflect significant personnel and operational changes aimed at monetizing its large language models (LLMs). This marks a strategic shift from a…

  • Slashdot: Europe ‘Not in the AI Race Today,’ French President Macron Says

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    Kurt Seifried
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    Source URL: https://slashdot.org/story/25/02/10/1859242/europe-not-in-the-ai-race-today-french-president-macron-says?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: Europe ‘Not in the AI Race Today,’ French President Macron Says Feedly Summary: AI Summary and Description: Yes Summary: The text discusses French President Emmanuel Macron’s concerns regarding Europe’s competitiveness in the AI sector relative to the United States and China. He emphasizes the need for an AI agenda…

  • The Register: OpenAI and pals form biz to spend $500B on its own AI infrastructure

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    Kurt Seifried
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    Source URL: https://www.theregister.com/2025/01/22/openai_stargate_ai_datacenter_company/ Source: The Register Title: OpenAI and pals form biz to spend $500B on its own AI infrastructure Feedly Summary: With help from SoftBank, Oracle, and MGX, Stargate Project plans to outspend Microsoft this year OpenAI, Oracle, SoftBank, and investment firm MGX on Tuesday announced plans to spend $500 billion on AI infrastructure…

  • 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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    Kurt Seifried
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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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    system automation
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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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    system automation
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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…