Why AI Inference Costs Are Rewriting Cloud Economics
AI inference costs now dominate cloud budgets. Here is the analysis of why serving models is harder to fund than training them, and what changes next.
Topic
data centers
2 briefings analysing data centers.
Custom Silicon Is Quietly Breaking the Data Center Duopoly
In-house accelerators are eroding merchant silicon's grip on AI data centers. Analysis of the economics, the trade-offs and what comes next.