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News
Rethinking The Data Moat
1+ hour, 20+ min ago (111+ words) Seeking Alpha - While the conversation about whether automating AI research triggers recursive self-improvement was thought-provoking, it was also quite spooky at times. - Greenblatt had an interesting thought experiment: if you could hold compute or data constant, how much the model…...
Why Is Everyone Building Compute?
4+ day, 12+ hour ago (31+ words) This week, the two biggest sellers of merchant AI compute, Nebius and CoreWeave, reported prices still rising even as they rush to add new capacity. Why is everyone still building compute?...
The AI Compute Squeeze
4+ day, 12+ hour ago (22+ words) The good news for compute sellers is that there is really no tangible indication that things are slowing down for frontier labs....
AI Bear Case: What Skeptics Get Right And Wrong
2+ week, 4+ day ago (19+ words) The AI bear case is really three separate arguments - fake earnings, manufactured demand, and no revenue. Read more here....
Wipro partners with Databricks to scale enterprise data modernization and AI deployments
3+ week, 1+ day ago (21+ words) Wipro partners with Databricks to build AI-led, agentic solutions for wealth, telecom and energy—boosting analytics, app development and performance....
AI Adoption Without The Hype – Beyond The Infrastructure Boom
1+ mon, 1+ day ago (114+ words) Seeking Alpha - For two years, enormous AI budgets have been waved through on faith rather than evidence, such that spending and returns have stopped matching up. - The mood has shifted from what AI can do to what it returns. The…...
The Other Direction: How AI Could Become The Operating System For Quantum Computing
1+ mon, 1+ week ago (134+ words) Seeking Alpha - AI is likely to accelerate quantum computing well before quantum accelerates AI, making today's AI infrastructure providers a compelling way to gain exposure to the theme. - NVIDIA's Ising, CUDA-Q and NVQLink suggest the race for quantum leadership will…...
The Shape Of Compute Curve
1+ mon, 2+ week ago (110+ words) Seeking Alpha - Whether GPUs have a longer useful life or not may depend a lot on whether the demand side of the equation can keep finding compelling and economically useful things to do with such GPUs. - To be precise, not…...
CoreWeave releases coding agent ARIA to drive continuous model improvements
1+ mon, 2+ week ago (55+ words) Seeking Alpha Mikhail Konoplev/iStock via Getty Images CoreWeave (CRWV), an AI cloud company, has released a public preview version of its coding agent ARIA, or AI Research & Iteration Agent, which is intended to help developers drive continuous improvements in…...
Leidos teams with Modern Data Company to expand AI for federal agencies (LDOS:NYSE)
1+ mon, 3+ week ago (56+ words) Seeking Alpha Leidos (LDOS) on Thursday said it has partnered with The Modern Data Company to integrate the latter's DataOS platform into its HeadWay Mission OS, aiming to help federal agencies connect data across legacy systems and support artificial intelligence…...