|
|
|
05.05.26 - 02:00
|
Malaysia becomes AI data center hub, attracts Chinese cloud giants and Nvidia AI chips (Digitimes)
|
|
|
As power constraints and tighter policy controls in Singapore limit expansion, Malaysia is rapidly emerging as Southeast Asia's most important data center hub. A DIGITIMES research report finds that Chinese cloud service providers (CSPs), including ByteDance and Alibaba, are accelerating their shift southward, using Malaysia's unique supply chain pathways to deploy high-end AI computing power locally, including Nvidia's B200 systems....
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
30.04.26 - 20:12
|
Meta Needs to Stop Spending As If It′s A Cloud Giant: Lee (Bloomberg)
|
|
|
Dave Lee from Bloomberg Opinion critiques Meta's positioning as a cloud business, highlighting that unlike true hyperscalers such as Amazon and Google, Meta does not demonstrate healthy growth in cloud sales driven by AI. Despite Meta's substantial capital expenditure of up to $145 billion, its AI strategy appears unconvincing, as reflected in the cautious tone of its leadership during the earnings call. Lee emphasizes that Meta's cloud investments do not translate into the same growth metrics seen in established cloud providers, suggesting the company should reconsider its spending approach in this area.
Original filename: 20260430_164535_Bloomberg_Opinion_Meta_s_Cloud_Spending_Lacks_Conviction_Am.mp4 (Source: Bloomberg)...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
