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.
Greedy patching: Hot patching is a way to quickly install security updates without requiring an OS reboot. Microsoft has offered the feature for years through its Azure cloud platform, but it's soon coming to non-cloud versions of Windows Server. It won't be free, but Microsoft's target audience is enterprise customers.
Using free trials to lock government and military into expensive subscriptions?
In brief: The US Federal Trade Commission has spent weeks investigating Microsoft's cybersecurity deals with the federal government. Although the case's fate under the incoming Trump administration remains uncertain, the Commission continues to pursue it, illuminating the tech giant's alleged strategy of locking government customers into its products to block competition.
Facepalm: Training generative AI models requires coordination and cooperation among many developers, and additional security checks should be in place. Microsoft is clearly lacking in this regard, as the corporation has put vast amounts of data at risk for years.
Chatbot could provide instructional information and schedule car appointments
Forward-looking: The ability to receive assistance from a talking car has been a popular fantasy since Knight Rider aired on TV. Modern artificial intelligence models like OpenAI might bring car manufacturers and tech companies closer than ever to that dream.