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The AI compute gap: Enterprises are buying infrastructure faster than they can measure what it costs
Across 107 enterprises, AI infrastructure spending is accelerating well ahead of the ability to see or steer its economics. Most organizations run their AI on a familiar base of hyperscalers and model [...]
Anthropic says it hit a $30 billion revenue run rate after 'crazy' 80x growth
Dario Amodei is not the kind of CEO who talks loosely about numbers. The Anthropic co-founder and chief executive, a former VP of research at OpenAI with a PhD in computational neuroscience from Princ [...]
Claude’s next enterprise battle is not models: it’s the agent control plane
New VB Pulse data shows Microsoft and OpenAI leading enterprise agent orchestration, but Anthropic’s first measurable foothold points to a larger fight over who controls the infrastructure where AI [...]
Baseten takes on hyperscalers with new AI training platform that lets you own your model weights
Baseten, the AI infrastructure company recently valued at $2.15 billion, is making its most significant product pivot yet: a full-scale push into model training that could reshape how enterprises wean [...]
Moving past speculation: How deterministic CPUs deliver predictable AI performance
For more than three decades, modern CPUs have relied on speculative execution to keep pipelines full. When it emerged in the 1990s, speculation was hailed as a breakthrough — just as pipelining and [...]
5% GPU utilization: The $401 billion AI infrastructure problem enterprises can't keep ignoring
For the last 24 months, one narrative justified every over-provisioned data center and bloated IT budget: the GPU scramble. Silicon was the new oil, and H100s traded like contraband. Reserve capacity [...]