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Tomasz Tunguz: Circular Financing: Does Nvidia’s $110B Bet Echo the Telecom Bubble?

Oct 3, 2025

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Source URL: https://www.tomtunguz.com/nvidia_nortel_vendor_financing_comparison/ Source: Tomasz Tunguz Title: Circular Financing: Does Nvidia’s $110B Bet Echo the Telecom Bubble? Feedly Summary: When Nvidia announced a $100 billion investment commitment to OpenAI1 in September 2025 , analysts immediately drew comparisons to the telecom bubble. The concern : is this vendor financing , where a supplier lends money to…

Cloud Blog: Connect Spark data pipelines to Gemini and other AI models with Dataproc ML library

Oct 3, 2025

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Kurt Seifried

in Uncategorized

Source URL: https://cloud.google.com/blog/products/data-analytics/gemini-and-vertex-ai-for-spark-with-dataproc-ml-library/ Source: Cloud Blog Title: Connect Spark data pipelines to Gemini and other AI models with Dataproc ML library Feedly Summary: Many data science teams rely on Apache Spark running on Dataproc managed clusters for powerful, large-scale data preparation. As these teams look to connect their data pipelines directly to machine learning models,…

The Register: Red Hat fesses up to GitLab breach after attackers brag of data theft

Oct 3, 2025

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Kurt Seifried

in Uncategorized

Source URL: https://www.theregister.com/2025/10/03/red_hat_gitlab_breach/ Source: The Register Title: Red Hat fesses up to GitLab breach after attackers brag of data theft Feedly Summary: Open source giant admits intruders broke into dedicated consulting instance, but insists core products untouched What started as cyber crew bragging has now been confirmed by Red Hat: someone gained access to its…

The Register: AI devs close to scraping bottom of data barrel

Oct 3, 2025

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Kurt Seifried

in Uncategorized

Source URL: https://www.theregister.com/2025/10/03/ai_training_requires_more_data/ Source: The Register Title: AI devs close to scraping bottom of data barrel Feedly Summary: Analysts at Goldman Sachs Global Institute say training is starting to hit its limits, enterprise info troves may be last hope Those spiffy AI systems that tech companies keep promising require mountains of training data, but high-quality…

Cloud Blog: Accelerate AI with Agents: Event Series for Developers in EMEA

Oct 2, 2025

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Kurt Seifried

in Uncategorized

Source URL: https://cloud.google.com/blog/topics/developers-practitioners/accelerate-ai-with-agents-event-series-for-developers-in-emea/ Source: Cloud Blog Title: Accelerate AI with Agents: Event Series for Developers in EMEA Feedly Summary: The future of technology is unfolding across EMEA, and Google Cloud is at the forefront of this transformation. We’re organizing a series of exciting events across the region, offering a unique opportunity for developers and tech…

Cloud Blog: Building on the bananas momentum of generative media models on Google Cloud

Oct 2, 2025

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Kurt Seifried

in Uncategorized

Source URL: https://cloud.google.com/blog/products/ai-machine-learning/building-momentum-for-gen-media-including-nano-banana-/ Source: Cloud Blog Title: Building on the bananas momentum of generative media models on Google Cloud Feedly Summary: It’s been exciting to see the capabilities of Nano Banana, our latest image editing model available in Gemini 2.5 Flash Image, go viral. And with transformative workflows like these, it is easy to see…

The Register: OpenAI ropes in Korean giants Samsung and SK Hynix to feed its AI megaproject

Oct 2, 2025

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Kurt Seifried

in Uncategorized

Source URL: https://www.theregister.com/2025/10/02/openai_ropes_in_samsung_and/ Source: The Register Title: OpenAI ropes in Korean giants Samsung and SK Hynix to feed its AI megaproject Feedly Summary: Duo pledge memory for Stargate to the tune of 900k DRAM wafer starts a month OpenAI has persuaded two of South Korea’s chip titans to fuel its bid to build the biggest…

Cloud Blog: The oracles of DeFi: How to build trustworthy data feeds for decentralized applications

Oct 2, 2025

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Kurt Seifried

in Uncategorized

Source URL: https://cloud.google.com/blog/topics/financial-services/blockchain-oracles-dz-bank-solution-defi-enterprise-applications/ Source: Cloud Blog Title: The oracles of DeFi: How to build trustworthy data feeds for decentralized applications Feedly Summary: Distributed ledger technology (DLT) emerged with Bitcoin as a censorship-resistant way to conduct payments between distrusting peers. After a period, traditional financial institutions began to explore the technology, recognizing the potential of its…

Slashdot: Meta Plans To Sell Targeted Ads Based On Data In Your AI Chats

Oct 1, 2025

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Kurt Seifried

in Uncategorized

Source URL: https://meta.slashdot.org/story/25/10/01/2113247/meta-plans-to-sell-targeted-ads-based-on-data-in-your-ai-chats?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: Meta Plans To Sell Targeted Ads Based On Data In Your AI Chats Feedly Summary: AI Summary and Description: Yes Summary: Meta’s new policy allows it to utilize data generated from AI chatbot interactions and other AI products for targeted advertising on its platforms, Facebook and Instagram, without user…

Hamel’s Blog: Selecting The Right AI Evals Tool

Oct 1, 2025

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Kurt Seifried

in Uncategorized

Source URL: https://hamel.dev/blog/posts/eval-tools/ Source: Hamel’s Blog Title: Selecting The Right AI Evals Tool Feedly Summary: Over the past year, I’ve focused heavily on AI Evals, both in my consulting work and teaching. A question I get constantly is, “What’s the best tool for evals?”. I’ve always resisted answering directly for two reasons. First, people focus…

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