When we talk about the cost of AI infrastructure, the focus is usually on Nvidia and GPUs -- but memory is an increasingly ...
If you want to be in the DRAM and flash memory markets, you had better enjoy rollercoasters. Because the boom-bust cycles in ...
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The $380B orchestration bet: Understanding the ‘coding wedge’ as AI labs move beyond the model layer
What has been called the “SaaSpocalypse” isn’t about software dying. It’s about control — specifically, who controls the orchestration layer of enterprise AI. And right now, that battle is ...
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