#ai-infrastructure

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#investment-strategy

Rupert Rucker of Schroders: Small and mid-cap US stocks have been ignored for years and are at good prices'

Investing in small and mid-cap stocks is advantageous as markets stabilize from the 'Magnificent 7', highlighting innovative infrastructure opportunities.

Oracle could control Arm chipmaker Ampere in 2027

Oracle may gain majority control of Ampere Computing by 2027, underscoring its commitment to this chip designer.
Investments in Ampere Computing total $1.5 billion, reflecting Oracle's strategic positioning in the cloud and AI infrastructure.

Rupert Rucker of Schroders: Small and mid-cap US stocks have been ignored for years and are at good prices'

Investing in small and mid-cap stocks is advantageous as markets stabilize from the 'Magnificent 7', highlighting innovative infrastructure opportunities.

Oracle could control Arm chipmaker Ampere in 2027

Oracle may gain majority control of Ampere Computing by 2027, underscoring its commitment to this chip designer.
Investments in Ampere Computing total $1.5 billion, reflecting Oracle's strategic positioning in the cloud and AI infrastructure.
moreinvestment-strategy
#nvidia

What are GPUs? Why is India scrambling for them?

India is considering a deal with Nvidia to provide GPUs for research and innovation in AI and machine learning.

Nvidia and Reliance partner up to build AI infrastructure in India: Nvidia AI Summit 2024

Nvidia and Reliance are collaborating to build AI infrastructure in India, promoting local manufacturing of AI technologies.

Jensen Huang Wants to Make AI the New World Infrastructure

Jensen Huang champions AI's transformative power, urging nations to adopt AI infrastructure or risk falling behind in technological advancement.

Nvidia CEO Jensen Huang tells David Solomon companies get things done 20 times faster with generative AI

AI infrastructure shows substantial ROI for cloud providers and tech companies, with predictions of more efficient datacenters in the near future.

AMD signs $4.9 billion deal to challenge Nvidia's AI infrastructure lead

AMD acquires ZT Systems for $4.9 billion, aiming to enhance its AI infrastructure and challenge Nvidia's market dominance.

Nvidia, Accel back Netherlands-based AI firm Nebius in $700M deal

Nebius secured $700mn to expand AI infrastructure in Europe and the US, aiming for rapid growth in AI computing capabilities.

What are GPUs? Why is India scrambling for them?

India is considering a deal with Nvidia to provide GPUs for research and innovation in AI and machine learning.

Nvidia and Reliance partner up to build AI infrastructure in India: Nvidia AI Summit 2024

Nvidia and Reliance are collaborating to build AI infrastructure in India, promoting local manufacturing of AI technologies.

Jensen Huang Wants to Make AI the New World Infrastructure

Jensen Huang champions AI's transformative power, urging nations to adopt AI infrastructure or risk falling behind in technological advancement.

Nvidia CEO Jensen Huang tells David Solomon companies get things done 20 times faster with generative AI

AI infrastructure shows substantial ROI for cloud providers and tech companies, with predictions of more efficient datacenters in the near future.

AMD signs $4.9 billion deal to challenge Nvidia's AI infrastructure lead

AMD acquires ZT Systems for $4.9 billion, aiming to enhance its AI infrastructure and challenge Nvidia's market dominance.

Nvidia, Accel back Netherlands-based AI firm Nebius in $700M deal

Nebius secured $700mn to expand AI infrastructure in Europe and the US, aiming for rapid growth in AI computing capabilities.
morenvidia
#cloud-computing

Enterprises are ramping up investment in private AI systems

Enterprises are increasingly moving AI models onto their own hardware, reflecting a growing interest in private AI systems.

Internal Amazon sales guidelines spread doubt about OpenAI capabilities, while bad-mouthing Microsoft and Google

AWS emphasizes AI infrastructure and security in response to OpenAI's rise, aiming to undercut competitors' strengths.

Amazon ready to use its own AI chips, reduce its dependence on Nvidia

Amazon plans $75 billion in capital spending for infrastructure, emphasizing technology growth amidst rising competition in the AI sector.

