… The company has just shy of $4 billion in cash and marketable securities, which is partly due to going public last March. Thanks to hefty outside investment, however, CoreWeave was able to spend $14.9 billion on capital equipment expenses, building out its datacenter fleet to 43 centers. …
… If I look out three to five years, 50 percent of the enterprise usage of AI is going to be in either a private cloud or in their own datacenters, and the other 50 percent is going to be usage of public models. …
… Caswell said NKP Metal would offer the same security and networking support for Kubernetes running on bare metal “that we have in Kubernetes running on VMs.” He said that in the virtual private data center, he expected that running Kubernetes on virtualization would be the preferred method, to “mar… …
… The average ChatGPT query – with the accompanying data and billions of parameters that must be processed – uses almost 10 times as much electricity as a Google search, a good illustration of the resources that will be consumed as AI usage – and the technology behind it, such as AI agents and reason… …