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Tag: investors

  • The Register: Dell has $14BN AI server backlog, warns projects are ‘nonlinear’

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    Kurt Seifried
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    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…

  • Slashdot: CoreWeave To Spend Up To $23 Billion This Year To Tap AI Demand Boom

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    Kurt Seifried
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    Source URL: https://slashdot.org/story/25/05/15/001248/coreweave-to-spend-up-to-23-billion-this-year-to-tap-ai-demand-boom?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: CoreWeave To Spend Up To $23 Billion This Year To Tap AI Demand Boom Feedly Summary: AI Summary and Description: Yes **Summary:** CoreWeave’s significant investment in AI infrastructure, backed by Nvidia, is aimed at addressing the increasing demand for AI capabilities, particularly from clients like Microsoft and OpenAI. This…

  • CSA: 2025 Trust Trends Shaping Security Strategies

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    Kurt Seifried
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    Source URL: https://www.vanta.com/resources/security-trends-2025 Source: CSA Title: 2025 Trust Trends Shaping Security Strategies Feedly Summary: AI Summary and Description: Yes **Summary:** The text discusses the evolving landscape of security and trust for businesses in 2024, emphasizing the challenges posed by increased cybersecurity threats, the rapid adoption of AI technologies, compliance burdens, and third-party vendor risks. It…

  • Simon Willison’s Weblog: Quoting Max Woolf

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    Kurt Seifried
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    Source URL: https://simonwillison.net/2025/May/5/max-woolf/#atom-everything Source: Simon Willison’s Weblog Title: Quoting Max Woolf Feedly Summary: Two things can be true simultaneously: (a) LLM provider cost economics are too negative to return positive ROI to investors, and (b) LLMs are useful for solving problems that are meaningful and high impact, albeit not to the AGI hype that would…

  • The Register: AI infrastructure investment may be $8T shot in the dark

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    Kurt Seifried
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    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…

  • Cloud Blog: Announcing the first cohort of the Google for Startups Accelerator: AI First UK

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    Kurt Seifried
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    Source URL: https://cloud.google.com/blog/topics/startups/announcing-the-first-cohort-of-the-google-for-startups-accelerator/ Source: Cloud Blog Title: Announcing the first cohort of the Google for Startups Accelerator: AI First UK Feedly Summary: At Google, we believe in empowering people and founders to use AI to tackle humanity’s biggest challenges. That’s why we’re supporting the next generation of AI leaders through our Google for Startups Accelerator:…

  • Cloud Blog: Global startups are building the future of AI on Google Cloud

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    Kurt Seifried
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    Source URL: https://cloud.google.com/blog/topics/startups/why-global-startups-are-gathering-at-google-cloud-next25/ Source: Cloud Blog Title: Global startups are building the future of AI on Google Cloud Feedly Summary: The most exciting startups in the world are in Las Vegas this week, as Google Cloud Next kicks off with a major focus on how AI and cloud are powering the next great wave of…

  • Slashdot: Microsoft Pulls Back on Data Centers From Chicago To Jakarta

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    Kurt Seifried
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    Source URL: https://slashdot.org/story/25/04/03/144259/microsoft-pulls-back-on-data-centers-from-chicago-to-jakarta?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: Microsoft Pulls Back on Data Centers From Chicago To Jakarta Feedly Summary: AI Summary and Description: Yes Summary: Microsoft is reassessing its global data center initiatives, delaying or halting projects significant for AI and cloud infrastructure. This could indicate either a decrease in expected demand for AI services or…

  • Slashdot: Anthropic Will Begin Sweeping Offices For Hidden Devices

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    Kurt Seifried
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    Source URL: https://tech.slashdot.org/story/25/04/01/0226252/anthropic-will-begin-sweeping-offices-for-hidden-devices?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: Anthropic Will Begin Sweeping Offices For Hidden Devices Feedly Summary: AI Summary and Description: Yes Summary: Anthropic is enhancing its security measures, including conducting sweeps for hidden surveillance devices in its offices, in light of intensified competition among AI companies. This strategic decision underscores the growing importance of physical…

  • New York Times – Artificial Intelligence : OpenAI Closes Deal That Values Company at $300 billion

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    Kurt Seifried
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    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…