Nvidia is a huge battleground stock – – some analysts predict its price will languish or crash, while others see it continuing its dramatic rise. It has become the world’s most va…| Economist Writing Every Day
The economics associated with current AI development do not add up. Lots of money is spent, but little money is earned. The post AI Effort And Money Misplaced appeared first on Semiconductor Engineering.| Semiconductor Engineering
There's a meme that's been circulating around the interweb this week. I like the simplicity of this meme, but there are far more than three probable futures. The post AI Math originally appeared here on Shelly Palmer| Shelly Palmer
The exploding demand for energy to power hyperscaler data centers is leading to consideration of co-locating new generation (nuclear or otherwise) and data centers. As we explained in Part 1 of this blog, co-location is attractive to hyperscalers because of its potential to provide those data centers with contractually committed energy supplies, delivered over dedicated... Continue Reading…| Inside Energy & Environment
A look at hyperscaler moves across AI, Data, DevOps, and Security.| HHHYPERGROWTH