Thomas Fricke (he/his)3d ago

https://the-decoder.de/analyse-hyperscaler-koennten-ki-ausbau-bald-nicht-mehr-aus-dem-laufenden-geschaeft-finanzieren/

KI muss endlich mal Geld abwerfen. Es hilft übrigens auch, Ihnen den Workload zu entziehen.

Gut Q3 2026 noch weit weg ist

#AI #datacenter #hyperscaler

Analyse: Hyperscaler könnten KI-Ausbau bald nicht mehr aus dem laufenden Geschäft finanzieren

Microsoft, Amazon, Alphabet, Meta und Oracle investieren laut einer Epoch-AI-Analyse rund 70 Prozent mehr pro Jahr in KI-Infrastruktur, während ihre operativen Einnahmen nur um 23 Prozent wachsen. Hält der Trend an, könnten die Ausgaben bereits im dritten Quartal 2026 die Einnahmen übersteigen. Mehrere Konzerne greifen schon jetzt auf externe Finanzierung zurück.

The Decoder
Torsten MaternaJun 13

Alles was ich vorhergesagt habe, tritt ein.

Trump verwendet ohne mit der Wimper zu zucken, Technologie als Mittel zu seinen niederen Zwecken.

Raus aus der amerikanischen IT-Abhängigkeit muss Programm werden. Unternehmen können nicht wissen, was als nächstes durch Trump stillgelegt oder verteuert wird.

Hört auf, alles auf US-Tools zu bauen. Eignet Euch Grundlagenwissen an und baut eigene Lösungen, die Bestand haben.

#anthropic #trump #hyperscaler #usa #cloud

Asta McCarthyJun 12

Wow, dat zouden ze vaker moeten doen  https://www.nrc.nl/nieuws/2026/06/12/actiegroep-frustreert-bouw-datacentrum-voor-microsoft-in-amsterdam-a4929976

#Microsoft #BigTech #genocide #Hyperscaler

Actiegroep frustreert bouw datacenter voor Microsoft in Amsterdam

Tientallen leden van het antikapitalistische actiecollectief Geef Tegengas hebben vrijdagochtend met een protest de aanleg van een groot datacenter in het Amsterdamse stadsdeel Sloterdijk stilgelegd. De drie datatorens die de Britse ontwikkelaar Pure Data Centers Group sinds maart laat verrijzen in het westelijke havengebied zullen geheel gehuurd worden door de Amerikaanse techgigant Microsoft.

NRC
Radar KilatJun 11

SpaceX pricing day June 2026 delivers $18.7B revenue and $4.8B Starlink operating income, setting new benchmark for AI infrastructure

#spacex #ipo #aiinfrastructure #starlink #hyperscaler #xai #valuation

https://radarkilat.com/en/article/spacex-ipo-pricing-day-valuations-signal-for-global-ai-infrastructure-competition-in-2026

LumiWorx - Just Vote Dammit!Jun 10

RE: https://mastodon.social/@grandrapidsnews/116726917642124230

For #Microsoft, #Google, #Anthropic, and all the rest of the #AI and #Agentic #HyperScaler #DataCenter drug pushers...

Semi-rural and #rural America is catching up with your NDA-cloaked dealings on #slop factories, and they are not only well aware of what it means - they're pissed off and getting deeply in the face of local #politicians who somehow think that only they get to decide what's in the public's best interest.

Hublai (charismatic megafauna)Jun 8
Start by realizing #hyperscaler approach of huge 100MW+ #lorecenter is an absolute economic loser, costing 5x as much as distributing them widely at 80-100A each (about 16-24kw or 1/400th of 100MW or 1/4000 of 1Gw). www.tomsguide.com/ai/nvidia-wa... Where opponents put THAT on signs, they'll run.

Nvidia is teaming up with Span...
Nvidia is teaming up with Span to install mini AI data centers right on the side of your house, turning residential neighborhoods into a distributed supercomputing network that actually pays homeowners for their unused electricity

We could see a future where powerful AI runs right inside your house

Tom's Guide
Radar KilatJun 6

Google, Amazon, Microsoft, and Meta allocate $725 billion for AI capex in 2026, up 77% from last year.

#technology #aiinfrastructure #bigtech #capitalexpenditure #hyperscaler

https://radarkilat.com/en/article/the-725-billion-escalation-how-tech-giants-are-rebuilding-global-ai-infrastructure-in-2026

Don Curren 🇨🇦🇺🇦Jun 3
“ #Government officials must confront the reality of their #technological dependence and, accepting that few #countries will ever host a #hyperscaler, determine what kind of relationship they want with the existing ones.”

RE: https://bsky.app/profile/did:plc:5zca2ola2zxpkw37w4f3wxtu/post/3mnfqfo4xyk26
@EbbeSandJun 3

Hey #Microsoft, you made my day... 😂😂😂

The restaurant is probably as big as a town the size of #Karlsruhe ...

https://www.techradar.com/pro/a-new-approach-microsoft-ceo-claims-its-ai-superfactory-will-use-the-same-amount-of-water-each-year-as-a-neighborhood-restaurant

#AI #KI #hyperscaler #superfactory

'A new approach': Microsoft CEO claims its "AI Superfactory" will use the same amount of water as a restaurant

Satya Nadella says Microsoft’s Fairwater facility is its most efficient yet

TechRadar
Thomas Fricke (he/his)May 30

Hyperscalers are starting to buy the entire electric infrastructure.

"Owning Intersect Power gives Alphabet direct control over a 10.8 GW pipeline of clean energy assets targeted for delivery by 2028. More importantly, it secures Alphabet’s place in the global supply chain.

By owning the developer, Alphabet ensures priority access to critical components in a constrained market. "

https://avanzaenergy.substack.com/p/the-475-billion-vertical-why-googles

#datacenter #google #energy #renewable #hyperscaler #infrastructure

The $4.75 Billion Vertical: Why Google’s Intersect Acquisition Kills the PPA Era

As grid congestion and 4+ year interconnection queues threaten AI scaling, Alphabet is ditching the Power Purchase Agreement for direct ownership of the electron.

Energy Industry Insights from Avanza Energy