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18.08.26 - 11:48
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Baidu quarterly revenue drops 4% as AI cloud surge fails to offset advertising slump (SCMP)
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Chinese tech giant Baidu on Tuesday posted a 4 per cent year-on-year decline in second-quarter revenue, as continued weakness in advertising outweighed growth in its artificial intelligence cloud operations, highlighting intensifying competition in China's tech sector.
Revenue for the three months ended June reached 31.3 billion yuan (US$4.62 billion), slightly missing the 31.6 billion yuan consensus estimate from analysts polled by Bloomberg. Net profit for the quarter was 2.3 billion......
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16.08.26 - 08:36
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Megatrend Folger: Amazon und Microsoft – die nächste Cloud-Welle läuft (Der Aktionaer)
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Amazon und Microsoft haben mit ihren jüngsten Quartalszahlen gezeigt, warum sie zu den wichtigsten Technologie-Aktien der Welt gehören. Beide Konzerne profitieren direkt vom Ausbau der Cloud- und KI-Infrastruktur. Beide liefern starke Gewinne. Und beide beweisen, dass die Nachfrage nach Rechenleistung, Datenverarbeitung und KI-Anwendungen weiter hoch bleibt....
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14.08.26 - 11:06
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Alibaba Cloud′s 6-year evolution: five super data centers pivoting to AI compute (Digitimes)
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Alibaba Cloud's Lingjun Zhenwu M890 supernode has officially gone live, with its initial commercial deployment in Ulanqab, Inner Mongolia—the same super data center launched six years ago. The site is now hosting next-generation AI supernode compute capabilities, bringing Alibaba Cloud's "Five Super Data Centers" back into the spotlight as the company positions itself for the AI era....
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14.08.26 - 09:06
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Alibaba Cloud races ahead with Ulanqab AI infrastructure (Digitimes)
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Since early 2026, AI upstarts such as DeepSeek have increasingly pivoted toward building or co-owning their own data centers. This reflects a broader shift across China's AI sector: moving away from asset-light models reliant on leasing server space to gaining deep control over computing infrastructure. AI firms are no longer merely buying GPUs; they are stockpiling strategic compute assets, with 10,000-to-100,000-card GPU clusters becoming the baseline requirement....
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14.08.26 - 04:06
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Alibaba Cloud launches Zhenwu M890 supernode for commercial use (Digitimes)
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Alibaba Cloud has begun commercial service for its Zhenwu M890 supernode in Ulanqab, Inner Mongolia, giving global customers an early look at how AI infrastructure is shifting toward larger, faster, and more tightly connected systems. The launch could influence future cloud costs, model access, and enterprise AI deployment well beyond China....
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13.08.26 - 03:06
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India′s L&T transfers data center and cloud business to Vyoma.AI for INR14 billion (Digitimes)
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Larsen & Toubro (L&T) has agreed to transfer its data center and cloud services business to Vyoma.AI, a wholly owned subsidiary, for INR14 billion (approx. US$146.7 million) in a slump sale on a going-concern basis, according to Business Standard and the Economic Times. The consideration will be settled by issuing fully paid-up equity shares in Vyoma.AI rather than cash, thereby keeping the business under L&T's indirect ownership....
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