Tag: Investments
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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,…
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Hacker News: Microsoft Cancels Leases for AI Data Centers, Analyst Says
Source URL: https://finance.yahoo.com/news/microsoft-cancels-leases-ai-data-055952585.html Source: Hacker News Title: Microsoft Cancels Leases for AI Data Centers, Analyst Says Feedly Summary: Comments AI Summary and Description: Yes Summary: The article provides insights into Microsoft’s recent decision to cancel leases for data center capacity in the U.S., indicating potential overcapacity in their AI infrastructure. This decision raises questions regarding…
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Slashdot: Microsoft Dropped Some AI Data Center Leases, TD Cowen Says
Source URL: https://tech.slashdot.org/story/25/02/24/165243/microsoft-dropped-some-ai-data-center-leases-td-cowen-says?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: Microsoft Dropped Some AI Data Center Leases, TD Cowen Says Feedly Summary: AI Summary and Description: Yes Summary: The text highlights Microsoft’s recent decision to cancel significant data center leases in the US, raising concerns about its future AI computing capacity needs. This move may suggest strategic shifts in…
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The Register: If you thought training AI models was hard, try building enterprise apps with them
Source URL: https://www.theregister.com/2025/02/23/aleph_alpha_sovereign_ai/ Source: The Register Title: If you thought training AI models was hard, try building enterprise apps with them Feedly Summary: Aleph Alpha’s Jonas Andrulis on the challenges of building sovereign AI Interview Despite the billions of dollars spent each year training large language models (LLMs), there remains a sizable gap between building…
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Scott Logic: There is more than one way to do GenAI
Source URL: https://blog.scottlogic.com/2025/02/20/there-is-more-than-one-way-to-do-genai.html Source: Scott Logic Title: There is more than one way to do GenAI Feedly Summary: AI doesn’t have to be brute forced requiring massive data centres. Europe isn’t necessarily behind in AI arms race. In fact, the UK and Europe’s constraints and focus on more than just economic return and speculation might…
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Cloud Blog: Rethinking 5G: The cloud imperative
Source URL: https://cloud.google.com/blog/topics/telecommunications/ericsson-and-google-cloud-collaborating-on-5g/ Source: Cloud Blog Title: Rethinking 5G: The cloud imperative Feedly Summary: The telecommunications industry is at a critical juncture. The demands of 5G, the explosion of connected devices, and the ever-increasing complexity of network architectures require a fundamental shift in how networks are managed and operated. The future is autonomous — autonomous…