Latest / MAG 7 Daily / Ep 28: Sixteen billion euros is Amazon's 2027 Germany spend on data centers, satellites and video.

Transcript

Ep 28: Sixteen billion euros is Amazon's 2027 Germany spend on data centers, satellites and video. · MAG 7 Daily

• 0:00
  16 billion euros is amazon's 2027 Germany spend on data centers, satellites, and video. This is MAG 7 Daily, episode 28. After the Germany check, a US blacklist tied to google's ai secrets, Australia's plan to sue facebook, the case against reading that pledge as pure a capacity, then how google, amazon, and microsoft are trying to put agents into daily operations, and the dates. Bloomberg put amazon's Germany pledge at more than that euro figure,
• 0:29
  year, $17.9 billion dollars for next year.
• 0:33
  The company said the same plan covers AI infrastructure, a wider logistics footprint,
• 0:38
  and work with the European space industry on Amazon Leo.
• 0:42
  Amazon also committed to more sustainable infrastructure and to water stewardship across
• 0:46
  Germany.
• 0:47
  Since 2010, Amazon said it has invested over 100 billion euros in the country.
• 0:54
  Washington blacklisted a Chinese venture firm that former Microsoft AI scientist
• 0:58
  Liu Qi established. Bloomberg reported, over alleged ties to a start-up accused of stealing
• 1:04
  technology from Alphabet's Google. The information reported sanctions on five Chinese
• 1:09
  entities linked to Lin Wei Ding, a former Google software engineer sentenced to prison
• 1:14
  last month for stealing Google's AI trade secrets. One of them is the start-up Shanghai Zishuan
• 1:20
  technology, described as an AI company connected to Ding. The list also includes a Chinese venture
• 1:26
  capital firm tied to that case. Australia is preparing lawsuits against Facebook, TikTok,
• 1:32
  and other major platforms. Communications Minister Annika Wells told Bloomberg.
• 1:37
  The allegation is non-compliance with a nationwide social media ban for people under 16.
• 1:43
  The Barcelona Supercomputing Center's AI Factory Accelerator is now in full operation after a pilot,
• 1:50
  and Vidya's newsroom said. Startups in it get sovereign compute,
• 1:53
  Institute, technical support, and training, and many already sit in Nvidia's Inception program,
• 1:59
  with further program access starting today.
• 2:02
  What cuts against reading Amazon's Germany pledge as an AI data center build is a smaller
• 2:07
  line on the company's own page.
• 2:09
  Amazon itemized 4.8 billion euros to expand AWS Cloud and AI infrastructure in Germany.
• 2:16
  That is the figure that decides how much of the headline is Cloud and AI capacity.
• 2:20
  18,000 Cognizant Associates are the staff behind a new Gemini Frontier Capability Group
• 2:26
  that Cognizant and Google Cloud are standing up so Enterprise agents leave pilots and run in production.
• 2:33
  ROI and J reported that the group extends a Gemini practice Cognizant opened in April, 2026.
• 2:40
  More than 55,000 associates finished a build with Gemini Workshop,
• 2:44
  which Cognizant called the largest single Gemini Partner Workshop so far.
• 2:48
  Chief Executive Ravi Kumar S said that workshop put those associates on the platform, and that the new group is where the experience goes to work.
• 2:57
  Google Cloud Chief Executive Thomas Curian said joint customers need that kind of architectural partner if autonomous agents are going to spread through a company.
• 3:06
  The first jobs named are legacy modernization, developer experience, turning business processes into agents, and frontier cyber defense.
• 3:14
  Cognizant said the design is security first, built on the model context protocol and Google
• 3:20
  Cloud's model armor.
• 3:22
  Early name tools include a retail catalog support agent, a healthcare agent marketplace
• 3:28
  orchestrated by Neurosand, and multi-agent order to cash flows for manufacturing.
• 3:33
  In one retail software case, Cognizant said developer productivity rose 40%, time to market
• 3:40
  fell 30%, and costs fell 35%.
• 3:43
  Cognizant is deploying Gemini to 100,000 of its own associates this year, with a plan
• 3:49
  to reach 200,000.
• 3:51
  Amazon introduced Torch Neuron, an open-source toolkit that lets PyTorch jobs run on AWS
• 3:57
  Trainiam chips without a large rewrite.
• 4:00
  SiliconANGLE reported, a developer sets which chip the workload should use.
• 4:05
  The toolkit supports Trainiam 2 and Trainiam 3, for training and for inference.
• 4:09
  Trainium 3 has 8 computing cores, and each core has 4 modules aimed at different parts
• 4:15
  of the math.
• 4:16
  Model data sits in 154 gigabytes of memory on the chip.
• 4:21
  AWS packs the accelerators into servers that can hold up to 144 of them.
• 4:26
  Amazon said one of those systems can do up to 362 quadrillion calculations a second in
• 4:32
  the MX-FP8 format.
• 4:34
  Trainiam's own language, NKI, arrives as ready-made operators for mixture of experts designs,
• 4:41
  lower memory use and quantization. Torch Titan is supported, including a split that shares the
• 4:46
  model, the optimizer states, and the gradients across chips. Cartezia AI is already running inference
• 4:53
  on Trainiam with the toolkit. The Libre Institute for Brain Development is looking at it for medical
• 4:58
  work flows. Amazon said the open source drop is Tuesday, day one of a two-day
• 5:04
  pie-torch conference in San Jose. Microsoft's addition in this set is model
• 5:09
  names, not a new chip. Geeky Gadgets reported co-pilot added OpenAI's GPT 6.1
• 5:16
  and Anthropics Clawed Opus 5.5. Also today, Nvidia unveiled Nemotron Super VL, a
• 5:24
  120 billion parameter model, data economy reported.
• 5:28
  Some owners of the new Google Home Speaker are watching it pull down hundreds of gigabytes
• 5:32
  in the background, 9-5 Google reported.
• 5:36
  Google's legal chief, Kent Walker, told the Financial Times that AI prices are falling at
• 5:41
  an astonishing rate and opening room for European businesses.
• 5:45
  TechRadar reported that Google's Gemini 4 Argon broke a 59-year-old nuclear fusion
• 5:50
  conjecture in a few hours. Apple's Pro and Tell date sits on the calendar for October 28th,
• 5:57
  with announcements by press release and hands-on time for some media in Los Angeles,
• 6:02
  not a live keynote. The Hindu reported, after Greg Jaws we ax shared the notice.
• 6:07
  Mac rumors said the new Macs and iPad from that showcase could go on sale as soon as November 6th,
• 6:13
  and that pre-orders could open on October 28th if Apple repeats its recent home product pattern.
• 6:18
  Before we go, watch Tuesday's open-source drop of Torch Neuron at the Pai Torch Conference
• 6:24
  in San Jose.
• 6:25
  That's Mag 7 Daily for today.
• 6:27
  Nothing in this show is financial advice.
• 6:30
  I'm Patrick and Vancouver.
• 6:31
  See you tomorrow.
• 6:32
  This show comes to you from the Narin Network.
• 6:35
  If you want another sharp daily briefing, Planetarian Daily has you covered.
• 6:40
  Daily breakthroughs in science, health, and longevity.
• 6:43
  All our shows are free at NarinNetwork.com.
• 6:45
  live dashboards, T-S-L-A, SpaceX launches, the investing scoreboard are all at
• 6:52
  NarinNetwork.com data. This episode used AI voice synthesis of my voice.
• 6:57
  Editorial selection and analysis are my own.