The Twin Engine Strategy That Propels AWS Is Working Well
… And until GenAI normalizes, it can invest in a twin engine approach for compute and keep the pressure on third party engine suppliers. …
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Only A Few AI Platforms Can Survive
… IBM was raking in money hand over fist with the System/360 and then the System/370 mainframes six and then five decades ago, too, and vanquished just about all of its competition in mainframes except a very pesky Amdahl eventually teamed with Fujitsu and a persistent Hitachi – both running IBM’s ow… …
AI Will Soon Drive A Third Of TSMC’s Business
… Similarly, demand for the chip etching and packaging from the world’s largest, most advanced, and most consistent foundry exceeds supply, which gives Taiwan Semiconductor Manufacturing Co a lot of control over its pricing. …
The Second Time Will Be The IPO Charm For Cerebras
… The real pressure is that Cerebras has raised $2.55 billion in funding, and now all of those investors want to make some money off that cash and the GenAI boom before something turns. …