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09.06.26 - 01:54
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Microsoft shifts AI cost burden toward devices as cloud bills climb (Digitimes)
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Microsoft is rethinking how the costs of artificial intelligence (AI) are distributed, with global implications for enterprise software pricing, cloud spending, and device strategy. Satya Nadella said the company wants Windows PCs and edge hardware to absorb more compute work, as rising cloud bills push AI economics toward a hybrid model....
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08.06.26 - 04:06
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Nvidia, SK Telecom plan gigawatt-scale AI cloud in Korea (Digitimes)
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According to Nvidia's press release, SK Telecom plans to build a gigawatt-scale AI cloud in Korea, with the first AI factory set to go online in 2027. The project signals how telecom operators may evolve into global AI infrastructure providers, shaping access to computing capacity, energy use, and industrial AI deployment....
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08.06.26 - 03:06
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DeepSeek V4 forces rivals to slash prices, rattling China′s cloud providers (SCMP)
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Chinese artificial intelligence developers are rapidly overhauling their pricing strategies as DeepSeek's ultra-cheap V4 models trigger a new round of competition, forcing rivals to rethink how they monetise AI in a cutthroat domestic market.
Smartphone and electric-vehicle maker Xiaomi has emerged as one of the latest companies to respond, slashing application programming interface (API) costs for its MiMo-V2.5 model by as much as 99 per cent from previous levels.
Usage of Xiaomi's MiMo-V2.5......
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07.06.26 - 04:48
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Taiwan Mobile and GMI Cloud sign MOU to expand AI data center services into SEA and beyond (Digitimes)
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Taiwan Mobile announced at Computex 2026 that it signed a memorandum of understanding (MOU) with GMI Cloud to expand AI data center and high-end compute services across emerging markets in Southeast Asia, Northeast Asia, the Americas, and Europe. The firms said the agreement aims to deliver AI data center offerings that comply with local regulations and cybersecurity standards while competing for cross-border compute business....
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04.06.26 - 21:57
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Heavily Shorted Rumble Soars After Landing "Largest Customer Commitment To Date" In $270M AI Cloud Deal (ZeroHedge)
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Heavily Shorted Rumble Soars After Landing "Largest Customer Commitment To Date" In $270M AI Cloud Deal
Shares of the free-speech video platform and cloud-services company Rumble soared in premarket trading after it announced in an 8-K filing that it had signed a multi-year, $270 million deal with a third-party cloud customer for dedicated GPU cloud capacity powered by Nvidia Blackwell B300 systems.
The deal, announced Thursday morning, is Rumble's largest customer commitment to date and signals the video platform's push deeper into AI infrastructure and cloud computing services.
"Rumble entered into a multi-year, $270 million agreement with a third-party cloud customer, representing Rumble's largest customer commitment to date," the company wrote in the filing.
The filing continued, "Under the agreement, the customer has committed to purchase dedicated GPU cloud capacity from Rumble powered by NVIDIA Blackwell B300 systems," adding, "The agreement include...
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