Wednesday, June 7, 2017

No End to Moore's Law Rates of Improvement?

Concern about the "end of Moore's Law" has been expressed for decades. And there are clear constraints on current platforms. It remains to be seen what can happen with new platforms. But many believe there are a range of options to support continued progress, by tweaking both software and hardware. 

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How Big a Problem is Buyer Concentration in the AI Value Chain?

If OpenAI and Anthropic drive 48 percent of Google Cloud revenue in 2027, is that a problem? Some might say “yes,” to the degree that custo...