Scarcity is driving AI innovation outside Silicon Valley
… Training and deploying AI at scale requires data centers, compute, networking capacity, energy, and advanced infrastructure. …
Search
India’s AI deal with the UAE challenges U.S. cloud dominance
… India already has substantial AI infrastructure commitments from U.S. companies: Microsoft plans to invest $17.5 billion over four years, Google has pledged $15 billion , and Amazon Web Services has earmarked $12.7 billion , all built around Nvidia processors and the companies’ own cloud platforms. …
What we’re reading: Rest of World’s summer book list
… By Indranil Ghosh Ideas Scarcity is driving AI innovation outside Silicon Valley New AI infrastructure is emerging in India, Brazil, the UAE, and Africa, where local stacks are designed to get around compute scarcity. …