Two-and-a-half years ago, we flagged a looming “cloud crisis” at AWS. Today, the evidence has mounted. AWS is the crown jewel of the Amazon empire, generating ~60% of group profits, and dominating …| SemiAnalysis
This article introduces autonomous inferencing - a way to process large volumes of prompts or run compute-intensive agentic systems with performance that surpasses off-the-shelf inference solutions - take a look at the benchmarks!| outerbounds.com
Oracle’s Cloud Infrastructure business is firing on all cylinders and is greatly outpacing expectations. All eyes are on the high-profile Stargate JV and the massive Abilene, Texas datacenter…| SemiAnalysis
