Tag: market dynamics
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The Register: As Arm rivals cook up custom silicon, Mediatek sticks to tried-and-true Cortex recipe
Source URL: https://www.theregister.com/2024/10/22/arm_custom_silicon_interview/ Source: The Register Title: As Arm rivals cook up custom silicon, Mediatek sticks to tried-and-true Cortex recipe Feedly Summary: Exec Chris Bergey tells us what the chip designer is doing to stay competitive Interview Arm Holdings has long been the primary architecture for mobile chips since the advent of modern smartphones –…
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Hacker News: The AI Investment Boom
Source URL: https://www.apricitas.io/p/the-ai-investment-boom Source: Hacker News Title: The AI Investment Boom Feedly Summary: Comments AI Summary and Description: Yes Summary: The text discusses the booming investment in data centers and high-end computing hardware driven by the rapid growth of AI technologies. Major tech companies, including Microsoft and Amazon, are redirecting resources toward energy-intensive infrastructure, including…
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Hacker News: $2 H100s: How the GPU Rental Bubble Burst
Source URL: https://www.latent.space/p/gpu-bubble Source: Hacker News Title: $2 H100s: How the GPU Rental Bubble Burst Feedly Summary: Comments AI Summary and Description: Yes **Summary:** The text discusses the current trends and economic implications of the GPU market, specifically focusing on NVIDIA’s H100 GPUs and their role in AI model training. It highlights the shift from…
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The Register: Broadcom CEO predicts hyperscalers poised to build million-accelerator clusters
Source URL: https://www.theregister.com/2024/09/19/hock_tan_ai_infrastructure_predictions/ Source: The Register Title: Broadcom CEO predicts hyperscalers poised to build million-accelerator clusters Feedly Summary: Hock Tan reckons the silicon sales cycle is about to swing up, sharply, too Broadcom CEO Hock Tan has predicted his hyperscale semiconductor customers will continue building AI clusters for another three to five years, with each…
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The Register: Win 11 refreshes delayed say PC makers – and here’s why
Source URL: https://www.theregister.com/2024/09/13/win_11_refreshes_delayed_pc_makers/ Source: The Register Title: Win 11 refreshes delayed say PC makers – and here’s why Feedly Summary: Oh and about those AI computers… analysts reckon there are still no killer apps or convincing use cases Admins had better dust off their Windows migration skills if Dell and HP are right that a…
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Hacker News: AI craze distorting VC market, as tech giants pour in billions of dollars
Source URL: https://www.cnbc.com/2024/09/06/ai-craze-getting-funded-by-tech-giants-distorting-traditional-vcs.html Source: Hacker News Title: AI craze distorting VC market, as tech giants pour in billions of dollars Feedly Summary: Comments AI Summary and Description: Yes **Summary:** The text discusses the current state of venture capital investments in the artificial intelligence (AI) sector, highlighting the challenges that venture capitalists face due to the…
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Hacker News: Microsoft’s Inflection acquihire is too small to matter, say UK regulators
Source URL: https://www.theregister.com/2024/09/04/microsoft_inflection_acquihire_cma/ Source: Hacker News Title: Microsoft’s Inflection acquihire is too small to matter, say UK regulators Feedly Summary: Comments AI Summary and Description: Yes Summary: The UK Competition and Markets Authority (CMA) has cleared Microsoft’s acquisition of Inflection AI, concluding it would not significantly harm competition in the enterprise AI market. This decision…
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Slashdot: Nvidia Hit With DOJ Subpoena In Escalating Antitrust Probe
Source URL: https://yro.slashdot.org/story/24/09/03/217256/nvidia-hit-with-doj-subpoena-in-escalating-antitrust-probe Source: Slashdot Title: Nvidia Hit With DOJ Subpoena In Escalating Antitrust Probe Feedly Summary: AI Summary and Description: Yes Summary: Nvidia is currently under scrutiny from the U.S. Department of Justice regarding potential antitrust violations related to its AI computing business. The regulator’s investigation centers on concerns that Nvidia makes it difficult…
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The Register: CrowdStrike’s meltdown didn’t dent its market dominance … yet
Source URL: https://www.theregister.com/2024/08/29/crowdstrikes_q2_earnings/ Source: The Register Title: CrowdStrike’s meltdown didn’t dent its market dominance … yet Feedly Summary: Total revenue for Q2 grew 32 percent CrowdStrike’s major meltdown a month ago doesn’t look like affecting the cyber security vendor’s market dominance anytime soon, based on its earnings reported Wednesday.… AI Summary and Description: Yes Summary:…