The GenAI boom has made hardware hot, both literally and figuratively. Unfortunately, the huge demand for infrastructure has completely disrupted the supply chain for chips, memory, and disk, making it nearly impossible to get the sort of hardware you need to run enterprise IT workloads–let alone HPC or AI jobs–without breaking the bank. So how…
For years, hyperscalers built infrastructure largely for their own cloud ecosystems. However, AI is starting to break that model. The sheer cost of accelerators, data center expansion, and power requirements is pushing AI infrastructure toward a more distributed financing approach, where outside capital plays a much larger role. Google’s reported TPU partnership with Blackstone is…
The reported $66.8B bid by NextEra Energy for Dominion Energy is one of the largest utility mergers in U.S. history. At BigDATAwire we have covered how electricity has emerged as a major bottleneck for AI. Yes, the hardware matters, but those aren’t any good if they don’t get the power they need. Training clusters and…
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…
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…
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….
