The Mirage of Future Compute Revenue A projected $103 billion in revenue, declared by a company just two years old, tells a more revealing story about the state of AI infrastructure than any headline about its Read More
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Broadcom’s Ascendant Role in AI’s Supply Chain The announcement of Jalapeño, a new Application-Specific Integrated Circuit (ASIC) co-developed by OpenAI and Broadcom, purports to be a significant step toward OpenAI’s coveted Read More