Venture capitalists Marc Andreessen and Ben Horowitz, who believe we will now be entering a wonderland of building under a Trump administration, wonder if generative AI models are hitting their limits.
Nonetheless, investors keep pouring the money into AI companies such as Anthropic, Perplexity and Physical Intelligence.
Plans by Amazon, Meta and Google to jumpstart nuclear plants to power all that AI could take a while.
An open letter to Amazon calls for stock buybacks, more explanation of AI spending, and better management of its original-content ambitions.
Supermicro's books present unsavoury signs as its stock tanks this week alongside weak earnings reports from Cloudflare and Akamai.
Broadcom is expanding its VMware private-cloud options, which could prove good timing for the special edge needs of AI.
Perplexity has finalised a new $500m funding round and will see its AI value soar to $9bn.
Nvidia announces new robot AI learning and simulation tools.
AMD overtook Intel for the first data center revenue in the third quarter, according to SemiAnalysis.
Broadcom broadens private cloud options and Permiso launches three open-source tools to enhance cloud security detection.