Die „digitale Souveränität“ Europas bleibt trotz politischer Initiativen oft Wunschdenken statt Realität. #Aktuell #Magazin #Meinung #DigitaleSouveränität #DSGVO #Hyperscaler
www.it-finanzmagazin.de/die-fromme-helene-oder-d...
Embedded Finance verlangt sichere, souveräne Cloud-Lösungen – und verändert die IT-Risikoarchitektur grundlegend. #Aktuell #Strategie #DigitaleSouveränität #EmbeddedFinance #Hyperscaler #x26im #Audio
www.it-finanzmagazin.de/embedded-finanz-souverae...
Europe hyperscaler self-build pipeline to reach 4.2 GW in 2026, CBRE says
🔗 thetechcapital.com/europe-hyper...
Follow for more timely news, views, and interviews.
At The Tech Capital you lead, we report.
#digitalinfrastructure #datacenter #investment #news #hyperscaler #artificialintelligence
#Meta becomes one of the first #hyperscaler|s to deploy #Nvidia's standalone #CPUs: the company has fielded #Grace processors in CPU-only systems at scale. The deeper partnership will also see millions of Nvidia #GPUs deployed over the coming years, signaling Nvidia's expanding challenge to #Intel…
IT-Entscheider diskutieren in Teil 2 des Roundtables Praxis-Erfahrungen mit hybriden Cloud-Strategien. #Aktuell #Strategie #AmazonWebServices #Cloud #Hyperscaler
www.it-finanzmagazin.de/cloud-strategien-in-der-...
Fachleute diskutieren, wie DORA 2025 das IKT-Risikomanagement im Finanzsektor verschärft und operationalisiert. #Aktuell #Strategie #Cloud #DigitaleSouveränität #DORA #Hyperscaler
www.it-finanzmagazin.de/dora-in-der-diskussion-g...
Hyperscalers are outspending telcos, and Asia is feeling the shift
🔗 thetechcapital.com/hyperscalers...
Follow for more timely news, views, and interviews.
At The Tech Capital you lead, we report.
#digitalinfrastructure #aiinfrastructure #datacenter #hyperscaler #artificialintelligence #ttc
CapitaLand India Trust has pre-leased 53% of its total gross power capacity after securing a second long-term #hyperscaler deal for its Navi Mumbai #datacenter, marking a major milestone in its India DC expansion.
Read more- www.computeforecast.com/news/capital...
#DigitalInfrastructure
📰 Pengiriman Perdana Server AI NVIDIA “Vera Rubin” Diperkirakan Mulai Akhir Musim Panas
👉 Baca artikel lengkap di sini: ahmandonk.com/2026/01/20/pengiriman-se...
#ai #server #hyperscaler #komputasi #awan #nvidia #pusat #data #server #ai
"Auf dem Weg zu..."
Mehr halt nicht. #AWS
#Hyperscaler Ja, prüft mal.
2026, "Grossen Schritt weiter gekommen" - leider erst jetzt. Insgesamt immer noch viel zu weit hinterher.
Gut das die Schlagzahl steigt, in dem Sinn: Glückwunsch.
#HPI
CapitaLand India Trust has pre-leased 53% of its total gross #power capacity after securing a second long-term #hyperscaler deal for its Navi Mumbai #datacenter, marking a major milestone in its India DC buildout.
Read now- www.computeforecast.com/news/capital...
#DigitalInfrastructure
#Hyperscaler Helemaal mee eens! Overheden NL hebben veel te slap onderhandeld met #Google #Microsoft #Amazon. Inwoners moeten energie besparen. Datacentra kunnen hun verbruik domweg geheim houden. Absurd!! Hoeveel landschap nog opgeven voor deze milieu vervuilers?
