Summary: 1. Companies with pricing power can raise prices without losing customers. 2. MercadoLibre and Chipotle Mexican Grill…
Summary: 1. Demand for AI chips has exceeded supply due to the popularity of LLMs, generative AI, and…
Summary: The AI hardware market is becoming increasingly competitive. Nvidia currently holds 85% market share in the industry.…
Summary: 1. Global capital is increasingly being directed towards data centers due to the rising demand for AI…
Active Directory, LDAP, and early PAM were initially designed with humans in mind, with AI agents and machines…
In the realm of AI computing, a new breed of cloud providers, known as "neoclouds," has emerged, driven…
Summary: 1. AstraZeneca stands out in the AI race by deploying AI clinical trials technology at a large…
Summary: 1. Nvidia has a strong track record of outperforming the market since 2023. 2. The narrative around…
Summary: Jon Healy warns that the UK's rush to deploy AI-ready data centers may compromise its ESG commitments…
Summary: Frontier system at Oak Ridge National Laboratory maintains second place with an HPL score of 1.353 EFlop/s.…
This article discusses the potential inclusion of Amazon Web Services, Microsoft Azure, and Google Cloud in the European…
When it comes to the race for large AI models, the U.S. is currently leading the pack ahead…
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