Hope Is The First Phase Of A Strategy To Profit From Selling AI Systems
…This latter bit is how Lenovo can afford to invest in its datacenter business. Our Lenovo model not only tracks the CSP and ESMB divisions, but also tries to split AI system…
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Data And Storage At The Center Of The AI Stack
…Generative AI, agentic AI made it imperative for customers to do it much more easily, and thus the imperative to have infrastructure and support that's based on enterprises’ prioritized use cases…
GPUs And RAM Are In Short Supply, But The Real Bottleneck For AI Is Electricians
…But it is clear the management and shareholders have decided there’s a better opportunity to make real money by providing the infrastructure to allow other people to produce AI tokens. The…
Microsoft: Getting Margins From AI Means Sometimes Saying No
…AI Means Sometimes Saying No Hot on the heels of an updated contract with OpenAI that will see the AI model builder commit to spending an incremental $250 billion for Azure infrastructure…
How Sustainable Is This Crazy Server Spending?
…and web serving infrastructure and non-AI data analytics – then between 2014 and 2029, there has been/will be somewhere around $3 trillion in overall server spending, with AI-related server spending…
AWS Will Be An OEM, Just Like Google And Maybe Microsoft
…But the big AI model makers and probably more than a few large enterprises are going to want to get cheaper infrastructure by literally owning and running it themselves. Google has already…
Microsoft Is More Dependent On OpenAI Than The Converse
…OpenAI must represent the largest part of Microsoft’s actual AI business, which means the other parts are small. And if Microsoft raises software prices to cover the cost of AI functions…
The GenAI Battle Shifts From Frontier Models To Agentic Platforms
The GenAI Battle Shifts From Frontier Models To Agentic Platforms AI agents haven’t been around that long – mainstream generative AI itself it less than four years old, as hard as that…
The Open Agentic AI World According To Nvidia
…The model will be foundational to the upcoming Nemotron 4 models. “We have invested billions of dollars of AI infrastructure so that we could develop the core engines for AI that's…
Oracle’s Financing Primes The OpenAI Pump
…It may have to wait for years four or five (and beyond) to see deep profits from its AI hardware investments. But after that, it has a vast network of AI capacity…