Could AI be Hitting a Wall?

Could AI Be Hitting a Wall? AI development and usage are growing with lightning speed, but the cost of producing AI is beginning to bump up against customers’ willingness to spend. AI leadership has migrated over the last few years as hyperscalers (Microsoft, Google, OpenAI, etc.) have released new AI models. In a nascent but […]
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Brains to Brawn

Brains to Brawn While hyperscalers (Amazon -AMZN, Alphabet- GOOGL, Meta – META, and Microsoft – MSFT) and NVIDIA (NVDA) continue to command headlines and trillions in market valuation, the real stock market action has shifted toward smaller companies solving critical datacenter bottlenecks. The first AI bottleneck was Nvidia chips, the brains of AI, but the […]
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