Nvidia’s ‘AI Factory’ narrative faces reality check as inference wars expose 70% margins
Alternative chip makers expose the contradiction in Nvidia’s AI factory story: How can inference be a commodity while commanding 70% margins?Read More
The new AI infrastructure reality: Bring compute to data, not data to compute
PEAK:AIO’s software-defined storage layer, combined with Solidigm’s high-performance solid-state drives (SSDs), addresses both ends of this spectrum—delivering the capacity, efficiency, and speed required across the entire AI pipeline.Read More
Anthropic just made every Claude user a no-code app developer
Anthropic transforms Claude AI into a no-code app development platform with 500 million user-created artifacts, intensifying competition with OpenAI’s Canvas feature as AI companies battle for developer supremacy.Read More
Enterprises must rethink IAM as AI agents outnumber humans 10 to 1
Identity is the essential control plane for agentic AI security, redefining enterprise defenses amid rising credential-based breaches.Read More
Forget about AI costs: Google just changed the game with open-source Gemini CLI that will be free for most developers
Google is bringing Gemini Pro 2.5 to the command line with a powerful new open source tool — and it’s doing it mostly for free.Read More
The Download: Introducing the Power issue
This is today’s edition of The Download, our weekday newsletter that provides a daily dose of what’s going on in the world of technology.
Introducing: the Power issue
Energy is power. Those who can produce it, especially lots of it, get to exert authority in all sorts of ways.
The...