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Key PlayersNVIDIA, Microsoft, Google, AWS, CoreWeave

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CoreWeave Launches Serverless RL Platform, Revolutionizing AI Agent Development

CoreWeave introduces Serverless RL, a fully managed reinforcement learning platform for training AI agents. The service offers faster training times and lower costs compared to traditional methods, attracting interest from various enterprises and boosting the company's stock.

Technology4 sources

CoreWeave Launches Serverless RL Platform, Revolutionizing AI Agent Development

Technology4 sources

Cisco Unveils Silicon One P200 Chip to Connect AI Data Centers Across Vast Distances

Cisco Systems launches a new networking chip and routing system designed to connect AI data centers over long distances, challenging Broadcom in the market for high-performance networking solutions.

Technology8 sources

Cisco Unveils Silicon One P200 Chip to Connect AI Data Centers Across Vast Distances

Technology8 sources

Nvidia CEO Jensen Huang Reports Surge in AI Computing Demand

Nvidia CEO Jensen Huang announces a substantial increase in AI computing demand over the past six months, driven by advancements in AI models. The surge is fueling massive infrastructure investments and partnerships in the AI industry.

Technology4 sources

Nvidia CEO Jensen Huang Reports Surge in AI Computing Demand

Technology4 sources

Oracle's AI Cloud Ambitions Face Profitability Challenges Amid Thin Margins

Oracle's stock drops as reports reveal low profit margins in its AI cloud business. The company's massive investment in Nvidia chips for AI infrastructure raises questions about the sustainability of its ambitious expansion plans.

Business4 sources

Oracle's AI Cloud Ambitions Face Profitability Challenges Amid Thin Margins

Business4 sources

IREN's Meteoric Rise: From Bitcoin Miner to AI Infrastructure Powerhouse

IREN Limited's stock surges as the company pivots from Bitcoin mining to AI cloud services, fueled by massive GPU purchases and lucrative contracts with major AI companies.

Technology5 sources

IREN's Meteoric Rise: From Bitcoin Miner to AI Infrastructure Powerhouse

Technology5 sources

OpenAI Shifts Focus to Enterprise Market with New Partnerships and Tools

OpenAI announces a strategic pivot towards enterprise solutions, unveiling partnerships with major companies and new developer tools. The move aims to leverage ChatGPT's consumer success in the business sector.

Technology2 sources

OpenAI Shifts Focus to Enterprise Market with New Partnerships and Tools

Technology2 sources

The Urgent Call to Break Up Big AI: Challenging Tech Giants' Monopoly

As AI rapidly advances, concerns grow over the concentration of power in the hands of a few tech giants. Critics argue for urgent action to break up 'Big AI' to protect innovation, competition, and democratic values.

Policy2 sources

The Urgent Call to Break Up Big AI: Challenging Tech Giants' Monopoly

Policy2 sources

AMD Challenges Nvidia's AI Dominance with Massive OpenAI Deal

AMD secures a multi-billion dollar deal with OpenAI, supplying AI chips and potentially gaining a 10% stake in the company. This partnership marks a significant shift in the AI chip market and OpenAI's infrastructure strategy.

Business98 sources

AMD Challenges Nvidia's AI Dominance with Massive OpenAI Deal

Business98 sources

MaxSun Unveils Liquid-Cooled Single-Slot Intel Arc Pro B60 48GB GPU for Advanced AI Workstations

MaxSun introduces a revolutionary single-slot, liquid-cooled Intel Arc Pro B60 48GB GPU, enabling up to 7-way GPU configurations for high-performance AI and rendering workstations. This innovation significantly increases VRAM capacity and cooling efficiency.

Technology3 sources

MaxSun Unveils Liquid-Cooled Single-Slot Intel Arc Pro B60 48GB GPU for Advanced AI Workstations

Technology3 sources

AI Boom Sparks Decade-Long Memory and Storage Shortage Concerns

Industry experts warn of a potential 10-year shortage in NAND flash and DRAM due to surging AI demand. This could lead to significant price increases for SSDs, RAM, and various electronic devices.

Technology4 sources

AI Boom Sparks Decade-Long Memory and Storage Shortage Concerns

Technology4 sources

Nvidia's AI Chip Dominance Faces Growing Competition

Nvidia's stronghold on the AI chip market is being challenged by tech giants and emerging players. While Nvidia maintains a significant lead, competitors are developing their own processors to reduce dependence on the chip giant.

Technology4 sources

Nvidia's AI Chip Dominance Faces Growing Competition

Technology4 sources

OpenAI and Jony Ive's Secretive AI Device: Challenges and Aspirations

OpenAI and former Apple design chief Jony Ive are developing a revolutionary AI device, facing technical hurdles but aiming to transform our relationship with technology.

Technology26 sources

OpenAI and Jony Ive's Secretive AI Device: Challenges and Aspirations

Technology26 sources

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