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22.10.26 - 15:06
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Stocks Fall Amid Tech Earnings; Oil Climbs as MidEast Tensions Rise (Bloomberg)
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US equity futures slide as a recovery rally in AI fades. Meta boosts its capital spending plans for the year. Oil rises as the US pulls some diplomats from Saudi Arabia amid worsening tensions between Houthis and Iran. George Goncalves of MUFG joins "Bloomberg Brief" to discuss opportunities in bonds amid market volatility. (Source: Bloomberg)...
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20.10.26 - 11:42
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Chinese AI Tool Likely Used in Cyberattacks on Japan Firms (Nippon)
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Tokyo, Oct. 20 (Jiji Press)--A Chinese artificial intelligence tool called Artex is likely to have been used in cyberattacks targeting Japanese companies, an investigation by a Japanese cybersecurity business has found. GMO Cybersecurity by Ierae Inc., a subsidiary of GMO Internet Group Inc., traced cyberattacks targeting Japanese companies to six servers, all of which used Artex, an AI-pow......
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19.10.26 - 06:06
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Shipments of high-end cloud AI accelerators, 2027 (Digitimes)
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DIGITIMES observed that cloud service providers (CSPs) such as Google and AWS will sharply ramp up self-developed ASICs in 2027, lifting high-end cloud AI accelerator shipments to 25.951 million units, up 64.5% year-over-year....
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15.10.26 - 06:00
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ByteDance Reportedly Near Deal to Buy MediaTek Data Center Chips (AAStocks)
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Bloomberg, citing sources, reported that ByteDance is close to reaching an agreement to purchase data center chips from MediaTek. If the deal is completed successfully, ByteDance could become the second major customer for MediaTek's application-specific integrated circuits (ASICs) after Google, helping MediaTek compete with QUAL......
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08.10.26 - 16:01
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Die KI-Schuldenwelle rollt: Tencent, SoftBank und Co. leihen sich Hunderte Milliarden (Ariva)
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Tencent will sich bis zu fünf Milliarden US-Dollar leihen. Die Investitionen explodieren, der Gewinn stockt, die Aktie hat ein Viertel verloren. Doch Analysten sehen mehr als 50 Prozent Luft. Zu Recht? Der chinesische Internetkonzern prüft die Ausgabe von Offshore-Anleihen im Volumen von bis zu fünf Milliarden US-Dollar, wie Bloomberg unter Berufung auf Insider berichtet. Die Papiere könnten auf US-Dollar und Offshore-Yuan lauten und schon in diesem Monat kommen. Wofür das ......
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07.10.26 - 04:30
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Forest Majeure: Finland Orders Google To Halt Work At Two Data Centers Less Than A Month After €13BN Splash (ZeroHedge)
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Forest Majeure: Finland Orders Google To Halt Work At Two Data Centers Less Than A Month After €13BN Splash
The data center delay contagion has officially gone global.
Just hours after we laid out how Oracle's 1.3GW Wisconsin campus became the next domino to slip after the indefinite delay of the company's New Mexico-based, Project Jupiter, and on the same day Google locked up 3.6GW of Constellation's nuclear output in PJM, Finland's Supervisory Agency (LVV) ordered a halt to construction work at two planned Google data centers, in Muhos and Kajaani, after more than 300 hectares of forest were cleared without a mandatory environmental impact assessment. The sites are part of the €13 billion ($15 billion) investment Google announced less than a month ago, which it billed as its largest single investment in Europe.
Google's data center in Hamina, Finland.Source: GoogleFor those keeping count, that's two of Oracle's flagship Stargate campuses, SoftBank's SB Energy, a statewide halt in...
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