AI infrastructure becomes one big leveraged bet
OpenAI's move to raise another $40 billion at a $300 billion valuation is being funded by Softbank, which in turn is paying for its bet with a lot of leverage.
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OpenAI's move to raise another $40 billion at a $300 billion valuation is being funded by Softbank, which in turn is paying for its bet with a lot of leverage.
Amazon is putting its Nova family large language models (LLMs) on display for a tryout aims to spur developer interest. And if Alexa+, which is also available for early access, performs well Nova's profile will only increase.
AI agents remain the hot topic among BT150 CxOs and there’s little to no doubt multi-agent systems will be useful. However, there are doubts about vendor offerings, platform lock-in, data strategy, architecture and change management.
Cognizant is betting that it can embed agentic AI across enterprises. The strategy will be driven by the ability to design enterprise AI agents that work across systems, create industry-specific large language models and build its own platforms such as Cognizant Neuro AI, which is built on Nvidia's stack.
AI models are quickly including the physical world and multiple modalities and a humanoid robot inflection point may soon follow.
Raja Renganathan. Chief Growth Officer at Randstad Digital, said enterprises have invested heavily in various platforms, but need to focus on transformation—technical and cultural—to truly break workflow silos with AI.
CoreWeave filed to go public and it's unclear whether the company's debut on the stock market will be a signal of an AI infrastructure top or just a milepost on a multi-year buildout.