Billions of dollars are changing hands between the same few AI companies. That affects everything from compute costs to market volatility — and it’s worth understanding.
As generative AI models grow larger and more compute-intensive, neoclouds are filling the gap with the high-speed, GPU-dense infrastructure that traditional cloud providers often can’t deliver at scale.
A new study out of Cornell University reveals AI’s growing strain on America’s water and energy resources, and finds that companies are constructing their data centers in all the wrong places.
OpenAI has entered into several massive cloud deals with Amazon, Oracle, Google and others, underlining just how critical raw compute power has become in the AI arms race.
