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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.
BT150 zeitgeist: Dear SaaS vendors: Your customers are pissed
Enterprise customers are miffed about software-as-a-service vendors trying to double and sometimes triple prices, layering AI-services that may not deliver returns and prioritizing revenue quotas over value.
14 takeaways from genAI initiatives midway through 2024
Generative AI projects in the enterprise have moved beyond the pilot stage with many use cases going into production. Scaling has been a bit of a challenge, but the maturation of how CxOs are approaching genAI is underway.
Dell Technologies, Supermicro building xAI supercomputer
Dell Technologies and Supermicro are building an AI factory with Nvidia for Elon Musk's xAI.
Cisco rolls out AI infrastructure with Nvidia, aims to track generative AI deployments
Cisco launched a series of artificial intelligence applications, infrastructure and services aimed at generative AI deployments and their data management, security and cost tracking issues.
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