Every discussion of AI chip performance focuses on TFLOPS — the raw compute throughput number that vendors put on their datasheets. It is the wrong metric for most AI workloads …
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AI Data Center
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Meta’s AI Spending Paradox: When $135 Billion Actually Makes Business Sense
In my recent trilogy analyzing AI market concentration—”Is There An AI Concentration Crisis: When 42 Stocks Become the Entire Market,” “Why Enterprise AI Strategy Must Diverge From Hyperscaler Playbooks,” and …