Big investors hunt for tomorrow's AI winners as capex angst fades
Reuters analysis notes that investors are shifting focus to AI infrastructure and neocloud providers, with big tech firms like Microsoft, Amazon, Meta and Nvidia leading the way.
Coverage tone · Mixed · -20
Coverage highlights Amazon's role in AI infrastructure growth but also raises criticism over rare book destruction and a major credential leak, mixing positive investment focus with negative controversy.
Reuters analysis notes that investors are shifting focus to AI infrastructure and neocloud providers, with big tech firms like Microsoft, Amazon, Meta and Nvidia leading the way.
Amazon is buying and destroying rare books, cutting off their spines, and scanning them for AI training, according to a report that placed a tracking device in a rare book that ended up at an Amazon facility.
A massive leak of 153GB of credentials exposed thousands of corporate domains, including AWS, Samsung, Cisco, and Salesforce, after a LiteLLM supply chain breach.