That’s a pretty big declaration. And it came from no less a tech authority than Apple CEO Tim Cook — who also said that Apple has catch-up work to do in AI, and the company is shifting investments and people to focus on AI accordingly.
Today’s news gets at the heart of the “how” of AI infrastructure: How is it being built, both physically and as a business?
OpenAI is taking a bold step with its first data center initiative in Europe: Stargate Norway.
Happy Friday! Meta beat Wall Street’s expectations for the second quarter — and it’s putting major resources into spending on both infrastructure and people, including chasing AI talent that comes with hefty compensation costs (although dollars alone aren’t always a determinant.
Microsoft delivered some big numbers for the past quarter.
Today’s theme is AI and power: Power for AI, and AI as the power behind new investments and strategies.
AI is most definitely a race — a global one, with no defined finish line.
The dollars being spent on AI infrastructure — data centers, servers, fiber, and networking — are already staggering, yet the figures seem to get bigger by the day (looking at you, Stargate).
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