Tootfinder

New York-based Modal Labs, which offers a serverless cloud platform to build AI apps and run AI inference, raised $87M led by Lux Capital at a $1.1B valuation (Chris Metinko/Axios)
https://www.axios.com/pro/enterprise-software-deals/2025/09/29/modal…

Exclusive: Modal Labs hits unicorn status with $87M raise
Lux Capital led the round.

Rearchitecting Datacenter Lifecycle for AI: A TCO-Driven Framework
Jovan Stojkovic, Chaojie Zhang, \'I\~nigo Goiri, Ricardo Bianchini
https://arxiv.org/abs/2509.26534 https:…

Rearchitecting Datacenter Lifecycle for AI: A TCO-Driven Framework
The rapid rise of large language models (LLMs) has been driving an enormous demand for AI inference infrastructure, mainly powered by high-end GPUs. While these accelerators offer immense computational power, they incur high capital and operational costs due to frequent upgrades, dense power consumption, and cooling demands, making total cost of ownership (TCO) for AI datacenters a critical concern for cloud providers. Unfortunately, traditional datacenter lifecycle management (designed for gen…

Amazon raises its forecast for capital expenditures to $125B in 2025, up from its earlier estimate of $118B, and says that number will likely increase in 2026 (Annie Palmer/CNBC)
https://www.cnbc.com/2025/10/30/amazon-amzn-q3-earnings-report-2025.html

Amazon stock soars 10% as earnings beat estimates, company posts strong cloud growth
AWS revenue accelerated 20.2% to $33 billion, which CEO Andy Jassy said was a pace it hadn't seen since 2022.

Microsoft Azure/Cloud/AD considered harmful (twice, again)...
Context: https://cyberplace.social/@GossiTheDog/115220941705031025 and