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Tag: supply and demand

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

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    by

    Kurt Seifried
    in

    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,…

  • The Register: Microsoft’s drawback on datacenter investment may signal AI demand concerns

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    by

    Kurt Seifried
    in

    Source URL: https://www.theregister.com/2025/02/24/does_microsoft_pull_back_on/ Source: The Register Title: Microsoft’s drawback on datacenter investment may signal AI demand concerns Feedly Summary: Investment bank claims software giant ditched ‘at least’ 5 land parcels due to potential ‘oversupply’ Microsoft has reportedly cancelled leases on datacenter capacity in the US, raising questions about whether the company may have overestimated demand…

  • Hacker News: Hacking Rooftop Solar Is a Way to Break Europe’s Power Grid

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    system automation
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    Source URL: https://www.bloomberg.com/news/articles/2024-12-12/europe-s-power-grid-vulnerable-to-hackers-exploiting-rooftop-solar-panels Source: Hacker News Title: Hacking Rooftop Solar Is a Way to Break Europe’s Power Grid Feedly Summary: Comments AI Summary and Description: Yes Summary: The text discusses the rising cybersecurity threats to Europe’s electric grid, primarily stemming from vulnerabilities in solar panel technology and the increasing digitalization of energy infrastructure. It highlights…

  • The Cloudflare Blog: Removing uncertainty through "what-if" capacity planning

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    system automation
    in

    Source URL: https://blog.cloudflare.com/scenario-planner Source: The Cloudflare Blog Title: Removing uncertainty through "what-if" capacity planning Feedly Summary: Cloudflare’s Capacity Planning team discusses planning for “what-if” type scenarios, and how they’ve introduced a new “Scenario Planner” system to quickly model hypothetical future changes AI Summary and Description: Yes Summary: The text details Cloudflare’s infrastructure planning processes, highlighting…