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Alibaba said compute demand continues to outstrip supply and expects AI and cloud revenue growth to accelerate further as it ramps capacity. In sum – what to know: AI drives cloud growth – Alibaba Cloud external revenue rose 45%, while AI-related products reached a CNY 49.5 billion annual revenue run …
Demand growth and capital recovery are different questions. This is the first article in a four-part weekly series. This series is based on my new 12,000-word research paper, The Economics of AI Infrastructure, and the financial model used in that analysis. It also builds on my recent RCR Wireless retrospective, …
Digital Realty, Equinix, Keppel Data Centres and ST Telemedia Global Data Centres will each receive 50MW under Singapore’s second Data Centre Call for Application (DC-CFA2) In sum – what to know: 200MW allocated – Digital Realty, Equinix, Keppel Data Centres, and ST Telemedia Global Data Centres will each receive 50MW …
Dell’Oro Group VP of research Baron Fung told RCRTech that accelerated servers equipped with AI accelerators are expected to account for roughly 40% of the $3 trillion in DC capital expenditure forecast In sum – what to know: AI drives spending – Accelerated servers with AI accelerators are expected to …
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The most important AI, ML, and data science news in a free daily email.
No spam. Unsubscribe at any time in one click.
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Keep up with AI in 5 minutes
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No spam. Unsubscribe at any time in one click.
