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…
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AI Servers Finally Dominate Dell’s Systems Business
…poweredge dell it spending infrastructure financial results ai server gpu compute
The Twin Engine Strategy That Propels AWS Is Working Well
…Our model suggests that AWS spent around $115 billion on IT infrastructure, and of this around $105 billion was for AI infrastructure. So AI was 78 percent or so of all capex…
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…
Broadcom May Become The Biggest Counterbalance To Nvidia
…Infrastructure Software revenues will rise by 9 percent to $7.2 billion, which means more profits in the coffer to invest in the AI buildout. xpu google ethernet connect bytedance broadcom apple…
Why Hyperscale Networks Have Been Decades In The Making
…and storage infrastructure. This will hit $24.6bn in the second quarter of 2023, according to IDC , and is shifting to ever more complex workloads, including AI. And AI will lead to…
With Its Llama API Service, Meta Platforms Finally Becomes A Cloud
…it can use to invest in infrastructure and improve its models and other elements of the software stack, such as the Python programming language and the PyTorch AI framework that underpin what…
Nvidia Says OpenClaw Is To Agentic AI What GPT Was To Chattybots
…are backward-compatible, so the investment can scale out as long as needed, making the cost over the course of the system’s lifetime relatively low. nemoclaw openclaw ai agentic ai nvidia
Only A Few AI Platforms Can Survive
…Every day, there seems to be another company that is raking in the dough from investors to provide its variation on the AI theme. While only a few AI platforms can survive…
We Need Servers – Lots Of Servers. . . .
…The market is utterly transformed, or rather, a new set of infrastructure suppliers have taken over AI system manufacturing and distribution and the venerable companies peddling systems of record – IBM, the various…