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Yahoo
5 hours ago
- Yahoo
Tata Comms to build AI backbone for AWS
Tata Communications is set to build an advanced AI-ready network in India for Amazon Web Services (AWS) connecting major AWS infrastructure sites. In what is becoming a growing trend among global telecom operators, who are investing substantial funds to expand, or upgrade their terrestrial networks to meet future data traffic demands, contributed by data-hungry workloads such as AI/ML, while future-proofing their networks to meet the requirements of their hyperscalers and enterprise customers. Tata strategic collaboration The strategic collaboration between the companies will see Tata Communications connect the hyperscalers' three main infrastructure facilities located throughout the country with two data centers located in Mumbai and Hyderabad, and its Direct Connect and Edge Network infrastructure located in Chennai. According to the companies, the new fibre network will feature express routes designed to deliver ultra-low latency, which is viewed as essential for compute-intensive AI and ML workloads. With the fibre build tipped to be the largest construction project for the company with an estimated cable length of 18,000km boasting a network capacity of 7.2Tbps with an estimated completion date by the end of 2026. The partnership will also enable businesses nationwide to build, train and deploy scalable AI applications, driving innovation across critical sectors such as healthcare, finance and education. Global telecom operators are looking to enhance and modernise their terrestrial networks Brendan Swan, Senior Research Analyst, GlobalData stated: 'Over the last 12 months, more global telecom operators are looking to enhance and modernise their terrestrial networks to support the increased data traffic contributed by the growth of AI.' 'Telcos have significantly increased their capital expenditure upgrading their network capabilities, including using modern technologies such as built-in AI, machine learning (ML) and cognitive computing,' added Swan. In the United States, Lumen announced it would increase its capital expenditure by 30% to $4.2bn to meet its intercity needs as the carrier looks to almost quadruple its fibre network in the coming years while launching its Private Connectivity Fabric, a custom network that includes dedicated access to existing fibre in the Lumen network providing the network capacity, performance, stability and speed primarily targeted at hyperscalers and data center providers. Additionally, Zayo have announced that they plan to construct 5,000 miles of new route miles to be completed with construction well underway connecting Phoenix to Tucson, and Chicago to both Minneapolis and Columbus. Zayo has also completed a full 400G upgrade of its North American network. Looking further abroad, Orange is enhancing its fibre backbone across Europe and Africa to further support its growing workloads from major tech giants. In the Asia Pacific region, Telstra is expanding its terrestrial fibre network in Australia while strengthening its international fibre routes between key global routes, including intra-Asia, Transpacific, and Asia to Australia. Demand from hyperscalers will intensify As the demand for faster and more reliable connectivity intensifies, carriers are accelerating their efforts to upgrade and future-proof their networks. With the rise of AI being a key driver behind this shift, it is placing unprecedented demand on carriers' network infrastructure due to the massive data volumes, low latency requirements and processing needs of AI workloads. AI will continue to reshape network performance expectations. To stay competitive, more telcos will look to invest in high-capacity, intelligent networks to support the next wave of digital transformation. "Tata Comms to build AI backbone for AWS" was originally created and published by Verdict, a GlobalData owned brand. The information on this site has been included in good faith for general informational purposes only. It is not intended to amount to advice on which you should rely, and we give no representation, warranty or guarantee, whether express or implied as to its accuracy or completeness. You must obtain professional or specialist advice before taking, or refraining from, any action on the basis of the content on our site.
