AI
Robotics Will Break AI infrastructure: Here’s What Comes Next
SPONSORED CONTENT Physical AI and robotics are moving from the lab to the real world – and the cost of getting it wrong is no longer theoretical. …
AI
AI
Gartner Takes Another Stab At Forecasting AI Spending
The market researchers at Gartner have extended their forecast out to 2027 and dropped 2024 from the view since it is now more than a year past. …
AI
Microsoft Takes On Other Clouds With “Braga” Maia 200 AI Compute Engines
Microsoft is not just the world’s biggest consumer of OpenAI models, but also still the largest partner providing compute, networking, and storage to OpenAI as it builds its latest GPT models. …
AI
Nvidia’s $2 Billion Investment In CoreWeave Is A Drop In A $250 Billion Bucket
With the hyperscalers and the cloud builders all working on their own CPU and AI XPU designs, it is no wonder that Nvidia has been championing the neoclouds that can’t afford to try to be everything to everyone – this is the very definition of enterprise computing – and that, frankly, are having trouble coming up with the trillions of dollars to cover the 150 gigawatts to more than 200 gigawatts of datacenter capacity that is estimated to be on the books between 2025 and 2030 for AI workloads. …
AI
Nvidia Takes The Open Road In AI Weather Forecasting
Amid the myriad discussions about AI – from the astounding amount of money being spent by vendors and enterprises and the debate about actual ROI those businesses are getting to the technology’s effect on cybersecurity, jobs, and the fear of disinformation and resulting distrust – it’s easy to forget its usefulness in particular industries. …
AI
Meta Platforms Metamorphizing Into An AI Cloud For Sovereigns
Meta Platforms is not happy just being the social network for the world anymore. …
AI
Cerebras Inks Transformative $10 Billion Inference Deal With OpenAI
If GenAI is going to go mainstream and not just be a bubble that helps prop up the global economy for a couple of years, AI inference is going to have to come down in price – and do so faster than it has done thus far. …
AI
By Decade’s End, AI Will Drive More Than Half Of All Chip Sales
As the year came to an end, we tore apart IDC’s assessments for server spending, including the huge jump in accelerated supercomputers for running GenAI and more traditional machine learning workloads and as this year got started, we did forensic analysis and modeling based on the company’s reckoning of Ethernet switching and routing revenues. …
AI
Nvidia’s Vera-Rubin Platform Obsoletes Current AI Iron Six Months Ahead Of Launch
Having an annual cadence for the improvement of AI systems is a great thing if you happen to be buying the newest iron at exactly the right time. …
AI
Nvidia Is The Only AI Model Maker That Can Afford To Give It Away
An alien flying in from space aboard a comet would look down on Earth and see that there is this highly influential and famous software company called Nvidia that just so happens to have a massively complex and ridiculously profitable hardware business running a collection of proprietary and open source software that about three quarters of its approximately 40,000 employees create. …