In Las Vegas, Thomas Kurian outlined a future in which AI agents automate all types of business tasks.

Now he must get customers on board.

“The level of inaccuracy and hallucination is so high that I would even hesitate to ask customers to pay.'

theinformation.com/articles/at-go…

At Google Cloud Next, the company outlined an ambitious vision for its enterprise AI — now it needs customers to get on board

theinformation.com/articles/at-go… w/ Anissa Gardizy

Good discussion the other day Anissa Gardizy. This is a difficult yet necessary conversation about having realistic expectations when it comes to AI adoption by enterprises. #GenAI is a new technology and will go through its adoption cycle just like all major technological…

Today, Amazon Web Services laid off several hundred people in its sales, marketing and global services group (SMGS)

Here'e our story from December on why AWS reorganized this more than 60,000-person team:

theinformation.com/articles/aws-o…

🚨reporting trip alert: I'll be at Google Cloud Next in Las Vegas next week

Let's meet IRL and chat about cloud computing, data centers, AI, chips, etc. (If you're based in SF, also happy to meetup anytime)

theinformation.com/articles/micro… The Information

We shouldn't overlook how stunning this level of investment is for a technology with an unclear business model. $msft

theinformation.com/articles/micro…

Happy Monday! Can always count on Anissa Gardizy to turn a topic as complicated as networking cables into something interesting & educational :)

Read more in today's AI Agenda about why OpenAI is trying to lessen its reliance on some Nvidia hardware:

theinformation.com/articles/opena…

One of the hottest topics in AI is... the cables that connect GPU servers.

Ethernet versus Nvidia's InfiniBand is on everyone's lips, Anissa Gardizy reporters

theinformation.com/articles/opena…

Microsoft and OpenAI have been drawing up plans for Stargate, a supercomputer that could cost as much as $100 billion.

theinformation.com/articles/micro…

By Anissa Gardizy & Amir Efrati

Sources: Microsoft and OpenAI are a planning a new 'Stargate' US-based supercomputer that could cost $100B to power OpenAI products (The Information)

theinformation.com/articles/micro…

📫 Subscribe: techmeme.com/newsletter?fro…
techmeme.com/240329/p11#a24…

New: Microsoft and OpenAI plotting new 'Stargate' supercomputer that could cost $100 billion.

An incredible look at what it will take to build the next generation of AI and at this consequential relationship between Microsoft and OpenAI.

Anissa Gardizy Amir Efrati…

~NEWS~

Microsoft & OpenAI drawing up plans for 'Stargate' supercomputer costing up to $100B and one launching sooner for as much as $10B

All the details and much more here: theinformation.com/articles/micro… Anissa Gardizy

breaking: Microsoft and OpenAI are drawing up plans for a $100 billion AI supercomputer

The supercomputer, codenamed 'Stargate,' would contain *millions* of GPUs and require several gigawatts of power

Full story here w/ Amir Efrati for The Information: theinformation.com/articles/micro…

Is the Nvidia Boom Sustainable? The cost of running generative AI is too high for most businesses, a key chip supplier to Nvidia said.

theinformation.com/articles/a-boo…

From Anissa Gardizy.

Micron's stock price has benefitted from the AI boom (it provides memory for Nvidia GPUs)

So worth paying attention when an exec says prices need to drop + he's cautious about how long the soaring demand will last

Full Q&A here: theinformation.com/articles/a-boo… $mu $nvda

Executive at a key Nvidia supplier says AI costs need to drop and he doesn't how how sustainable the current hardware boom is.

Full interview here: theinformation.com/articles/a-boo…

$MU Anissa Gardizy $nvda

Hardware companies like Micron have benefited from the AI boom. But the Nvidia supplier said the cost of developing AI software needs to come down for demand to remain high

'We’re all wondering, how much of this is going to be sustained?'

Full Q&A: theinformation.com/articles/a-boo… $MU

is it just me, or if someone doesn’t answer your FaceTime, do you text them a real-time selfie of your reaction

Micron's stock is up 16.5% so far today $MU

Join our call at 11am PT to chat about Micron and the AI computing landscape!

from Jessica Lessin natasha mascarenhas aaron holmes:

Microsoft doesn’t want its plan to hire two of Inflection AI’s co-founders and most of its 70-person staff to be seen as an acquisition. But it’s still writing a hefty check to the AI startup.

theinformation.com/articles/micro…