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Google yesterday touted its TurboQuant as a significant efficiency breakthrough for “extreme compression” – news that convinced many investors that physical memory and HBM might not be so crucial anymore, causing drops in stocks from companies like SK Hynix, Samsung, Western Digital, SanDisk, and Micron.
As a follow up to Monday’s news that the Trump administration doubled down on its December executive order with a national AI policy framework , I did a quick Q&A with Morgan Lewis Law’s Dion Bregman, partner and co-leader of the firm’s Artificial Intelligence strategic initiative, about the potential impact:
With 373 GW of global capacity, and 22 GW under construction, “Global AI demand is driving more infrastructure build in 3 years than in the past 30,” said Dean Nelson founder and chairman of iMasons, who spoke at DCD>Connect in New York City about the impact of approximately 11,800 data …
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