Overnight, spot silver (XAG) hit a new all-time nominal high of $84/oz. For those following our work, this milestone marks a significant validation of the structural themes we’ve spotlighted since November 2023 and throughout 2025: ▶+143% price advance since “Quicksilver Gets Quicker” (Jun 5) ▶+97% price advance since “From Bars to Boards” (Sep 16) ▶+72% price advance since “Metallic Rebellion: Doré Duré?” (Oct 22) However, the 8% price plunge today has the market scrambling. Is this pivot a structural reversal, or a tactical liquidity event? The variables are complex and overlapping: ▪ New Chinese silver export restrictions hit the physical supply chain ▪ More aggressive CME margins tighten the paper market ▪ A telling silver-specific social media post from @elonmusk The smooth part of the rally is over. The path from here depends on whether silver-intensive AI hardware capex remains price-insensitive or has found a new price elasticity of demand. We have specific modeling and a high-conviction view on how the relevant drivers will resolve. The full analysis, including our updated price targets and path parameters, is available for institutional clients on the Blacklight platform. To activate your firm's access or request more information: DM me directly or email our team at info@blacklightgo.com.
SILVER'S $84 MILESTONE AND TODAY'S –8% REALITY CHECK: PEAK OR PAUSE?
▪ New Chinese #silver export restrictions hit the physical supply chain
▪ More aggressive #CME margins tighten the paper market
▪ A telling silver-specific post from a #hyperscaler
How will the relevant drivers resolve?
I'm not surprised by this and honestly it makes good sense. Too much dependence on any one #technology from one vendor is dangerous. I hate being dependent on the #Apple or #Google ecosystem (but that's a different discussion). #hyperscaler #cloud #gdpr
The deal Danielle Smith heralded on Dec. 10th, '25
"...this deal scrapped Ottawa’s Net Zero power rules."
#CimateChange #Energy #BigOil #LNG #DataCenter #AI #Hyperscaler #CapitalDistrict ( #EPCOR owns 9.1%)
Offset onto consumers #Infrastructure costs for profit
edmontonjournal.com/opinion/colu...
Google is exploring a potential #datacenter in Valer, #Norway. While still early-stage, the move highlights renewed #hyperscaler interest in Nordic sites with long-term planning, power alignment, and scalability potential
Read now- www.computeforecast.com/news/google-...
#EnergyEfficiency #AI
Vertiv und Greenscale kooperieren zur Einführung von KI-fähigen Rechenzentrumsplattformen in ganz Europa
#Datacenter #Flüssigkeitskühlung @Greenscale #Hyperscaler #KIRechenzentrum #künstlicheIntelligenz #LiquidCooling #Rechenzentrum @Vertiv @Vertiv_DE
#AI frenzy #Hyperscaler #Oracle and a flood of private #bonds
5y CDS for #ORCL: 128bp, chart @markets @bloomberg.com www.bloomberg.com/news/article...
Alles andere als das hätte mich sehr erstaunt.
Mich wundert nun, was diese, mit Verlaub, Lölis, die bereits versucht haben, mit Verträgen Fakten zu schaffen, jetzt machen (müssen).
#CH #Cloud #HyperScaler #Datenschutz #Schweiz
www.heise.de/news/Schweiz...
Een Europese soevereine cloud bouwen mét Amerikaanse hyperscalers kan, mits er duidelijke grenzen gesteld worden.
De zorg om Amerikaanse wetgeving, zoals de CLOUD Act, is reëel maar hanteerbaar. Hoe leest u in ons blog op solidbe.nl/blog/artikel...
#SolidBE #Cloud #EU #Hyperscaler
A chart showing the cost of Credit Default Swaps for bonds issued by Oracle Corp has surged recently.
“Michael Hartnett’s Zeitgeist quote last week was that ‘You know Fed will be buying #AI #hyperscaler #bonds when they next do QE.’ Look at how #CDS (default protection) on #Oracle’s #debt surged.” open.substack.com/pub/adamtooz...
#doodle
This is the #hyperscaler paradox:
To win the future, you must survive the present.
(Note: #AI infrastructure is front-loaded with massive #capex and thin initial returns and data centers are not lasting #infrastructure)
If you want to know in short-read format what happened at today's Franco-German #DigitalSummit on #DigitalSovereignty, and how much #AI #hyperscaler #innovation BS there was including from #Macron and #Merz themselves, read this excellent thread by @j2bryson […]
