… He thinks that kind of growth will recur. “Cloud and software budgets for enterprise IT services have traditionally represented only around 5 percent of corporate revenue,” he said. “As model-driven agents begin to handle mainstream work tasks across industries, our total addressable market will ex…
… To meet that demand for its software and LLMs, OpenAI is working with an "infrastructure portfolio across multiple cloud partners and multiple chip platforms." OpenAI's infrastructure partners include Microsoft, Oracle, AWS, CoreWeave, and Google Cloud, while its chip suppliers include Nvidia, AMD,… …
Systems South Korean AI chip startup Rebellions eyes new shores for rack-scale invasion Funding round comes ahead of planned IPO GPU-makers like Nvidia and AMD may dominate the AI infrastructure market, but there are still more than a few AI chip startups knocking around. …
… In 2025, Nvidia became one of the first AI infrastructure providers to embrace CPO by integrating it directly into its Spectrum Ethernet and Quantum InfiniBand switches. …