Who’s afraid of the big, bad GPU?
… Hitting close to home While GPUs have been around for a long time, AI has thrust them into the spotlight in a way that, quite literally, hits close to home for many Americans. …
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Windows is back on the Microsoft menu
… Build really drove home that message this week, with Windows positioned as an all-important part of Microsoft’s AI agent efforts. …
Larry Ellison’s betting everything on OpenAI. Will it pay off or pop the bubble?
… Having an AI software stack means being able to deploy AI agents into that data to better organize it — with fewer concerns about leakage than there would be with general-purpose third-party LLMs. “Training AI models on public data is the largest, fastest-growing business in history,” Ellison said … …
Cisco CEO Chuck Robbins’ plan for the AI era
… Those bills might not get paid, which I want to come to. That is a lot of uncertainty. I would say whether or not all of this infrastructure investment pays off in GDP growth is the biggest uncertainty of all. …