AI Is Running Into a $7 Trillion Wall

The rise of AI over the past two years or so has often been framed as a high stakes race. Bigger models, unbelievable company valuations, more compute and bigger datacenters. Every milestone reinforced the meteoric trajectory of AI’s growth. Could AI keep scaling without limit? Many hyperscalers and governments aligned around that vision, committing to…

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Nvidia’s Shift from GPUs and AI ‘Inference King’ Economics

GPUs are still important for Nvidia, which held its GPU Technology Conference (GTC) last week in San Jose. But the importance of GPUs appears to be waning as the AI boom is creating a surge in demand for general purpose CPUs and other processor types that offer advantages for AI inference. Nvidia wants to control…

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How Infrastructure Is Reshaping the U.S.–China AI Race

When you think of the global AI race, what comes to mind? Models, benchmarks, and faster training? Well, those still matter, but the race depends more on infrastructure – think data centers and power grids.  While many countries are investing heavily in this space and are slowly catching up in the AI race, the U.S….

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