Meta Platforms registra un balzo del 10% a Wall Street dopo l'annuncio di piani per lanciare un'attività di cloud computing per l'IA, mirando a monetizzare le infrastrutture e competere con i giganti del settore.
Meta is reportedly developing plans for a cloud infrastructure business, selling access to its AI compute power and models. This strategic shift, driven by billions invested in AI infrastructure and limited direct AI model revenue, would position Meta as a competitor to major cloud providers like AWS and Google Cloud.
AWSは、Google CloudやMicrosoft Azureなどとのマルチクラウド接続を高速化する新サービス「AWS Interconnect - multicloud」を発表。月500Mbps（約160TB）の無料枠を設け、顧客ごとに1つのリージョン・1つのクラウドプロバイダに対して提供する。
Alphabet's Google Cloud has surged ahead in the AI race, reporting impressive revenue growth. This performance outshines competitors Microsoft Azure and Amazon AWS. Google's unique 'full-stack' approach, including custom AI chips and advanced models, is attracting major clients. The tech giants are collectively investing over $700 billion in AI infrastructure this year.