The rise of specialized private clouds

Recent trends show private clouds are evolving towards specialized solutions tailored for AI and specific enterprise needs.

Oracle stock is set for its best year since the dot-com boom after a 75% surge

Oracle shares have surged 75%, marking its best performance since 1999, driven by cloud and AI infrastructure demand.

The hidden challenges of AI development no one talks about

DigitalOcean offers user control with bare-metal servers and has expanded its services to include AI infrastructure, ensuring clear pricing.

Enterprises are ramping up investment in private AI systems

Enterprises are increasingly moving AI models onto their own hardware, reflecting a growing interest in private AI systems.

Internal Amazon sales guidelines spread doubt about OpenAI capabilities, while bad-mouthing Microsoft and Google

AWS emphasizes AI infrastructure and security in response to OpenAI's rise, aiming to undercut competitors' strengths.

Amazon ready to use its own AI chips, reduce its dependence on Nvidia

Amazon plans $75 billion in capital spending for infrastructure, emphasizing technology growth amidst rising competition in the AI sector.

The rise of specialized private clouds

Recent trends show private clouds are evolving towards specialized solutions tailored for AI and specific enterprise needs.

Oracle stock is set for its best year since the dot-com boom after a 75% surge

Oracle shares have surged 75%, marking its best performance since 1999, driven by cloud and AI infrastructure demand.

The hidden challenges of AI development no one talks about

DigitalOcean offers user control with bare-metal servers and has expanded its services to include AI infrastructure, ensuring clear pricing.
morecloud-computing
#generative-ai

Silicon Valley's artificial intelligence frenzy: a bubble full of problems, bound to burst?

Generative AI is seeing massive investment, but a bubble is forming due to unrealistic expectations and potential shortcomings.

ODSC's AI Weekly Recap: Week of November 15th

OpenAI proposes a global alliance for collaborative AI infrastructure development, emphasizing ethics and technological progress.

BlackRock and Microsoft to Launch $100bn AI Infrastructure Fund

BlackRock and Microsoft partner to create a $100 billion fund for AI infrastructure investment.

$100 billion AI infrastructure fund launched by Microsoft, BlackRock, UAE firm

Big Tech is collaboratively investing billions in AI infrastructure to meet soaring demand and energy needs.

How Anyscale cofounder Robert Nishihara is smoothing AI's complexities

Implementing AI technology is challenging due to data demands, costs, and software engineering issues, often leading to stalled initiatives.

Dell Unveils New AI-Powered Infrastructure at SC24 Conference

Dell introduces products addressing challenges for companies adopting generative AI at a key conference, focusing on data quality, cost, and sustainability.

Silicon Valley's artificial intelligence frenzy: a bubble full of problems, bound to burst?

Generative AI is seeing massive investment, but a bubble is forming due to unrealistic expectations and potential shortcomings.

ODSC's AI Weekly Recap: Week of November 15th

OpenAI proposes a global alliance for collaborative AI infrastructure development, emphasizing ethics and technological progress.

BlackRock and Microsoft to Launch $100bn AI Infrastructure Fund

BlackRock and Microsoft partner to create a $100 billion fund for AI infrastructure investment.

$100 billion AI infrastructure fund launched by Microsoft, BlackRock, UAE firm

Big Tech is collaboratively investing billions in AI infrastructure to meet soaring demand and energy needs.

How Anyscale cofounder Robert Nishihara is smoothing AI's complexities

Implementing AI technology is challenging due to data demands, costs, and software engineering issues, often leading to stalled initiatives.

Dell Unveils New AI-Powered Infrastructure at SC24 Conference

Dell introduces products addressing challenges for companies adopting generative AI at a key conference, focusing on data quality, cost, and sustainability.
moregenerative-ai

Nasdaq Composite Builds on Recent Gains as MicroStrategy Joins Nasdaq-100

AI stocks, particularly Broadcom, are likely to continue their upward momentum following recent strong earnings and Nasdaq-100 rebalancing.
#amd

AMD Reveals Fleet of Chips for Heavy AI Workloads

AMD aims to establish an open AI ecosystem with the launch of its powerful Instinct MI325X accelerators.

