Nokia CEO Pekka Lundmark to step down March 31; Intel EVP Justin Hotard takes over April 1 Nokia announced today that CEO Pekka Lundmark will step down from the top spot at the end of March. Intel Executive Vice President …
As AI shifts from centralized clouds to distributed edge environments, the challenge is no longer just model training—it’s scaling inference efficiently. Test-time inference scaling is emerging as a critical enabler of real-time AI execution, allowing AI models to dynamically adjust …
Why hyperscalers are investing hundreds of billions in AI infrastructure—and why this isn’t a bubble In the sweep of all things artificial intelligence (AI) and attendant AI infrastructure investments, the goal, generally speaking, is two-fold: incrementally leverage AI to deliver …
Generative AI is a “really unusually large, maybe once-in-a-lifetime type of opportunity,” Amazon CEO Andy Jassy told investors With hyperscalers planning massive investments in AI infrastructure, Amazon is working to further capitalize on what CEO Andy Jassy called a “really …
Industry discourse around test-time inference scaling converging with edge AI—where real people really experience AI—continues to ramp, and an important focus area is around memory and storage. To put it reductively, modern leading AI chips can process data faster than …
Qualcomm CEO discusses the “era of AI inference” and what it means for the company’s diversification strategy Qualcomm this week reported Q1 2025 financials marked by the company’s QCT business, including handsets, automotive and IoT, bringing in record revenues of …
Google plans $75 billion capex in 2025 to support AI demand which is outpacing capacity As it continues to imbue core services with AI, Google parent Alphabet is planning to deploy $75 billion in capital in 2025. Reporting its fourth …
Dell Technologies talks the device-edge-datacenter-cloud AI continuum, the rise of agentic AI and the outlook for federated learning For years, AI discourse has been dominated by massive cloud-based models, trained on enormous datasets and running in centralized data centers. But …
At the World Economic Forum in Davos last month, a panel of leading AI researchers and industry figures tackled the question of artificial general intelligence (AGI): what it is, when it might emerge, and whether it should be pursued at …
The Meta CEO told investors that the Ray-Ban Meta AI glasses “are a real hit” First things first, AI infrastructure is a continuum that spans cloud, datacenter, edge and devices. Distributing workloads improves latency, bolsters privacy and, generally speaking, makes …
HPE says the DoJ’s logic is “fundamentally flawed,” and plans to “vigorously defend the transaction in court” In January 2024, HPE announced its intent to acquire AI-native networking specialist Juniper Networks with the goal of bolstering its product offerings to …
Falcon Shores now an internal test chip; AI infrastructure system coming with Juaguar Shores Intel has struggled to compete against AMD and NVIDIA in the AI infrastructure space. While the company could potentially see an uptick in business as emphasis …
Editor’s note: I’m in the habit of bookmarking on LinkedIn and X (and in actual books) things I think are insightful and interesting. What I’m not in the habit of doing is ever revisiting those insightful, interesting bits of commentary …
Starlink is supporting direct-to-device satellite connectivity for T-Mobile US T-Mobile US reported Q4 earnings this week marked by continued momentum in wireless, and strong growth in its broadband business which includes both fixed wireless and fiber-based services. Looking at the …
Yesterday was a busy one with quarterly earnings calls from major AI infrastructure players Microsoft and Meta. And, as expected, the CEOs fielded questions about Chinese AI startup DeepSeek’s splashy market entry and the implications of its software optimizations that …
“In the near future, we will be placing tariffs on foreign production of computer chips, semiconductors and pharmaceuticals to return production of these goods to the United States. They left us and went to Taiwan, which is about 90% of …
The new AI Connect suite from Verizon comes as McKinsey estimates 60% to 70% of AI workloads will be for inference by 2030 It’s been a busy two weeks in the world of AI. OpenAI and partners announced a planned …
Fast growth and oversubscribed funding rounds reiterate value of Databricks’ approach to “data intelligence” underlying successful AI implementations Self-billed “data and AI company” Databricks on Jan. 22 announced the completion of a $10 billion series B funding round along with …
Shares in ASML, NVIDIA, Softbank and others take a hit following the launch of the R1 LLM which DeepSeek said it spent $6 million to train Chinese AI startup DeepSeek made quite a splash last week with the release of …
Fractile is focused on AI hardware that runs LLM inference in memory to reduce compute overhead and drive scale In December last year, then-CEO of Intel Pat Gelsinger abruptly retired as the company’s turnaround strategy, largely marked by a separation …
So you want to turn you data and abstracted business logic into use cases that carry a clear ROI? And you want to do it autonomously? Well, good news because 2025 could be a breakout year for agentic AI. What …
Model size, dataset size and compute all depend on the availability of necessary AI infrastructure In January 2020, a team of OpenAI researchers led by Jared Kaplan, who moved on to co-found Anthropic, published a paper titled “Scaling Laws for …
CoreWeave receiving the latest in Dell liquid-cooled servers featuring NVIDIA’s GB200 Grace Blackwell Superchip As the AI infrastructure arms race continues, Dell Technologies has staked out a central role in the booming marketplace. At one end of the AI-enabled edge-to-cloud …
HPE’s liquid cooling technology for AI infrastructure may have helped it secure the 10-figure deal HPE Senior Director Rupin Mohan this week on LinkedIn confirmed reports that HPE has won a $1 billion deal to supply Elon Musk’s X, formerly …
The laws of physics, economics and countries suggest edge AI inference—where your device is the far edge—just makes sense In the race to build-out distributed infrastructure for artificial intelligence (AI), there’s a lot more glitz and glam around the applications …
