How AI Inference Sends Decision Making To The Edge

The next phase of AI infrastructure will not be defined by a single destination called “the cloud” or “the edge.” ...

DeepSeek open sources DSpark, a new framework to speed up LLM inference by up to 85%

DSpark can make decoding faster, but acceptance quality still determines how much speed the system actually realizes.

OpenAI unveils first custom AI inference chip, Jalapeño, with Broadcom — and its development was sped-up with OpenAI's own models

The companies attributed this speed to a deep software-hardware co-development process that actively used OpenAI’s own models ...

OpenAI, Broadcom form new partnership to make an AI inference chip

OpenAI (OPAI.PVT) is partnering with Broadcom (AVGO) to develop a new AI chip. Morning Brief Host Julie Hyman, Yahoo Finance ...

The recompute tax

And one of the most expensive parts of that equation is something many executives have never heard of: the recompute tax. The ...
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OpenAI Debuts First Custom AI Chip, Built By Broadcom

OpenAI and Broadcom today unveiled Jalapeño, OpenAI’s first Intelligence Processor: an accelerator architected around ...

Anthropic reportedly in talks with Samsung to manufacture custom AI chip

Anthropic PBC is reportedly in talks with Samsung Electronics Co. to produce a custom artificial intelligence chip. The ...

OpenAI halves their inference cost but no one knows how

Somewhere in the final week of June, several employees at OpenAI allegedly confided to their colleagues that they have solved ...

Cerebras vs. SpaceX: Which Is the Better AI IPO Stock to Buy and Hold for the Next 10 Years?

Both offer exposure to the AI infrastructure build-out, but investors need to understand the very different risks behind each ...

Upbound open-sources Modelplane to optimize inference clusters

Upbound Inc. today released Modelplane, a new open-source tool for managing artificial intelligence inference clusters. San Francisco-based Upbound is backed by $69 million from Alphabet Inc.’s GV ...

This Company Could Become the Nvidia of AI Inference

ON Semiconductor's fast-growing revenue related to data centers is likely to become a key growth driver for many years to ...

Nvidia: Won't Be This Insanely Cheap For Too Long

Nvidia’s AI moat looks underestimated: inferencing share up, strong FCF, and diversified revenue at <20x forward P/E. Click here to read more about NVDA.