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As war rages in Ukraine, investment in European defense and dual-use tech skyrockets

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As war rages in Ukraine, investment in European defense and dual-use tech skyrockets

A billion dollars of venture capital will be invested into European defense technology in 2024, a first for the continent, and a five-fold increase since 2018. The investment comes as a result of both increasing geopolitical unrest and the brutal invasion of Ukraine by Russia. 

The data, contained in a new Dealroom report, shows that VC investment into defense-related tech is outpacing any other type of investment across the broad spread of NATO member states and its allies by 25%, totaling $3 billion since 2018. 

The bulk of the investment in the space since then has been captured by startups in Germany, the U.K., and France, which collectively accounted for 87%, or $2.2 billion. German defense tech companies have, alone, raised more in the past six years than those in the Nordics, Netherlands, Switzerland, and the U.K. combined. The news may come as a surprise to some observers, given the caution the German government has exhibited over shipping weapons to Ukraine. 

Much of that investment was into companies based out of Munich, which topped the list of European cities in the report. But most of that could be attributed to the $487 million raised by ‘battlefield AI’ startup Helsing in 2024.

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Bristol and the U.K.’s ‘Silicon South West’ — best known for its defense and space industries — garnered the next largest amounts for defense investment, followed by Paris.

Indeed, the U.K., which has a large defense industry, is home to six of the top 10 European cities for defense tech investment in the report — London (4th), Reading (5th), Oxford (6th), Leeds (8th) and Cambridge (9th). 

The report also details how VC investment in defense tech across NATO countries rose four-fold in the last 6 years, reaching almost $5.9 billion, taking the total raised by defense startups in NATO countries and its allies to $18 billion.

Furthermore, the report counted 370 VC-backed defense tech startups in NATO countries, which have a combined enterprise value of $161 billion. And defense tech comprises 1.8% of European VC funding, a number that has tripled since 2022.

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Despite Europe’s growth, the U.S. remains the dominant force in the defense tech sector, with American defense tech firms attracting 83% of VC investment. 

And even though more than half of VC funding for European defense tech startups came from investors on the continent, this year, there was a marked acceleration in funding from U.S. investors, who provided 66% of the capital for European defense tech companies.

The State of Defence Investment 2024: Resilience Builders in Nato & Europe, published at the Resilience Conference, also outlined how dual-use technologies, which can be applied for both civil and military purposes, have seen a marked rise in interest from investors. 

Jeannette zu Fürstenberg, managing director and head of Europe at General Catalyst, said in a statement: “By leveraging the power of AI, we can not only enhance our defense capabilities but also develop dual-use technologies with broader applications for critical national infrastructure. As investors, we are driven by the mission to protect democracies and build resilient infrastructure.”

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Microsoft explains how it’s tackling security and privacy for Recall

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The condemnation of Microsoft’s Recall feature for Copilot+ AI PCs was swift and damning. While it’s meant to let you find anything you’ve ever done on your PC, it also involves taking constant screenshots of your PC, and critics noticed that information wasn’t being stored securely. Microsoft ended up delaying its rollout for Windows Insider beta testers, and in June it announced more stringent security measures: It’s making Recall opt-in by default; it will require Windows Hello biometric authentication; and it will encrypt the screenshot database.

Today, ahead of the impending launch of the next major Windows 11 launch in November, Microsoft offered up more details about Recall’s security and privacy measures. The company says Recall’s snapshots and related data will be protected by VBS Enclaves, which it describes as a “software-based trusted execution environment (TEE) inside a host application.” Users will have to actively turn Recall on during Windows setup, and they can also remove the feature entirely. Microsoft also reiterated that encryption will be a major part of the entire Recall experience, and it will be using Windows Hello to interact with every aspect of the feature, including changing settings.

“Recall also protects against malware through rate-limiting and anti-hammering measures,” David Weston, Microsoft’s VP of OS and enterprise security, wrote in a blog post today. “Recall currently supports PIN as a fallback method only after Recall is configured, and this is to avoid data loss if a secure sensor is damaged.”

When it comes to privacy controls, Weston reiterates that “you are always in control.” By default, Recall won’t save private browsing data across supported browsers like Edge, Chrome and Firefox. The feature will also have sensitive content filtering on by default to keep things like passwords and credit card numbers from being stored.

