When we think of “the cloud,” we picture something virtual, but it’s actually thousands of servers and cables that need massive amounts of energy to stay cool.@nikolajcw visits a data center that needs as much energy as a small city.Watch An Optimist’s Guide to the Planet https://t.co/2ZAufNTN4u ...

Leading data storage manufacturer Western Digital (WDC) is back on investors’ radar. The chip stock, which has already staged a remarkable performance on Wall Street over the recent years, climbed almost 7% on Nov. 10 after Loop Capital raised its price target from $190 to a Street-high $250. According to the firm, new analysis points to at least a 10% increase in hard-disk-drive (HDD) capacity demand compared with its previous 2026 estimates. The investment firm also expects Western Digital to benefit fr ...

Drax Group Plc shares surged to their highest level in over three years as investors bet that UK utilities could become major beneficiaries of the country’s rapidly expanding data center industry. The company’s stock rose as much as 8.5% after Germany’s RWE AG revealed a €225 million ($261 million) gain from selling a UK data center project, sparking optimism about the value of converting former power sites into hubs for energy-intensive digital infrastructure. The news reinforced investor confidence in D ...

How do we avoid the next AWS outage? (feat. Aptos) #CHAINREACTION https://t.co/s2fQ0J5Loy ...

Core Insights - Commvault has launched the Commvault Cloud Unity platform, setting a new standard for cloud-native data protection, aimed at enhancing enterprise resilience in the AI era [1][2][8] Group 1: Platform Features - The new platform is designed for cloud-first and hybrid enterprises, focusing on simplicity, speed, scale, and cost optimization, centralizing resilience operations across various environments [2][3] - AI-enabled features include discovery, classification, and protection policy recommendations, allowing for rapid scaling of resilience across multi-cloud environments [2][6] - The platform provides visibility into protected and unprotected data, addressing the challenges of fragmented tools and inconsistent protection policies in multi-cloud settings [3][4] Group 2: Market Context - With 86% of enterprises operating in multi-cloud environments and nearly half of cloud spending wasted due to lack of visibility, the need for a unified approach to data protection is critical [3] - The platform supports over 200 cloud services and spans more than 160 cloud regions, offering the industry's broadest workload protection [4][6] Group 3: Customer Benefits - The platform enables organizations to quickly onboard workloads, identify anomalies, and make informed decisions while reducing total cost of ownership (TCO) [5][6] - Customers receive a TCO analysis that highlights unprotected workloads and potential savings by utilizing Commvault Cloud for protection [6] Group 4: Strategic Positioning - Commvault aims to meet the evolving needs of cloud-first and hybrid customers by providing a unified, intelligent experience for data protection and recovery [7] - The platform is now available in Microsoft Azure and AWS marketplaces, enhancing accessibility for enterprises [7][8]

Core Insights - Financial institutions are rapidly adopting AI agents for customer-facing processes, significantly transforming interactions with banks and insurers [1][2] - The Capgemini Research Institute predicts that AI agents could generate up to $450 billion in economic value by 2028, highlighting a substantial opportunity for the financial services sector [2][7] - Despite optimism, only 10% of firms have implemented AI agents at scale, indicating a large potential for growth in this area [5][6] Adoption and Implementation - Key processes for AI agent deployment in banks include customer service (75%), fraud detection (64%), loan processing (61%), and customer onboarding (59%) [1] - Insurers also prioritize customer service (70%), underwriting (68%), claims processing (65%), and onboarding (59%) [1] - 80% of financial services firms are in the ideation or pilot stage for AI agent deployment, with 33% developing proprietary agents in-house [5][6] Economic Impact and Investment - Nearly two-thirds of executives (61%) view cloud-based orchestration as critical to their AI strategy, transforming cloud platforms into innovation engines [3] - C-suite executives are aligning investments with AI agent technologies, with nearly two-thirds indicating that up to 40% of their generative AI budget is allocated to these technologies [7] - By 2028, one in four firms expects to increase spending on AI agent solutions by up to 60% [7] Challenges to Adoption - Executives cite a skills gap among business leaders and employees (92%) and regulatory compliance burdens (96%) as major roadblocks to AI adoption [8] - High implementation costs are also a barrier, leading 25% of firms to consider a service-as-a-software model for AI consumption and monetization [9]

