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TSMC's Q2: Six takeaways on genAI, AI demand
TSMC’s second quarter earnings were better-than-expected and the chip manufacturer is becoming a barometer for generative AI infrastructure demand. High-performance computing (HPC) is now more than half of TSMC's revenue.
GenAI may be the new UI for enterprise software
Enterprise software could be disrupted as category windows become collateral damage to generative AI. The scenario: Today's go-to systems are relegated to plumbing as generative AI becomes the de facto user interface that democratizes data, insights, analytics and automation.
AMD acquires Silo AI for $665M as it builds out AI ecosystem, genAI stack
AMD said it will acquire Silo AI for $665 million in cash in a deal that advances the company's efforts to broaden its generative AI ecosystem.
GenAI’s prioritization phase: Enterprises wading through thousands of use cases
Enterprises have thousands of use cases for generative AI and are now working through prioritizing them and ultimately moving to production. At AWS Summit 2024 in New York, a panel of partners and integrators talked about Amazon Q early adoption and genAI use cases with a focus on pilots to production.
GenAI, orginality and scaling lookalikes
Generative AI appears to be scaling lookalikes at a rapid clip and the big unknown is how long originality will last.
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