AMD Faces a Double Threat for 2025
AMD stock fell on Wednesday, despite strong earnings. Blame the data center and weak commentary about its all-important AI chips.
3 potential AI stock winners from the $500 billion Stargate project
If there were any fears that spending on AI infrastructure was about to slow down, that was put to rest when Trump announced ...
TMCnet2d
Data Center Switch Sales in AI Back-End Networks to Exceed $100 B Over the Next Five Years, According to Dell'Oro Group
The majority of the switch ports deployed in AI back-end networks are expected to be 800 Gbps by 2025, 1600 Gbps by 2027 and 3200 Gbps by 2030. While Tier 1 Cloud Service Providers will drive the ...
Elon Musk finally breaks silence on Chinese AI by DeepSeek, and he’s not impressed
Elon Musk breaks his silence on Chinese AI startup DeepSeek, casting doubt on their rapid success and transparency about ...
The Diplomat5d
The US AI Diffusion Framework: Global Implications and Unintended Consequences
The framework would divide the world into AI “haves” and “have nots,” based on nations’ willingness to align with the U.S.
Elon Musk Criticizes DeepSeek Over Its GPU Usage
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Elon Musk not impressed by DeepSeek's claims, doubts startup’s claims about hardware resources
While many in the industry have celebrated DeepSeek’s ability to deliver impressive AI performance at a fraction of the cost of US giants like OpenAI, Musk remains unconvinced. One of Musk’s key ...
DeepSeek: everything you need to know about the AI that dethroned ChatGPT
Chinese startup DeepSeek has been taking the AI industry by storm with a new chatbot rivaling ChatGPT and Gemini that uses a ...
After pouring billions into AI, venture capital faces a reckoning with DeepSeek breakout: ‘It’s a gut check’
Despite the setback for OpenAI and Anthropic, investors tell Fortune that DeepSeek could spur AI startup growth.
Lambda Labs' COO has left the AI cloud provider to head Positron, a startup trying to compete with Nvidia
Mitesh Agrawal is leaving Lambda Labs to head a little known AI hardware startup trying to take on Nvidia.
Inside Stargate’s AI Reality Distortion Field
The details of Stargate Project involve a collision of money, politics, and egos—with many potential conflicts down the road.
HPE may have been beaten Supermicro and Dell to win a $1bn AI contract, but it's not for the Colossus supercomputer
Use precise geolocation data and actively scan device characteristics for identification. This is done to store and access information on a device and to provide personalised ads and content, ad and ...