3 articles
It's no longer just about renting GPUs. Oracle is pivoting to a 'Bring Your Own Chips' model, positioning OCI as the neutral 'Switzerland' of AI infrastructure. Here is the physics and economics behind the move.
Google is breaking its 'Walled Garden' rule by selling TPUs directly to Meta and Apple. This breakdown covers the Trillium OCS architecture, the Meta deal, and why this shift threatens Nvidia's monopoly.
Apple and Intel are reportedly rekindling their partnership, but not as you know it. This report dives deep into the rumors of Intel manufacturing Apple's M-series chips and what it means for the industry.