Nvidia phenomenon also stumbles on AI cost

Chipmaker Nvidia posted huge profits in its fiscal second quarter (May to July). But that's not enough because the outlook for the next quarter is for revenue to stagnate. It also highlights an Achilles heel: its profits depend on a handful of its customers continuing to spend fortunes on AI chips without taking into account the erosion of their profits.

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Brasil · Data Center17/11/2025

Growing enthusiasm in Brazil’s data center market

Estimates foresee that within three years it could double its current capacity, although this will require resolving several issues such as state taxes, digital sovereignty, and the cost of electricity.

Globales · Economy05/11/2025

Fears of an AI financial bubble rise again

The collapse of Palantir’s shares and the decline in Nvidia’s stock were the latest signs warning of excessive valuations that do not align with the earnings of technology companies.

Globales · Data Center22/10/2025

For the financial sector, the solution to the AWS outage is a multi-cloud approach

It was one of the industries most affected by the outage, as it was among the sectors that most aggressively moved its operations from on-premises data centers to AWS and other cloud providers. According to analysts, the AWS service disruption caused “hundreds of billions” in losses.

Globales · Data Center21/10/2025

The collapse of AWS and the sovereign risk of uncontrolled data

Although the outage lasted just over three hours, the effects of the blackout were still being felt by the end of Monday, October 20. The cause was an error in an API update that affected the DNS. In Europe, the incident reignited the debate over the need to create its own cloud and reduce dependence on U.S. big tech companies.

Argentina · Operators13/10/2025

AI: Telecom enters the agentic era to automate its networks

The operator is targeting networks that can self-diagnose, self-repair, and detect needs for assistance, expansion, or adjustment.

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