Not recommended
Jensen Huang’s favourite AI rater slaps Aussie neoclouds.
Good Morning.
Capital Brief’s Hugo Mathers story this morning may be informative if you are a large compute buyer, but uncomfortable reading if you are a Sharon AI or IREN investor.
The most influential AI research firm in Silicon Valley has quietly been doing its homework on Australian neoclouds. The one Jensen Huang namechecks and that others have called “the arbiter. They’re like God” of AI — well they reckon Firmus gets “silver” alongside Google Cloud and Amazon Web Services (immersion cooling scepticism and all).
But for Sharon AI and IREN, it is the lowest possible rating: “not recommended.” And for a surprisingly basic failure to obtain a security certification that shouldn’t cost much and shouldn’t take long. Sharon AI says it has no issue with it. SemiAnalysis says it doesn’t know why they won’t just do it.
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Shares in Tuas, the Singaporean-based telecommunications company, plunged on Monday after Singapore’s communications regulator suspended its review of the proposed merger between Tuas subsidiary Simba and rival M1, following an investigation into the possible unauthorised use of radio frequency bands.
