Microsoft has resolved the massive disruptions to its email services, and the systems are gradually coming back online, allowing millions of users worldwide to regain access. (translated)
Microsoft bringt E-Mail-Dienste wieder in Gang
🇺🇸 #Nvidia Pauses Revenue-Sharing Deals With AI Cloud Companies - WSJ https://t.co/oNGLZfQt4W https://t.co/bsu7cE7qAJ #Nvidia #AI #CloudComputing #US
L
Microsoft recorded results significantly above expectations for the fourth quarter of its fiscal year, with a net profit of $35.8 billion, driven by continued growth in its cloud and artificial intelligence business, while heavily investing in these infrastructures. (translated)
Microsoft affiche des résultats supérieurs aux attentes grâce au cloud et à l'IA
Jag kommer att öka mina innehav inom minnesbolagen under året, och här är varför: 1-Google AI/Cloud-intäkter växte med 82 % y/y och bolaget har ändå en orderbok (backlog) på 514 miljarder dollar. Dvs. efterfrågan på AI är enormt mycket större än vad de hinner leverera. Bolaget har sagt att de kommer att höja investeringarna (CapEx) ännu mer nästa år. 2-Intel kommer också att höja investeringarna till nästa år och uttrycker att minne är den största flaskhalsen i hela industrin. 3- Ungefär 35–40 % av hela Googles, Intels och övriga hyperscalers CapEx går till att köpa minne. 4-Det tar flera år att bygga nya minnesfabriker som tillverkar kvalitets-AI-minne. Inte ens kineserna har lyckats göra HBM-minne i den kvalitet som behövs. Caset är väldigt solitt! Men det kommer att svänga mycket på vägen. Och man köper när aktier går kraftigt ner, när det gör ont i magen och man mår som värst av att köpa dem. Jag, precis som du, känner samma sak. Jag mår dålig när börsen går ner utan stopp – men då vet jag också att det kommer att vända uppåt. Man vänjer sig till slut! ☺️ Ingen köprekommendation. Jag kan ha grovt fel och förlora pengar. Gör din egen analys. #Micron #Sandisk #SKhynix #AI #CloudComputing #Investment
Der nächste Shift im KI-Chip-Markt: Custom ASICs (Googles TPUs, Amazons Trainium, Metas MTIA) wachsen bei den Auslieferungen deutlich schneller als Standard-GPUs (+44,6% vs. +16,1%) 👀 Große Cloud-Anbieter machen sich damit unabhängiger von Nvidias Lieferengpässen und hohen Margen. #KünstlicheIntelligenz #TechTrends #CloudComputing
Nederland heeft momenteel een groot deel van zijn overheidsdata in Amerikaanse cloud infrastructuren opgeslagen, wat vragen oproept over de noodzaak van meer eigen datacenters voor digitale onafhankelijkheid, terwijl de overheid nieuwe datacenters juist uitsluit. #datacenters #digitaleonafhankelijkheid #cloudcomputing
Heeft Nederland méér datacenters nodig?
More than half of EU businesses rely on cloud services, alongside record levels of investment in public cloud infrastructure. These services must operate in fair, open & competitive markets that foster innovation & Europe’s technological sovereignty. https://t.co/uXHerVKoal #CloudComputing #EUStrategy #Innovation #EU
Cloud services have become a cornerstone of Europe’s economy, a prerequisite for AI. We informed Microsoft and Amazon of our preliminary view that they should be designated as gatekeepers for their cloud computing services, Microsoft Azure and AWS respectively, under the DMA. https://t.co/RrLwMwTqxR #CloudComputing #DMA #AI #EU
La Commission européenne a décidé d'imposer des obligations réglementaires plus strictes à Amazon et Microsoft dans le secteur du cloud afin de prévenir d'éventuels abus de position dominante, en les classant potentiellement comme contrôleurs d'accès malgré des indicateurs de leur domination sur le marché. #CloudComputing #Amazon #Microsoft
La Commission européenne veut serrer la vis à Amazon et Microsoft dans le cloud
We are advocating for a true Airbus of artificial intelligence at the European level: a large project for cloud and supercomputing with a critical mass of 100 billion euros. (translated)
Some important stats: 📶 96.8% of households now have basic 5G coverage 🌐 46.7% of EU enterprises use cloud computing 🤖 20% of EU companies currently use AI 🖱️ +60% of Europeans have at least basic digital skills #5GCoverage #CloudComputing #DigitalSkills #EU
Europe is today too dependent on foreign technology. A figure to illustrate this: our European companies are more than 70% reliant on three major American cloud providers: Amazon Web Services, Microsoft Azure, and Google Cloud. This dependence is (translated)
Die EU-Kommission plant ein Gesetzespaket, um die Abhängigkeit Europas von digitaler Infrastruktur aus den USA und China zu verringern, indem sie die Nachfrage nach europäischen Halbleitern steigert und die digitale Souveränität des öffentlichen Sektors bei der Speicherung sensibler Daten in Cloud-Diensten stärkt. #EU #CloudComputing #KünstlicheIntelligenz
EU-Kommission will Unabhängigkeit bei Chips, Cloud und KI
The European Commission also wants to triple the capacity of data centers in Europe over the next few years. The new Act for the development of the cloud and artificial intelligence aims to support the development of European AI technologies, research, and the secure storage of sensitive data. (translated)
RT @Polymarket: JUST IN: Anthropic will pay SpaceX $1,250,000,000.00 per month for compute through May 2029. #Anthropic #SpaceX #CloudComputing #US
R
Nvidia CEO Jensen Huang and his wife are donating $108.3 million worth of computing time from CoreWeave to universities and nonprofit institutions for scientific and AI research, alongside plans to provide free engineering services to some recipients, further illustrating Nvidia's investment in CoreWeave amid scrutiny over its extensive financial support to AI firms. #Nvidia #ArtificialIntelligence #CloudComputing #US
Nvidia CEO's foundation buys $108 million of AI computing from CoreWeave, donates it to researchers
RT @Cloudflare: The Internet is shifting from human-centric to machine-driven. Are you ready to build for this new reality? Join us at Clou… #MachineLearning #InternetEvolution #CloudComputing #Thetweetdoesnotmentionanyspecificcountries.Thus #therearenocountrycodestoreturn.
Morgan Stanley destacó que el crecimiento acelerado de los principales proveedores de nube, impulsado por la demanda de software de inteligencia artificial y la migración a la nube, presenta oportunidades positivas para empresas como Datadog, Snowflake y MongoDB. #CloudComputing #ArtificialIntelligence #SoftwareDemand
Los tres temas clave de los resultados de los grandes proveedores de nube Por Investing.com
🇺🇸 #Anthropic Commits to Spending $200 Billion on #Google’s Cloud and Chips - The Information https://t.co/hBWfZDvx6G https://t.co/tOkqsWWhPn #AI #CloudComputing #Investment #US
R
Advanced Micro Devices (AMD) has exceeded Wall Street's revenue expectations for the second quarter, driven by strong demand for data-center chips as cloud companies invest in AI infrastructure, resulting in a projected quarterly revenue of $11.2 billion and a significant surge in its stock price amid increasing competition from Intel and ongoing challenges in the semiconductor industry. #ArtificialIntelligence #Semiconductors #CloudComputing #US #TW #IN #BG
AMD forecasts quarterly revenue above expectations as AI chip demand stays strong
