… Banks in Asia appear more relaxed about Oracle's risk profile, TD Cowen says, but it reckons that US banks raising questions casts doubt over Big Red's ability to support its mammoth building program. …
…The cuts echo a TD Cowen forecast earlier this year, when the investment bank questioned how Oracle would finance its expanding AI datacenter buildout and suggested headcount reductions could reach 20,000…
…It said equity and debt investors are increasingly questioning how Oracle will finance its datacenter building program. The bank estimates that the OpenAI deal alone will require $156 billion in capital spending…
AI + ML Anthropic's Claude claws its way towards the top of the AI market Who knew questioning authority and signaling virtue would lead to growth? Anthropic has been killing it in…
…It's a good question, because if it's not, Meta's shareholders might start to wonder why the company is so keen to light $135 billion on fire. If Meta is…
… I think it's like one of the funnier questions I get." He proceeded to ask people in the audience to raise their hands if they're seeing positive ROI now from their AI investments or if they expect to see it within six months. …
…Software matters Goodput can be tricky as achieving it depends heavily on hardware, software, and the model in question. LLM inference is no longer as simple as wrangling enough compute to hit…