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Tag: strategic

  • Tomasz Tunguz: The AI-Driven Cloud Market Share Shift

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    Kurt Seifried
    in

    Source URL: https://www.tomtunguz.com/cloud-market-share-shift-2025/ Source: Tomasz Tunguz Title: The AI-Driven Cloud Market Share Shift Feedly Summary: What force could dethrone AWS after more than a decade of unchallenged dominance? For years, Amazon Web Services ruled the cloud infrastructure market. It was the default choice without a question for every startup. Then OpenAI released GPT-4. Microsoft’s exclusive…

  • Shabie’s blog: Let the kaleidoscope turn

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    Kurt Seifried
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    Source URL: https://shabie.github.io/2025/07/31/let-the-kaleidoscope-turn.html Source: Shabie’s blog Title: Let the kaleidoscope turn Feedly Summary: “Any good classifier knows that in the process of classification, information about variety is lost while information about similarities is gained.” – Joseph Tainter AI Summary and Description: Yes Summary: The text discusses the limitations of traditional retrieval-augmented generation (RAG) systems in…

  • The Register: AI is contributing to Meta’s growth – just not the kind anyone cares about

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    Kurt Seifried
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    Source URL: https://www.theregister.com/2025/08/01/meta_ai_investments/ Source: The Register Title: AI is contributing to Meta’s growth – just not the kind anyone cares about Feedly Summary: Good old machine learning, not LLMs, are what’s really paying for Zuck’s genAI splurge Believe it or not, Meta’s AI investments made a meaningful difference to its advertising business in Q2 —…

  • The Register: Altman embraces inner Viking, raids Europe with 100K GPU supercluster in Norway

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    Kurt Seifried
    in

    Source URL: https://www.theregister.com/2025/07/31/norway_stargate_openai/ Source: The Register Title: Altman embraces inner Viking, raids Europe with 100K GPU supercluster in Norway Feedly Summary: Facility to be built with $1 billion investment from Nscale and Aker OpenAI’s Stargate initiative has teleported to Europe, where the AI flag bearer has enlisted datacenter builder Nscale and Norwegian energy magnate Aker…

  • Cloud Blog: Announcing a complete developer toolkit for scaling A2A agents on Google Cloud

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    Kurt Seifried
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    Source URL: https://cloud.google.com/blog/products/ai-machine-learning/agent2agent-protocol-is-getting-an-upgrade/ Source: Cloud Blog Title: Announcing a complete developer toolkit for scaling A2A agents on Google Cloud Feedly Summary: AI is  evolving beyond single, task-specific agents into an interconnected ecosystem, where autonomous agents collaborate  to solve complex problems, regardless of their underlying platform. To make this transition easier for developers, we are announcing…

  • Cloud Blog: Google Cloud’s commitment to EU AI Act support

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    Kurt Seifried
    in

    Source URL: https://cloud.google.com/blog/products/identity-security/google-clouds-commitment-to-eu-ai-act-support/ Source: Cloud Blog Title: Google Cloud’s commitment to EU AI Act support Feedly Summary: Google Cloud is committed to being a trusted partner for customers who are navigating AI regulations in Europe. We have long understood that this requires a proactive and collaborative approach in order to ensure Europeans can access secure,…

  • The Register: Silk Typhoon spun a web of patents for offensive cyber tools, report says

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    Kurt Seifried
    in

    Source URL: https://www.theregister.com/2025/07/31/silk_typhoon_attack_patents/ Source: The Register Title: Silk Typhoon spun a web of patents for offensive cyber tools, report says Feedly Summary: US court docs reveal that infamous Chinese snoops filed IP papers like tax returns Security researchers have uncovered more than a dozen patents for offensive cybersecurity tools filed by Chinese companies allegedly tied…

  • OpenAI : Introducing Stargate Norway

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    by

    Kurt Seifried
    in

    Source URL: https://openai.com/index/introducing-stargate-norway Source: OpenAI Title: Introducing Stargate Norway Feedly Summary: We’re launching Stargate Norway—OpenAI’s first AI data center initiative in Europe under our OpenAI for Countries program. Stargate is OpenAI’s overarching infrastructure platform and is a critical part of our long-term vision to deliver the benefits of AI to everyone. AI Summary and Description:…