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05.11.26 - 05:06
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Naver Cloud ramps up use of AMD EPYC, citing high Intel CPU costs (Digitimes)
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South Korean cloud services provider Naver Cloud now runs AMD EPYC processors in about 35,000 servers and plans to deploy 144-core fifth-generation EPYC chips in its public cloud services in the second half of 2026. The company turned to AMD after high prices for Intel's higher-core-count processors slowed its server expansion....
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05.11.26 - 00:54
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AI chips need 1.5 years to move beyond cloud: HCLTech (Digitimes)
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HCLTech said AI chips will need about 1.5 years to move into mass adoption beyond cloud infrastructure, as the industry develops integrated semiconductor platforms to support large-scale AI deployment. The company made the remarks in a white paper released with Omdia on November 3, which highlights Taiwan's key role in powering the next phase of AI infrastructure growth....
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04.11.26 - 19:03
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Rückenwind aus der Cloud (Der Aktionaer)
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Ein rabenschwarzer Tag an der Börse eröffnet eine attraktive Chance zum Nachkauf, denn der Markt blendet die Chancen im Cloud- und KI-Geschäft gerade aus....
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