Tag: strategic planning
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Slashdot: US Chipmakers Fear Ceding China’s AI Market to Huawei After New Trump Restrictions
Source URL: https://yro.slashdot.org/story/25/04/19/2339227/us-chipmakers-fear-ceding-chinas-ai-market-to-huawei-after-new-trump-restrictions?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: US Chipmakers Fear Ceding China’s AI Market to Huawei After New Trump Restrictions Feedly Summary: AI Summary and Description: Yes Summary: The text discusses the implications of the Trump administration’s restrictions on AI chip sales to China, particularly affecting major U.S. companies like Nvidia, AMD, and Intel. The regulations…
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The Register: Microsoft puts $1B US datacenter builds on hold amid tariff uncertainty
Source URL: https://www.theregister.com/2025/04/09/microsoft_puts_more_datacenter_builds/ Source: The Register Title: Microsoft puts $1B US datacenter builds on hold amid tariff uncertainty Feedly Summary: Committed $80B capex for DCs as recently as January. We wonder what changed? Microsoft has called a halt to construction of three datacenter campuses in central Ohio, in a sign the tech giant is having…
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New York Times – Artificial Intelligence : Why a Plane-Size Machine Could Foil a Race to Build Gas Power Plants
Source URL: https://www.nytimes.com/2025/04/08/business/energy-environment/gas-turbines-power-plants.html Source: New York Times – Artificial Intelligence Title: Why a Plane-Size Machine Could Foil a Race to Build Gas Power Plants Feedly Summary: Wait times for the hulking turbines needed to turn natural gas into electricity have doubled in the past year as companies scramble to build data centers for A.I. AI…
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Slashdot: Alibaba’s Tsai Warns of ‘Bubble’ in AI Data Center Buildout
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,…
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The Register: Datacenter vacancies hit record low as power shortages stall projects
Source URL: https://www.theregister.com/2025/03/19/datacenter_vacancy_record_low/ Source: The Register Title: Datacenter vacancies hit record low as power shortages stall projects Feedly Summary: Supply chain and tariffs issues could spell trouble across multiple markets, warns JLL Analysis Despite ongoing construction efforts, the North American colocation datacenter market is grappling with record-high occupancy rates. This surge in demand, coupled with…
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The Register: Nvidia’s Vera Rubin CPU, GPU roadmap charts course for hot-hot-hot 600 kW racks
Source URL: https://www.theregister.com/2025/03/19/nvidia_charts_course_for_600kw/ Source: The Register Title: Nvidia’s Vera Rubin CPU, GPU roadmap charts course for hot-hot-hot 600 kW racks Feedly Summary: Now that’s what we call dense floating-point compute GTC Nvidia’s rack-scale compute architecture is about to get really hot.… AI Summary and Description: Yes Summary: The text provides a comprehensive overview of Nvidia’s…
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The Register: It begins: Pentagon to give AI agents a role in decision making, ops planning
Source URL: https://www.theregister.com/2025/03/05/dod_taps_scale_to_bring/ Source: The Register Title: It begins: Pentagon to give AI agents a role in decision making, ops planning Feedly Summary: Former allies, take note The American military has signed a deal with Scale AI to give artificial intelligence, as far as we can tell, its most prominent role in the defense sector…
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The Register: 30-year-old NHS supply chain system hit by 35 major alerts in 11 months
Source URL: https://www.theregister.com/2025/02/27/thirtyyearold_nhs_supply_chain_system/ Source: The Register Title: 30-year-old NHS supply chain system hit by 35 major alerts in 11 months Feedly Summary: Thousands of order lines not picked, causing delays to hospital deliveries A state-owned company that handles £4.5 billion ($5.7 billion) annual spending on behalf of the NHS has suffered 35 high-priority computer system…