For the last 24 months, one narrative justified every over-provisioned data center and bloated IT budget: the GPU scramble. Silicon was the new oil, and H100s traded like contraband. Reserve capacity [...]
Inflection AI, the Palo Alto startup that two years ago became Silicon Valley's most famous cautionary tale about the brutal economics of frontier AI, announced Tuesday that it is returning to th [...]
Netflix is continuing to double down on podcasts, with the streaming service's announcement that it has hired talent to host two original shows for its platform. The first show stars NFL Hall of [...]
Across 107 enterprises, AI infrastructure spending is accelerating well ahead of the ability to see or steer its economics. Most organizations run their AI on a familiar base of hyperscalers and model [...]
DeepSeek’s announcement over the weekend that it has made its 75% price cut permanent on its flagship V4 Pro model is a disruptive assault on the capital-heavy business models of Silicon Valley’s [...]
The latest big headline in AI isn’t model size or multimodality — it’s the capacity crunch. At VentureBeat’s latest AI Impact stop in NYC, Val Bercovici, chief AI officer at WEKA, joined Matt [...]
Data can paint a much starker contrast than words alone, and US Senator Elizabeth Warren (D-MA) appears to get that. On Friday, her office published numbers on Big Tech's tax breaks in Republican [...]