AI’s finally expensive enough to make Wall Street nervous
… And Google is also facing competitive pressures from Chinese AI tools, as well as pricing pressure to keep the cost of its models low. …
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Nvidia’s new financial strategy does not compute
… And companies are always under pressure to contain costs — consider the big splash that Uber made in May when the company’s president said it was getting “harder to justify” the amount it was spending on AI. OpenAI and SpaceX hemorrhage money. …
Windows is back on the Microsoft menu
… It set the stage for Microsoft and Nvidia to position their new Windows PCs as a potential solution for costly, usage-based pricing of cloud-based AI models. …
Larry Ellison’s betting everything on OpenAI. Will it pay off or pop the bubble?
… The New York Fed has said that supply chains are facing mounting pressure. In particular, Iran’s blockade on the Strait of Hormuz is a threat to the global helium supply; helium is used in manufacturing semiconductors, and there is nothing that can replace it. …
Environment
… Hawkins Apr 15 “A data center should not be a potential death sentence for a community’s health.” The NAACP is suing xAI to block Elon Musk’s Colossus 2 data center project outside of Memphis, TN, claiming that the project is operating 27 gas turbines without an air permit and in violation of the C… …
Cisco CEO Chuck Robbins’ plan for the AI era
… I said earlier that it’s existential. So, what we’ve just adopted with them is a more transparent model that says, “ Here’s what we need. Here’s how it works. Here’s our pricing.” And they generally understand. …