AI
Field Of GPUs
“If you build it, they will come,” as we all learned from watching Field of Dreams two and a half decades ago. …
AI
AI
Oracle Cloud Can Be As Big As AWS This Decade
Wouldn’t it be funny if Larry Ellison, who has become the elder statesman of the datacenter, had the last laugh on the cloud builders and model builders by beating them at their own game? …
AI
IDC Makes Ebullient AI Spending Forecast Out To 2029
Ever since Nvidia reported its most recent financial results, where company co-founder and chief executive officer Jensen Huang said that there would be somewhere between $3 trillion and $4 trillion in spending on AI between now and the end of the decade, we have been on the prowl for any market research that backs up this claim or is its source. …
AI
Nvidia Sets The Datacenter Growth Bar Very High As Compute Sales Dip
The expectations for GenAI are unreasonably high and the pressure on Nvidia is tectonic. …
AI
AI Embiggens The Big Clouds, Especially Microsoft
Building a successful cloud and growing it quarter after quarter, year after year, with first mover status or without it, is not an easy task. …
AI
For Financial Services Firms, AI Inference Is As Challenging As Training
A decade ago, when traditional machine learning techniques were first being commercialized, training was incredibly hard and expensive, but because models were relatively small, inference – running new data through a model to cause an application to act or react – was easy. …
AI
Cisco’s Outshift Incubator Sends Agentic AI Protocol To The Linux Foundation
AI agents bring with them the promise of being able to autonomously solve complex tasks put before them, from finding and analyzing the necessary data, choosing tools, and making decisions without human intervention to learning from their mistakes and adapting to changes. …
AI
The Art Of The GPU Deal
Perhaps the most interesting conversation that has happened so far in the White House in 2025, at least from the point of view of the IT sector, is when Nvidia co-founder and chief executive officer, Jensen Huang, put on his Sunday best suit and visited President Donald Trump to presumably talk about technology, AI, trade, and war on July 10. …
AI
Brazil Lays The Hardware Foundation For Its AI Ambitions
Every major economy that is not the United States or China, which has a disproportionate share of HPC national labs as well as hyperscaler and cloud builder tech titans, wants AI sovereignty a whole lot more than they ever worried about HPC simulation and modeling. …
AI
Will Companies Build Or Buy Their GenAI Models?
One of the biggest questions that enterprises, governments, academic institutions, and HPC centers the world over are going to have to answer very soon – if they have not made the decision already – is if they are going to train their own AI models and the inference software stacks that make them useful or just buy them from third parties and get to work integrating AI with their applications a lot faster. …