#hyperscaler — Public Fediverse posts

Erst #Microsoft, nun #Google. Das sind die Momente, wo sich #Digitalesouveränität gut anfühlen 😎 … Meine Alternativen im #Datenkeller laufen seit vier Jahren ohne Störungen. Und wenn: Dann habe ich das selber in der Hand. #Resilienz #ARKM #Cloud #Hyperscaler

Erst #Microsoft, nun #Google. Das sind die Momente, wo sich #Digitalesouveränität gut anfühlen 😎 … Meine Alternativen im #Datenkeller laufen seit vier Jahren ohne Störungen. Und wenn: Dann habe ich das selber in der Hand. #Resilienz #ARKM #Cloud #Hyperscaler

Erst #Microsoft, nun #Google. Das sind die Momente, wo sich #Digitalesouveränität gut anfühlen 😎 … Meine Alternativen im #Datenkeller laufen seit vier Jahren ohne Störungen. Und wenn: Dann habe ich das selber in der Hand. #Resilienz #ARKM #Cloud #Hyperscaler

Erst #Microsoft, nun #Google. Das sind die Momente, wo sich #Digitalesouveränität gut anfühlen 😎 … Meine Alternativen im #Datenkeller laufen seit vier Jahren ohne Störungen. Und wenn: Dann habe ich das selber in der Hand. #Resilienz #ARKM #Cloud #Hyperscaler

Erst #Microsoft, nun #Google. Das sind die Momente, wo sich #Digitalesouveränität gut anfühlen 😎 … Meine Alternativen im #Datenkeller laufen seit vier Jahren ohne Störungen. Und wenn: Dann habe ich das selber in der Hand. #Resilienz #ARKM #Cloud #Hyperscaler

Roter Tisch zu Digitalisierung, Kronstorf und Hyperscalern - wie entreissen wir dem Kapital die digitale Vorherrschaft? Montag, 14.9.2026, 19:00, WUK, AKN-Raum, Gebäude F, Währinger Straße 59, 1090 #kronstorf #hyperscaler #digitalefestungen #rotertisch

Roter Tisch zu Digitalisierung, Kronstorf und Hyperscalern - wie entreissen wir dem Kapital die digitale Vorherrschaft? Montag, 14.9.2026, 19:00, WUK, AKN-Raum, Gebäude F, Währinger Straße 59, 1090 #kronstorf #hyperscaler #digitalefestungen #rotertisch

Roter Tisch zu Digitalisierung, Kronstorf und Hyperscalern - wie entreissen wir dem Kapital die digitale Vorherrschaft? Montag, 14.9.2026, 19:00, WUK, AKN-Raum, Gebäude F, Währinger Straße 59, 1090 #kronstorf #hyperscaler #digitalefestungen #rotertisch

With that said, @msbellows, yes certainly this will end, as must anything that cannot go on forever.

The #hyperscaler #GenerativeAI spenders have enormous debts and obligations to investors and customers, and those parties will quite soon demand something tangible as a return.

The current obligations (debts, promised capacity, etc.) seems to force actual money to be produced some time in 2027. Whether pouring more money in happens at that point to keep the bubble inflated, I can't say.

With that said, @msbellows, yes certainly this will end, as must anything that cannot go on forever.

The #hyperscaler #GenerativeAI spenders have enormous debts and obligations to investors and customers, and those parties will quite soon demand something tangible as a return.

The current obligations (debts, promised capacity, etc.) seems to force actual money to be produced some time in 2027. Whether pouring more money in happens at that point to keep the bubble inflated, I can't say.

With that said, @msbellows, yes certainly this will end, as must anything that cannot go on forever.

The #hyperscaler #GenerativeAI spenders have enormous debts and obligations to investors and customers, and those parties will quite soon demand something tangible as a return.

The current obligations (debts, promised capacity, etc.) seems to force actual money to be produced some time in 2027. Whether pouring more money in happens at that point to keep the bubble inflated, I can't say.

With that said, @msbellows, yes certainly this will end, as must anything that cannot go on forever.

