3+ day, 10+ hour ago  (372+ words) The most direct position is owning the revenue-generating hardware itself and participating in the cash flows it produces, but this avenue remains largely inaccessible. You cannot simply purchase a stake in a $550 million GPU cluster and plug into its returns…...

4+ day, 13+ hour ago  (502+ words) Aiming to develop, deploy, and support AI capabilities closer to home, the EU recently announced its EURO-3 C project. This will see "75 million invested to create a federated network of nodes that will operate across borders, bringing cloud services closer…...

1+ week, 2+ day ago  (607+ words) NTT DATA has announced plans to acquire Win Wire, a Santa Clara-based Microsoft partner focused on agentic AI, Azure-native development, cloud modernization, and enterprise data engineering. Win Wire brings more than 1, 000 Azure engineers and AI specialists into NTT DATA's Microsoft…...

1+ week, 3+ day ago  (912+ words) AI-ready" is in every vendor deck and every board agenda I've reviewed in the past year. The phrase is everywhere. What it means is no longer clear. When a CFO says AI-ready, she means budget approved. When a CIO says…...

2+ mon, 2+ week ago  (816+ words) The companies are introducing a new architecture called Flex-Ready Data Centers, combining Infra Partners" modular infrastructure design with Emerald AI"s orchestration software. The goal is to turn data centers from static electricity consumers into dynamic grid participants capable of…...

3+ mon, 4+ day ago  (353+ words) Picture a customer receiving confirmation that a password was reset after a phone call they never made. The system recorded a voice match, verified identity, and processed the request " all based on an AI-generated clone. AI is now embedded in…...

4+ mon, 3+ day ago  (965+ words) At the heart of Deloitte's findings is a widening divide: access to AI tools is expanding quickly, but the ability to turn that access into sustained, organization-wide impact is lagging. How companies close that gap will increasingly determine whether AI…...

4+ mon, 5+ day ago  (492+ words) Vertex AI attempts to integrate the entire lifecycle, from raw data ingestion in Big Query and Cloud Storage to production monitoring, essentially serving as a "connective tissue" between these silos. Vertex AI integrates natively with Cloud Storage and Big Query,…...

6+ mon, 2+ week ago  (498+ words) Major cloud incidents like this week's from AWS are inevitable. These four methods can help your firm carry through. With countless hours of lost productivity, financial systems disrupted for millions of users, and potentially hundreds of billions of dollars lost,…...

6+ mon, 1+ week ago  (321+ words) Anthropic has announced a $50 billion investment to build custom AI data centers across the United States in partnership with UK-based Fluidstack, marking the company's first major infrastructure project outside of public cloud providers. The initial facilities will launch in Texas…...