… Apollo, at least, has seen a big opportunity; The Information reported that there’s a new guy there in charge of AI infrastructure financings. Arranging AI deals is “a growing source of revenue.” About 60 people are focused on AI buildout. …
… It may also force purveyors of compute to raise their prices, which could make AI even more expensive than it already is. On top of all of that, Oracle’s existing data centers are also in greater jeopardy than before Trump went to war. A Dubai data center has been hit by debris already. …
… If you’d like to read more about what we discussed in this episode, check out these links: CoreWeave CEO plays down concerns about AI-spending bubble | WSJ Why debt funding is ratcheting up the risks of the AI boom | NYT Inside the data centers that train AI and drain the electrical grid | The New … …
… Oracle will begin offering cloud services using AMD’s new Instinct M1450 Series GPUs next year, before expanding the rollout in 2027 and “beyond” as growing AI usage eats up more compute. The deal comes just days after OpenAI announced a deal to use AMD’s chips in its AI data centers. …
… After joking that, “CMU students, like robots, take instruction one at a time,” he exhorted them to “help create a future more abundant, more capable, and more hopeful than the world you inherited.” Pentagon strikes classified AI deals with OpenAI, Google, and Nvidia — but not Anthropic Emma Roth M… …
… AI agents are increasing demands for CPUs, and AMD and Intel’s x86 industry group recently announced a new instruction set, AI Compute Extensions ACE , to help close the performance gap with GPUs. …
… I think I saw some press releases out of Nvidia’s GTC about more compute coming to the edge of certain big network providers. …
… Photo by reddit user /u/ArmoredSir92 Umar Shakir Apr 23, 2025 AMD will show AI stuff at Computex 2025. …
… Di Benedetto Nov 30, 2025 Nvidia’s ‘personal AI supercomputer’ goes on sale October 15th Robert Hart Oct 14, 2025 HP’s new 49-inch curved ultrawide monitor has a pop-up webcam Antonio G. Di Benedetto Oct 2, 2025 HyperX’s new gaming headset claims to last 250 hours on a single charge Antonio G. …
… We usually say that the AV problem is becoming a three-computer problem. There’s the training computer, there’s the simulation computer, and then there’s the inference computer in the car. …
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