Tech
Is there no stopping the AI spending spree? | Computer Weekly
Expect datacentre spending to increase tenfold. That was among the claims Nvidia CEO Jensen Huang made during the company’s latest quarterly earnings call. He forecast that capital expenditure (CapEx) on datacentres would increase from the $300-400bn mark today to $3-4tn by 2030.
Huang’s remarks at the end of February came a few days after Microsoft’s AI Tour London event, when CEO Satya Nadella effectively called for enterprise software developers to use the capabilities now built into Microsoft 365 to create agentic AI workflows for streamlining business processes.
Nadella discussed the need to have an efficient token factory, where phrases or tokens can be streamed into AI engines that interpret natural language for querying large language models (LLMs). The Microsoft vision of enterprise AI is built on the M365 foundation, which acts as a knowledge store on which a new category of knowledge-based software can be built.
During his keynote presentation, Nadella spoke about the intelligence that exists in the various IT systems used across the business. He said that businesses should be able to harness the intelligence that already exists enterprise-wide, starting with what he described as the “data underneath Microsoft 365”, which, according to Nadella, represents the people in the business, their relationship to coworkers, and work artefacts such as projects, calendars and communications data. “This is massive information,” he said, which can be used to bootstrap agentic AI projects.
“Our goal is to have all of the innovation and the systems available in the token factory,” said Nadella. “That way you can build software which has the ability to use all of the capability [we provide] to train models and deliver models for inference.”
In effect, he sees the Windows software developer ecosystem evolving to where it is now a Microsoft 365 ecosystem, where enterprise data is stored in AI-enabled office productivity tools such as Word, Excel, PowerPoint, Teams and Outlook, and these can be used as the foundation for a new generation of applications that can draw on these AI knowledge sources.
It is this idea that all software will need to be knowledge-aware, which Huang spoke about during the company’s earnings call. “Token generation is at the centre of almost everything that relates to software in the future and relates to computing,” he said. “If you look at the way we use computing in the past, however, the amount of computation demand for software in the past is a tiny fraction of what is necessary in the future.”
According to Huang, the amount of computation necessary to run AI is 1,000 times higher than the computing power needed to run non-AI software. “The computing demand is just a lot higher,” he said. “And so, if we continue to believe there’s value in it, then the world will invest to produce that token.”
When asked whether Nvidia is confident that its customers will continue to have the ability to spend more on AI infrastructure, which could impact Nvidia’s ability to grow, Huang spoke about the opportunity in enterprises to make use of agentic AI and its widespread usefulness across organisations.
“We have now seen the inflection of agentic AI, and the usefulness of agents across the world and enterprises everywhere,” he said. “You’re seeing incredible compute demand because of it. In this new world of AI, compute is revenues. Without compute, there’s no way to generate tokens. Without tokens, there’s no way to grow revenues.”
At least, that is how he positioned AI for the investment bank analysts on the earnings call. The company posted fourth quarter revenue of $68bn, up 73% year-over-year. Datacentre revenue increased by 75% to $62bn, which Nvidia said was being driven by demand for its Blackwell architecture and AI inference deployments. It also reported networking revenue of $1bn, up 3.5x year-over-year, fuelled by adoption of NVLink, Spectrum X and other Nvidia ethernet technologies.
Last year, during his keynote presentation at the GTC conference in the US, Huang claimed that the lowest cost per token was being achieved using the most expensive GPU – which at the time was the Grace Blackwell NVLink 72.
Nvidia describes the GB200 Grace Blackwell as a “superchip”, which connects two high-performance Nvidia Blackwell Tensor Core GPUs and the Nvidia Grace CPU with the NVLink-Chip-to-Chip (C2C) interface, capable of delivering 900 GBytes/s of bidirectional bandwidth.
Significantly, the architecture means that applications have coherent access to a unified memory space. According to Nvidia, this simplifies programming and supports the larger memory needs of trillion-parameter LLMs, transformer models for multimodal tasks, models for large-scale simulations, and generative models for 3D data.
‘Huang’s Law’
Some industry observers have coined the term “Huang’s Law” to describe his perspective of how each new generation of GPU delivers a 10x increase in performance, compared with Moore’s Law’s doubling of performance every 18 months.
Nadella and Huang both spoke about how newer hardware is more energy-efficient at running AI workloads. During the Microsoft AI tour, Nadella noted that today’s system supports an entirely different memory hierarchy, which he said means “there’s now no latency with AI inference”.
The messaging from both the Microsoft and Nvidia chiefs is that the best efficiency is achieved by taking advantage of the capabilities available in these new systems. “There’s an unbelievable renaissance happening with these systems and workloads, whether they’re training workloads or inference workloads, they are unlike anything we’ve seen in the past,” said Nadella.
