Search

Showing top 3 results for "AI cost pressure"

Broadcom And Google Benefit Mightily From Anthropic’s Meteoric Growth

… If Nvidia AI systems and their datacenters – the indisputable Cadillac of AI training and inference – cost on the order $50 billion per gigawatt which is a number that Nvidia co-founder and chief executive officer Jensen Huang has used a number of times , it is reasonable to assume that TPU infrast… …

Apr 7, 2026 · Timothy Prickett Morgan

The Twin Engine Strategy That Propels AWS Is Working Well

… And until GenAI normalizes, it can invest in a twin engine approach for compute and keep the pressure on third party engine suppliers. …

Feb 8, 2026 · Timothy Prickett Morgan

Taalas Etches AI Models Onto Transistors To Rocket Boost Inference

Compute Taalas Etches AI Models Onto Transistors To Rocket Boost Inference Adding big blocks of SRAM to collections of AI tensor engines, or better still, a waferscale collection of such engines, turbocharges AI inference, as has been shown time and again by AI upstarts Cerebras Systems, SambaNova … …

Feb 19, 2026 · Timothy Prickett Morgan

Followed topics

Broadcom And Google Benefit Mightily From Anthropic’s Meteoric Growth

The Twin Engine Strategy That Propels AWS Is Working Well

Taalas Etches AI Models Onto Transistors To Rocket Boost Inference