Nov 12, 2025 4:06 AM Eastern Standard Time Alibaba Group Will Announce September Quarter 2025 Results on November 25, 2025 Share HONG KONG--(BUSINESS WIRE)--Alibaba Group Holding Limited (NYSE: BABA and HKEX: 9988 (HKD Counter) and 89988 (RMB Counter), "Alibaba†or "Alibaba Group†) today announced that it will report its unaudited financial results for the quarter ended September 30, 2025 before the U.S. market opens on Tuesday, November 25, 2025, and will hold a conference call to discuss the financial re ...

Core Insights - Financial institutions are rapidly adopting AI agents for customer-facing processes, with significant deployment in customer service, fraud detection, loan processing, and onboarding [1][2][5] - AI agents are projected to deliver up to $450 billion in economic value by 2028, prompting banks and insurers to develop proprietary AI solutions and create supervisory roles [2][7] - The integration of AI and cloud technologies is transforming operational strategies, with a focus on real-time decision-making and improved efficiency [3][4][6] Adoption and Implementation - Currently, only 10% of financial services firms have implemented AI agents at scale, while 80% are in the ideation or pilot stages [5][7] - Executives identify customer onboarding and KYC processes as the most inefficient, with high expectations for AI agents to enhance accuracy and turnaround times [6][10] Economic Impact and Opportunities - 92% of executives believe AI agents will facilitate expansion into new markets without significant infrastructure costs, and 79% see potential for dynamic pricing strategies [8][9] - Nearly two-thirds of leaders allocate up to 40% of their generative AI budget to agent technologies, with expectations of increasing spending by up to 60% by 2028 [9] Challenges to Adoption - Major barriers to AI adoption include a skills gap among employees (92%) and regulatory compliance issues (96%) [10] - High implementation costs are prompting firms to consider a service-as-a-software model, focusing on outcomes rather than traditional licensing [11]

Group 1 - Financial institutions are actively transferring significant customer processes to AI agents, transforming customer interactions with banks and insurance companies [1][4] - Key processes where banks deploy AI agents include customer service (75%), fraud detection (64%), loan processing (61%), and customer onboarding (59%) [1] - Insurance companies also follow a similar trend, with customer service (70%), underwriting (68%), claims processing (65%), and customer integration (59%) being the primary areas of deployment [1] Group 2 - AI agents could generate up to $450 billion in economic value by 2028, indicating substantial opportunities for the financial services sector [2] - 33% of banks are developing their own AI agents internally, while 48% are creating new roles to supervise these agents [2][5] - Only 10% of companies have deployed AI agents at scale, despite 80% being in the design or pilot stages [4][5] Group 3 - Nearly two-thirds (61%) of executives consider cloud orchestration essential to their AI strategy, transforming cloud platforms into innovation engines [3] - The combination of AI and cloud technology allows banks and insurance companies to provide more accurate, faster, and efficient services [4] - Executives see AI agents as capable of real-time decision-making (96%), improved accuracy (91%), and shorter processing times (89%) [6] Group 4 - Major challenges in adopting AI include a lack of skills among executives and employees (92%) and regulatory constraints (96%) [7] - High implementation costs hinder a true return on investment for AI, leading 25% of companies to consider a Service-as-a-Software model in the next 12 to 18 months [8] Group 5 - Executives are optimistic about AI agents helping to expand into new geographic areas without massive infrastructure investments (92%) [11] - 79% believe cloud-integrated AI agents will enable dynamic pricing and personalized offers, maximizing revenue and staying ahead of competition [11] - 75% see opportunities for multilingual support tailored to local regulations and cultural standards [11]

Core Insights - Turkcell, a Turkish telecom operator, has signed a strategic cooperation agreement with Google focused on cloud technologies [1] Company Summary - The agreement aims to enhance Turkcell's capabilities in cloud services, indicating a significant move towards digital transformation in the telecom sector [1] Industry Summary - The partnership reflects a growing trend in the telecom industry where companies are increasingly collaborating with tech giants to leverage cloud technologies for improved service offerings [1]