Qualcomm had datacenter envy back when Intel ruled the bit barns of the world, and now it has it even worse now that Nvidia has shown how AI processing can utterly transform the finances of a chip maker. …
Over the next few years, Big Blue may not build the biggest AI business in the world by any stretch of the imagination, but we do have confidence that it will build a collection of AI products and services that are among the most profitable. …
One of the neat things about modern AI is that a whole new generation of people in a field outside of economics (but certainly driving the modern economy) has been introduced to curves showing the Pareto frontier. …
For years, Oracle has found itself solidly in the second tier of cloud providers, well behind the top three of Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform, which combined account for more than 60 percent of global cloud infrastructure services market. …
“Platformization” eventually comes to every high-profile IT space as the number of tools and amount of complexity increases. …
If it seems like OpenAI is shaking up the IT market every other day or so, that is because that is precisely what it is doing. …
Big Blue may have missed the boat on being one of the big AI model builders, but its IBM Research division has built its own enterprise-grade family of models and its server and research divisions have plenty of experience building accelerators and supercomputers. …
It is one thing for the market researchers of the world to make prognostications about hardware, software, and services spending relating to the GenAI boom. …
In early 2024, we all had been wondering how OpenAI was going to pay for its $100 billion Stargate datacenter infrastructure project it was rumored to be planning with Microsoft. …
What’s the difference between Meta Platforms and OpenAI? The big one – and perhaps the most important one in the long run – is that when Meta Platforms does a deal with neocloud CoreWeave, it actually has a revenue stream from its advertising on various Web properties that it can pump back into AI investments while OpenAI is still burning money much faster than it is making it. …
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