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AI 101: The transformational AI opportunity

NVIDIA highlights how AI can drive change in the automotive, financial services and healthcare industries Editor’s note: NVIDIA has a free online course called “AI for All: From Basics to Gen AI Practice”. The team at RCR Wireless News has enrolled and, as we complete...

Zuckerberg: ‘Glasses are the ideal form factor for an AI device’

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 the economics of the whole...

DoJ sues to block HPE acquisition of Juniper Networks

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 support growing AI infrastructure demand...

Intel working toward a ‘rack-scale’ solution for AI infrastructure demand

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 on low-power edge AI inference...

Bookmarks: DeepSeek (of course), but Jevons’ Paradox really

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 and doing anything with...

AI infrastructure investment updates from Microsoft, Meta

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 reduced LLM training costs...

Rakuten Mobile launches gen AI offering for companies

Rakuten Mobile noted its new AI tool is specifically tailored to align with Japanese business culture, regulations and industry norms Japanese carrier Rakuten Mobile announced the launch of "Rakuten AI for Business," a Generative AI (gen AI) solution designed to assist corporate clients in various...

NTT Data launches smart AI agent to boost gen AI adoption

NTT Data noted that the smart AI agent performs autonomous task extraction, organization and execution based on user instructions NTT Data, a provider of digital business and IT services, has launched its smart AI agent, a system designed to facilitate the adoption of Generative AI...

Verizon looks to leverage distributed infrastructure for AI inferencing

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 $500 billion investment in AI...

As Databricks heads toward an IPO, Meta joins as a ‘strategic investor’ 

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 $5.25 billion in debt financing....

Dubious DeepSeek debut dings AI infrastructure drive

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 its open source R1 large...

Former Intel CEO invests in AI inference startup

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 of the semiconductor design and...

Kagan: What is Stargate from Softbank, Cisco, OpenAI, President Trump?

Learning the good and bad about the coming AI growth wave AI is coming on quickly and President Trump wants the United States to be the leader. He had a major announcement on building AI infrastructure. The new company is called “Stargate." Alongside Trump were...

Trump reveals $500 billion AI infrastructure project

The initial AI investment is expected to be $100 billion, but the White House noted it could end up being five times that amount One of President Donald Trump’s first actions in his reclaimed role was the announcement of a joint venture (JV) investing up...

Agentic AI—will 2025 be a breakout year?

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 is agentic AI?  The name is...

The three AI scaling laws and what they mean for AI infrastructure

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 Neural Language Models.” The researchers...

Dell Technologies expands AI infrastructure deal with CoreWeave

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 continuum, Dell is shipping AI-enabled...

HPE wins $1 billion deal with X for AI infrastructure

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 Twitter, with AI servers. Neither...

UK pumps $17 billion into ‘pro-growth, pro-innovation’ AI plan

The AI plan includes things like establishing a national data library and designated 'growth zones' U.K. Prime Minister Keir Starmer detailed The AI Opportunities Action Plan, designed to bolster AI growth and development across the country. The plan, said Starner, will help Britain become "one...

Making the case for edge AI

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 and devices than around the...

SK Telecom inks collaboration on AI data center solutions

This collaboration builds on a $200 million strategic investment agreement between SK Telecom and Penguin Solutions in July 2024 Korean carrier SK Telecom signed a new deal with SK hynix and Penguin Solutions to advance research, development and promotion of artificial intelligence data center (AIDC)...

NVIDIA takes on physical AI for automotive, industrial and robotics

At CES NVIDIA CEO Jensen Huang proposes a three-computer solution to the figurative three-body problem of physical AI—using a digital twin to connect and refine physical AI training and deployment Whether it’s an autonomous vehicle (AV), highly-digitized, lights-out manufacturing environments or use case involving humanoid...

Softbank, AI-RAN, and D-MIMO (Analyst Angle)

Softbank released test results from their experiment to demonstrate high-performance integration of GPUs and RAN over the past month. I appreciate their transparency, making the data public.  Here are my initial observations:  The performance of their cluster is impressive. They crowded 20 4T4R radios into a...

NVIDIA charts a course from agentic AI to physical AI

NVIDIA CEO Jensen Huang sees agentic AI and AI-enabled robotics as a “multi-trillion dollar opportunity” LAS VEGAS—Not unexpected but, in many ways, NVIDIA pretty well stole the show at CES this week. CEO Jensen Huang, following an introduction wherein Consumer Technology Association President Gary Shapiro...