The neoclouds are burning cash by the billion. Nvidia just lined up the money to keep them building
Why it matters: Nvidia has quietly assembled every piece of a cloud giant, and it doesn't even need to own the buildings. That is the theory making the rounds, and once you see it laid out, the last two years stop looking like a chip company having a very good run and start looking like a plan. The financing arrangement Nvidia signed this month with BlackRock, Goldman Sachs, and four other Wall Street heavyweights, aimed at funneling more than $500 billion of outside capital into AI data centers, would be the last piece clicking into place. Most outlets filed it under the now usual "more AI money" headline, but there is a more interesting read.
Cloudy Europe: After a relatively brief investigation, the European Commission reached a preliminary conclusion regarding Amazon's and Microsoft's cloud businesses. The executive body believes the two US companies should also be designated as "gatekeepers" for their cloud services, though both will have an opportunity to respond before a final decision is made.
Windows comes with a set of default apps that cover the basics – but for most of them, that's exactly their ceiling. Here are 11 better alternatives worth switching to.
Your CEO is vibe-coding prototypes and calling it an AI strategy
TL;DR: A growing backlash against the forced adoption of AI is building across the industry, but enterprise executives remain as bullish as ever on the LLM-driven future. According to at least one prominent tech leader, that enthusiasm may signal how out of touch those at the top have become.
Affects virtually every Linux distro released in the past nine years, and working exploits were on GitHub within 24 hours
Facepalm: Security researchers recently unveiled "Copy Fail," a bug that could potentially bring the entire Linux ecosystem to a screeching halt. The flaw can be reliably exploited across all Linux-based systems, both on local machines and in cloud environments. Vendors are now scrambling to patch the issue.
What exactly does "engagement" in a word processor mean?
In brief: Microsoft is bringing Copilot's "agentic" mode to its Office productivity suite. With it, users will be able to provide instructions and let the system generate documents on their behalf. Despite ongoing concerns about hallucinations, the Redmond-based company says customers have responded positively to these capabilities.