Nvidia Finally Admits Why It Shelled Out $20 Billion For Groq
…Intel missed its chance with SambaNova Systems – but perhaps there is still time and money to get a deal done. nvidia rubin lpu inference vera groq ai agentic ai
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AWS Will Be An OEM, Just Like Google And Maybe Microsoft
…some dough on the deal. For now, Anthropic is renting TPU capacity on Google Cloud, and that is definitely not the cheapest way to get AI compute engines. We have calculated that…
AI Servers Finally Dominate Dell’s Systems Business
Compute AI Servers Finally Dominate Dell’s Systems Business If you knew that you could book $50 billion of revenue, for which you would have to do some of the most complex…
Dell Is Determined To Gets Its Piece Of The AI Enterprise Pie
Compute Dell Is Determined To Gets Its Piece Of The AI Enterprise Pie For much of the two-plus years since ChatGPT hit the market and kicked off the generative AI frenzy…
Hope Is The First Phase Of A Strategy To Profit From Selling AI Systems
Compute Hope Is The First Phase Of A Strategy To Profit From Selling AI Systems There are four businesses that are very difficult for an equipment manufacturer in the IT sector to…
Google Is A Full Stack AI Player, And Is Playing Well
…AI models grew nearly 800 percent year over year. We are winning new customers faster, with new customer acquisition doubling compared to the same period last year. We are seeing strong deal…
Microsoft Committed To Doubling AI Infrastructure In Two Years
…rent compute engine capacity on Azure. All of this means that Microsoft can relax a little, add other models to its Azure stack and work to bring more and more AI functions…
AI Will Soon Drive A Third Of TSMC’s Business
COMPUTE AI Will Soon Drive A Third Of TSMC’s Business The datacenter is tight as a drum. DRAM main memory and flash memory prices are going nuts as the hyperscalers, cloud…
With GenAI Turbochargers, Google Is Shifting Its Cloud Into A Higher Gear
…We are investing in AI compute capacity to support frontier model development by Google DeepMind, ongoing efforts to improve the user experience and drive higher advertiser ROI in Google services, and significant…
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