Hyperscalers to take hits as AI demand overpowers datacenter capacity
The IMD Wrap: Max asks, who’s really raising your datacenter costs? And how can you reduce them?
We hear a lot about AI and the cloud, and about how AI is driving cloud adoption. Cloud depends on available compute power in datacenters. Many financial firms have utilized the elasticity and flexibility of cloud to provide a boost to applications, to provide storage capabilities, and to support connectivity to exchanges and other marketplaces when they move their infrastructures to the cloud.
Datacenters host more than just cloud compute power. Yet, that seems to be taking priority, reducing
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Doing a deal? Prioritize info security early
Engaging information security teams early in licensing deals can deliver better results and catch potential issues. Neglecting them can cause delays and disruption, writes Devexperts’ Heetesh Rawal in this op-ed.
Google gifts Linux, capital raised for Canton, one less CTP bid, and more
The Waters Cooler: Banks team up for open-source AI controls, S&P injects GenAI into Capital IQ, and Goldman Sachs employees get their own AI assistant in this week’s news roundup.
Waters Wavelength Ep. 323: MarketAxess’s Chowdhury and Burke (plus some Cusip updates)
This week, Riad Chowdhury, head of Asia-Pacific, and Dan Burke, global head of emerging markets at MarketAxess, join to discuss block trading in fixed income. Plus Reb discusses her recent article about Cusip and updates on the class action lawsuit moving through the courts.
As datacenter cooling issues rise, FPGAs could help
IMD Wrap: As temperatures are spiking, so too is demand for capacity related to AI applications. Max says FPGAs could help to ease the burden being forced on datacenters.
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Deutsche Bank casts a cautious eye towards agentic AI
“An AI worker is something that is really buildable,” says innovation and AI head
LLMs are making alternative datasets ‘fuzzy’
Waters Wrap: While large language models and generative/agentic AI offer an endless amount of opportunity, they are also exposing unforeseen risks and challenges.
Trading venues seen as easiest targets for Esma supervision
Platforms do not pose systemic risks for member states and are already subject to consistent rules.
