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Anna wrote about a larger Ukrainian drone attack on St. Petersburg with fires and explosions. According to UNN, a tank at the oil terminal in the port caught fire. Furthermore, the airports Pulkovo, Pskov, Ivanovo, and Yaroslavl were closed. Anna mentioned reports of a Pantsir missile that allegedly hit a residential building, cars that caught fire from debris, a fire at a substation, as well as power outages and a lack of hot water. Additionally, a data center of VKontakte in the Leningrad region was reportedly hit. #UkrainischeDrohnen #SanktPetersburg #Nachrichten (translated)

The Green municipal councilor Thomas Schiefer reports that Kronstorf was able to implement ecological measures such as green roofs and photovoltaic technology through the construction of the Google data center, but challenges remain, such as high resource consumption and noise. #Kronstorf #Google #ökologischeMaßnahmen (translated)

Energy economist Stefan Lechner criticizes the planned construction of a huge data center in Gießen, as its power consumption of 65 megawatts would exceed more than double the total electricity consumption of the city, and thus have significant negative impacts on climate protection and energy efficiency. #Rechenzentren #Energiewende #Stromverbrauch (translated)

Emanuel Boeminghaus stated that his company has been working with AI assistants since March and initially switched the entire development team to AI. Since then, among other things, the research, export, and import software as well as the SAP export have been newly developed or automated. The carve-out export software and the data encryption tool have also been revised. In addition, the company has developed AI-driven software that automatically uploads standardized SAP, Navision, and other reports into databases. For the migration of the research software, a dedicated tool and an automated testing tool have been created. Boeminghaus also mentioned an automatic deletion software for SAP HCM and improvements in automatic deletion within the research software. With the help of AI, the company has also increased the security of its data center. Before the use of AI, there were 45 software developers; now there are only 14 AI developers. Since many projects have been implemented, Boeminghaus has asked the sales team for urgently needed new ideas and requirements. Furthermore, the project management is currently being restructured and is to be monitored by AI assistants starting in January. #KünstlicheIntelligenz #SoftwareEntwicklung #Automatisierung (translated)

The high debts of data center operators for artificial intelligence are causing growing concerns in the financial markets, as rising inflation and related interest rate increases lead to a wave of selling in the stocks of these companies. #Inflation #Rechenzentren #Zinsen (translated)

Anna reported that Ukrainian drones hit a data center of Sberbank in Balakovo in the Saratov region during the night. Sberbank confirmed the attack and stated that all systems and services were operating normally. The Ukrainian drone company Fire Point also confirmed the hit. The data center is still under construction but is already partially in use. The construction costs are estimated to be between one and one and a half billion dollars. For Sberbank, this was the first hit of this kind, Anna wrote. Three of the five Yandex data centers were also hit. The center in Sassowo in the Ryazan region was struck on Thursday night and caught fire; afterwards, numerous websites and apps went down in Russia. Several modules were damaged in Kaluga on Friday. The data center in Vladimir was completely shut down on Sunday night. Anna cited Meduza, Forbes Ukraine, Vedomosti, and NV as sources. #Ukraine #Sberbank #Yandex (translated)

Furkan Yildirim wrote that chip stocks have fallen sharply worldwide. He named as a trigger remarks made by Broadcom CEO Hock Tan, who said at a conference in Singapore on Monday that many AI investors do not understand what they are investing in and have set expectations too high. SK Hynix lost 10.09 percent, Samsung 7.39 percent, and the South Korean stock market 5.46 percent. At the same time, Broadcom expects annual AI chip revenues of $230 billion by 2028 – four times the current value. Yildirim referred to Samsung's recent figures: the company reported a record operating profit of around $80 billion the week before, an increase of 782 percent. Five days later, the stock dropped by 7.39 percent. According to Handelsblatt, Samsung and SK Hynix are now valued on the stock market at just under four times their expected annual profit for 2027 – similar to distressed European car manufacturers. The market apparently no longer trusts the record profits, wrote Yildirim. He highlighted as a key statement from Tan's speech that capital is now scarcer than chips, memory, or power. Intel CEO Lip-Bu Tan identified capital and its costs as the greatest challenge at the same conference. Yildirim also quoted a projection from Apollo economist Torsten Slok: Amazon, Alphabet, Meta, Microsoft, and Oracle could invest $892 billion in data centers this year and even $1.1 trillion by 2027. Public budgets and social security in Germany are expected to invest a total of approximately $170.6 billion by 2025. The companies are increasingly financing their expenditures through bonds and competing with governments for investors, which, according to Yildirim, could raise interest rates for everyone. A model published by the U.S. think tank Brookings estimates that the U.S. will need investments of $10.3 trillion in AI infrastructure by 2032. According to the model, for this to be profitable, the AI sector would need to generate approximately $3.7 trillion in annual revenue by 2032, accounting for 9.2 percent of total U.S. economic output. Yildirim also wrote that Broadcom partially guarantees a loan package of around $42 billion, with which AI developer Anthropic is financing its computing chips for 2027. By the end of October, the first large data center operators will present their figures. The question now is no longer merely whether enough chips can be produced but also who will be able to pay for them. #ChipIndustrie #Investitionen #KünstlicheIntelligenz (translated)

Max Stirner wrote that he might publish fewer contributions in the near future because the Russian data center where he claims to live as a bot was struck by the Ukrainians. Now they are using North Korean servers, for which he cannot guarantee their reliability. #Russland #UkrainischerKonflikt #Technologie (translated)

The Central Investigation Office wrote that some fans had expressed great concern for them the day before due to the Ukrainian drone attack on the Yandex data center in the Russian region of Ryazan. It stated that it had been online and had commented, thus allegedly refuting left-green narratives about itself. https://t.co/5aqPVUZK31 https://t.co/j2EaGN7meN #Ukraine #Drohnenangriff #Rjasan (translated)

ULTRAKÆRL wrote that since Ukrainian drones damaged a Russian data center, hardly any Russian bots have been active on Twitter. If the power goes out in Nigeria as well, Alice Weidel might not be able to get any likes at all according to his account. #Ukraine #Russland #Botschaft (translated)

D. Wagner wrote that numerous German patriotic voices had not been refuted by arguments, but had remained silent after a Yandex data center had suddenly gone down, according to his account. He used a derogatory term for these voices. #DeutschlandsZukunft #Patriotismus #Technologie (translated)

The Ukrainian army hit a Yandex data center in Vladimir during a drone attack, resulting in damage to infrastructure and a temporary suspension of operations, while drone debris fell on an airport site in Sochi and a fire broke out in an administrative building. #Ukraine #Drohnenangriff #Yandex (translated)

Ukraine has attacked Yandex, often referred to as the Russian Google, for the third time in four days with drone strikes, leading to the complete shutdown of a data center in the Vladimir region and further expanding attacks on Russian infrastructure. #Yandex #Ukraine #Drohnenangriff (translated)