The #hyperscaler #GenerativeAI spenders have enormous debts and obligations to investors and customers, and those parties will quite soon demand something tangible as a return.

The current obligations (debts, promised capacity, etc.) seems to force actual money to be produced some time in 2027. Whether pouring more money in happens at that point to keep the bubble inflated, I can't say.

With that said, @msbellows, yes certainly this will end, as must anything that cannot go on forever.

The #hyperscaler #GenerativeAI spenders have enormous debts and obligations to investors and customers, and those parties will quite soon demand something tangible as a return.

The current obligations (debts, promised capacity, etc.) seems to force actual money to be produced some time in 2027. Whether pouring more money in happens at that point to keep the bubble inflated, I can't say.

Two things are true, @msbellows:

There is no identified purpose for #GenerativeAI that anyone has even proposed showing any path to profitability. The #hyperscaler spending is quite irrational. https://isaiprofitable.com/

This does not stop a bubble from inflating. The market can continue to spend irrationally, so long as new fools can be found with money to spend.

Economist J.M. Keynes has a famous aphorism:

“Markets can remain irrational a lot longer than you and I can remain solvent.”

Two things are true, @msbellows:

There is no identified purpose for #GenerativeAI that anyone has even proposed showing any path to profitability. The #hyperscaler spending is quite irrational. https://isaiprofitable.com/

This does not stop a bubble from inflating. The market can continue to spend irrationally, so long as new fools can be found with money to spend.

Economist J.M. Keynes has a famous aphorism:

“Markets can remain irrational a lot longer than you and I can remain solvent.”

Two things are true, @msbellows:

There is no identified purpose for #GenerativeAI that anyone has even proposed showing any path to profitability. The #hyperscaler spending is quite irrational. https://isaiprofitable.com/

This does not stop a bubble from inflating. The market can continue to spend irrationally, so long as new fools can be found with money to spend.

Economist J.M. Keynes has a famous aphorism:

“Markets can remain irrational a lot longer than you and I can remain solvent.”

Two things are true, @msbellows:

There is no identified purpose for #GenerativeAI that anyone has even proposed showing any path to profitability. The #hyperscaler spending is quite irrational. https://isaiprofitable.com/

This does not stop a bubble from inflating. The market can continue to spend irrationally, so long as new fools can be found with money to spend.

Economist J.M. Keynes has a famous aphorism:

“Markets can remain irrational a lot longer than you and I can remain solvent.”

Two things are true, @msbellows:

There is no identified purpose for #GenerativeAI that anyone has even proposed showing any path to profitability. The #hyperscaler spending is quite irrational. https://isaiprofitable.com/

This does not stop a bubble from inflating. The market can continue to spend irrationally, so long as new fools can be found with money to spend.

Economist J.M. Keynes has a famous aphorism:

“Markets can remain irrational a lot longer than you and I can remain solvent.”

Volksstimmefest - wir sind klarerweise wie immer dabei! Besucht uns auf der Initiativenstraße, und kommt am 5.9. um 17;00 Uhr zu unserer Diskussion über Hyperscaler! #volksstimmefest #klassenkampf #gruppeklassenkampf #kronstorf #hyperscaler #nogoogle

Volksstimmefest - wir sind klarerweise wie immer dabei! Besucht uns auf der Initiativenstraße, und kommt am 5.9. um 17;00 Uhr zu unserer Diskussion über Hyperscaler! #volksstimmefest #klassenkampf #gruppeklassenkampf #kronstorf #hyperscaler #nogoogle

Volksstimmefest - wir sind klarerweise wie immer dabei! Besucht uns auf der Initiativenstraße, und kommt am 5.9. um 17;00 Uhr zu unserer Diskussion über Hyperscaler! #volksstimmefest #klassenkampf #gruppeklassenkampf #kronstorf #hyperscaler #nogoogle

Volksstimmefest - wir sind klarerweise wie immer dabei! Besucht uns auf der Initiativenstraße, und kommt am 5.9. um 17;00 Uhr zu unserer Diskussion über Hyperscaler! #volksstimmefest #klassenkampf #gruppeklassenkampf #kronstorf #hyperscaler #nogoogle

I'm very happy with @frameworkcomputer notebooks, @minga.

