Posts tagged with: OpenAI

Oracle’s massive OpenAI deal raises equally big questions

Oracle and OpenAI have reportedly struck a five-year, $300 billion cloud computing deal The deal raises questions about how OpenAI will pay but also about what exactly it’s buying, analysts said The rapidly shifting AI landscape could well derail the...

Is AI already heading down the path to commoditization?

AI model leaders may soon find themselves in shoes familiar to telcos on the wrong end of commoditization Freemium access might backfire Consolidation is likely on the horizon and that could have big implications for inflated AI company valuations  Telcos...

Cheat sheet: Everything you need to know about Stargate

Stargate is OpenAI’s bid to build the data center infrastructure it needs for AI It initially aimed at building facilities in the U.S. A project in the UAE is its first – but not last – international venture People of...

Op-Ed: Tech and telecom are giving me the ick

I can’t be the only one feeling this way. Covering tech and telecom has always been a test of patience, with change in telecom especially moving at a glacial pace. But lately it’s starting to feel like a test of...

Google, Microsoft embrace agentic AI for better data analytics

Google, Microsoft and OpenAI are all driving a shift from AI assistants to proactive AI agents These agents promise to bring more intuitive interactions with complex data systems But fully autonomous AI systems are still a ways off Software companies...

T-Mobile talks a big talk, but who’s buying it?

T-Mobile held its Capital Markets Day in San Francisco on Wednesday, laying out its growth strategy for the next three years Nvidia CEO Jensen Huang and OpenAI CEO Sam Altman were surprise guests and provided some all-star sizzle to the...