Antonio Vieira Santos

TechVie Innovation Evangelist. Future Of Work Expert. Helping Customers grow. @axschat @DTLabUCC. Accessibility 🔍 Sustainability, Sociologist🎙

[Antonio Vieira Santos @AkwyZ]

We know the stakes are higher. 71% of industrial firms face cyberattacks, with downtime costing $10,000 per minute and recovery averaging 24 days. My interview with Michael Metzler from @Siemens

@siemensindustry #SIEX Sponsored #itsa365 #itsa2025 #itsaexpo #itsecurity #Cybersecurity

@ArturHabant @elaniazito @BetaMoroney @IanLJones98 @CurieuxExplorer @Shi4Tech @enilev @Fabriziobustama @mvollmer1 @AnthonyRochand @JolaBurnett @lyakovet @debashis_dutta @3itcom @ahier @Analytics_699 @antgrasso @CathCervoni @chidambara09 @DigitalColmer @dinisguarda @DimitriHommel @EvanKirstel @FrRonconi @GlenGilmore @gvalan @HeinzVHoenen @ipfconline1 @jeancayeux @jorgecunha @kalydeoo @nafisalam @Nicochan33 @pierrepinna @PawlowskiMario @puneetsinghal22 @ralph_ohr @RLDI_Lamy @rshevlin @sarbjeetjohal @SpirosMargaris @StefanoDeCupis @tewoz @thomas_dettling @Ym78200 @aure79lien

[Antonio Vieira Santos @AkwyZ]

@rpOliveira Quem está a ter um dia mau é a Microsoft e o Google Cloud.

[Antonio Vieira Santos @AkwyZ]

Senior U.S. Soldier Arrested in U.K. Over Allegations of Spying for Russia - The Wall Street Journal. https://t.co/EESbrju61j

[Antonio Vieira Santos @AkwyZ]

My first article coming from the Lisbon @WebSummit is live.

The internet stopped being human in May 2026.

https://t.co/adyfXjRXBG

#TechNews @ArturHabant @elaniazito @IanLJones98 @CurieuxExplorer @Shi4Tech @enilev @Fabriziobustama @mvollmer1 @AnthonyRochand @JolaBurnett @lyakovet @debashis_dutta @3itcom @ahier @Analytics_699 @antgrasso @CathCervoni @chidambara09 @DigitalColmer @dinisguarda @DimitriHommel @EvanKirstel @GlenGilmore @gvalan @HeinzVHoenen @ipfconline1 @jeancayeux @jorgecunha @kalydeoo @nafisalam @Nicochan33 @pierrepinna @PawlowskiMario @puneetsinghal22 @ralph_ohr @RLDI_Lamy @rshevlin @sarbjeetjohal @SpirosMargaris @StefanoDeCupis @tewoz @thomas_dettling @Ym78200 @aure79lien @jblefevre60

[Andy Imparato @AndyDRC]

#FF @joanne_sansome @Claudia_SF @emony21 @nicaprincessa @LexStepp @pplwillbefree @HabenGirma @victorpineda @RollWithRussell @Rylin_Rodgers @CrosbyCromwell @HarkinAtDrake @NeilMilliken @AkwyZ @LPFCH @KidsPartnership @fountainhouse @DisabilityCA @CFILC_1982 @AAPD @YEP4Rights

[Antonio Vieira Santos @AkwyZ]

More than 100 Irish start-ups head to @websummit in Lisbon alongside largest-ever Chinese delegation.

#WebSummit #Lisbon
https://t.co/AtJyKVjlWt

[Antonio Vieira Santos @AkwyZ]

Siemens Mobility has completed its acquisition of key businesses of Italian rail technology group MERMEC, strengthening its global railway diagnostics, asset intelligence and signaling portfolio. https://t.co/RifWUTeZWq

[Antonio Vieira Santos @AkwyZ]

Anthropic’s updated S-1/A IPO filing gives us the clearest look yet at the real economics of frontier AI. And it is a massive validation for Google Cloud and custom silicon.

Out of Anthropic's $895.4B in total long-term compute commitments, Google’s TPU architecture sits right at the center:

• $121.3B minimum commitment to Google Cloud (April 2026 to July 2033). It is non-cancelable with true-up provisions. Anthropic pays regardless of actual usage.
• $125B to $150B in estimated additional payments to Google for extra TPU capacity between 2028 and 2031.
• $161.2B in 5-year master equipment leases with Broadcom specifically for TPU-based compute infrastructure in partner facilities.

That is over $400B of frontier AI compute anchored around Google’s TPU ecosystem.

Compare that structure to the rest of the filing:

• Amazon (AWS): $110.0B minimum over a longer 10-year window (through April 2036).
• SpaceX AI Unit: Up to $120.5B for Nvidia-based compute (cancelable on 90 days' notice after early 2027).
• Microsoft (Azure): $44.9B minimum through June 2033.

Why does this matter so much for Google?

Silicon Margin Capture When a cloud provider rents out third-party GPUs, Nvidia takes the silicon margin. When Google rents out TPUs, it captures the economics across both the custom silicon and the cloud stack.

Capex De-Risking Critics have questioned whether hyperscaler AI capex will ever see a real return. Locking in a $121.3B take-or-pay backlog, plus a potential $125B to $150B expansion, gives Google multi-year visibility to underwrite data center, power, and chip R&D investments.

