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26.10.26 - 12:01
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Hunderte Cloud-Aktien vor dem Aus? Musks knallharte Warnung schockt die Börse (Ariva)
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Elon Musk sagt mehr als 200 Neoclouds ein Massensterben voraus. CoreWeave und Nebius rutschen ab, laut Musk ist der Geldhahn der Kreditmärkte fast zu. Wer überlebt und was heißt das für Ihr Depot? Elon Musk schickt die Vermieter von Rechenleistung auf Talfahrt. Mehr als 200 sogenannte Neoclouds stünden vor einem Massensterben und einer Welle von Übernahmen, schrieb der Tesla- und SpaceX-Chef auf der Plattform X. "Einige werden es überstehen, aber nicht viele." Die ......
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26.10.26 - 08:48
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AI cloud computing companies face ′guppy-level death′, Elon Musk warns, as funding dries up – business live (The Guardian)
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Rolling coverage of the latest economic and financial newsGood morning, and welcome to our rolling coverage of business, the financial markets and the world economy.The flow of funding which has helped the AI industry to grow rapidly could be running dry, at least for some firms in the cloud computing world, Elon Musk has warned.As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn't have substantial revenue independent of AI data centers.SpaceX closed $40B of debt for GPUs, but we're investment grade and have Starlink & launch revenue.9am: IFO German business climate11am: CBI distributive trends survey of UK retail Continue reading......
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26.10.26 - 06:15
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Deutsche Geheimdienste setzen auf Cloud-System von Google (Tagesschau)
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Um geheime Informationen schneller untereinander austauschen zu können, wollen BND, Verfassungsschutz und MAD ein gemeinsames Cloud-System aufbauen. Nach Recherchen von NDR und WDR soll Google dabei eine maßgebliche Rolle spielen. Von F. Flade und R. Pinkert....
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26.10.26 - 03:30
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Alibaba Cloud founder on how AI can unlock human potential (SCMP)
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Long before artificial intelligence became the next big thing in the tech industry, Wang Jian was crafting the foundational infrastructure that would eventually power it. In 2008, he joined Alibaba Group Holding – owner of the South China Morning Post – as chief architect and founded Alibaba Cloud in 2009, convincing the company's leadership to invest heavily in building a cloud computing infrastructure from scratch.
Today, Wang's purview has expanded considerably. As an academician at the......
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25.10.26 - 23:06
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Why cloud computing pioneer Wang Jian thinks space is the next AI frontier (SCMP)
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Long before artificial intelligence became the next big thing in the tech industry, Wang Jian was crafting the foundational infrastructure that would eventually power it. In 2008, he joined Alibaba Group Holding – owner of the South China Morning Post – as chief architect and founded Alibaba Cloud in 2009, convincing the company's leadership to invest heavily in building a cloud computing infrastructure from scratch.
Today, Wang's purview has expanded considerably. As an academician at the......
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24.10.26 - 03:00
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China′s AI compute surge heavily reliant on US chips, offshore cloud access: report (SCMP)
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China's access to artificial intelligence computing power will double next year, but US-designed chips will account for about 65 per cent of that capacity, an indication of its continued reliance on foreign hardware, according to new research.
Total compute available to Chinese entities was expected to expand in 2027 from about 4.6 million to 8.8 million “H100-equivalents” – a metric benchmarked against Nvidia's data-centre graphics processing units, according to a report by the Washington-based......
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23.10.26 - 03:00
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Compal and Verda expand AI cloud infrastructure partnership (Digitimes)
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Verda and Compal Electronics have expanded their partnership to support Verda's rapidly growing AI infrastructure footprint, combining Verda's AI cloud expertise with Compal's expanding global manufacturing network and advanced AI server engineering capabilities. The companies showcased the results of their collaboration at GTC Berlin 2026 as demand for AI computing continues to rise across Europe and global markets....
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