The tech sector is dead set on getting enterprises to adopt more and more AI. It is being built into knowledge-aware enterprise software likely to draw on the capabilities available in the newest generation of AI acceleration hardware.
Clearly, the business models of Microsoft and Nvidia are tied to increased demand for AI. But it is also apparent that the cost of deploying advanced AI systems is not going to get any cheaper. If anything, capital expenditure on datacentres will continue to increase at a phenomenal rate, fuelled by demand for these new AI systems and the AI acceleration hardware they need.
Tech
The War on Iran Puts Global Chip Supplies and AI Expansion at Risk
South Korean officials have warned that the US-Israel war with Iran could hit the global semiconductor supply chain if it disrupts the flow of critical industrial materials from the Middle East.
South Korea’s semiconductor sector, led by giants like Samsung Electronics and SK Hynix, produces about two-thirds of the world’s memory chips. If the Middle East’s supply of chipmaking materials is disrupted, semiconductor production could slow unless alternative sources are found quickly.
The Helium Problem
One material at risk is helium, which is essential in chip manufacturing for managing heat, detecting leaks, and maintaining stable temperatures in fabrication equipment. For many of these uses, there is no real substitute.
About 38 percent of the world’s helium is produced by Qatar, where large extraction facilities are tied to the natural gas industry. This concentration means that disruptions can quickly ripple through the global supply chain.
National oil company QatarEnergy declared force majeure on March 4, after stopping its gas production and downstream operations due to ongoing attacks. Downstream facilities turn gas into other products, including urea, polymers, methanol, and aluminum.
South Korea’s Industry Ministry said the country also depends on the Middle East for 14 other materials in chipmaking, such as bromine and some chip-inspection equipment. While some of these materials can be sourced domestically or from other markets, shifting suppliers in the semiconductor sector is difficult because chipmakers need to test and validate new sources to meet strict purity standards.
Companies say the situation is manageable for now. As reported by Reuters, SK Hynix said it has secured diverse supply chains and maintains sufficient helium inventories, adding that there is “almost no chance” its operations would be affected in the near term.
Contract chipmaker TSMC similarly said it does not currently anticipate a significant impact, while GlobalFoundries stated it is in direct contact with suppliers and has mitigation plans in place.
Stuck in Transit
Even if Qatar’s gas production restarts, the semiconductor industry is vulnerable to disruptions in regional shipping routes. Much of the world’s energy and petrochemical exports from the Persian Gulf pass through the Strait of Hormuz, a key maritime choke point.
If shipping through this corridor is interrupted for an extended period, it could slow the movement of industrial gases and petrochemicals that chipmakers rely on. Disruptions to oil and gas exports from the region have also already pushed global energy prices higher: Brent crude, the European benchmark, is priced at $80 per barrel at the time of publication.
Energy costs are a major factor in semiconductor production. Fabrication plants run large clean rooms that need constant electricity and cooling, so chipmakers are sensitive to changes in global energy prices. Industry representatives in South Korea warned that a prolonged conflict could push energy prices higher, likely leading to higher semiconductor production costs and potentially higher chip prices.
These risks come as semiconductor supply chains are already stretched by growing demand from AI computing. Chip demand from AI data center operators has tightened supply across several electronics sectors, including smartphones, laptops, and automobiles.
A Long-Term Problem
For now, the immediate impact on chip production is unclear. Major chipmakers usually maintain a mix of suppliers and stockpile specialty gases and chemicals to help weather short-term disruptions.
But if instability in the region continues, pressure on supply chains will likely grow. A drawn-out conflict that hits energy infrastructure, export facilities, or shipping routes could slowly squeeze the global supply of materials needed for chipmaking.
This could delay plans by major technology companies to expand artificial intelligence infrastructure in the Middle East. Firms such as Amazon, Microsoft, and Nvidia have been positioning the UAE as a hub for AI computing capacity.
This story originally appeared on WIRED Middle East.
Tech
Save up to $600 With These Mattress Firm Coupons and Deals
Chances are that when you google “mattress store near me,” one of the first results you will see is Mattress Firm. This brick and mortar titan carries both established mattress brands like Serta and Sealy, as well as many online brands, like Purple, letting you go see for yourself if it’ll be the mattress for you. And if you were looking for an excuse to hop in the car and head over, we have a Mattress Firm coupon available right now, as well as tons of Mattress Firm promo codes to save big on those big (and small) purchases. Fingers crossed that you could start sleeping better, potentially as soon as tonight.