AMD keeps growth up: Vultr launches architecture for open AI data centers

Vultr's GPU data center architecture offers a competitive alternative to Nvidia, highlighting the potential for diverse partnerships in AI infrastructure.

AMD Reveals Fleet of Chips for Heavy AI Workloads

AMD aims to establish an open AI ecosystem with the launch of its powerful Instinct MI325X accelerators.

AMD keeps growth up: Vultr launches architecture for open AI data centers

Vultr's GPU data center architecture offers a competitive alternative to Nvidia, highlighting the potential for diverse partnerships in AI infrastructure.
moreamd
#gpu-clusters

Will the world's fastest supercomputer please stand up?

The competition among firms like Oracle and xAI for supercomputing dominance is intensifying, but size alone doesn't guarantee the best performance.

Meta's Research SuperCluster for Real-time Voice Translation AI Systems

Meta is building Research SuperCluster to enhance AI technologies with better GPU clusters and reliable infrastructure.

Foundry's GPU cloud opens for business, ish

Foundry Cloud Platform focuses on assisting users in navigating the complexities of AI model deployment by offering reserved GPU clusters and preemptible spot instances at lower prices.

Will the world's fastest supercomputer please stand up?

The competition among firms like Oracle and xAI for supercomputing dominance is intensifying, but size alone doesn't guarantee the best performance.

Meta's Research SuperCluster for Real-time Voice Translation AI Systems

Meta is building Research SuperCluster to enhance AI technologies with better GPU clusters and reliable infrastructure.

Foundry's GPU cloud opens for business, ish

Foundry Cloud Platform focuses on assisting users in navigating the complexities of AI model deployment by offering reserved GPU clusters and preemptible spot instances at lower prices.
moregpu-clusters
#funding

CoreWeave Raises $7.5B In Debt For AI Push

CoreWeave secured significant funding, totaling over $12 billion in equity and debt in the past 12 months.

Exclusive: Read the 9-page memo hyperscaler startup Nscale used to raise a $155 million Series A

Nscale raised $155 million to provide a full-stack AI infrastructure platform that includes data centers and GPU access.

Crusoe, a rumored OpenAI data center supplier, has secured $686M in new funds, filing shows | TechCrunch

Crusoe Energy is raising $818 million to expand its AI-focused data center operations, indicating strong investor interest.

CoreWeave Raises $7.5B In Debt For AI Push

CoreWeave secured significant funding, totaling over $12 billion in equity and debt in the past 12 months.

Exclusive: Read the 9-page memo hyperscaler startup Nscale used to raise a $155 million Series A

Nscale raised $155 million to provide a full-stack AI infrastructure platform that includes data centers and GPU access.

Crusoe, a rumored OpenAI data center supplier, has secured $686M in new funds, filing shows | TechCrunch

Crusoe Energy is raising $818 million to expand its AI-focused data center operations, indicating strong investor interest.
morefunding

Amazon announces new foundation models and homegrown chips

Amazon is launching new foundation models to increase its influence in generative AI and compete with major industry players.
#investment

America is ready to go big on AI infrastructure

America is preparing to enhance its AI infrastructure through a $30 billion fund focusing on data centers, chip production, and energy supply.

Sam Altman believes wars will be fought over AI unless there's massive spending on infrastructure. But that comes with a cost.

Massive investments in AI infrastructure are necessary to avoid conflict over technology and ensure equitable access.

Amsterdam-based AI firm Nebius Group secures 667M - Silicon Canals

Nebius Group secured $700M in private placement financing to expand its AI infrastructure.

Assessing the Electricity Requirements of AI Development [Infographic]

The massive energy requirements to power AI infrastructure pose significant challenges and require substantial investments.

CoreWeave expansion tops off impressive week for UK tech investment

The UK government celebrates a £2 billion investment in tech sector last week including a £1 billion deal from US AI firm CoreWeave, showing the growing global appeal of UK's tech industry.

Microsoft Eyes Southeast Asia with Multi-Billion Dollar Cloud Expansion

Microsoft is investing $2.2 billion in AI and cloud infrastructure in Malaysia, including establishing a national AI center.

