Shifts in Cloud Infrastructure: The Rise of On-Premises Solutions

A big win for Microsoft leads critics of FTC chair Lina Khan to come out of the woodwork. Anthropic has released its Claude 2 chatbot. Say hello to the Nothing Phone (2). And while the market caps of the big players might have been boosted by AI, might the need for on premises AI lead to a unique opening for the likes of Dell and Hewlett Packard Enterprise?

Links:

• Microsoft-Activision deal moves closer as judge denies FTC injunction request (CNBC)
• Microsoft and UK regulators agree to pause their Activision battle to negotiate (The Verge)
• FTC would face tough appeal of Microsoft-Activision order, experts say (Reuters)
• F.T.C.’s Court Loss Raises Fresh Questions About Its Chair’s Strategy (NYTimes)
• AI Startup Anthropic Releases a New Version of Its ChatGPT Rival, Claude (Bloomberg)
• Why SUSE is forking Red Hat Enterprise Linux (TechCrunch)
• Bigger, Brighter, More Expensive: Nothing Reveals the Phone (2) (Gizmodo)
• The AI Boom Is Here. The Cloud May Not Be Ready. (WSJ)

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