Upgrade Your Sleep Sale: Save Up to $600 (Plus Get a Free Adjustable Base)
This year, Mattress Firm wants to make it even easier (and more affordable) to upgrade your sleep with the Upgrade Your Sleep Sale. During this sale, you can save up to $600 and get a free adjustable base included on select mattresses, through April 28. You’ll receive a free Sleepy’s Basic adjustable base (a $300 value) with select mattress purchases—this means a free queen adjustable base with a minimum $499 purchase, or free king adjustable base with minimum $599 purchase.
Get 15% Off When You Sign Up for Emails
To make sure you never miss out on Mattress Firm discount codes, you can sign up for email notifications. By doing so, you automatically get one! You can get an extra 15% off on your first order. Heads up that it can’t be combined with other coupons, nor can it be applied to specific brands and models, including Nectar, Purple, Sealy Hybrid, Tempur-Pedic, Stearns & Foster, and Serta iComfort.
Free Adjustable Base (Up to $499 Value) With Select Mattresses
First and foremost, make sure you have or are getting a mattress that’s compatible with an adjustable base. If you’re all set bed-wise, but have been looking for the right time to buy an adjustable base, consider this your sign: select mattresses come with a free adjustable base (up to $499 value). At last, you can sit up in bed or kick up your feet to your heart’s content.
Score Up to $300 in Instant Credits and Gifts
Mattress Firm’s got a gift for you, just ‘cuz. For those eyeballing Tempur-Pedic, Sealy, and Sterns & Foster in particular, it’s your lucky day, as there are Mattress Firm coupon codes for all three of these brands.
Starting with Tempur-Pedic, when you buy a qualifying Tempur-Pedic mattress, you can receive a $300 Instant Credit on these adjustable bases: Tempur-Ergo, Tempur-Ergo Smart Base, Tempur-Ergo ProSmart Base, Tempur-Ergo ProSmart Air Base, or the Sealy Ease Base. Use code TEMPURGIFT. You can also get a $300 credit toward these same adjustable bases when you purchase a qualifying Stearns & Foster mattress: use code STEARNSGIFT at checkout.
Lastly, if you wanted to pair a Sealy mattress with the Sealy Ease adjustable base (or any of the aforementioned adjustable bases), there’s a Mattress Firm coupon for that, too. Use code SEALYGIFT at checkout, and get a $200 Instant Credit on select Sealy and Tempur-Pedic adjustable bases.
Take 20% Off With Military, Medical, Student, or Teacher Discounts
Sleep is a necessity for everyone. But for those who work all day on their feet, and have to be dialed in at all times, sleep is critical. This is especially true for first responders, nurses, doctors, and medical professionals. As a way to say “thank you” for all that you do, there’s a special mattress firm discount just for you. Use the Mattress Firm first responder discount for 20% off select purchases. It’s for one-time use, but renews every 90 days when you re-verify your status.
For military members, as a way to thank you for your service, you can use the Mattress Firm military discount for 20% off select purchases as well. It’s a one-time use code, but re-verify your status every 90 days, and you can get a new one!
If you’re a teacher or student, there’s also a Mattress Firm discount for you, too. To help you bounce back after long days teaching, or late nights studying, use this Mattress Firm student discount code for 20% off select purchases. Like the first responder and military coupons, it’s a one-time usage code that can be renewed every 90 days when you re-verify your status.
Tech
Here’s Every Country Directly Impacted by the War on Iran
On February 28, United States and Israeli forces launched a series of strikes on Iran, kicking off turmoil in the Middle East.
Pete Hegseth, the secretary of the Department of Defense, said in a recent press conference that the operation could last as long as eight weeks. President Donald Trump himself said in a press conference on March 2 that the administration projected the operation would last four or five weeks but had “the capability to go far longer than that.”
This week Iran has responded in turn, attacking Israel, regional US embassies and military bases, and other sites across the Middle East. Iran has peppered neighboring countries with hundreds of drone and ballistic missile strikes since the operation began. While many of these have been intercepted, over a thousand people have died in the region and multiple buildings have been damaged, including luxury hotels in Dubai, US military bases and embassies, and international airports and marine ports.
Israel has also started bombarding Lebanon, following strikes at the country by the Lebanese militant group Hezbollah.
The Trump administration has given various, and at times seemingly contradictory, justifications for the military action, citing everything from potential “nuclear threat” to unverified claims that Iran attempted to interfere in the 2020 and 2024 US presidential elections. As of March 5, Congress, which in the US has the sole power to declare war, has not done so.
The attacks have already disrupted supply chains, creating uncertainty for the oil and gas and fertilizer industries as key infrastructure has been targeted or shut down out of caution. Shipping traffic has halted along the Strait of Hormuz, a critical route.
