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AI Compute
4 articles tagged with this topic
AMDROCm
AMD Leaps ROCm 7→10 in One Month — A Market-Grabbing Cadence
AMD's ROCm jumps from 7.14 to 10.0 in just one month—the fastest iteration in a decade. Signals potential cracks in NVIDIA's AI compute monopoly.
1d ago2 min read
NvidiaAI Compute
Nvidia Pauses $36B AI Revenue-Share Plan: The Chip King Edits Your Books
Nvidia's $36B deal sought 50% of cloud AI revenue—paused after two months over internal antitrust fears. The chip king now audits customer books.
1d ago2 min read
OpenAIAnthropic
OpenAI and Anthropic to Dominate AI Compute; $10T Capex Risks Debt Crisis
Dylan Patel predicts OpenAI and Anthropic will control most global AI compute by 2028; $10T+ capex could trigger a sovereign debt crisis.
4d ago2 min read
NVIDIAH100
H100 Shortage Isn't About Performance — The Real Moat Is a Decade of CUDA Ecosystem
H100 is AI training's de facto standard. 1979 TFLOPS FP8 per card is just surface — the real moat is CUDA's decade-plus ecosystem shaping next-decade
4d ago2 min read