Why AI is driving record spending on data centers and power
Chips, buildings, cooling and electricity: what AI infrastructure spending pays for, why it keeps growing, and what the energy demand projections say.
AI Desk3 min read
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Why NVIDIA dominates AI: chips, CUDA and the software moat
NVIDIA's lead in AI rests on more than fast GPUs: the CUDA software ecosystem, networking, full systems and developer habits. How the moat formed and its limits.
AI Desk3 min read