AI
Talking AI Costs And Addressable Markets With SambaNova
The only way to accurately predict the future is to live it, but just the same, prognostication is one of the things that we humans love to do. …
TAM
AI
Great Accelerations: Just How Much Will We Spend On GenAI Again?
Ever since the launch of the “Antares” MI300X and MI300A compute engines by AMD back in early December, we have been mulling over the spending forecasts for AI spending in general and for infrastructure and accelerators more specifically. …