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Is AI About to Hit a 'Memory Wall'?

The semiconductor industry has officially entered a new "supercycle," and the evidence is in the numbers. Recent third-quarter earnings reports from memory chip giants Samsung and SK Hynix show their inventories have fallen to record lows, causing prices for both specialized and general-purpose memory to surge. The driving

Anthropic's OpenAI Moment

The Gunslinger There are, it seems, two ways to build a world-changing AI company. The first is the OpenAI way: you raise money at a blistering pace, you spend it at an even more blistering pace, and you bet that by building the biggest, most powerful models—for text, for
Anthropic's OpenAI Moment

Is Google Maps the Secret Weapon in the AI War?

Google just announced a major AI upgrade for Google Maps, integrating its powerful Gemini model to create a "hands-free, conversational driving experience." The new features, which include landmark-based navigation and proactive traffic alerts, are being positioned as helpful, incremental improvements. But a closer look reveals a far more

GPUs as Collateral

The Ticking Clock The numbers coming out of the "neocloud" space this week were, as is typical these days, completely dizzying. CoreWeave, the publicly-traded bellwether for this new category of AI infrastructure providers, saw its revenue more than double to $1.36 billion for the quarter. Its rival,
GPUs as Collateral

Why Microsoft is Spending $60 Billion on Neocloud for AI Workloads

In a massive and previously under-the-radar spending spree, Microsoft has committed over $60 billion to a new category of specialized data center companies called "neoclouds." The news comes just a week after CEO Satya Nadella's candid admission that his biggest problem isn't a shortage

AI Productivity Paradox

The AI Mandate There is a new, slightly menacing message echoing through the halls of corporate America: use AI, or else. The initial, abstract fear that a robot might one day take your job has been replaced by a much more immediate and tangible one: your boss might fire you
AI Productivity Paradox

Is Google Trying to Give Everyone Their Own Bloomberg Terminal?

Google just announced a major AI upgrade for its Google Finance platform, rolling out a new feature called "Deep Search." This isn't just another chatbot integration; it's a powerful research tool that uses advanced Gemini models to analyze hundreds of sources and produce a

The Cloud Report Card

Programming note: ARPU will be off the rest of the week, back next Monday. Amazon's 20% Problem For the first time in a long time, Wall Street was genuinely relieved that Amazon Web Services had a good quarter. The company's stock soared more than 11% after
The Cloud Report Card