AWS Will Be An OEM, Just Like Google And Maybe Microsoft
…They co-design and optimize their hardware and software stacks, wringing the best bang for the buck out of that iron so they can afford to make it at scale and then…
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Microsoft Is More Dependent On OpenAI Than The Converse
…And if Microsoft raises software prices to cover the cost of AI functions, and then breaks those out separately, I did not really chose its AI even if my money is paying…
The $2 Billion Nvidia Deal With Marvell Is About A Lot More Than NVLink Fusion
…custom AI clusters that might have homegrown CPUs and XPUs? No one has really talked about this in the deals we have seen, but clearly if you are buying NVLink hardware, you…
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