America is ready to go big on AI infrastructure

America is preparing to enhance its AI infrastructure through a $30 billion fund focusing on data centers, chip production, and energy supply.

Sam Altman believes wars will be fought over AI unless there's massive spending on infrastructure. But that comes with a cost.

Massive investments in AI infrastructure are necessary to avoid conflict over technology and ensure equitable access.

Amsterdam-based AI firm Nebius Group secures 667M - Silicon Canals

Nebius Group secured $700M in private placement financing to expand its AI infrastructure.

Assessing the Electricity Requirements of AI Development [Infographic]

The massive energy requirements to power AI infrastructure pose significant challenges and require substantial investments.

CoreWeave expansion tops off impressive week for UK tech investment

The UK government celebrates a £2 billion investment in tech sector last week including a £1 billion deal from US AI firm CoreWeave, showing the growing global appeal of UK's tech industry.

Microsoft Eyes Southeast Asia with Multi-Billion Dollar Cloud Expansion

Microsoft is investing $2.2 billion in AI and cloud infrastructure in Malaysia, including establishing a national AI center.
moreinvestment

You're buying fat new servers to make room for AI, says Dell

Dell is experiencing significant revenue growth due to customer consolidation of server fleets in favor of AI infrastructure and modernized datacenters.

Ai|Coustics Partners With Sieve To Build AI Ecosystems - Podcaster News

ai|coustics and Sieve partner to integrate audio enhancement models, delivering studio-quality audio and tools to developers and creators.

Goldman Sachs says these 11 stocks are next in line to benefit from the AI wave as Magnificent 7 dominance starts to fade

AI infrastructure stocks surged in 2024; next in line for growth are AI beneficiaries expected to emerge in 2025, according to Goldman Sachs.
#machine-learning

An Architect's Guide to the Top 10 Tools Needed to Build the Modern Data Lake | HackerNoon

The modern data lake architecture integrates data lakes and warehouses to optimize AI/ML applications and data management.

Navigating LLM Deployment: Tips, Tricks, and Techniques

Efficient LLM deployment is complex and requires more understanding than merely calling APIs like OpenAI.

Ars' next conference is coming October 29 in Washington, D.C.

AI infrastructure is key for businesses to build and deploy effective AI tools.
Event attendees have a chance to engage with industry leaders and exclusive exhibits.

An Architect's Guide to the Top 10 Tools Needed to Build the Modern Data Lake | HackerNoon

The modern data lake architecture integrates data lakes and warehouses to optimize AI/ML applications and data management.

Navigating LLM Deployment: Tips, Tricks, and Techniques

Efficient LLM deployment is complex and requires more understanding than merely calling APIs like OpenAI.

Ars' next conference is coming October 29 in Washington, D.C.

AI infrastructure is key for businesses to build and deploy effective AI tools.
Event attendees have a chance to engage with industry leaders and exclusive exhibits.
moremachine-learning

Huawei aims to win European hearts again with OceanStor Dorado

Huawei's OceanStor Dorado presents a strong all-flash storage alternative for European companies, emphasizing performance and AI readiness despite political challenges.
#data-centers

Microsoft and BlackRock invest 100 billion dollar in AI infrastructure

$100 billion being invested in AI data centers due to increasing worldwide demand for computing capacity.

Exclusive: New Research Finds Stark Global Divide in Ownership of Powerful AI Chips

The concentration of AI chip resources poses significant geopolitical implications and affects global AI governance.

OpenAI asked US to approve energy-guzzling 5GW data centers, report says

OpenAI seeks to build 5-gigawatt data centers to enhance AI capabilities but faces significant energy and logistical challenges.
The energy needed for these data centers may surpass that of entire cities, raising concerns over feasibility.

Microsoft, BlackRock form fund to back AI infrastructure

Microsoft is collaborating with BlackRock on a $100 billion AI fund for data centers.
The fund aims to enhance power infrastructure and computational capacity for growing AI demands.

Why Is OpenAI Trying to Raise So Much Money?

Sam Altman is seeking hundreds of billions for new data centers and chip production to enhance AI capabilities.

