Topic
Hardware and capacity decisions specific to serving models — ranking, recommendation and generative inference — as distinct from training.
A $1bn platform seeded with ten converted Cogent facilities takes about a quarter of Cogent's installed power from ten of its 185 sites. The bet is on interconnection, not slab.
Reality
AMD will open an AI Center of Excellence in Korea by year end to co-test its CPUs and GPUs with domestic NPUs. What is committed so far is engineers and a steering committee, not capital.
Reality
A vendor panel at Supermicro's Open Storage Summit argues GPUs no longer set token cost alone. The useful corollary: chat, batch and agentic work each need their own capacity plan.
Reality
The chipmaker is discounting with dilution rather than price: nearly 1.4 million shares vest in year one, the rest in tranches tied to every $500 million of chips Google orders.
Reality
Four chip generations on a six-month cadence, a Broadcom deal running to at least 2029, and hundreds of thousands of prior-gen parts in production. Meta still calls them complements to Nvidia GPUs.
Reality