The Internet Last Week

* fragnesia copyfail 3.0
https://www.openwall.com/lists/oss-security/2026/05/13/3
* Let's Encrypt 45-day certs
https://letsencrypt.org/2025/12/02/from-90-to-45.html
* Scaleway IP4 address exhaustion
https://status.scaleway.com/incidents/qr8b95119k5z
* AFRINIC and Cloud Innovation rulings
https://lists.afrinic.net/pipermail/announce/2026/002558.html
* alibaba TLD secure delegation errors
https://dnsviz.net/d/nic.alibaba/agU_vw/dnssec/
https://dnsviz.net/d/alibaba/agVEsg/dnssec/

#Linux #LetsEncrypt #Scaleway #AFRINIC #Alibaba

US Top News and Analysis | What you need to know about Nvidia competitor Cerebras after wild IPO

AI generated summary, Read the full article for complete information.

Cerebras Systems’ blockbuster IPO, which closed with a market cap just under $100 billion, underscores the exploding demand for AI chips that can serve as alternatives to Nvidia’s GPUs. The Silicon Valley firm builds massive custom ASICs—its WSE‑3 chip is the size of a dinner plate, about 57 times larger than the biggest GPU and contains roughly 50 times more transistors—designed for faster inference rather than the training tasks that Nvidia’s general‑purpose GPUs excel at. After the IPO, Cerebras began operating its chips inside its own data‑center cloud, positioning itself against hyperscalers and other ASIC specialists such as Groq, SambaNova, D‑Matrix and Rebellions. The offering made two of its co‑founders billionaires and paves the way for further ASIC‑focused startups to go public as the AI hardware market rapidly expands.

Read more: https://www.cnbc.com/2026/05/15/nvidia-cerebras-stock-price-ipo.html

#Nvidia #Cerebras #Meta #Alibaba #Google #Microsoft #OpenAI #AndrewFeldman #SeanLie #TSMC #

https://winbuzzer.com/2026/05/15/alibaba-faces-mounting-margin-pressure-as-ai-inves-xcxwbn/

Alibaba is spending harder on AI infrastructure as it tries to turn cloud momentum into a defensible edge without losing margin discipline.

#AI #Alibaba #AIInfrastructure #AIInvestment #Cloud #CloudComputing #CloudServices #EnterpriseAI #ChinaAI #BigTech

https://winbuzzer.com/2026/05/14/former-alibaba-star-researcher-starts-new-ai-lab-s-xcxwbn/

Former Alibaba Qwen research lead Junyang Lin is seeking a large funding round for a new AI lab that may be valued at about $2 billion.

#AI #JunyangLin #Alibaba #Qwen #ChinaAI #AIResearch #AlibabaCloud

Alibaba's core profit plunges 84% even as AI and cloud growth accelerate

알리바바는 AI와 클라우드 컴퓨팅 분야에 대한 공격적인 투자를 지속하면서 3월 분기 핵심 이익이 84% 급감했다. 특히 AI 수요에 힘입어 클라우드 매출은 38% 성장하며 긍정적인 성과를 보였고, 자체 개발한 Qwen AI 모델과 AI 칩을 통한 경쟁력 확보에 주력하고 있다. 빠른 배송 서비스인 퀵커머스도 57% 매출 성장으로 주목받았으나, 전반적인 이익 감소는 투자 확대에 따른 부담으로 분석된다. 알리바바 경영진은 향후 3~5년 내 투자 수익이 명확히 나타날 것으로 기대하며 AI 및 클라우드 분야 투자를 지속할 계획임을 밝혔다.

https://www.cnbc.com/2026/05/13/alibaba-earnings-march-quarter-ai-cloud-growth.html

#alibaba #ai #cloudcomputing #qwen #chip

US Top News and Analysis | Stocks making the biggest moves midday: Akamai Technologies, Micron, Nebius, Alibaba & more

AI generated summary, Read the full article for complete information.

Midday trading saw a broad rally in chip stocks, with the VanEck Semiconductor ETF (SMH) gaining more than 1% and companies such as Micron Technology (+3%), On Semiconductor (+10%), Marvell Technology (+7%) and Nvidia (+2%) all advancing. Akamai Technologies jumped almost 7% after Bank of America upgraded the stock and highlighted its transition to an AI‑infrastructure platform. AI‑focused cloud firm Nebius surged 16% on a 684% revenue jump to $399 million and the announcement of a new AI factory in Pennsylvania. U.S.–listed Alibaba climbed 6% after reporting a 38% increase in first‑quarter cloud revenue and expanded AI investments. EchoStar rose 4% following FCC approval of a $40 billion spectrum sale to AT&T and SpaceX, while energy company Nextpower gained 12% after raising its full‑year revenue outlook to $3.8‑$4.1 billion. Conversely, Birkenstock fell over 10% and Resideo Technologies dropped 17% after missing earnings and revenue forecasts, respectively. Photonics names benefitted from the AI theme, with Coherent up 6%, Lumentum up more than 2% and Corning up nearly 2%. Wix.com tumbled 30% after reporting earnings of 68 cents per share, well below expectations.

Read more: https://www.cnbc.com/2026/05/13/stocks-making-the-biggest-moves-midday-akam-mu-nbis-baba.html

#AkamaiTechnologies #MicronTechnology #Alibaba #Nvidia #ATT #SpaceX #Birkenstock #Wixcom #ResideoTechnologies #Corning #

Sweden Herald - Latest Sweden News | E-commerce giant Alibaba reports unexpectedly weak fourth-quarter sales by Sweden Herald

AI generated summary, Read the full article for complete information.

Chinese e‑commerce giant Alibaba reported weaker‑than‑expected fourth‑quarter results, with revenue rising 3 % to 243.4 billion yuan—below analysts’ consensus of 246.5 billion yuan—while net profit essentially doubled to 25.5 billion yuan. The Hangzhou‑based conglomerate raised prices for its AI and cloud services during the quarter and, according to CEO Eddie Wu, aims to lift revenue from that segment to 100 billion yuan per year within five years. After the report, Alibaba’s stock fell about 3 % in Wall Street futures trading.

Read more: https://swedenherald.com/article/ecommerce-giant-alibaba-reports-unexpectedly-weak-fourthquarter-sales

#Alibaba #EddieWu #WallStreet

US Top News and Analysis | Alibaba's core profit plunges 84% even as AI and cloud growth accelerate

AI generated summary, Read the full article for complete information.

Alibaba reported a dramatic 84 % drop in its core profitability for the March quarter, with adjusted earnings before interest, taxes and amortization (EBITDA) falling to 5.1 billion Chinese yuan (about $751 million) as the company continued heavy spending on technology and e‑commerce initiatives. Despite the steep decline, the firm noted that its AI and cloud businesses are still accelerating. The news initially lifted Alibaba’s U.S.-listed shares in pre‑market trading, but they later slipped, ending the session down roughly 3.4 %.

Read more: https://www.cnbc.com/2026/05/13/alibaba-earnings-march-quarter-ai-cloud-growth.html

#Alibaba #AI #cloudservices #

Qwen 3.6 Max Preview: Developer Guide & Benchmarks 2026

Alibaba dropped Qwen 3.6 Max Preview on April 20, 2026 — and it immediately claimed the top spot on six major coding and agentic benchmarks, including a 57.3% score on SWE-bench...

https://wowhow.cloud/blogs/qwen-3-6-max-preview-developer-guide-april-2026

#wowhow #qwen #alibaba #aicoding