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Subsea Cable Investment Set To Double As Tech Giants Accelerate AI Buildout

3 months 3 weeks ago
Investment in subsea cable projects is expected to reach around $13 billion between 2025 and 2027, almost twice the amount invested between 2022 and 2024, according to telecommunications data provider TeleGeography. Tech giants Meta, Google, Amazon and Microsoft now represent about 50% of the overall market, up from a negligible share a decade ago. The companies are expanding their subsea infrastructure to connect growing networks of data centers needed for AI development. Meta announced Project Waterworth in February, a 50,000-kilometer cable connecting five continents that will be the world's longest subsea cable project. Amazon announced its first wholly-owned subsea cable called Fastnet, connecting Maryland to Ireland. Google has invested in over 30 subsea cables. Over 95% of international data and voice call traffic travels through nearly a million miles of underwater cables.

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Windows 11 26H1 is coming ... for new processors only

3 months 3 weeks ago
It's OK to look: New Canary channel build supports specific silicon while 26H2 remains the main 2026 update

Microsoft has confirmed that Windows 11 version 26H1 is coming, but only with changes to support "specific silicon" – possibly Qualcomm's latest chips due next year – meaning ordinary users are unlikely to see it soon.…

Richard Speed

Microsoft Bets on Influencers To Close the Gap With ChatGPT

3 months 3 weeks ago
An anonymous reader shares a report: Microsoft, eager to boost downloads of its Copilot chatbot, has recruited some of the most popular influencers in America to push a message to young consumers that might be summed up as: Our AI assistant is as cool as ChatGPT. Microsoft could use the help. The company recently said its family of Copilot assistants attracts 150 million active users each month. But OpenAI's ChatGPT claims 800 million weekly active users, and Google's Gemini boasts 650 million a month. Microsoft has an edge with corporate customers, thanks to a long history of selling them software and cloud services. But it has struggled to crack the consumer market -- especially people under 30. "We're a challenger brand in this area, and we're kind of up and coming," Consumer Chief Marketing Officer Yusuf Mehdi said in an interview. Mehdi hopes to persuade key influencers to make Copilot their chatbot of choice and then use their popularity to market the assistant to their millions of followers. He says Microsoft is already getting more bang for the buck with influencers than with traditional media, but didn't provide any metrics. [...] Using non-techies as spokespeople is meant to reinforce Microsoft's campaign to sell its chatbot as a life coach for everyone. Or as Consumer AI chief Mustafa Suleyman wrote in a recent essay, an AI companion that "helps you think, plan and dream."

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