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… Zhang, who focuses on enterprise AI business trends, said that major AI companies risk deployment constraints and higher costs if they don't secure their long-term infrastructure now. "Over time, compute access may become as strategically important as the models themselves," she said.
… CPU refers to a computer's Central Processing Unit, the computer's brain, whereas a GPU is its Graphics Processing Unit, commonly used for training AI models. …
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… SpaceX's Colossus supercomputer, a data center-like complex in Memphis, Tennessee, is the solution, the two companies agreed. SpaceX said the supercomputer has the equivalent of a million H100 Nvidia chips, one of the most popular GPUs for AI development. …