Can't speak to price today; you might be shocked at how high RAM prices (driven by the insane #hyperscaler #AIBubble corporations) will affect purchase price for electronics.

I'm very happy with @frameworkcomputer notebooks, @minga.

Can't speak to price today; you might be shocked at how high RAM prices (driven by the insane #hyperscaler #AIBubble corporations) will affect purchase price for electronics.

I'm very happy with @frameworkcomputer notebooks, @minga.

Can't speak to price today; you might be shocked at how high RAM prices (driven by the insane #hyperscaler #AIBubble corporations) will affect purchase price for electronics.

@zcutlip @thedarktangent

Firstly, thanks for the blog post link.
It has helped me to crystallize my own thinking about so called #aibubble

https://shadowfile.inode.link/blog/2026/08/the-second-derivative-why-no-one-understands-the-ai-boom-translation/

Let's dispense with the obvious first, the author is anonymous and his previous work deals with water and land rights as investment vehicle.

I don't think he is a quant, but a holder of short positions in NVIDIA and other #hyperscaler exposed assets. Hammer looking for nails.

The reason I say this is because his analysis is fundamentally flawed. Only five data points, two of which are inferred. At second derivative the noise of this poor data set gets amplified quadratically.
His thesis will nevertheless hold for a while.
So he can be "right" until he isn't.
As Keynes said "Markets can remain irrational longer than you can remain solvent"

Where any forest folk prayer for AI collapse falls apart is this; the promise of AI is replacement of all intellectual labour forever. In addition to which, the #broligarch "Networked state" AND Authoritarian statists all rely on AI as a control substrate.

The use of "markets" to measure AI is a fiction.
You're measuring with a ruler that flexes.
When #capitalism failed in 2008, it was bailed out by 13 trillion dollars globally of socialism (people's money) in the "too big to fail" fiasco.

Individual investors may get wiped out (and your pension fund), but AI is not going away.
AI is the internet, the railway and the carrier battle group.

#AI #finance #economics #Bubble

@zcutlip @thedarktangent

Firstly, thanks for the blog post link.
It has helped me to crystallize my own thinking about so called #aibubble

https://shadowfile.inode.link/blog/2026/08/the-second-derivative-why-no-one-understands-the-ai-boom-translation/

Let's dispense with the obvious first, the author is anonymous and his previous work deals with water and land rights as investment vehicle.

I don't think he is a quant, but a holder of short positions in NVIDIA and other #hyperscaler exposed assets. Hammer looking for nails.

The reason I say this is because his analysis is fundamentally flawed. Only five data points, two of which are inferred. At second derivative the noise of this poor data set gets amplified quadratically.
His thesis will nevertheless hold for a while.
So he can be "right" until he isn't.
As Keynes said "Markets can remain irrational longer than you can remain solvent"

Where any forest folk prayer for AI collapse falls apart is this; the promise of AI is replacement of all intellectual labour forever. In addition to which, the #broligarch "Networked state" AND Authoritarian statists all rely on AI as a control substrate.

The use of "markets" to measure AI is a fiction.
You're measuring with a ruler that flexes.
When #capitalism failed in 2008, it was bailed out by 13 trillion dollars globally of socialism (people's money) in the "too big to fail" fiasco.

Individual investors may get wiped out (and your pension fund), but AI is not going away.
AI is the internet, the railway and the carrier battle group.

#AI #finance #economics #Bubble

@zcutlip @thedarktangent

Firstly, thanks for the blog post link.
It has helped me to crystallize my own thinking about so called #aibubble

https://shadowfile.inode.link/blog/2026/08/the-second-derivative-why-no-one-understands-the-ai-boom-translation/

Let's dispense with the obvious first, the author is anonymous and his previous work deals with water and land rights as investment vehicle.

I don't think he is a quant, but a holder of short positions in NVIDIA and other #hyperscaler exposed assets. Hammer looking for nails.