Breaking the GPU Monopoly A top frontier lab isn't just using custom chips for minor inference tasks. It is betting hundreds of billions of dollars of its core roadmap through 2033 on TPUs.

Yes, there is reciprocal financing across the industry. Google, Amazon, and Microsoft are both major equity investors and compute suppliers. And Anthropic still has to execute to service a nearly $900B multi-year bill.

But one takeaway from the S-1/A is undeniable: Google's decade-long bet on custom AI chips is now translating into locked-in, multi-decade cloud demand.

$Google solana:7yBMbdLB26sgvC1NgJHgKs3fmuG65vHhPtTinvXtRnjq

[Antonio Vieira Santos @AkwyZ]

Accenture accused of publishing AI paper littered with AI hallucinations https://t.co/mHkKF97U8w

[Antonio Vieira Santos @AkwyZ]

I've released a new episode of my podcast, Licence to Act, where we discuss how pharmaceutical factories learn to trust artificial intelligence.
https://t.co/kx5S1BfdSh

#AI #MedTech @ArturHabant @elaniazito @IanLJones98 @CurieuxExplorer @Shi4Tech @enilev @Fabriziobustama @mvollmer1 @AnthonyRochand @JolaBurnett @lyakovet @debashis_dutta @3itcom @ahier @Analytics_699 @antgrasso @CathCervoni @chidambara09 @DigitalColmer @dinisguarda @DimitriHommel @EvanKirstel @GlenGilmore @gvalan @HeinzVHoenen @ipfconline1 @jeancayeux @jorgecunha @kalydeoo @nafisalam @Nicochan33 @pierrepinna @PawlowskiMario @puneetsinghal22 @ralph_ohr @RLDI_Lamy @rshevlin @sarbjeetjohal @SpirosMargaris @StefanoDeCupis @tewoz @thomas_dettling @Ym78200 @aure79lien @jblefevre60

[Antonio Vieira Santos @AkwyZ]

@IntCyberDigest Is Andy still a @ProtonPrivacy employee?

[International Cyber Digest @IntCyberDigest]

‼️ Proton CEO Andy Yen called a staffer's plea to pentest new code before release "bullshit and loser thinking".

Yen wrote that workers should prompt “better.”

Proton's CTO told staff AI wrote 90% of its code in October, much of it with Anthropic's Claude.

[Wall St Engine @wallstengine]

An Accenture contractor allegedly connected a personal Anthropic Claude Code agent to a secure Pentagon network, per WIRED.

It ran for two months and reportedly sent credentials and a network map to a high-risk third-party site.

Accenture disputes the allegations.

[Antonio Vieira Santos @AkwyZ]

A French appeals court rejected on Thursday an attempt by Meta to overturn an order to negotiate in good faith with French media over rights payments for information used on its social networks.
https://t.co/vjD0l5IQMA

[Antonio Vieira Santos @AkwyZ]

LinkedIn Trials A ‘Network’ Tab In Bid To Revive Engagement Between Connections https://t.co/BncIXgfYNX

[Miguel Poiares Maduro @MaduroPoiares]

É bom ouvir pessoas de esquerda a dizer isto. Pode ser que finalmente se possa falar disto racionalmente… Alerto para isto há muito tempo e sempre que o fiz vinham acusar-me de estar a promover uma guerra entre gerações…

[Antonio Vieira Santos @AkwyZ]

IPO or die. ‘Bold but sane’: What we learned from Anthropic’s 240,000-word IPO filing. The prospectus details the AI lab’s ‘mission’, $800 billion data center commitments, and an extraordinary governance structure.
https://t.co/resDSucxiw

[Antonio Vieira Santos @AkwyZ]

The internet breaks https://t.co/zGRmnZgGU8

[Antonio Vieira Santos @AkwyZ]

Industrial AI rarely fails on algorithms; it fails when plant operators are sidelined. On License to Act, Felix Müller from @pluszehn, talks with @InnovatorRider and me to explain why human-in-the-loop AI must be temporary before the model runs autonomously. Reach out to Felix to see his live AI demo in Irvine. @Data_Whisper https://t.co/kx5S1BfdSh

#AI @ArturHabant @elaniazito @IanLJones98 @CurieuxExplorer @Shi4Tech @enilev @Fabriziobustama @mvollmer1 @AnthonyRochand @JolaBurnett @lyakovet @debashis_dutta @3itcom @ahier @Analytics_699 @antgrasso @CathCervoni @chidambara09 @DigitalColmer @dinisguarda @DimitriHommel @EvanKirstel @FrRonconi @GlenGilmore @gvalan @HeinzVHoenen @ipfconline1 @jeancayeux @jorgecunha @kalydeoo @nafisalam @Nicochan33 @pierrepinna @PawlowskiMario @puneetsinghal22 @ralph_ohr @RLDI_Lamy @rshevlin @sarbjeetjohal @SpirosMargaris @StefanoDeCupis @tewoz @thomas_dettling @Ym78200 @aure79lien @jblefevre60

[Antonio Vieira Santos @AkwyZ]

I'm listening to How A Neurodivergent Dating And Community App Gets Built ♫ @iHeartRadio https://t.co/IuiyGUgD5Y

[Antonio Vieira Santos @AkwyZ]

I'm listening to Stephanie Cadieux Explains How Canada Tracks Accessibility Progress ♫ @iHeartRadio https://t.co/rpK8TVL0pF