Trillion Dollar Industry...Transforms?
Top News
Entire Data Center Business Transforming, With Nvidia in the Middle - Nvidia likely has 10-20 year runway to drive transformation of data center industry, as every layer of tech stack is re-architected for AI-driven workloads
Microsoft and OpenAI: Rough Waters for AI's Hottest Couple - Cracks in relationship show in Stargate announcement, as Altman warms up to Oracle
Other Top News
Altman: Lower Expectations on AI - OpenAI CEO tells X to cut expectations by "100x," AGI still far off as AI gains have hit scaling limit
NPUs Set to Challenge GPUs for AI Workloads - NPUs offer better energy efficiency, increased throughput and scalability
Software
OpenAI Releases Operator for Agentic Future - OpenAI releases preview of Operator, which can break tasks down into steps and adaptively self-correct
Nvidia Promotes NIM For Rapid Deployment for AI Foundation Models - NIM and other projects from Nvidia offer simplified deployment for AI inference workloads to corporate customers
Hardware
GPU-as-a-Service Industry Booms - GPUaaS offers idle GPU compute power to smaller startups, to grow to $50B by 2032
HPE Secures $1B+ Deal With X for AI Workloads - Some of the capacity, which uses liquid cooling, likely for Grok, social network's AI chatbot, but not for xAI's Colossus supercomputer