… The upshot is that if AWS wants to cover its Trainium and Graviton and Nitro costs, it is going to have to sell systems to the likes of Anthropic and OpenAI, with which it has a deal for 2 gigawatts of Trainium gear, ramping in 2027 and representing maybe $60 billion to $70 billion in datacenter co… …
… This is one of the reasons why we sat in on a conference call hosted by New Street Research last week, where Forrest Norrod, general manager of the Data Center Solutions business group, and Doug Huang, one of the co-founders of ZT Systems, which was acquired by AMD last year to underpin its racksca… …
… Other highlights included Google Cloud’s Data Agent Kit, which includes its Data Engineering Agent for building and transforming data pipelines and enforcing governance rules to protect against bad data, Data Science Agent for automatically scaling a model across BigQuery Dataframes and Serverless … …
… There is probably at least that much expected to be spent between the big AI model builders who are starting to build their own datacenters , hyperscalers in China, plus sovereign AI centers, HPC centers, academic centers, and governments who are also wanting to get in on the GenAI action. …
… Cloud computing will leverage base stations worldwide – rather than datacenters – to reach the edge. …
… A lot depends on the ratio there, and how much room the Meta Platforms operational budget has to go outside of its own datacenters. …