The reason I say this is because his analysis is fundamentally flawed. Only five data points, two of which are inferred. At second derivative the noise of this poor data set gets amplified quadratically.
His thesis will nevertheless hold for a while.
So he can be "right" until he isn't.
As Keynes said "Markets can remain irrational longer than you can remain solvent"

Where any forest folk prayer for AI collapse falls apart is this; the promise of AI is replacement of all intellectual labour forever. In addition to which, the #broligarch "Networked state" AND Authoritarian statists all rely on AI as a control substrate.

The use of "markets" to measure AI is a fiction.
You're measuring with a ruler that flexes.
When #capitalism failed in 2008, it was bailed out by 13 trillion dollars globally of socialism (people's money) in the "too big to fail" fiasco.

Individual investors may get wiped out (and your pension fund), but AI is not going away.
AI is the internet, the railway and the carrier battle group.

#AI #finance #economics #Bubble

Wir laden euch herzlich ein, am Volksstimmefest in Wien am 5.9.2026 um 17:00 bei unserem Stand an der Diskussionsveranstaltung über "Digitale Infrastruktur und die notwendige Antwort der Arbeiter*innenklasse" teilzunehmen. Wir wollen auch konkret diskutieren, wie internationalistische Kommunist*innen die Proteste in und um Kronstorf unterstützen sollten. #kronstorf #hyperscaler #protest #arbeiterkontrolle #digitalefestungenstürmen

Wir laden euch herzlich ein, am Volksstimmefest in Wien am 5.9.2026 um 17:00 bei unserem Stand an der Diskussionsveranstaltung über "Digitale Infrastruktur und die notwendige Antwort der Arbeiter*innenklasse" teilzunehmen. Wir wollen auch konkret diskutieren, wie internationalistische Kommunist*innen die Proteste in und um Kronstorf unterstützen sollten. #kronstorf #hyperscaler #protest #arbeiterkontrolle #digitalefestungenstürmen

Wir laden euch herzlich ein, am Volksstimmefest in Wien am 5.9.2026 um 17:00 bei unserem Stand an der Diskussionsveranstaltung über "Digitale Infrastruktur und die notwendige Antwort der Arbeiter*innenklasse" teilzunehmen. Wir wollen auch konkret diskutieren, wie internationalistische Kommunist*innen die Proteste in und um Kronstorf unterstützen sollten. #kronstorf #hyperscaler #protest #arbeiterkontrolle #digitalefestungenstürmen

Wir laden euch herzlich ein, am Volksstimmefest in Wien am 5.9.2026 um 17:00 bei unserem Stand an der Diskussionsveranstaltung über "Digitale Infrastruktur und die notwendige Antwort der Arbeiter*innenklasse" teilzunehmen. Wir wollen auch konkret diskutieren, wie internationalistische Kommunist*innen die Proteste in und um Kronstorf unterstützen sollten. #kronstorf #hyperscaler #protest #arbeiterkontrolle #digitalefestungenstürmen

https://www.europesays.com/people/202643/ Nvidia Q2 Earnings Preview: 3 Questions on AI Demand, Financing, Memory #AIDemand #AISpending #AiTrade #company #ComputingPower #customer #financing #gain #hyperscaler #Investor #JensenHuang #Nvidia #question #side #stock #TechEarning

I hope, @timbray, that the unrestrained scraper hordes are doing so primarily at the behest of the #hyperscaler demands for training data, and thus the demand will dry up when the #AIBubble bursts.

I fear, though, that like spam, the costs borne by the perpetrators are low (the scrapers are operated illegitimately on botnets of compromised machines) and so, like with spam, even a marginal return will be enough to keep them scraping indefinitely.

I hope, @timbray, that the unrestrained scraper hordes are doing so primarily at the behest of the #hyperscaler demands for training data, and thus the demand will dry up when the #AIBubble bursts.

I fear, though, that like spam, the costs borne by the perpetrators are low (the scrapers are operated illegitimately on botnets of compromised machines) and so, like with spam, even a marginal return will be enough to keep them scraping indefinitely.

I hope, @timbray, that the unrestrained scraper hordes are doing so primarily at the behest of the #hyperscaler demands for training data, and thus the demand will dry up when the #AIBubble bursts.

