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29.08.26 - 08:12
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UK risks falling behind in AI race without faster telecoms upgrades, say executives (The Guardian)
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Planning delays and slow 5G upgrades could leave the UK unable to cope with a surge in AI-related traffic The UK risks becoming a laggard in the global AI race as crucial telecoms upgrades to harness the technology fall behind rival nations, according to senior industry executives.The infrastructure AI race has centred on the need to build datacentres, and to ensure they have access to the huge water and energy supplies required to cool and supply the computational power to train and run AI models. Continue reading......
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28.08.26 - 05:06
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Analysis: Nvidia beats, Taiwan wins — and hyperscalers race to make AI pay (Digitimes)
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Nvidia reported revenue of US$96.221 billion in the second quarter of fiscal 2027, more than doubling from a year earlier and underscoring the global rush to build AI infrastructure and expand computing power. The results also signal a continued boost for Taiwan's suppliers as hyperscalers shift purchases from Blackwell to Blackwell Ultra and Vera Rubin....
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25.08.26 - 20:48
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Apple Upgrades Macs for the AI Era (Bloomberg)
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Apple is upgrading its Mac mini and Mac Studio as demand grows for desktop computers capable of running AI applications locally. Bloomberg's Mark Gurman breaks it all down and explains why memory and silicon shortages are contributing to higher prices. He also discusses Oura's plans to raise as much as $3 billion in an IPO that could value the smart-ring maker at more than $16 billion. He joins Ed Ludlow on "Bloomberg Tech." (Source: Bloomberg)...
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