AI

AI

Dive into the world of artificial intelligence, where minds are made, and machines get creative.

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Big Tech needs to generate $600 billion in annual revenue to justify AI hardware expenditure

The big picture: The tech industry is riding a new high amid a frenzy fueled by AI. Big Tech companies have been plowing huge sums to build out the necessary infrastructure to meet what they perceive demand will be for these products in the coming years. One analyst warns however that the industry needs to stop and consider whether the actual revenue generated by AI will be enough to support these investments.
cloudflare bot web scraping large language model

Cloudflare offers one-click solution to block AI bots

Why it matters: There is a growing consensus that generative AI has the potential to make the open web much worse than it was before. Currently all big tech corporations and AI startups rely on scraping all the original content they can off the web to train their AI models. The problem is that an overwhelming majority of websites isn't cool with that, nor have they given permission for such. But hey, just ask Microsoft AI CEO, who believes content on the open web is "freeware."
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Is there a sustainable model for AI factories?

Navigating the heavy freight of AI data processing
Editor's take: Investors usually hate airlines – they're capital-intensive, have high operating expenses, limited suppliers, and no way to differentiate with customers. How are AI factories any different?
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Google Gemini is not as good at analysis as its hype says, other AI models also struggle

The big picture: If there's one thing that generative AI is supposed to be good at, it's analyzing the written word. However, two studies suggest that this ability may have been overhyped. One study demonstrates that Gen AI struggles with understanding long-form books, while another shows that these models find answering questions about videos challenging. This is something companies should consider as they augment their workforce with Gen AI.
amd gpu machine learning servers

AMD approached to make world's fastest AI supercomputer powered by 1.2 million GPU

Forward-looking: It's no secret that Nvidia has been the dominant GPU supplier to data centers, but now there is a very real possibility that AMD might become a serious contender in this market as demand grows. AMD was recently approached by a client asking to create an AI training cluster consisting of a staggering 1.2 million GPUs. That would potentially make it 30x more powerful than Frontier, the current fastest supercomputer. AMD supplied less than 2% of data center GPUs in 2023.
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