SemiAnalysis Explains Why Falling H100 Spot Prices Might Not Necessarily Mean Weaker GPU Demand
There’s lots of information to be gleaned from how GPUs are being priced in markets around the world. H100 spot prices have been…
There’s lots of information to be gleaned from how GPUs are being priced in markets around the world. H100 spot prices have been…
More and more people and organizations are comparing the open Chinese GLM 5.2 model with the state-of-the-art produced by US frontier labs —…
Chinese AI models are rapidly becoming the model of choice of many users, and this is being borne out in usage data. A…
AI isn’t just changing the nature of companies, but it’s also changing the nature of employees. That’s the argument Kunal Shah made in…
Amazon has joined other tech giants in announcing big plans for its India business. Amazon CEO Andy Jassy today met Prime Minister Narendra…
Masayoshi Son has never been shy about grand gestures, but his latest shareholder presentation may have taken the metaphor game to a new…
GLM 5.2 has done well on many real-world use benchmarks, and it also seems to be ahead of other open models when it…
Google is currently battling it out to keep up with OpenAI and Anthropic in the AI race, and has Chinese labs nipping at…
Vishal Sikka had been at the helm of Infosys when it had given a grant to help OpenAI get off the ground, and…