In an interview, Satya Nadella says Microsoft faces a power shortage, but not a compute one, which could leave “chips sitting in inventory that I can't plug in”
Canada, UK, Europe—missed this memo. Now they're paying for it. Mon / @moninvestor : Microsoft's CEO says they have chips they can't use because there isn't enough power or data center capacity. That'...
A look at some US energy companies linked to AI infrastructure, such as Sam Altman-backed Oklo, whose stocks have soared despite having little to no revenue
Concept stocks with no revenue have soaring valuations — Forget about the froth in tech valuations. The real excess might be building up in energy stocks. X: @aaronback . LinkedIn: Gerard Reid and ...
The AI boom is driving memory and storage shortages that may last a decade; OpenAI's Stargate has deals for 900K DRAM wafers per month, or ~40% of global output
Once-cheap SSDs, DRAM, and HDD prices are climbing fast as AI demand and constrained supply converge to create the tightest market in years. Bluesky: @smcgrath.phd , @broximar , @zhugeex.com , @tprstl...
While Adobe, Getty Images, Stability AI, and YouTube have pledged to share some generative AI profits with creators, none have shared specific payout amounts
not exactly an earth-shatting amount.” — https://techcrunch.com/... LinkedIn: Theo Priestley : On Shutterstock, the average payout for each image you have in their AI dataset is looking like $0.0078...