Webscale market imbalance: revenues rise 14% while capex jumps 63%

These are figures from analyst firm MTN Consulting for the third quarter of 2025 compared with the same period in 2024. The study notes that there are “very few proven business models” and that advertising remains a very important source of revenue for large companies, but warns that it will be subject to consumer conditions in 2026.

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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.

Globales · Software and Applications · Regulation10/09/2026

Sleepwalking toward AI-driven extinction? Technical warnings and regulatory capture criticism

As catastrophic warnings about the uncontrolled use of AI continue to emerge, other sources argue that frontier AI labs are actually seeking to make an impact in order to secure regulatory and, eventually, economic benefits.

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