Showing posts from MU 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 …
TPU economics bite Nvidia while Anthropic's half-trillion in leases reshapes the compute map
Third-party inference data showing Google's Ironwood delivering up to 50% better performance-per-dollar than Nvidia's B200/B300 is the most tradeable fact of …
The price war arrives just as the power bill does
Anthropic cut prices 25% hours after reporting a $65B raise, and Google bought 400 MW of geothermal to feed its own models - the commodity economics and the …