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Search resuls for: "hyperscale"


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☆ Morgan Stanley says these stocks will benefit from an A.I. boom
  + stars: | 2023-02-15 | by ( Hakyung Kim | ) www.cnbc.com   time to read: +2 min
The current buzz surrounding artificial intelligence is here to stay, creating plenty of trading opportunities as the technology grows, according to Morgan Stanley analyst Shawn Kim. However, the hype around generative AI may be justified and the technology feels genuinely exciting," Kim said in a note on Tuesday. Morgan Stanley anticipates that increased demand for computer power needed for AI training will lead to rapidly growing markets for graphics and central processing units. In the generative AI world, "the raw material is data; the user of that material is hyperscale data centers; the enabling workhorse is semiconductors," wrote Kim. GDS "has more balanced exposure to all internet companies," Kim said, adding that its "valuation is more reasonable."
☆ Amazon’s AWS Aims to Reduce Water Use at Its Data Centers
  + stars: | 2022-11-28 | by ( Dieter Holger | ) www.wsj.com   time to read: +4 min
Amazon.com Inc.’s cloud-computing arm plans to reduce the water consumption of its global data centers as companies face mounting water scarcity around the world. Data centers consume high amounts of water and energy to cool computers with a mix of water, ventilation and electric-powered air-cooled chillers. AWS is focusing on stressed regions, such as California and India, to conserve water through updated cooling systems and water recycling, Mr. Hewes said. AWS recently began reusing 96% of the cooling water from its Oregon data centers for farming, added on-site water treatment systems for reusing water for cooling and now uses recycled wastewater at 20 data centers around the world. An expansion of larger data centers, known as hyperscale data centers, is also putting pressure on water usage, Bluefield Research Chief Executive Reese Tisdale said.
☆ Nvidia says it is working with Microsoft to build 'massive' cloud AI computer
  + stars: | 2022-11-16 | by ( Jane Lanhee Lee | ) www.reuters.com   time to read: +2 min
OAKLAND, Calif, Nov 16, (Reuters) - U.S. chip designer and computing firm Nvidia Corp (NVDA.O) on Wednesday said it is teaming up with Microsoft Corp (MSFT.O) to build a “massive” computer to handle intense artificial intelligence computing work in the cloud. The AI computer will operate on Microsoft’s Azure cloud, using tens of thousands of graphics processing units (GPUs), Nvidia’s most powerful H100 and its A100 chips. “We're seeing a broad groundswell of AI adoption ... and the need for applying AI for enterprise use cases.”In addition to selling Microsoft the chips, Nvidia said it will partner with the software and cloud giant to develop AI models. Buck said Nvidia would also be a customer of Microsoft’s AI cloud computer and develop AI applications on it to offer services to customers. This is important as heavy AI computing work requires thousands of chips to work together across several servers.
☆ Activist Starboard takes a stake in Vertiv, and an opportunity to boost margins is in sight
  + stars: | 2022-10-29 | by ( Kenneth Squire | ) www.cnbc.com   time to read: +5 min
Activist Commentary: Starboard is a very successful activist investor and has extensive experience helping companies focus on operational efficiency and margin improvement. Starboard sees Vertiv as a great business in a solid industry with secular tailwinds – more data is being generated every day requiring more data centers. After going public, Vertiv delivered solid results, which allowed management to continue to focus on revenue growth, rather than operating margins. This is a typical situation for Starboard: a private company CEO running a public company like a private company leading to underperforming operating margins. Both Starboard and Vertiv seem to be on the same page.
☆ Leaked documents show Google Cloud is betting big on Europe and Asia in what it sees as a $100 billion opportunity, saying if it doesn't it will 'face being left behind in half the world'
  + stars: | 2022-09-14 | by ( Rosalie Chan | ) www.businessinsider.com   time to read: +4 min
Google Cloud is betting big on Europe and Asia by rolling out "trusted partner cloud," or TPC. Google sees data sovereignty as a $100 billion market, calling TPC its "most important program." Leaked internal documents that Insider viewed show that Google Cloud sees an initiative called "trusted partner cloud," or TPC, as the linchpin of this strategy. In an internal FAQ dated August 9, Google Cloud estimates that data sovereignty is a $100 billion market. The documents Insider viewed, which were dated from June, show that Google Cloud plans to launch that European cloud service in different countries through 2023 and 2024.
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