Tag Archives: cloud computing

business, economy, technology

Esri firma contrato de cooperação estratégica com AWS para impulsionar IA generativa na ArcGIS

Leave a comment

REDLANDS, Califórnia – Esri, líder mundial em sistemas de informações geográficas (GIS) e tecnologia de IA geoespacial, firmou um contrato de cooperação estratégica (SCA) com a Amazon Web Services (AWS) para impulsionar a integração da IA generativa (GenAI) em soluções e fluxos de trabalho geoespaciais.

A união da plataforma de IA geoespacial da Esri, a ArcGIS, com a infraestrutura de nuvem escalável da AWS permite que as organizações implementem soluções de IA geoespacial em escala, promovendo maior inovação, eficiência e capacidade analítica.

http://www.businesswire.com/news/home/20251028765893/pt/?feedref=JjAwJuNHiystnCoBq_hl-Q-tiwWZwkcswR1UZtV7eGe24xL9TZOyQUMS3J72mJlQ7fxFuNFTHSunhvli30RlBNXya2izy9YOgHlBiZQk2LOzmn6JePCpHPCiYGaEx4DL1Rq8pNwkf3AarimpDzQGuQ==

business, industry, international, science, technology

Broadcom will make custom AI chips for OpenAI

Leave a comment

**Broadcom to Develop Custom AI Chips for OpenAI**

*By Dwaipayan Roy | Oct 13, 2025, 07:54 PM*

OpenAI has announced a strategic partnership with Broadcom to develop its first in-house artificial intelligence (AI) processors. This move is part of OpenAI’s plan to keep pace with the rapidly growing demand for its AI services.

Under the agreement, OpenAI will take the lead in designing these custom chips, while Broadcom will handle their development and deployment starting in the second half of 2026.

**Massive Energy Consumption**

The upcoming custom AI chips are projected to consume a total of 10 gigawatts (GW) of power. To put this into perspective, that’s enough electricity to power over eight million U.S. households — roughly five times the output of the Hoover Dam.

This deal highlights the massive investments being poured into AI chip technology across the tech industry, reflecting an ongoing race to build computing systems capable of matching or surpassing human intelligence.

**Expanding Strategic Partnerships**

This partnership follows closely on the heels of OpenAI’s recent 6GW AI chip supply agreement with AMD, which also includes an option for OpenAI to acquire a stake in the chipmaker. Additionally, NVIDIA recently announced plans to invest up to $100 billion in OpenAI and supply data-center systems with at least 10GW of capacity.

“Partnering with Broadcom is a critical step in building the infrastructure needed to unlock AI’s potential,” said Sam Altman, CEO of OpenAI.

**Aligning with Industry Leaders**

By teaming up with Broadcom, OpenAI aligns itself with major cloud-computing giants like Google and Amazon, both of which are developing custom AI chips to address soaring demand and reduce reliance on NVIDIA’s high-cost, limited-availability processors.

However, some similar initiatives by companies like Microsoft and Meta have faced delays or failed to match NVIDIA’s performance, highlighting the challenges in developing competitive AI hardware.

**Deployment Timeline and Technical Edge**

The deployment of these new AI chips is expected to be completed by the end of 2029. This effort will build upon OpenAI’s existing co-development and supply partnerships.

The new systems will be scaled entirely using Broadcom’s Ethernet and networking technologies, potentially giving them an edge over competitors such as Marvell Technology. Moreover, this strategy aims to challenge NVIDIA’s dominant InfiniBand networking solutions in the AI data-center market.

—

OpenAI’s collaboration with Broadcom marks a significant milestone in the evolving AI hardware landscape, signaling robust growth and fierce competition in the race to power next-generation artificial intelligence.
https://www.newsbytesapp.com/news/science/openai-partners-with-broadcom-to-develop-custom-ai-chips/story

business, china, economy, investing, technology

Is Alibaba Stock a Safe Buy Now?

Leave a comment

Alibaba Group Holding Limited (NYSE: BABA) has been a focal point for investors looking to capitalize on China’s burgeoning e-commerce market. However, recent years have seen a roller-coaster ride for the stock, driven by regulatory crackdowns and economic uncertainties in China. The question for investors now is whether Alibaba represents a safe investment opportunity or if caution is still warranted.

Alibaba’s financial performance has shown resilience despite external pressures. The company reported strong revenue growth driven by its core commerce segment and cloud computing services. These sectors remain Alibaba’s backbone, contributing significantly to its financial health. Moreover, Alibaba’s international commerce and digital media segments are gaining traction, promising further diversification.

Regulatory challenges remain a significant concern. The Chinese government’s increased scrutiny over technology companies has led to hefty fines and operational adjustments for Alibaba. These regulatory measures are part of China’s broader goal to control the tech sector’s influence and ensure data security. However, Alibaba’s proactive compliance and cooperation with authorities may mitigate long-term impacts and restore investor confidence.

The global economic landscape also impacts Alibaba’s prospects. China’s economic slowdown and trade tensions with the United States have introduced volatility in the market. As a result, Alibaba’s international expansion efforts become critical. By strengthening its presence in Southeast Asia and Europe, Alibaba aims to reduce reliance on the domestic market and tap into new growth avenues.

Investor sentiment is gradually recovering as Alibaba demonstrates adaptability and strategic foresight. The company’s innovation in cloud technology and artificial intelligence positions it well for future growth. Moreover, Alibaba’s focus on sustainability and social responsibility aligns with global trends, potentially attracting ESG-conscious investors.

In conclusion, while challenges persist, Alibaba’s comprehensive strategy and financial robustness make it a compelling option for investors with a high-risk tolerance. Those considering Alibaba should weigh the potential for significant returns against the backdrop of regulatory and economic uncertainties.

*Footnotes:*
*Featured Image: DepositPhotos @ Iurii*
https://pressreach.com/investing-news/is-alibaba-stock-a-safe-buy-now/