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28.10.26 - 05:06
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Cloud AI costs drive demand for on-premises computing, squeezing Asus RTX Spark supply (Digitimes)
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Asus and Intel on October 27 unveiled the new commercial laptop Asus ExpertBook A7 in Taiwan, as on-premises AI computing devices gain attention from enterprises and creators alongside traditional business PCs. Asus said products related to Nvidia RTX Spark, particularly models with 64GB and 128GB of memory, are being allocated due to strong global demand, with the next shipments expected to arrive progressively by the end of October....
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28.10.26 - 01:54
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Google prioritizes frontier AI as cloud capacity runs short (Digitimes)
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Google recently unveiled its flagship AI model, Gemini 4 Argon. The model consumed an unprecedented 25 trillion tokens within 72 hours of launch—three times the volume recorded by Gemini 3.0 over the same timeframe, setting a new record for the company. In his first in-depth public interview since the release, Google CEO Sundar Pichai addressed market skepticism regarding claims that "Google has abandoned frontier AI." During the interview, he outlined Google's strategy for allocating AI compute resources, managing its cloud business, and deploying long-term infrastructure....
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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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