Caída de Acciones de Meta y su I…

Recientemente, las acciones de Meta experimentaron una caída significativa tras la publicación de sus proyecciones de gastos de capital (capex) que eclipsaron sus resultados financieros trimestrales.

https://norvik.tech/news/analisis-meta-caida-acciones-capex-2026

#Technology #Meta #Acciones #Capex #Tecnologia #NorvikTech #DesarrolloSoftware #TechInnovation

The Capex Cut

On Thursday, April 23, Meta cut 8,000 jobs and Microsoft offered buyouts to roughly 8,750 more. Both cited AI. Neither was losing money. Microsoft's program is the [first voluntary buyout in its 51-y

https://blog.codeland.org/posts/the-capex-cut/

#AI #SaaS #Meta #Microsoft #Capex #BigTech

The Capex Cut

On Thursday, April 23, Meta cut 8,000 jobs and Microsoft offered buyouts to roughly 8,750 more. Both cited AI. Neither was losing money. Microsoft’s program is the first voluntary buyout in its 51-year history, eligibility set by a “rule of 70” — age plus tenure must reach seventy, capped at senior director level, with notifications going out May 7. Meta’s chief people officer Janelle Gale told staff in a memo obtained by Bloomberg that the cuts are “to offset the other investments we’re making.” Severance is 16 weeks plus two per year of service; effective date May 20. The company is also closing 6,000 unfilled roles, removing 14,000 headcount positions from its 2026 plan.

Inferential

Сколько стоит внедрить AI?Отвечаем с LCOAI

Компании во многих отраслях переходят от AI-экспериментов к масштабным внедрениям, сталкиваясь с трудностями в оценке сопутствующих издержек. Традиционные фин.модели не всегда отражают экономическую сложность развертывания и сопровождения AI решений, что приводит к заблуждениям в сравнении альтернативных вариантов решений. В сегодняшней статье разберем LCOAI - адаптированный для AI подход к оценке стоимости владения цифровым продуктом - и ответим на вопрос "Сколько же стоит внедрить этот ваш ИИ?“.

https://habr.com/ru/companies/raft/articles/1027748/

#ai #tco #capex #opex #lcoai #cloud #onpremise #product_management #infrastructure #scaling

Сколько стоит внедрить AI?Отвечаем с LCOAI

Организации в РФ переходят от AI-экспериментов к масштабным внедрениям, сталкиваясь с трудностями в оценке сопутствующих издержек. Традиционные фин.модели не всегда отражают экономическую сложность...

Хабр

The article is a bit skimpy on details and the curves really simplistic – well it's log scale – but the conclusion I can see, even if fusion power plants would work, they probably won't be cost effective soon.

#fusionpower #powergeneration #capex

https://www.nature.com/articles/s41560-026-02022-9

Fusion power unlikely to become competitive - Nature Energy

While nuclear fusion power is often hailed as a future source of abundant, clean energy, current dominant fusion designs, magnetic and laser inertial, are unlikely to become competitive due to their expected low experience rates. Accordingly, policymakers should not rely on, or fund, fusion power as a core pillar of future clean energy systems unless designs with different characteristics are developed.

Nature

Tesla ramps up capital spending as it shifts toward AI and new factories

📰 Original title: Tesla Enters Its Capexmaxxing Era

🤖 IA: It's clickbait ⚠️
👥 Usuarios: It's clickbait ⚠️

View full AI summary: https://killbait.com/en/tesla-ramps-up-capital-spending-as-it-shifts-toward-ai-and-new-factories/?redirpost=32e3f0a0-5939-4d06-b39b-b01c533434cb

#business #tesla #capex #ai

Tesla ramps up capital spending as it shifts toward AI and new factories

Tesla is entering a period of exceptionally high capital expenditure as it seeks to transform its business beyond electric vehicles. The company has signaled plans to more than double its capital…

KillBait Archive

Tesla ramps up capital spending as it shifts toward AI and new factories

📰 Original title: Tesla Enters Its Capexmaxxing Era

🤖 IA: It's clickbait ⚠️
👥 Usuarios: It's clickbait ⚠️

View full AI summary: https://killbait.com/en/tesla-ramps-up-capital-spending-as-it-shifts-toward-ai-and-new-factories/?redirpost=32e3f0a0-5939-4d06-b39b-b01c533434cb

#business #tesla #capex #ai

Tesla ramps up capital spending as it shifts toward AI and new factories

Tesla is entering a period of exceptionally high capital expenditure as it seeks to transform its business beyond electric vehicles. The company has signaled plans to more than double its capital…

KillBait Archive

Así evoluciona el uso de la corriente directa en edificios, industrias y redes empresariales de la región

Así evoluciona el uso de la corriente directa en edificios, industrias y redes empresariales de la región
San José, 16 abr (elmundo.cr) – La conversación sobre el futuro energético ya no gira solo en torno a producir electricidad con fuentes renovables, sino también sobre cómo distribuirla de [...]

#CAPEX #CienciaYTecnología #FMPS #Panduit #TechnicalSystemEngineer

https://elmundo.cr/cienciaytecnologia/asi-evoluciona-el-uso-de-la-corriente-directa-en-edificios-industrias-y-redes-empresariales-de-la-region/

Así evoluciona el uso de la corriente directa en edificios, industrias y redes empresariales de la región

Así evoluciona el uso de la corriente directa en edificios, industrias y redes empresariales de la región Ciencia y Tecnología - El Mundo CR

El Mundo CR

Expanding our #S3:

- #seaweedfs: 3 masters, 3 filers and 6 volume servers across 2 zones (datacenters)
- #garage: 2 different clusters, one of that consists of 6 nodes across 3 zones, the other is just 3 nodes in single zone.

But we still use S3 from cloud providers (mostly for archiving), because those are more flexible and cheaper on #capex.

AI 거품 붕괴 시나리오, 빅테크 capex 게임과 AI 스타트업의 딜레마

AI 거품 붕괴 시나리오 분석. 빅테크의 방어적 capex 전략, 에너지·자금 조달 악재, OpenAI 수익화 실패가 겹치며 AI 스타트업에 위기가 올 수 있다는 Hacker News 화제글 소개.

https://aisparkup.com/posts/10687

商湯(0020)日前公佈業績,年度虧損收窄59%至17.7億元(人民幣,下同),下半年EBITDA首次轉正。公司首席執行官徐立表示,今年對CAPEX增長仍有預
https://www.hk01.com/財經快訊/60335363/商湯ceo-對今年capex增長仍有預期-集中提升算力-力推國產化