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Microsoft Recall Security Architecture

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Microsoft says Recall has also been reviewed by an unnamed third-party vendor, who performed a penetration test and security design overview. The Microsoft Offensive Research and Security Engineering team (MORSE) has also been testing the feature for months.

Given the near instant backlash, it’s not too surprising to see Microsoft being extra cautious with Recall’s eventual rollout. The real question is how the the company didn’t foresee the initial criticisms, which included the Recall database being easily accessible from other local accounts. Thanks to the use of encryption and additional security, that should no longer be an issue, but it makes me wonder what else Microsoft missed early on.

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Server Rack Laptop #techground #shorts #youtubeshorts #laptop #serverracklaptop #laptopshorts

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Cloud, edge or on-prem? Navigating the new AI infrastructure paradigm

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Cloud, edge or on-prem? Navigating the new AI infrastructure paradigm

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This article is part of a VB Special Issue called “Fit for Purpose: Tailoring AI Infrastructure.” Catch all the other stories here.

No doubt, enterprise data infrastructure continues to transform with technological innovation — most notably today due to data-and-resource hungry generative AI. 

As gen AI changes the enterprise itself, leaders continue to grapple with the cloud/edge/on-prem question. On the one hand, they need near-instant access to data; on the other, they need to know that that data is protected. 

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As they face this conundrum, more and more enterprises are seeing hybrid models as the way forward, as they can exploit the different advantages of what cloud, edge and on-prem models have to offer. Case in point: 85% of cloud buyers are either deployed or in the process of deploying a hybrid cloud, according to IDC. 

“The pendulum between the edge and the cloud and all the hybrid flavors in between has kept shifting over the past decade,” Priyanka Tembey, co-founder and CTO at runtime application security company Operant, told VentureBeat. “There are quite a few use cases coming up where compute can benefit from running closer to the edge, or as a combination of edge plus cloud in a hybrid manner.”

>>Don’t miss our special issue: Fit for Purpose: Tailoring AI Infrastructure.<<

The shifting data infrastructure pendulum

For a long time, cloud was associated with hyperscale data centers — but that is no longer the case, explained Dave McCarthy, research VP and global research lead for IDC’s cloud and edge services. “Organizations are realizing that the cloud is an operating model that can be deployed anywhere,” he said. 

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“Cloud has been around long enough that it is time for customers to rethink their architectures,” he said. “This is opening the door for new ways of leveraging hybrid cloud and edge computing to maximize the value of AI.”

AI, notably, is driving the shift to hybrid cloud and edge because models need more and more computational power as well as access to large datasets, noted Miguel Leon, senior director at app modernization company WinWire

“The combination of hybrid cloud, edge computing and AI is changing the tech landscape in a big way,” he told VentureBeat. “As AI continues to evolve and becomes a de facto embedded technology to all businesses, its ties with hybrid cloud and edge computing will only get deeper and deeper.”

Edge addresses issues cloud can’t alone

According to IDC research, spending on edge is expected to reach $232 billion this year. This growth can be attributed to several factors, McCarthy noted — each of which addresses a problem that cloud computing can’t solve alone. 

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One of the most significant is latency-sensitive applications. “Whether introduced by the network or the number of hops between the endpoint and server, latency represents a delay,” McCarthy explained. For instance, vision-based quality inspection systems used in manufacturing require real-time response to activity on a production line. “This is a situation where milliseconds matter, necessitating a local, edge-based system,” he said. 

“Edge computing processes data closer to where it’s generated, reducing latency and making businesses more agile,” Leon agreed. It also supports AI apps that need fast data processing for tasks like image recognition and predictive maintenance.

Edge is beneficial for limited connectivity environments, as well, such as internet of things (IoT) devices that may be mobile and move in and out of coverage areas or experience limited bandwidth, McCarthy noted. In certain cases — autonomous vehicles, for one — AI must be operational even if a network is unavailable. 

Another issue that spans all computing environments is data — and lots of it. According to the latest estimates, approximately 328.77 million terabytes of data are generated every day. By 2025, the volume of data is expected to increase to more than 170 zettabytes, representing a more than 145-fold increase in 15 years. 

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As data in remote locations continues to increase, costs associated with transmitting it to a central data store also continue to grow, McCarthy pointed out. However, in the case of predictive AI, most inference data does not need to be stored long-term. “An edge computing system can determine what data is necessary to keep,” he said. 

