Tag: Investments
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The Register: Tariffs and trade turmoil driving up cost and build times for datacenters
Source URL: https://www.theregister.com/2025/07/03/tariffs_and_trade_turmoil_driving/ Source: The Register Title: Tariffs and trade turmoil driving up cost and build times for datacenters Feedly Summary: Biz needs AI infra for training ever larger models, but something’s gotta give World War Fee Datacenter operators in Northern Europe say US tariffs and growing global geopolitical instability are inflating costs and causing…
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The Register: EU rattles its purse and AI datacenter builders come running
Source URL: https://www.theregister.com/2025/07/01/eu_shakes_its_purse_and/ Source: The Register Title: EU rattles its purse and AI datacenter builders come running Feedly Summary: 176 expressions of interest to erect ‘gigafactories’ across 16 member states, with 3 million GPUs needed It’s pork barrel time in Europe for Nvidia (and possibly AMD) as corporations bid for a slice of the €20…
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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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Microsoft Security Blog: Microsoft is named a Leader in The Forrester Wave™: Security Analytics Platforms, 2025
Source URL: https://www.microsoft.com/en-us/security/blog/2025/06/24/microsoft-is-named-a-leader-in-the-forrester-wave-security-analytics-platforms-2025/ Source: Microsoft Security Blog Title: Microsoft is named a Leader in The Forrester Wave™: Security Analytics Platforms, 2025 Feedly Summary: Microsoft is proud to be named a Leader in The Forrester Wave™: Security Analytics Platforms, Q2 2025—which we believe reflects our deep investment in innovation and commitment to support SOC’s critical mission.…
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The Register: AI gives the sleeping network switch market a good kick
Source URL: https://www.theregister.com/2025/06/20/idc_switch_wlan_sales/ Source: The Register Title: AI gives the sleeping network switch market a good kick Feedly Summary: Q1 revenue jumps to $11.7B, with 400 and 800 GbE driving the spike The long-dormant market for datacenter network switches is booming thanks to AI.… AI Summary and Description: Yes Summary: The text highlights a significant…