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06.11.26 - 05:06
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Meta faces political pushback over US data-center expansion (Digitimes)
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The US midterm election and referendum results show broad public opposition to building more data centers, raising the prospect of tougher local-government reviews for large-scale facilities and prompting hyperscalers to shift some AI infrastructure investment overseas. Meta Platforms President Dina Powell McCormick said the issue had become a key election topic as companies struggle to demonstrate tangible benefits for local communities....
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06.11.26 - 02:30
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Apple, Alphabet, and Meta: 3 Big Takeaways from Recent Earnings (Zacks)
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AI remains a major driving force behind the results, particularly for Alphabet's Cloud business and Meta's advertising operations. And with Apple continuing to post records across its core offerings, the broader growth picture for these technology giants remains constructive....
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05.11.26 - 18:12
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Rechenzentren unerwünscht: Warum Microsoft und Amazon davon sogar profitieren (Ariva)
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Microsoft verzichtet auf einen Milliardendeal mit Nscale, Meta warnt vor Hürden beim Bau in den USA, Wähler stimmen fast überall für Beschränkungen. Doch ausgerechnet die Tech-Riesen profitieren. Wie geht das? Der Widerstand gegen Rechenzentren erreicht die Chefetagen der Tech-Riesen. Microsoft verzichtet laut Financial Times darauf, einen Vertrag mit dem britischen Cloud-Anbieter Nscale über zusätzliche Rechenkapazität in Texas zu verlängern. Für Nscale geht es um mehrere zehn ......
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05.11.26 - 16:48
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Meta Has a Capex Guardrail That Few Talk About (24/7 Wall St.)
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Meta is pouring well over $100B into AI, absorbing a massive legal charge, and watching its stock slide. One overlooked commitment from management gives this investor the nerve to keep buying while others fixate on the spending....
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05.11.26 - 15:30
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Google Joins The Surge Of Tech Layoffs (24/7 Wall St.)
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Microsoft (NASDAQ: MSFT) recently offered buyouts to 60,000 employees. It is unclear what the company will do if fewer than 60,000 employees take it. Earlier this year, Meta's (NASDAQ: META) CEO Mark Zuckerberg planned to cut 45,000 people, which would have been 60% of the company's workers. He walked it back. Oracle recently cut 21,000 […]...
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