I fear, though, that like spam, the costs borne by the perpetrators are low (the scrapers are operated illegitimately on botnets of compromised machines) and so, like with spam, even a marginal return will be enough to keep them scraping indefinitely.

I hope, @timbray, that the unrestrained scraper hordes are doing so primarily at the behest of the #hyperscaler demands for training data, and thus the demand will dry up when the #AIBubble bursts.

I fear, though, that like spam, the costs borne by the perpetrators are low (the scrapers are operated illegitimately on botnets of compromised machines) and so, like with spam, even a marginal return will be enough to keep them scraping indefinitely.

I hope, @timbray, that the unrestrained scraper hordes are doing so primarily at the behest of the #hyperscaler demands for training data, and thus the demand will dry up when the #AIBubble bursts.

I fear, though, that like spam, the costs borne by the perpetrators are low (the scrapers are operated illegitimately on botnets of compromised machines) and so, like with spam, even a marginal return will be enough to keep them scraping indefinitely.

2 Bloomberg: … and adding to the pressures that have pushed the Treasury’s long-term #borrowingcosts to a 25-year-high.
“Whoever’s issuing, be it a #government or a #hyperscaler or a non-hyperscaler #credit, is now competing with more #borrowers,” said Tony Rodriguez … 🧵

2 Bloomberg: … and adding to the pressures that have pushed the Treasury’s long-term #borrowingcosts to a 25-year-high.
“Whoever’s issuing, be it a #government or a #hyperscaler or a non-hyperscaler #credit, is now competing with more #borrowers,” said Tony Rodriguez … 🧵

2 Bloomberg: … and adding to the pressures that have pushed the Treasury’s long-term #borrowingcosts to a 25-year-high.
“Whoever’s issuing, be it a #government or a #hyperscaler or a non-hyperscaler #credit, is now competing with more #borrowers,” said Tony Rodriguez … 🧵

https://www.europesays.com/people/187402/ The AI Trade Gets a Boost Ahead of Earnings Seasons’ Final Boss #AIBuildout #AiTrade #boost #demand #FewEarningReport #FewWeek #FinalBoss #hyperscaler #Investor #JensenHuang #july #KeyNvidiaPartner #Market #Nebius #Nvidia #stock

Apple is no longer the chip industry's most important customer: hyperscalers have committed $2 trillion to take its place

If this matters to you, share it.

https://1ban.news/hyperscaler-2-trillion-chip-commitments-2026/

#1ban #hyperscaler #trillion #chip #commitments #tech

#AI Data Center Turbines, Backlogged For Years, Are Suffering Early Deaths. Here's Why.

source: investors.com/news/turbine-gen…

The problem begins with fluctuating computational loads that gulp down energy for artificial intelligence operations, such as training machine learning models. Changes in normal grid demand tend to be gradual.

#Gas #turbines have been at the heart of some of the largest AI #hyperscaler data center #energy deals, including names like #Microsoft (MSFT), #Meta Platforms (META), #Chevron (CVX) and #Amazon (AMZN). Life expectancy for the complex, pricey equipment often runs to a decade or more.

But they are designed to run steadily for days, weeks or months at a time. And, by its nature, AI training demand comes in short-term surges. This cycling on and off appears to be sharply reducing the life of the turbines, leading to downtime and costly repairs or, worse yet, the need for new #equipment as the backlog for new turbine deliveries runs to the end of the decade.

The AI power loads "have the potential to change their demand almost instantly," FERC Chair Laura Swett said. "This rapid #fluctuation causes voltage stability issues that threaten grid reliability."

The stability risks posed by AI and other sources of large loads are profound enough that Tesla is funding research and America's grid watchdogs have begun to clamp down.

#news #technology #electricity #problem #economy #business #engineering #software #datacenter #power #turbine #america #usa

#AI Data Center Turbines, Backlogged For Years, Are Suffering Early Deaths. Here's Why.

source: investors.com/news/turbine-gen…

The problem begins with fluctuating computational loads that gulp down energy for artificial intelligence operations, such as training machine learning models. Changes in normal grid demand tend to be gradual.

