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29.10.26 - 03:42
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Tencent Cloud Chief Says AI Demand Justifies Capex (Bloomberg)
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Dowson Tong, CEO of Tencent Cloud and Smart Industries Group in an exclusive conversation with BTV's Stephen Engle talks about the company's investment shifts from being AI consumer agents to enterprise, why it is prioritizing compute for internal model training and products and the competition on chatbot space. (Source: Bloomberg)...
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29.10.26 - 03:06
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Google′s cloud expansion strengthens AI business but strains cash generation (Digitimes)
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Google's parent, Alphabet, is turning demand for artificial intelligence into a larger cloud business. Still, its latest quarter shows that stronger operating performance does not yet remove the financial burden of building the infrastructure behind it. Cloud revenue more than doubled, while spending on property and equipment exceeded the cash generated by operations....
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29.10.26 - 01:06
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Microsoft′s cloud growth outpaces infrastructure spending delays (Digitimes)
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Microsoft's latest results suggest that enterprise demand for cloud computing and artificial intelligence is supporting stronger operating earnings even as some infrastructure capacity arrives later than planned. The distinction matters: management said spending below the company's forecast reflected delivery delays, not a retreat from its expansion plans....
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28.10.26 - 05:06
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Cloud AI costs drive demand for on-premises computing, squeezing Asus RTX Spark supply (Digitimes)
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Asus and Intel on October 27 unveiled the new commercial laptop Asus ExpertBook A7 in Taiwan, as on-premises AI computing devices gain attention from enterprises and creators alongside traditional business PCs. Asus said products related to Nvidia RTX Spark, particularly models with 64GB and 128GB of memory, are being allocated due to strong global demand, with the next shipments expected to arrive progressively by the end of October....
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28.10.26 - 01:54
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Google prioritizes frontier AI as cloud capacity runs short (Digitimes)
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Google recently unveiled its flagship AI model, Gemini 4 Argon. The model consumed an unprecedented 25 trillion tokens within 72 hours of launch—three times the volume recorded by Gemini 3.0 over the same timeframe, setting a new record for the company. In his first in-depth public interview since the release, Google CEO Sundar Pichai addressed market skepticism regarding claims that "Google has abandoned frontier AI." During the interview, he outlined Google's strategy for allocating AI compute resources, managing its cloud business, and deploying long-term infrastructure....
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