Microsoft Is More Dependent On OpenAI Than The Converse
…We can’t assume that this commitment from OpenAI to buy capacity on the Azure cloud to train its models and serve up tokens stretches all the way put to 2032, when…
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Dell Is Determined To Gets Its Piece Of The AI Enterprise Pie
…We’re taking all the learnings from these massive systems to make AI easy for you, from AI PCs to small, domain-specific models running on the edge to the planetary-scale…
With Its Llama API Service, Meta Platforms Finally Becomes A Cloud
…This week, at LlamaCon 2025, the first developer conference for the Llama AI stack, Meta Platforms took it one step further and is taking on rival model maker OpenAI in releasing an…
Custom Compute Engine Biz Growing More Than Marvell Ever Hoped
…The revenue is growing from AI XPUs and AI electro-optics, but the profits are growing from the latter and certainly not from the former. The reason why Marvell as gigs with…
Most Neoclouds, Sovereigns, And Enterprises Will Buy, Not Build, Their AI Stacks
…AI, the company is still banking on current disenchantment with VMware to boost its business. Caswell said that a fifth of attendees at the conference were VMware shops considering a shift from…
If You Can Make A Compute Engine, You Can Sell A Compute Engine
…A lot of AI inference will be done by CPUs. And that means there will be special cost-optimized CPUs from Intel, AMD, and Arm that are good at this agentic workflow…
Reduce Manual Effort, Achieve Better Coverage With AI And Formal Techniques
…They found that ICO uncovered unique bugs and that VSO.ai could be used across all project milestones. The recommendation from the Nvidia verification engineers is that test grading be used from…
Nvidia Says OpenClaw Is To Agentic AI What GPT Was To Chattybots
…The toolkit includes a range of open agentic offerings, from Nemotron and other models to AI-Q, which developers can use as a blueprint for building custom AI agents for enterprise deployments…
Aiming At Hyperscalers And Edge, Nvidia Cuts Down To The A2 Accelerator
…some effort to move inference algorithms from CUDA to other architectures like Intel Xeon SPs or IBM Power. With the A2 accelerator, customers can train AI on clusters with big fat nodes…
GPUs And RAM Are In Short Supply, But The Real Bottleneck For AI Is Electricians
…to be two hours away from a football stadium – no self-respecting sports arena is anything less than super connected. But where sites were focused on training, latency for returns was not…