For most enterprises, high-end GPUs are not as essential as the providers want you to think. Old GPUs or CPUs often deliver ...

Nvidia management expects to benefit from the huge $3-4 trillion in AI infrastructure spending over the next five years.

Cast AI, developer of an application performance automation platform, issued a report that dives into the evolving economics of cloud-based compute powered by Nvidia’s A100 and H100 GPUs. It analyzes ...

Skeptics have questioned whether tech companies are expensing the cost of their GPUs over too long a period. That would tend ...

This post originally appeared on Recode China AI. For more than a decade, Nvidia’s chips have been the beating heart of China ...

Investors shouldn't worry about rapid GPU depreciation. These AI chips can remain useful and valuable for up to eight years.

Costing tens of thousands of dollars each, Nvidia Corp.’s pioneering AI chips make up a hefty chunk of the $400 billion that Big Tech plans to invest this year—a bill expected to hit $3 trillion by ...

AWS's Trainium chips struggle against Nvidia's GPUs in performance and adoption, despite Amazon efforts to offer a ...

Michael Burry, the hedge-fund manager of “The Big Short” fame who is betting against two of the stock market’s favorite AI ...

The global bare metal cloud market size is projected to reach USD 52.66 billion by 2033, growing at a CAGR of 20.7% from 2025 to 2033, according to a new report by Grand View Research, Inc. The market ...

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