The GenAI Battle Shifts From Frontier Models To Agentic Platforms
…In 2022, Google spent $31 billion in capital expenditures. The plan this year is for capex investment to his $175 billion to $185 billion, with more than half of Google’s machine…
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With Its IPO Done, Cerebras Can Get Back To Pushing The AI Envelope
…All told, including $1 billion from the Series H round, $1.3 billion in cash and marketable securities, and $1 billion in working capital from its $20 billion, 750 megawatt deal to…
Oracle’s Financing Primes The OpenAI Pump
…If this $18 billion plus $45 billion to $50 billion is just to prime the OpenAI deal pump, this seems reasonable. But if Crusoe or SoftBank or other Stargate partners cannot do…
Custom Compute Engine Biz Growing More Than Marvell Ever Hoped
…Add it all up, and Marvell is forecasting sales of $15 billion in F2028, up nearly 40 percent compared to F2027. ai microsoft marvell innovium connect compute aws teralynx xpu ualink
Better AI Might Depend On The Data Infrastructure Getting Better First
…The first half of 2024 saw AI infrastructure investment hit $31.8 billion, according to IDC. In 2028, the research company expects full-year spending to exceed $100 billion as AI becomes…
How Sustainable Is This Crazy Server Spending?
…We just ran out of time.) You cannot see the long buildup to even reach $12 billion or $13 billion a quarter in server sales per quarter in 1999, and that was…
Broadcom Makes Its Pitch To Run Kubernetes On VMware VCF
CLOUD Broadcom Makes Its Pitch To Run Kubernetes On VMware VCF Broadcom’s $69 billion acquisition of virtualization pioneer VMware in late 2023 sent ripples through the tech industry that unsurprisingly focused…
Some Game Theory On That Nvidia-Meta Platforms Partnership
…This one is a much bigger deal than Meta Platforms cut with Nvidia the last time this happened, worth tens of billions of dollars to Nvidia at the very least, plus whatever…
As Rackscale GPU Systems Boom, Big Green Is Emphatically Red, White, And Blue
…We have an opportunity to do that.” That will come in a few ways with the help of Nokia, a Finnish company that Nvidia is investing $1 billion in. Nokia will incorporate…