Yahoo
6 hours ago
- Yahoo
Cohere's new AI agent platform, North, promises to keep enterprise data secure
AI agent tools promise to siphon out some of the drudgery from daily workflows, but most organizations are hesitant to adopt them yet, harboring a pressing concern: data security. Large enterprises with trade secrets, companies in highly regulated industries, and government agencies have thought more than twice about bringing in AI tools out of concern that their — or worse, their customers' — data could inadvertently be compromised, or used to train foundation models. Canadian AI firm Cohere is taking aim at alleviating those concerns with its new AI agent platform dubbed North, which promises to enable private deployment so that enterprises and governments can keep their and customers' data safe behind their own firewalls. 'LLMs are only as good as the data they have access to,' Nick Frosst, co-founder and CEO of Cohere, said during a demo of North. 'If we want LLMs to be as useful as possible, they have to access that useful data, and that means they need to be deployed in [the customer's] environment.' Instead of using enterprise cloud platforms like Azure or AWS, Cohere says it can install North on an organization's private infrastructure so that it never sees or interacts with a customer's data. North can run on an organization's on-premise infrastructure, hybrid clouds, VPCs, or air-gapped environments, Frosst said. 'We can deploy literally on a GPU in a closet that they might have somewhere,' he explained, adding that North was designed to run on as few as two GPUs. Cohere claims North also includes security protocols like granular access control, agent autonomy policies, continuous red-teaming, and third-party security tests. And, it meets international compliance standards like GDPR, SOC-2, and ISO 27001. More than private deployments Cohere, which has so far raised $970 million, most recently at a $5.5 billion valuation, said it has already piloted North with some customers such as RBC, Dell, LG, Ensemble Health Partners, and, as TechCrunch reported last year, Palantir. North mirrors many AI agent platforms right out of the box. Its chief features are chat and search, which let users get answers to customer support inquiries; summarize meeting transcripts, write marketing copy, and access information from both internal resources and the web. Frosst added that all responses include citations and 'reasoning' chains of thought so employees can audit and verify the output. The chat and search functions are powered by existing Cohere technology, like Command (its family of generative AI models), and Compass (its multimodal search tech stack). Frosst said North is powered by a variant of its Command model that is trained for enterprise reasoning. 'It goes beyond just Q&A and gets into doing work for you. So, [North] has a bunch of asset creation. It can make tables, it can make documents, it can make slideshows. It can do a bunch of market research,' Frosst said. It's worth noting that in May, Cohere acquired Ottogrid, a Vancouver-based platform that develops enterprise tools for automating high-level market research. Like other AI agent platforms, North can connect to existing workplace tools like Gmail, Slack, Salesforce, Outlook and Linear, and integrate with any Model Context Protocol (MCP) servers to access industry-specific or in-house applications. 'As you build confidence by chatting to the model, there's like a smooth transition that happens between using this as an augmentation to using it as an automation,' Frosst said. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
CNBC
7 hours ago
- CNBC
Cramer's advice on Disney stock after earnings, and Amazon makes a smart AI move
Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Wednesday's key moments. 1. The S & P 500 was modestly higher Wednesday morning while the 30-stock Dow Jones Industrial Average was lower, pulled down by losses in Amgen and Club name Disney on the back of earnings. Jim Cramer said he looks at Disney's earnings-related decline as a chance to buy some stock, recommending investors only buy a portion of their desired position size. If they want to own 100 shares, start with 50 on Wednesday, he said. We'll have our full earnings analysis out later in the day. "Today seems like a day devoted only to the hottest stocks in the universe," Jim said. "What we have to do is try to help people make money by looking at the stocks that have been left behind by this headlong rush to the go-go stocks like a Palantir , and we own a lot of them, and they are opportunities." 2. Amazon's deal to bring OpenAI's new "open weight" models to its AWS cloud service is a smart move that should help counter the narrative that it's falling behind on generative AI computing. This belief gained steam following the recent Big Tech earnings reports, which saw Microsoft's Azure and Alphabet's Google Cloud post faster growth rates than AWS. This is the first OpenAI models to be available on AWS, which is still the largest cloud platform by revenue. "I think this is all going to sort out in the wash and 18 months from now, you won't be able to tell the difference between [Azure and AWS]. I don't think you should sell" shares of Amazon here, Jim said. 3. Jim reflected on some of the recently struggling stocks in the portfolio, arguing that periods of underperformance do not necessarily mean investors should head for the exits. "I am more interested in things that don't excite because if it's exciting people, it's already moved. That's important," he said. Looking to buy shares of Club name Apple , which bounced Wednesday on news of additional U.S. investment commitments, when they traded in the low $200s apiece "is more my style" than chasing the name when it was higher, Jim said. "I can chase a Palantir. I can do GE Vernova , but the fact is that when a Honeywell is down, when a Dover is down, when an Eaton is down, that's what ... we do because we can't chase. We run a Charitable Trust. But I think people at home can't chase either. And if they do, for every one Palantir, you're going to have one that's going the other way." 4. Stocks covered in Wednesday's rapid fire at the end of the video were: McDonald's , Arista Networks , AMD , Uber , and Amgen . (Jim Cramer's Charitable Trust is long DIS, AMZN, MSFT, AAPL, DOV, GEV, HON and DOV. See here for a full list of the stocks.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED.