#Gas #turbines have been at the heart of some of the largest AI #hyperscaler data center #energy deals, including names like #Microsoft (MSFT), #Meta Platforms (META), #Chevron (CVX) and #Amazon (AMZN). Life expectancy for the complex, pricey equipment often runs to a decade or more.

But they are designed to run steadily for days, weeks or months at a time. And, by its nature, AI training demand comes in short-term surges. This cycling on and off appears to be sharply reducing the life of the turbines, leading to downtime and costly repairs or, worse yet, the need for new #equipment as the backlog for new turbine deliveries runs to the end of the decade.

The AI power loads "have the potential to change their demand almost instantly," FERC Chair Laura Swett said. "This rapid #fluctuation causes voltage stability issues that threaten grid reliability."

The stability risks posed by AI and other sources of large loads are profound enough that Tesla is funding research and America's grid watchdogs have begun to clamp down.

#news #technology #electricity #problem #economy #business #engineering #software #datacenter #power #turbine #america #usa

#AI Data Center Turbines, Backlogged For Years, Are Suffering Early Deaths. Here's Why.

source: investors.com/news/turbine-gen…

The problem begins with fluctuating computational loads that gulp down energy for artificial intelligence operations, such as training machine learning models. Changes in normal grid demand tend to be gradual.

#Gas #turbines have been at the heart of some of the largest AI #hyperscaler data center #energy deals, including names like #Microsoft (MSFT), #Meta Platforms (META), #Chevron (CVX) and #Amazon (AMZN). Life expectancy for the complex, pricey equipment often runs to a decade or more.

But they are designed to run steadily for days, weeks or months at a time. And, by its nature, AI training demand comes in short-term surges. This cycling on and off appears to be sharply reducing the life of the turbines, leading to downtime and costly repairs or, worse yet, the need for new #equipment as the backlog for new turbine deliveries runs to the end of the decade.

The AI power loads "have the potential to change their demand almost instantly," FERC Chair Laura Swett said. "This rapid #fluctuation causes voltage stability issues that threaten grid reliability."

The stability risks posed by AI and other sources of large loads are profound enough that Tesla is funding research and America's grid watchdogs have begun to clamp down.

#news #technology #electricity #problem #economy #business #engineering #software #datacenter #power #turbine #america #usa

Google-Cloud-Chefin zu KI aus der EU: „Da gibt es im Moment viel Schwarzmalerei“

close notice This article is also available in English. It was translated with technical assistance and editorially reviewed…
#EuropeSays #EU #Europa #EuropäischeUnion #GoogleCloud #Hyperscaler #IT #KünstlicheIntelligenz #PhysicalAI #Wirtschaft
https://www.europesays.com/europa/78814/

@beandev

*Überlegungen zur #KIRevolution*

(1/n)

Wow, dazu gibt es sehr viel zu sagen, wobei ich dazu eher ergänzen meine:

1.) #Hyperscaler: ja, wie weiter oben geschildert, ist das auch das Geschäftsmodell von #ArthurMensch (#Mistral).

2.) Ich habe kürzlich eine kleine Recherche für den Bereich Recht durchgeführt. Fazit: "Data is King", das Modell spielt weniger einer Rolle.

3.) Dies deckt sich auch mit einer Erkenntnis bzw. einem Trend auf der Anbieterseite:

"*Die...

@2ndStar

@beandev

*Überlegungen zur #KIRevolution*

(1/n)

Wow, dazu gibt es sehr viel zu sagen, wobei ich dazu eher ergänzen meine:

1.) #Hyperscaler: ja, wie weiter oben geschildert, ist das auch das Geschäftsmodell von #ArthurMensch (#Mistral).

2.) Ich habe kürzlich eine kleine Recherche für den Bereich Recht durchgeführt. Fazit: "Data is King", das Modell spielt weniger einer Rolle.

3.) Dies deckt sich auch mit einer Erkenntnis bzw. einem Trend auf der Anbieterseite:

"*Die...

