45k user reviews & 1 million votes, over 29k web hosting brands & 85k plans since 2004!
Menu
WHTop → 📋 News → Gartner Warns of $3.5 Trillion AI Infrastructure Impairment Risk by 2030
Gartner Warns of $3.5 Trillion AI Infrastructure Impairment [...]
Gartner Warns of $3.5 Trillion AI Infrastructure Impairment Risk by 2030
📅 - Gartner forecasts that more than 80% of neocloud providers will cease independent operations by 2030, warning that growing demand for AI computing will not generate sufficient returns for many infrastructure owners. Its latest assessment puts more than $3.5 trillion in infrastructure spending at risk of impairment if providers maintain their current pace of capital investment globally.
The uncomfortable possibility is that AI adoption keeps expanding while some companies supplying the compute become financially unsustainable. More workloads do not automatically produce adequate margins. Providers must earn enough from equipment while it remains commercially competitive, after paying for [...][... Check source for end of article ...]
📅 - Siemens Invests in Skeleton Technologies to Expand Data Center Power Portfolio - Siemens has announced an investment in Skeleton Technologies and an exclusive global partnership to sell its products in the data center market, adding supercapacitors to its electrical infrastructure portfolio. The October 14 agreement targets rapid power fluctuations from AI workloads, with retrofit applications intended to help operators accommodate denser computing without completely rebuilding facilities around new architectures.
For operators, the relevant question is whether an electrical system can tolerate the behavior of the computing equipment connected to it. A facility may have sufficient power for a workload's average consumption yet struggle with abrupt changes in demand. [...]
📅 - D-Wave Quantum Extends Manufacturing Deal With IonQ-Owned SkyWater - D-Wave Quantum has extended its chip manufacturing relationship with SkyWater Technology through a multiyear agreement, preserving access to a Minnesota fabrication team now owned by quantum computing competitor IonQ. Announced October 13, the deal maintains specialized process development and production while including intellectual property protections, as ownership consolidation adds another consideration to enterprise quantum hardware supply planning.
The ownership change is recent. IonQ completed its acquisition of SkyWater Technology on July 31, bringing semiconductor manufacturing inside a company that also sells quantum computing technology. D-Wave Quantum is keeping an established [...]
📅 - Macquarie Telecom Adds Netskope SD-WAN to Managed SASE Stack - Macquarie Telecom is adding Netskope's SD-WAN technology to its managed security offering in Australia, extending a partnership established in 2025. Announced October 13, the arrangement brings network routing and cloud security onto one vendor's platform, giving enterprise buyers a consolidation option while raising questions about migration costs, service accountability, and dependence on a single underlying technology supplier.
For customers, the change concerns who supplies the machinery connecting offices and users to applications. The earlier arrangement paired Netskope's Security Service Edge platform with Macquarie Telecom's networking offering. Netskope now supplies the SD-WAN [...]
📅 - Salience Labs Raises $125 Million for AI Data Center Optical Switching - Salience Labs has raised $125 million to expand manufacturing and deployment of optical networking chips for AI data centers, with AMD Ventures and Intel Capital joining the Series B round. Announced October 14, the financing backs an effort to improve accelerator connectivity, where network performance can constrain the returns operators earn from expensive computing infrastructure they own.
The commercial question is how much useful work a cluster produces after its processors have been installed. Buying more accelerators adds computing capacity, but workloads distributed across them also need to exchange data. When communication becomes the limiting factor, additional hardware may [...]
