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12.07.26 - 04:36
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Infinitix signs Sarawak AI pact to expand Southeast Asia cloud services (Digitimes)
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Taiwan-based AI infrastructure software provider Infinitix signed a memorandum of understanding with Sarawak Information Systems Sdn. Bhd. (SAINS) to jointly promote AI infrastructure, GPU private cloud and AI cloud services in Malaysia and across Southeast Asia. The agreement was announced as both sides outlined plans to build a sovereign AI and AI Cloud ecosystem centered on a new computing model called a Token Factory....
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12.07.26 - 04:36
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Taiwan PCB leaders launch fundraising wave for AI data centers (Digitimes)
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Taiwan's PCB industry is entering a new expansion cycle as investment in AI data centers and other emerging applications accelerates. Since 2025, several board makers and upstream material suppliers have launched large-scale fundraising plans at home and overseas, including three bellwethers: Zhen Ding Tech, Unimicron, and Compeq....
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12.07.26 - 04:36
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Palo Alto Networks says AI agents are driving demand for identity security (Digitimes)
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AI agents are changing enterprise operations and raising new cybersecurity risks, with identity authentication emerging as a key concern for IT teams. According to Palo Alto Networks, 99% of companies are now using autonomous, conversational and generative AI tools, while machine identities in corporate networks have already outnumbered human employees....
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12.07.26 - 04:01
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Guggenheim AI Survey Finds Adoption Surging Across Large IT Enterprises As Mass Layoff Fears Fall Flat (ZeroHedge)
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Guggenheim AI Survey Finds Adoption Surging Across Large IT Enterprises As Mass Layoff Fears Fall Flat
Building on Goldman's estimate that AI adoption across corporate America currently stands at roughly 20.6% and could rise to 24% by year-end, a Guggenheim Securities survey of 150 large-enterprise IT professionals found that 81% of respondents have already deployed AI agents. Anthropic and OpenAI are leading adoption among AI-native platforms, reinforcing the view that the enterprise chatbot and frontier-model battle is increasingly becoming a two-pony race.
The survey found that enterprise adoption of AI is quickly accelerating, with 81% of respondents already deploying chatbots.
About 42% of employees actively use AI for roughly 22% of the workday, resulting in an estimated 18% productivity gain.
According to respondents, AI accounts for an average of roughly 19% of corporate IT budgets, with spending concentrated in software development, data analytics, and IT operations. About half of r...
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11.07.26 - 21:03
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Without Subsidies, Is AI Unaffordable? (ZeroHedge)
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Without Subsidies, Is AI Unaffordable?
Authored by Charles Hugh Smith via OfTwoMinds blog,
Let's pull all this into an undeniable conclusion: AI is based on massively subsidizing users' costs.
What's already abundantly clear but verboten to say as it would pop the bubble of AI valuations and triumphalism is that AI is unaffordable once the direct and indirect subsidies are withdrawn. Nothing that consumes this much electricity and requires such an immense scale of costly processing and memory capacity can be low-cost, never mind free.
The major AI platforms and vendors are subsidizing corporate and individual users in the hopes that they can achieve AI sector dominance --and the pricing power that comes with it--via the network effect, the dominance generated by having the majority of users bound by habit or dependence to your platform or tools.
This battle for network effect dominance is playing out in full view:
AI Giants Are Handing Out Tons of Free Computing Power to Grab Startup Sh...
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