Employers say 'Get back to office, then please go'

Companies ending remote work policies often cite productivity but may aim to weed out underperforming employees while reducing costs.

Microsoft and BlackRock invest 100 billion dollar in AI infrastructure

$100 billion being invested in AI data centers due to increasing worldwide demand for computing capacity.

Exclusive: New Research Finds Stark Global Divide in Ownership of Powerful AI Chips

The concentration of AI chip resources poses significant geopolitical implications and affects global AI governance.

OpenAI asked US to approve energy-guzzling 5GW data centers, report says

OpenAI seeks to build 5-gigawatt data centers to enhance AI capabilities but faces significant energy and logistical challenges.
The energy needed for these data centers may surpass that of entire cities, raising concerns over feasibility.

Microsoft, BlackRock form fund to back AI infrastructure

Microsoft is collaborating with BlackRock on a $100 billion AI fund for data centers.
The fund aims to enhance power infrastructure and computational capacity for growing AI demands.

Why Is OpenAI Trying to Raise So Much Money?

Sam Altman is seeking hundreds of billions for new data centers and chip production to enhance AI capabilities.

Employers say 'Get back to office, then please go'

Companies ending remote work policies often cite productivity but may aim to weed out underperforming employees while reducing costs.
moredata-centers

HyperCycle Announces Strategic Split into Two Distinct Operations | HackerNoon

HyperCycle is splitting its operations into two distinct entities to better serve varying market demands in AI networking.
#tech-industry

A rare bee species reportedly put an end to Meta's plans for a nuclear-powered AI data center

Meta's plans for a nuclear-powered AI data center were delayed due to the discovery of a rare bee species.

French startup FlexAI exits stealth with $30M to ease access to AI compute | TechCrunch

FlexAI raises $30 million seed round to revolutionize AI infrastructure with experienced leadership.

A rare bee species reportedly put an end to Meta's plans for a nuclear-powered AI data center

Meta's plans for a nuclear-powered AI data center were delayed due to the discovery of a rare bee species.

French startup FlexAI exits stealth with $30M to ease access to AI compute | TechCrunch

FlexAI raises $30 million seed round to revolutionize AI infrastructure with experienced leadership.
moretech-industry
#microsoft

Microsoft to stop telling investors about server growth

Microsoft's financial reporting overhaul introduces a new segment for clearer revenue recognition amidst AI infrastructure market concerns.

Microsoft: We're no rent-a-GPU shop. We make money with AI

Microsoft is funding its AI infrastructure by focusing on internal demand for services rather than renting out GPUs for AI training.
The company aims to optimize its revenue streams and infrastructure during this period of growth.

Microsoft to stop telling investors about server growth

Microsoft's financial reporting overhaul introduces a new segment for clearer revenue recognition amidst AI infrastructure market concerns.

Microsoft: We're no rent-a-GPU shop. We make money with AI

Microsoft is funding its AI infrastructure by focusing on internal demand for services rather than renting out GPUs for AI training.
The company aims to optimize its revenue streams and infrastructure during this period of growth.
moremicrosoft

Google Cloud Expands AI Infrastructure Domain With Sixth-Gen TPUs

Google Cloud's new AI infrastructure upgrades include sixth-generation Trillium NPUs and NVIDIA GPUs, boosting computational performance and accelerating AI application development.

Cisco doubles down on AI infrastructure with AI POD and new UCS server

Cisco emphasizes AI-ready data centers, integrating UCS compute platform and AI PODs to enhance AI application performance and accessibility.

What Nvidia CEO Jensen Huang told RIL chairman Mukesh Ambani about his first meeting with PM Narendra Modi - Times of India

Modi's foresight in recognizing the importance of AI infrastructure illustrates India's commitment to technological independence.

The top VCs to judge the Startup Battlefield Final at Disrupt 2024 | TechCrunch

TechCrunch Disrupt 2024 highlights 200 startups with 20 launching live, showcasing innovative technology and investment opportunities.

Sovereign AI explained: An AI cloud CEO unpacks what's behind the trend

Nations prioritize local data centers for AI to ensure compliance and enhance national security.

