Microsoft Committed To Doubling AI Infrastructure In Two Years
…What is immediately obvious is that Microsoft’s capex for any given trailing twelve months is considerably larger than the AI business ARR at any given time. You have to invest in…
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Building The Future Of Software In The AI-Native Era
…For the AI-native startup, the enterprise investing in agentic AI, and any organization on a journey to accelerate AI outcomes, Microsoft and Nvidia are continually investing in your success. Our companies…
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: Getting Margins From AI Means Sometimes Saying No
…Getting Margins From 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…
Some More Game Theory, This Time On The AMD-Meta Platforms Deal
…one big difference between the Meta Platforms deal and the OpenAI deal is that we are pretty sure the former, which also has aspirations to be one of the top AI model…
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…
With Its IPO Done, Cerebras Can Get Back To Pushing The AI Envelope
…There is probably at least that much expected to be spent between the big AI model builders (who are starting to build their own datacenters), hyperscalers in China, plus sovereign AI centers…
The GenAI Battle Shifts From Frontier Models To Agentic Platforms
…mainstream generative AI itself it less than four years old, as hard as that may seem to believe – but the bulk of the IT world and the organizations big and small that…
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…
Compute And Memory Price Hikes Drive IT Spending Way Higher
…This is obviously a big change, and it is being driven mostly by the vast investments in AI training and inference systems, mostly by the hyperscalers, cloud builders, and AI model makers…