As the conflict continues to escalate and expand, WIRED is tracking which countries have been affected and how. This article was last updated on March 5.
Iran
As of March 4, Iranian state media estimates that over 1,000 people have died in the country since the US-Israeli attacks began. Several schools and hospitals have been hit, according to Al Jazeera. The Israeli Air Force says it has struck Iran with over 5,000 munitions since the beginning of the operation.
Israel
Israel has faced retaliatory strikes from Iran. As of March 4, at least 11 people have died and over 40 buildings have been damaged in Tel Aviv, according to Al Jazeera.
Azerbaijan
On March 5, Azerbaijan said drone attacks launched from Iran had crossed over the country’s borders and damaged an airport building and two civilians. President Ilham Aliyev of Azerbaijan said that the country’s military forces “have been instructed to prepare and implement appropriate retaliatory measures,” according to Reuters. Iran has denied responsibility for the attacks, according to Al Jazeera.
Bahrain
Missile and drone strikes have targeted different locations in Bahrain, including a US naval base, according to the BBC. On March 2, Amazon reported that a drone strike occurred in close proximity to one of its data centers in the country. CNBC later reported that Iranian state media said that Iran had targeted the data center because of the company’s support of the US military.
Cyprus
On March 2, a drone strike hit a British air base in Cyprus, according to Reuters. It caused limited damage and no casualties. Greece, the UK, and France have lent defensive support to the country, according to a Bloomberg report.
Iraq
Since February 28, there have been reports of multiple Iranian strikes aimed at a US military base near the Erbil International Airport, according to the nonprofit monitoring group Armed Conflict Location and Event Data.
Jordan
Jordan’s armed forces have intercepted dozens of missiles since the start of the conflict. At least one Iranian-backed militant group in Iraq has claimed responsibility, according to the Associated Press. On March 2, the US Embassy in the country announced that all its personnel had temporarily departed.
Kuwait
Kuwait has endured multiple waves of Iranian missile and drone attacks since February 28. On March 2, US Central Command said in a statement that three US fighter jets were accidentally struck down by Kuwaiti air defenses during an attack that included Iranian aircraft, missiles, and drones.
Lebanon
Israel attacked southern Lebanon after the militant Lebanese group Hezbollah launched rocket and drone attacks against them. Lebanon prime minister Nawaf Salam subsequently banned Hezbollah’s military and security activities, according to Al Jazeera.
Oman
Oman’s Duqm commercial port has been hit by several drone attacks, according to Al Jazeera. Omani authorities have said at least one oil tanker off the country’s port of Khasab in the Strait of Hormuz has been attacked.
Qatar
On March 2, QatarEnergy posted on X saying that it would halt production of liquified natural gas following a military attack on its operational facilities in the country. It did not attribute the attack to any particular country. On March 3, it posted again, saying that it would also stop the production of additional products, including urea, polymers, methanol, and aluminum.
Saudi Arabia
Infrastructure in Saudi Arabia has been targeted with projectiles. On March 3, the US embassy in Riyadh, the country’s capital, was damaged following an attack. On March 4, Reuters reported that one of the Saudi Aramco’s largest domestic refineries of Saudi Aramco, the majority state-owned oil company, was targeted by an attempted drone attack.
Syria
Tom Fletcher, the United Nations undersecretary-general for humanitarian affairs and emergency relief, says that civilians and civilian infrastructure were under attack in several countries including Syria.
Turkey
On March 4, the Turkish Ministry of National Defence announced that NATO had intercepted ballistic munitions launched from Iran, and that munition fragments had fallen into Hatay, a province that borders the Mediterranean Sea and Syria. Iran has denied any missile launch towards the country.
United Arab Emirates
As of March 4, UAE Ministry of Defence officials say that the country has intercepted hundreds of drone and missile attacks from Iran. Despite the relatively high rate of interceptions, debris created by the fallout has still damaged areas of the country. In Dubai, the luxury hotel Burj Al Arab was struck by debris, as well as the Palm Jumeirah, a man-made island home to high-end hotels and apartments. On March 2, Amazon Web Services announced that two of its facilities were directly struck in the country, causing “elevated error rates and degraded availability.”
Countries Evacuating Citizens
On March 2, US assistant secretary of state for consular affairs Mora Namdar posted on X urging Americans to depart from several middle eastern countries due to “serious safety risks.” On March 4, Reuters reported that the US military has offered seats on military transport planes to Americans trying to leave the region.
Over a dozen countries have announced that they will be evacuating their citizens from the area or sponsoring repatriation flights, including the UK, Ireland, Germany and Italy.
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