Big tech results show the reality of more complicated markets

Alphabet, Amazon and Apple presented their balance sheets for the fourth quarter of last year. All showed declining earnings with businesses generating less revenue, such as Cloud and advertising. Increased competition and macroeconomic conditions influenced the numbers.

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América Latina · Data Center15/10/2026

The future of wholesale and the reinvention of connectivity

The wholesale business is entering a more mature phase, with portals and APIs playing a key role in driving growth. Cirion has introduced Network-as-a-Service as an overlay on its underlying infrastructure, enabling it to restore margins and expand its addressable market.

Globales · Hardware · Software and Applications · Data Center13/10/2026

Shadow financing: Hidden debt behind AI deployment has reached US$1.35 trillion

These liabilities are estimated for five companies: Meta, Alphabet, Amazon, Microsoft and Oracle. As data centers become operational, these liabilities move onto the balance sheet and become visible. The risk is that the spending fails to generate sufficient profits, potentially leading to massive write-downs.

América Latina · Regulation05/10/2026

Region debates how to coordinate public policies for emerging technologies

The CAF International Forum “Digitalize to Transform,” organized by CAF, laid the groundwork for a technology roadmap for the next decade, with an emphasis on regulation and investment promotion.

América Latina · Hardware · Software and Applications30/09/2026

Intel targets inference market with specialized agents and cost reductions

Convergencialatina spoke with Joao Bortone, recently appointed by Intel as managing director for Latin America. The executive highlighted the possibility of performing AI inference using traditional architectures such as Xeon, potentially replacing the use of GPUs. He also emphasized the potential of PCs with embedded AI capabilities to shift AI token processing away from large AI labs.

América Latina · Smartphones & Devices · Software and Applications23/09/2026

ISPs concerned about spread of infected devices and impact on home networks

These affected devices consume capacity on residential connections, generate anomalous traffic, participate in attacks and can turn a subscriber’s IP address into a node in a residential proxy infrastructure.

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