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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América Latina · Data Center18/06/2025

Just 10% of enterprise workloads have moved to the cloud

AWS, Google Cloud, and Oracle have expanded their presence in the region recently, aiming to offer lower latency and develop solutions tailored to specific verticals. Amazon holds 50% of the cloud workloads.

Globales · Economy · Data Center09/06/2025

Data center energy demand increased by 12% from 2017 to 2023

This was indicated in a joint report by the ITU and the WBA. There are relevant data points: 164 digital firms are responsible for 2.1% of global electricity consumption, and just 10 of them accounted for half of the total.

América Latina · Smartphones & Devices06/06/2025

Economic uncertainty shakes the regional smartphone market

In response to the threat of additional tariffs, manufacturers slowed their sales strategies, retailers reduced inventories, and consumers delayed upgrades, thereby extending the replacement cycle, Canalys said. The analyst warned that high inventory levels persist and that competition will intensify in the mid-range market, which accounts for three out of every four smartphones sold.

Globales · Software and Applications28/05/2025

WEF highlights economic risks from AI-induced disruptions

Economists consulted by the World Economic Forum warned about the impact of AI on employment and social destabilization, due to its effects on the course of the economy.

Globales · Software and Applications · Operators06/05/2025

Weathering the impact is just the beginning: Ultimately, operators are positioning themselves as AI companies

First comes end-user adoption of AI and its footprint across networks. Next is AI integration into operators' internal processes. Finally, the possibility of becoming an AI-native company. These are the operator experiences.

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