Broadcom And Google Benefit Mightily From Anthropic’s Meteoric Growth
…In a sense, Google is turning Broadcom into an OEM for Anthropic and is booking revenue in its cloud hardware division, offsetting its own TPU costs. If Google is charging a 25…
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Red Hat Saddles Up For The Wide Open GenAI Horizons
…Again, those open models, they represent an opportunity to move models on-prem, use existing CapEx and control costs. They’re becoming equally viable to their cloud counterparts.” The industry model has…
The Memory Crunch Pinches Cisco’s Profits
…The acquisition of Acacia Communications back in 2021 for $4.5 billion also gives Cisco the optical transceivers that appeal to the hyperscalers and cloud builders that are driving the lion’s…
The Current AI Networking Wave Will Be A Tsunami Of Money By 2027
…Arista has to keep those accounts to get its volumes, and given that the price increases for components are out of its costs, presumably it can make the hyperscalers and cloud builders…
We Need A Proper AI Inference Benchmark Test
…Thanks to cloud capacity that can be rented by the hour or by the token, Artificial Analysis does a pretty thorough job testing zillions of small models and gathering up API costs…
So Far, Nobody Turns Tokens Into Money Like Nvidia
COMPUTE So Far, Nobody Turns Tokens Into Money Like Nvidia It has been more than three years since GenAI exploded on the scene, transforming compute at the hyperscalers and cloud builders and…
Some More Game Theory, This Time On The AMD-Meta Platforms Deal
…Add in the cost of the rack plus networking (some from AMD, such as the Pensando DPUs) and storage, you are probably talking $35 billion per gigawatt for the iron, with the…
Nvidia Says OpenClaw Is To Agentic AI What GPT Was To Chattybots
…Gartner analysts said OpenClaw’s design was “insecure by default” and called its security risks “unacceptable.” Security analysts with Cisco Systems said it is a “security nightmare,” and myriad security vendors wrote…