Also, whether due to government regulation or corporate governance, there can be restrictions to where data can reside, McCarthy noted. As governments continue to pursue data sovereignty legislation, businesses are increasingly challenged with compliance. This can occur when cloud or data center infrastructure is located outside a local jurisdiction. Edge can come in handy here, as well, 

With AI initiatives quickly moving from proof-of-concept trials to production deployments, scalability has become another big issue. 

“The influx of data can overwhelm core infrastructure,” said McCarthy. He explained that, in the early days of the internet, content delivery networks (CDNs) were created to cache content closer to users. “Edge computing will do the same for AI,” he said. 

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Benefits and uses of hybrid models

Different cloud environments have different benefits, of course. For example, McCarthy noted, that auto-scaling to meet peak usage demands is “perfect” for public cloud. Meanwhile, on-premises data centers and private cloud environments can help secure and provide better control over proprietary data. The edge, for its part, provides resiliency and performance in the field. Each plays its part in an enterprise’s overall architecture.

“The benefit of a hybrid cloud is that it allows you to choose the right tool for the job,” said McCarthy. 

He pointed to numerous use cases for hybrid models: For instance, in financial services, mainframe systems can be integrated with cloud environments so that institutions can maintain their own data centers for banking operations while leveraging the cloud for web and mobile-based customer access. Meanwhile, in retail, local in-store systems can continue to process point-of-sale transactions and inventory management independently of the cloud should an outage occur. 

“This will become even more important as these retailers roll out AI systems to track customer behavior and prevent shrinkage,” said McCarthy. 

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Tembey also pointed out that a hybrid approach with a combination of AI that runs locally on a device, at the edge and in larger private or public models using strict isolation techniques can preserve sensitive data.

Not to say that there aren’t downsides — McCarthy pointed out that, for instance, hybrid can increase management complexity, especially in mixed vendor environments. 

“That is one reason why cloud providers have been extending their platforms to both on-prem and edge locations,” he said, adding that original equipment manufacturers (OEMs) and independent software vendors (ISVs) have also increasingly been integrating with cloud providers. 

Interestingly, at the same time, 80% of respondents to an IDC survey indicated that they either have or plan to move some public cloud resources back on-prem.  

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“For a while, cloud providers tried to convince customers that on-premises data centers would go away and everything would run in the hyperscale cloud,” McCarthy noted. “That has proven not to be the case.”


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Dell PowerEdge R640 NVMe 10 Bay Server Build | Configured To Order | Timelapse #technology #dell

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Dell PowerEdge R640 NVMe 10 Bay Server Build | Configured To Order | Timelapse #technology #dell



At Cloud Ninjas, we pride ourselves on our quality control and high standard practices. As always, we have our technician wearing ESD gear when coming into contact with any servers or components. They start by laying out all the components of the build on their workstation and go section by section, following all safety protocols. Finally, they finish off by doing a full system test just like you see Scott do with Dell Diagnostics!

We have Dell, HP, Supermicro, Cisco, and IBM servers in stock. If you are interested in purchasing a custom configured server, head over to our website https://cloudninjas.com/ or email us at Sales@CloudNinjas.com

Please smash that subscribe button and learn more about what we offer at Cloud Ninjas.

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Apple’s homework is due Monday no matter what, says judge

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Apple’s homework is due Monday no matter what, says judge

“THE COURT: — so let me make it clear then if you obviously didn’t understand. I want all of Apple’s documents relative to its decision-making process with respect to the issues in front of the Court. All of them. All. If there is a concern, then be overly broad.

MR. PERRY: Your Honor, may I ask time parameter for the Court’s request.

THE COURT: All.

MR. PERRY: Thank you, Your Honor.

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THE COURT: So let’s say from the day that my decision came out until the present.”

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NYT Strands today — hints, answers and spangram for Sunday, September 29 (game #210)

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NYT Strands homescreen on a mobile phone screen, on a light blue background

Strands is the NYT’s latest word game after the likes of Wordle, Spelling Bee and Connections – and it’s great fun. It can be difficult, though, so read on for my Strands hints.

Want more word-based fun? Then check out my Wordle today, NYT Connections today and Quordle today pages for hints and answers for those games.

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