The GenAI Battle Shifts From Frontier Models To Agentic Platforms AI agents haven’t been around that long – mainstream generative AI itself it less than four years old, as hard as that may seem to believe – but the bulk of the IT world and the organizations big and small that serves IT are all in. …
… At the same time, he said, that following the release of Nutanix Agentic AI, which he described as a “full stack AI solution to go and offer full access to large language models that are curated and certified, running on certified GPUs, including an AI gateway” partners were coming to it as “a path…
… Nvidia still wants a software business in its P&L someday. power datacenter cooling ai dsx os nvidia Cisco Preps For A World Of AI Agent Coworkers, Frontier Model Threats June 3, 2026 Nvidia Extends Its Grip On The AI Datacenter Outwards June 2, 2026 Dell Makes The Profits Up In Volume For Booming …
… But ultimately, this is about volume, and that is why you see Anthropic and Meta Platforms using datacenters full of TPUs or Anthropic and OpenAI using AWS Trainiums. …
… What we know for sure is that despite the desire of Meta Platforms to make its own AI chips, as evidenced by its MTIA AI inference chip design efforts as well as its acquisition of RISC-V CPU and GPU maker Rivos , is that Meta Platforms has spent big bucks with Nvidia, sometimes for whole systems a… …
… For those who want to move quickly with agentic AI for software development, AI-native strategy is critical. To that end, Microsoft and Nvidia are heavily involved in co-innovating with AI-native startups to build agentic platforms from the ground up. …
… From 2023 to 2027, Meta Platforms will increase the effective throughput of its MTIA devices by 293X with half of that coming from a move to MX4 4-bit data formats and as best as I can guess, and its cost per unit of inference throughput, as gauged in peak flops, will have come down by 9.1X. meta p…
… Salvatore echoed Huang’s argument made at GTC, that Nvidia’s platforms – while expensive – improves token generation. “Increases in token generation or increases in performance basically generate more revenue, they reduce costs, they get you more value from the same infrastructure,” he said. “This … …
… As we noted earlier , Michael Dell said that “AI is fueling a renaissance in enterprise hardware, a shift from bits back to atoms,” and pointed to a Dell survey that found that 67 percent of AI workloads run outside the cloud, which is unlikely to change over concerns about data security and sovere… …
… And in the GenAI boom, Meta Platforms has not shied away from renting compute capacity from others. Back in September 2025, Meta Platforms inked a supplier deal with king of the neoclouds, CoreWeave, that saw the former buy $14.2 billion in AI processing capacity through December 2031 . …