Google Is A Full Stack AI Player, And Is Playing Well
… Search revenues were up 19 percent to $60.4 billion, YouTube advertising was up 11 percent to $9.9 billion, while network advertising was off 4 percent to $7 billion. …
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OpenAI
Track the AI revolution at OpenAI, from ChatGPT feature updates and ethical safety debates to the company's massive market surge.
AWS Will Be An OEM, Just Like Google And Maybe Microsoft
… 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… …
With Its Llama API Service, Meta Platforms Finally Becomes A Cloud
… Right now, the vast majority of the revenue that Meta Platforms brings in comes from advertising – north of 97 percent. …
Only A Few AI Platforms Can Survive
… There is more tectonics ahead. google trainium tpu titan openai nvidia infrastructure gpu xpu compute cloud aws anthropic amd
The Twin Engine Strategy That Propels AWS Is Working Well
Compute The Twin Engine Strategy That Propels AWS Is Working Well Like Google and Meta Platforms, Amazon knows exactly how to infuse AI into its business operations such as online retail, transportation, advertising, and even the Amazon Web Services cloud. …
With GenAI Turbochargers, Google Is Shifting Its Cloud Into A Higher Gear
… No matter what, it is clear to us that for Google to meet its future processing commitments to itself, the model builders like Anthropic and OpenAI, and to its hundreds of thousands of enterprise AI customers, it is not only going to have to double capex, but it is going to have to get another 1.5X… …
Contemplating Meta’s Homegrown MTIA Compute Engine Roadmap
… These DLRMs are very different animals than the large language models created by Google, OpenAI, and Anthropic, and they required very different hardware. …