9 takes tagged with this topic.
One of AI infrastructure's biggest bottlenecks is now power and cooling, not just raw compute. A new memory result is worth paying attention to, with the usual caveats.
Last week I posted about the historic revenue growth at OpenAI and Anthropic. Numbers that have no precedent in the history of enterprise software.
Yesterday I posted about who is actually winning financially from AI right now. The infrastructure layer: AWS, Microsoft, Google, Nvidia.
The cloud market just hit a $500 billion annual run rate. Growing 35%.
AI data centers are gobbling up the world's memory supply. And your business is going to feel it.
GPU spot prices for NVIDIA's latest chips (B200) just surged 114% in the last six weeks. Most people assume AI infrastructure costs are falling.
Everyone is counting on AI tokens getting cheaper. That assumption depends on infrastructure that isn't being built on schedule.
McKinsey projects global data center capacity will nearly triple by 2030. AI workloads alone grow 3.
Whatever happened to under-promise and over-deliver? 241 gigawatts of data center capacity announced.