Why Cisco is interested in AI success story CoreWeave

Cisco is eyeing a significant investment in CoreWeave, driven by its crucial role in AI infrastructure and growing market valuation.

ODSC's AI Weekly Recap: Week of September 20th

This week highlights the growing investment in AI infrastructure and advancements in AI reasoning models, alongside regulatory measures addressing deepfakes and their impact.

AI boosts nuclear power, Salesforce bets on agents, and the remote-work era winds down - SiliconANGLE

Massive investments are being poured into AI infrastructure by major players like Microsoft and BlackRock.
Microsoft is taking drastic measures, including restarting a nuclear plant to support AI service demands.
Salesforce's focus on AI agents indicates a strong belief in their future role in enterprise computing.
Amazon's approach to remote work suggests a misplaced focus on employee presence over addressing systemic innovation issues.

Alibaba Cloud teases new modular datacenter architecture

Alibaba Cloud's new modular datacenter architecture significantly enhances AI infrastructure performance and reduces deployment times.

How Decentralized AI and Zero-Knowledge Proofs Will Democratize Compute

Open-source AI development is essential for fostering innovation and accessibility.
Decentralized AI distributes processes to enhance censorship resistance and collaboration.
Challenges in security and performance must be addressed for decentralized AI to succeed.
#dell-technologies

Dell's sparkling Q2 results are all about AI

Dell Technologies has significantly benefited from AI, with an 80% rise in server and networking revenue due to AI infrastructure sales.

Dell's sparkling Q2 results are all about AI

Dell Technologies has significantly benefited from AI infrastructure sales, achieving an 80% increase in server and networking revenue.
AI adoption among enterprise customers presents a substantial growth opportunity for Dell.

Dell Technologies doesn't know where AI is headed - but it might be the honesty its partners need

Dell Technologies highlights end-to-end AI enablement and infrastructure at Dell Technologies World 2024.

Dell's sparkling Q2 results are all about AI

Dell Technologies has significantly benefited from AI, with an 80% rise in server and networking revenue due to AI infrastructure sales.

Dell's sparkling Q2 results are all about AI

Dell Technologies has significantly benefited from AI infrastructure sales, achieving an 80% increase in server and networking revenue.
AI adoption among enterprise customers presents a substantial growth opportunity for Dell.

Dell Technologies doesn't know where AI is headed - but it might be the honesty its partners need

Dell Technologies highlights end-to-end AI enablement and infrastructure at Dell Technologies World 2024.
moredell-technologies

io.net's New CEO Signals Major Push in Decentralized AI Infrastructure | HackerNoon

Tory Green's appointment as CEO signals a strategic shift for io.net to enhance growth and operational efficiency in the decentralized infrastructure industry.

AI chip startup Groq rakes in $640M to grow LPU cloud

Venture capitalists invest heavily in Groq, enabling its transition to AI infrastructure-as-a-service provider and securing $640 million funding for its inference cloud.

SoftBank Plans to Commit $9 Billion to AI Projects

Japan's SoftBank plans to invest $9 billion in AI, highlighting a significant focus on AI development and competition in the tech industry.

Grants | AISI

Systemic AI safety focuses on understanding and intervening in the systems and infrastructure AI operates in, requiring diverse expertise for research and development.

AI infrastructure hopefuls find unlikely ally in Qualcomm

Qualcomm partners with Ampere for AI infrastructure, leveraging AI 100 accelerators for large models and batch sizes.

LanceDB, which counts Midjourney as a customer, is building databases for multimodal AI | TechCrunch

Vector databases like LanceDB are crucial for enabling AI models and freeing up AI teams to focus on innovation.

IBM brings Power 10 servers to bear on AI edge deployments

IBM unveiled Power 10 servers for AI processing at the network edge, emphasizing high-threaded workloads and reduced latency by processing data on-site.

How Cloud-Based AI Infrastructure is Shaping Tomorrow's Businesses - SPONSOR CONTENT FROM MICROSOFT AZURE & NVIDIA

Organizations face challenges in building the infrastructure and expertise necessary to leverage AI technology effectively.
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