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Tag: Market demand

  • Slashdot: Foxconn Now Making More From Servers than iPhones

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    Kurt Seifried
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    Source URL: https://apple.slashdot.org/story/25/08/15/0631212/foxconn-now-making-more-from-servers-than-iphones?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: Foxconn Now Making More From Servers than iPhones Feedly Summary: AI Summary and Description: Yes Summary: The report highlights Foxconn’s significant shift in revenue generation, with its AI server production now surpassing its traditional consumer electronics revenues. This shift emphasizes the growing market demand for AI infrastructure, indicating a…

  • The Register: Hungry hyperscalers boosted Cisco’s AI sales by a cool billion bucks

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    Kurt Seifried
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    Source URL: https://www.theregister.com/2025/08/14/cisco_q4_2025/ Source: The Register Title: Hungry hyperscalers boosted Cisco’s AI sales by a cool billion bucks Feedly Summary: Big Tech is spending vastly more on AI infrastructure but Switchzilla thinks its piece of the pie will be fat and juicy Cisco sold twice as much AI kit as it forecast during its 2025…

  • Simon Willison’s Weblog: Quoting Nick Turley

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    Kurt Seifried
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    Source URL: https://simonwillison.net/2025/Aug/4/nick-turley/ Source: Simon Willison’s Weblog Title: Quoting Nick Turley Feedly Summary: This week, ChatGPT is on track to reach 700M weekly active users — up from 500M at the end of March and 4× since last year. — Nick Turley, Head of ChatGPT, OpenAI Tags: openai, chatgpt, ai AI Summary and Description: Yes…

  • Simon Willison’s Weblog: Faster inference

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    Kurt Seifried
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    Source URL: https://simonwillison.net/2025/Aug/1/faster-inference/ Source: Simon Willison’s Weblog Title: Faster inference Feedly Summary: Two interesting examples of inference speed as a flagship feature of LLM services today. First, Cerebras announced two new monthly plans for their extremely high speed hosted model service: Cerebras Code Pro ($50/month, 1,000 messages a day) and Cerebras Code Max ($200/month, 5,000/day).…

  • Slashdot: Scale AI Lays Off 200 Employees: ‘We Ramped Up Our GenAI Capacity Too Quickly’

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    Kurt Seifried
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    Source URL: https://slashdot.org/story/25/07/16/2058240/scale-ai-lays-off-200-employees-we-ramped-up-our-genai-capacity-too-quickly?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: Scale AI Lays Off 200 Employees: ‘We Ramped Up Our GenAI Capacity Too Quickly’ Feedly Summary: AI Summary and Description: Yes Summary: Scale AI is undergoing significant restructuring, laying off 14% of its workforce while pivoting its generative AI business to improve efficiency and adapt to shifting market demands.…

  • Slashdot: Nvidia Hits $4 Trillion Market Cap, First Company To Do So

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    Kurt Seifried
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    Source URL: https://slashdot.org/story/25/07/09/149217/nvidia-hits-4-trillion-market-cap-first-company-to-do-so?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: Nvidia Hits $4 Trillion Market Cap, First Company To Do So Feedly Summary: AI Summary and Description: Yes Summary: Nvidia’s recent stock surge to a $4 trillion market cap highlights its pivotal role in the generative AI landscape, making it the most valuable company globally. This development signals the…

  • OpenAI : No-code personal agents, powered by GPT-4.1 and Realtime API

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    Kurt Seifried
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    Source URL: https://openai.com/index/genspark Source: OpenAI Title: No-code personal agents, powered by GPT-4.1 and Realtime API Feedly Summary: Learn how Genspark built a $36M ARR AI product in 45 days—with no-code agents powered by GPT-4.1 and OpenAI Realtime API. AI Summary and Description: Yes Summary: The text highlights Genspark’s innovative approach to developing an AI product…

  • The Register: Schneider, Nvidia sign pact to cool Europe’s AI ambitions

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    Kurt Seifried
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    Source URL: https://www.theregister.com/2025/06/11/schneider_nvidia_ai_datacenter/ Source: The Register Title: Schneider, Nvidia sign pact to cool Europe’s AI ambitions Feedly Summary: With 1 MW racks and prefab bit barns, the heat is on Schneider Electric and Nvidia are jointly developing cooling, management, and control systems for AI datacenters in support of the EU’s AI action plan, with Schneider…

  • New York Times – Artificial Intelligence : Meta in Talks to Invest in Scale AI

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    Kurt Seifried
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    Source URL: https://www.nytimes.com/2025/06/09/technology/meta-scale-ai-investment.html Source: New York Times – Artificial Intelligence Title: Meta in Talks to Invest in Scale AI Feedly Summary: Scale AI, an artificial intelligence start-up, has built a business by labeling and culling data to make it easier to use to train A.I. systems. AI Summary and Description: Yes Summary: Scale AI, a…

  • Simon Willison’s Weblog: OpenAI hits $10 billion in annual recurring revenue fueled by ChatGPT growth

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    Kurt Seifried
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    Source URL: https://simonwillison.net/2025/Jun/9/openai-revenue/#atom-everything Source: Simon Willison’s Weblog Title: OpenAI hits $10 billion in annual recurring revenue fueled by ChatGPT growth Feedly Summary: OpenAI hits $10 billion in annual recurring revenue fueled by ChatGPT growth Noteworthy because OpenAI revenue is a useful indicator of the direction of the generative AI industry in general, and frequently comes…