#ai-infrastructure

#ai-infrastructure

Amazon CloudWatch offers end-to-end observability on training workloads running on Trainium and Inferentia, including metrics like GPU/accelerator utilization, latency, throughput, and resource availability.

"As the US builds out the datacenters and other infrastructure necessary to lead the world in AI and next-gen technologies, these cables are more important than ever," Carr said in a canned statement, noting that submarine cables carry 99 percent of the world's internet traffic, and are facing increased threats from countries like China and Russia.

President Donald Trump announced over $90 billion in investments in AI and energy, which includes commitments from major companies like Google and CoreWeave.

AI workloads are 'sticky,' consuming large compute volumes that require specialized GPUs or accelerators, which come at premium cloud prices. Direct purchasing of these components is now cheaper than a decade ago.

Corti introduces advanced cloud capabilities, enabling European health systems to leverage real-time AI while ensuring compliance with strict data privacy laws.

LangChain has achieved impressive growth since its inception, transforming from an open-source project to a startup, securing major funding and amassing significant popular usage.

SAP CEO Christian Klein emphasizes that instead of building massive AI infrastructure in Europe, sectors like automotive and chemicals should focus on practical applications of AI for their operations.

The AI race is global, but protectionist policies are forcing operators to make cost-based decisions that will limit the quality of infrastructure they can deliver.

Investor sentiment remains buoyant, driven by optimism across sectors. Unexpected strength in utility stocks, fueled by AI infrastructure demand, highlights adaptability in uncertain economic times.

"Hyperscale operators are expected to account for 61 percent of all datacenter capacity by 2030, driven by cloud services and AI demand."

Up to this point, this kind of GPU-accelerated data process has primarily run on Nvidia accelerators... But now the company is looking to extend this functionality to AMD's Instinct family of chips.

President Trump has been very good, very clear about the need for policy to let people build data centers and power quickly.

Amazon's current market cap of $2.13 trillion and trade at $201 means it needs a 41% increase to reach a $3 trillion valuation by 2026.

Gartner recommends enterprises deploy Ethernet for GPU clusters up to several thousand due to its reliability and performance, and widespread enterprise familiarity.

Cloudflare has leaned aggressively into AI infrastructure over the past year, including GPU deployment and low-latency inference at the edge, amidst rising competition.