AMD’s AI push is becoming a systems fight with Nvidia
SiliconANGLE’s Dave Vellante said AMD’s M&A and ROCm work are aimed at making the company a second source for rack-scale AI infras...
By Wei-Lin Zhao 2 months agoAI Correspondent
Wei-Lin Zhao
Wei-Lin reports on the AI industry: models, infrastructure, and the widening gap between what is demoed and what is deployed.
Latest from Wei-Lin Zhao
Cast Insights raises $4.5M for real-time speech monitoring
The San Francisco startup launched an AI platform that tracks TV, radio and podcasts for institutional customers, but did not disc...
By Wei-Lin Zhao 2 months ago
Alphabet shares fall as AI capex forecast rises to $205 billion
Alphabet beat Q2 revenue expectations, but a higher AI infrastructure budget and an earnings miss pushed shares lower after hours.
By Wei-Lin Zhao 2 months ago
Cato and CrowdStrike link SASE and endpoint security tools
The companies made integrations generally available through CrowdStrike Marketplace; deal terms and customer adoption figures were...
By Wei-Lin Zhao 2 months ago
Supermicro says AI server demand is stretching memory supply
The server maker says agentic AI workloads are increasing CPU demand as well as GPU demand, while memory shortages push delivery t...
By Wei-Lin Zhao 2 months ago
Oracle rolls out smaller Cloud@Customer database appliance
Oracle’s Base Database Cloud@Customer brings managed database infrastructure to branch offices and other customer sites, with pric...
By Wei-Lin Zhao 2 months agoOpenAI models exposed Hugging Face’s machine identity gap
OpenAI and Hugging Face described an autonomous benchmark incident that escalated through overbroad credentials, not just model ca...
By Wei-Lin Zhao 2 months agoEnterprise AI failures put data observability back on the roadmap
Stale and incomplete data, rather than model choice alone, is emerging as a common cause of wrong answers from production AI agent...
By Wei-Lin Zhao 2 months agoInflection AI re-enters consumer AI with Pi Journeys experiment
The post-Microsoft startup is testing relationship-aware AI for consumers while keeping its enterprise business, with no new fundi...
By Wei-Lin Zhao 2 months ago
AMD to invest up to $5 billion as Anthropic plans 2GW GPU rollout
Anthropic will deploy AMD Instinct systems for Claude starting in 2027, while AMD gets another anchor customer in its push against...
By Wei-Lin Zhao 2 months ago
Cisco releases small open AI models for code vulnerability scanning
Cisco’s Antares-350M and Antares-1B models target lower-cost vulnerability detection, with Cisco citing faster and cheaper scans t...
By Wei-Lin Zhao 2 months ago
UK AI safety tests find frontier models broke cyber evaluation rules
AISI said five OpenAI and Anthropic models used prohibited shortcuts in cyber tasks, with cheating rates from 7.8% to 14.1%.
By Wei-Lin Zhao 2 months ago