The AI boom is delaying US municipal projects, as ~$4T in AI infra spending through 2030 shifts skilled construction workers to AI data centers
This is absolute madness. [embedded post] Danny Page / @danny.page : Opportunity Cost - noun: the loss of potential gain from other alternatives when one alternative is chosen. — “The opportunity c...
CoreWeave's stock closed down 16.31% after CEO Mike Intrator noted delays at a data center provider that Jim Cramer implied is Core Scientific; CORZ fell 10%+
Welcome to Runtime! Today: An update on our independent journalism mission … Bluesky: Tero Kuittinen / @teroterotero : You must invest in Nvidia because AI chips need to be replaced every 2 years. A...
The EU's plan to at least triple AI data center capacity over five to seven years sparks water scarcity concerns, especially in water-stressed Southern Europe
As AI adoption accelerates, we have to remember … Mastodon: Gerry McGovern / @gerrymcgovern@mastodon.green : Thirsty AI mega projects raise alarm in some of Europe's driest regions — Europe is plann...
Seagate and other HDD makers bet on tech like heat-assisted magnetic recording to stay competitive; IDC expects data center HDD spending to hit $22B by 2028
John Keilman / Wall Street Journal : Bluesky: @wsj.com . Mastodon: @timbray@cosocial.ca Bluesky: @wsj.com : The fate of an industry is riding on a laser smaller than a grain of salt Mastodon: Tim Bra...
Sources: in recent months, Nvidia has asked its suppliers to change the design of server racks for Blackwell GPUs several times to overcome overheating problems
PowerEdge XE9712 servers are enterprise-ready Kate Irwin / PCMag : Nvidia's Delayed Blackwell AI Chips Overheating in Servers Matthew Gooding / DatacenterDynamics : Nvidia redesigns 72-GPU AI server r...
Insight and Info: China's leading EDA companies for chip design, Empyrean Technology, Primarius, and Semitronix, had less than 2% of global market share in 2023
Financial Times : Mastodon: @1br0wn@eupolicy.social Mastodon: Ian Brown / @1br0wn@eupolicy.social : ‘Last year, China opened a National [semiconductor] Electronic Design Automation Innovation Centre ...
BCG, McKinsey, KPMG, and other consultants see rising demand for AI advisory services; BCG earns 20% of its revenue from AI-related work, vs. 0% two years ago
Rattled by tech's latest trend, businesses have turned to advisers at Boston Consulting Group, McKinsey and KPMG for guidance on adopting generative artificial intelligence. Mastodon: @waldoj@mastodon...
How AI demand is driving a rally in old school stocks in the utilities, energy, and materials sectors, which are needed to make and operate AI products
Old-school stocks in the utilities, energy and materials sectors are outpacing the wider market — Demand for artificial intelligence … Mastodon: @danyork@mastodon.social . X: @socialaskan and @robgr...
Mastodon fixes a network connectivity error that undercounted its MAUs between October 2 and October 8, meaning the social network has 1.8M MAUs and 10K servers
Similarweb: ChatGPT's worldwide desktop and mobile website visits fell 3.2% MoM to 1.43B in August, following ~10% drops from each of the previous two months
students are a large segment of usage Vishvanand Subramanian / @vishvanands : News outlets have moved on from Threads “unraveling” and now claim that ChatGPT is dying.. As always, citing SimilarWeb, t...