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Tag: Market demand

  • ITWeb: CSA SA chapter looks to galvanise local industry to boost cloud security skills, membership

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    Kurt Seifried
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    Source URL: https://www.itweb.co.za/article/csa-sa-chapter-looks-to-galvanise-local-industry-to-boost-cloud-security-skills-membership/5yONP7ErbKVMXWrb Source: ITWeb Title: CSA SA chapter looks to galvanise local industry to boost cloud security skills, membership Feedly Summary: CSA SA chapter looks to galvanise local industry to boost cloud security skills, membership AI Summary and Description: Yes Summary: The text discusses the efforts of the Cloud Security Alliance (CSA) South Africa…

  • 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…

  • The Register: Google carves out cloudy safe spaces for nations nervous about Uncle Sam’s servers

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    Kurt Seifried
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    Source URL: https://www.theregister.com/2025/05/21/google_sovereign_cloud_updates/ Source: The Register Title: Google carves out cloudy safe spaces for nations nervous about Uncle Sam’s servers Feedly Summary: From air-gapped bunkers to partner-run platforms, sovereignty is suddenly in vogue Google has updated its sovereign cloud services, including an air-gapped solution for customers with strict data security and residency requirements, as customers…

  • The Register: CoreWeave may have built a house of (graphics) cards

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    Kurt Seifried
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    Source URL: https://www.theregister.com/2025/05/16/coreweave_graphics_cards/ Source: The Register Title: CoreWeave may have built a house of (graphics) cards Feedly Summary: An overdependence on hyperscalers and a mountain of debt could pull the rug out Comment CoreWeave this week said it would plow between $20 and $23 billion into GPU bit barns by year’s end in order to…

  • Slashdot: CrowdStrike, Responsible For Global IT Outage, To Cut Jobs In AI Efficiency Push

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    Kurt Seifried
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    Source URL: https://it.slashdot.org/story/25/05/09/0920225/crowdstrike-responsible-for-global-it-outage-to-cut-jobs-in-ai-efficiency-push?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: CrowdStrike, Responsible For Global IT Outage, To Cut Jobs In AI Efficiency Push Feedly Summary: AI Summary and Description: Yes Summary: CrowdStrike, a notable cybersecurity firm, is cutting 5% of its workforce due to efficiencies gained through AI. The CEO highlighted AI’s transformative impact on their operations, indicating that…

  • 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…

  • The Register: CoreWeave cools its jets, downsizing IPO as investor heat fades

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    Kurt Seifried
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    Source URL: https://www.theregister.com/2025/03/28/coreweave_downsizes_ipo/ Source: The Register Title: CoreWeave cools its jets, downsizing IPO as investor heat fades Feedly Summary: That stands for I Probably Overestimated? CoreWeave has pared back the scope of its initial public offering amid growing investor uncertainty in an overheating AI marketplace and risks posed by the GPU cloud specialist’s exposure to…

  • Slashdot: China Built Hundreds of AI Data Centers To Catch the AI Boom. Now Many Stand Unused.

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    Kurt Seifried
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    Source URL: https://slashdot.org/story/25/03/27/149238/china-built-hundreds-of-ai-data-centers-to-catch-the-ai-boom-now-many-stand-unused?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: China Built Hundreds of AI Data Centers To Catch the AI Boom. Now Many Stand Unused. Feedly Summary: AI Summary and Description: Yes Summary: The text discusses China’s AI infrastructure challenges, highlighting extensive investment in data centers that are largely underutilized. It emphasizes the shift in computing demands from…

  • Slashdot: Alibaba’s Tsai Warns of ‘Bubble’ in AI Data Center Buildout

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    Kurt Seifried
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    Source URL: https://slashdot.org/story/25/03/25/1456241/alibabas-tsai-warns-of-bubble-in-ai-data-center-buildout?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: Alibaba’s Tsai Warns of ‘Bubble’ in AI Data Center Buildout Feedly Summary: AI Summary and Description: Yes Summary: Alibaba Chairman Joe Tsai has expressed concerns about a potential bubble in data center construction related to AI service demand. He highlights that many projects are initiated without clear customer agreements,…