Monthly News Update: $1 Trillion Later, Can It Run Doom?

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We weigh efficiency against hype as Huawei’s open-source quantization aims to shrink LLM costs while AI spending sprints toward $1.5T. From Oracle’s blue-sky risk to Cisco’s SNMP flaws, Equinix and Alkira’s AI networking moves, and a leap into quantum networking, we look for what’s real and what’s next.
• Huawei’s SINQ quantization for smaller, cheaper LLM deployments
• AI spend approaching $1.5T amid capacity and power constraints
• Oracle downside risk and the velocity of money in AI deals
• Cisco IOS XE SNMP vulnerabilities and urgent patching guidance
• Equinix Fabric Intelligence and AI Solutions Lab for AI interconnects
• Alkira MCP and NIA for AI-driven multi-cloud network operations
• Cisco’s quantum networking prototypes and entanglement chip
• Quantum error correction, room‑temperature operation, and security signals
Purchase Chris and Tim's book on AWS Cloud Networking: https://www.amazon.com/Certified-Advanced-Networking-Certification-certification/dp/1835080839/

Check out the Monthly Cloud Networking News
https://docs.google.com/document/d/1fkBWCGwXDUX9OfZ9_MvSVup8tJJzJeqrauaE6VPT2b0/

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Chapters

1. Welcome & News Rundown (00:00:00)

2. Huawei’s SINQ: Smaller LLMs (00:00:52)

3. Adoption Risks & Huawei Reputation (00:03:17)

4. Trillion‑Dollar AI Spend Concerns (00:05:01)

5. Oracle Bubble Talk & Market Velocity (00:08:07)

6. Cisco SNMP Flaws & Patching (00:11:10)

7. Equinix AI Fabric & Connectivity (00:13:48)

8. Alkira’s MCP/NIA & Multicloud AI (00:17:05)

9. Cisco’s Quantum Networking Leap (00:22:37)

10. Quantum Security & Closing (00:27:24)

111 episodes

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