Showing posts from DDOG tag
CPU scarcity and the fat middle of AI demand
The interesting story today is not another model launch but the supply side: CPUs are suddenly the scarce resource in the cloud, and Oracle's Jupiter force …
Prompt caching becomes the margin story as agents eat tokens
Datadog's disclosure that 69% of input tokens are system prompts, paired with new prompt caching for Anthropic and OpenAI models, turns inference economics from …
The AI-coding deal tape is one $60B outlier sitting on decade-low software M&A
The OpenAI/Cursor cutoff forces model migration toward Anthropic and Google and away from GitHub Copilot, while Kroll data shows ex-Cursor software M&A at …
Nvidia buys the distribution layer
Nvidia's reported $12.9B Hugging Face acquisition, a 2M-GPU Amazon expansion, and a $96B quarter with ~70% FY28 growth guidance all landed on the same day the …