@2ndStar

@beandev

*Überlegungen zur #KIRevolution*

(1/n)

Wow, dazu gibt es sehr viel zu sagen, wobei ich dazu eher ergänzen meine:

1.) #Hyperscaler: ja, wie weiter oben geschildert, ist das auch das Geschäftsmodell von #ArthurMensch (#Mistral).

2.) Ich habe kürzlich eine kleine Recherche für den Bereich Recht durchgeführt. Fazit: "Data is King", das Modell spielt weniger einer Rolle.

3.) Dies deckt sich auch mit einer Erkenntnis bzw. einem Trend auf der Anbieterseite:

"*Die...

@2ndStar

@beandev

*Überlegungen zur #KIRevolution*

(1/n)

Wow, dazu gibt es sehr viel zu sagen, wobei ich dazu eher ergänzen meine:

1.) #Hyperscaler: ja, wie weiter oben geschildert, ist das auch das Geschäftsmodell von #ArthurMensch (#Mistral).

2.) Ich habe kürzlich eine kleine Recherche für den Bereich Recht durchgeführt. Fazit: "Data is King", das Modell spielt weniger einer Rolle.

3.) Dies deckt sich auch mit einer Erkenntnis bzw. einem Trend auf der Anbieterseite:

"*Die...

@2ndStar

@beandev

*Überlegungen zur #KIRevolution*

(1/n)

Wow, dazu gibt es sehr viel zu sagen, wobei ich dazu eher ergänzen meine:

1.) #Hyperscaler: ja, wie weiter oben geschildert, ist das auch das Geschäftsmodell von #ArthurMensch (#Mistral).

2.) Ich habe kürzlich eine kleine Recherche für den Bereich Recht durchgeführt. Fazit: "Data is King", das Modell spielt weniger einer Rolle.

3.) Dies deckt sich auch mit einer Erkenntnis bzw. einem Trend auf der Anbieterseite:

"*Die...

@2ndStar

AI capex passes the $1 trillion mark, and the next $745 billion lands within twelve months

Follow us and never miss a story.

https://1ban.news/hyperscaler-ai-capex-trillion-2026/

#1ban #hyperscaler #capex #trillion #tech #technology

AI capex passes the $1 trillion mark, and the next $745 billion lands within twelve months

Follow us and never miss a story.

https://1ban.news/hyperscaler-ai-capex-trillion-2026/

#1ban #hyperscaler #capex #trillion #tech #technology

AI capex passes the $1 trillion mark, and the next $745 billion lands within twelve months

Follow us and never miss a story.

https://1ban.news/hyperscaler-ai-capex-trillion-2026/

#1ban #hyperscaler #capex #trillion #tech #technology

AI capex passes the $1 trillion mark, and the next $745 billion lands within twelve months

Follow us and never miss a story.

https://1ban.news/hyperscaler-ai-capex-trillion-2026/

#1ban #hyperscaler #capex #trillion #tech #technology

AI capex passes the $1 trillion mark, and the next $745 billion lands within twelve months

Follow us and never miss a story.

https://1ban.news/hyperscaler-ai-capex-trillion-2026/

#1ban #hyperscaler #capex #trillion #tech #technology

A nice article by the #nytimes on #Oracle and its ludicrous debt.

#ai #hyperscaler #sp500

https://www.nytimes.com/2026/07/31/magazine/larry-ellison-ai-oracle.html?unlocked_article_code=1.2FA.abum.r-T-ac8X6_Ne&smid=url-share

A nice article by the #nytimes on #Oracle and its ludicrous debt.

#ai #hyperscaler #sp500

https://www.nytimes.com/2026/07/31/magazine/larry-ellison-ai-oracle.html?unlocked_article_code=1.2FA.abum.r-T-ac8X6_Ne&smid=url-share

A nice article by the #nytimes on #Oracle and its ludicrous debt.

#ai #hyperscaler #sp500

https://www.nytimes.com/2026/07/31/magazine/larry-ellison-ai-oracle.html?unlocked_article_code=1.2FA.abum.r-T-ac8X6_Ne&smid=url-share