Sam Palmisano says the AI boom is built on long-cycle bets in data centers, chips and energy, even as AI software changes at breakneck speed. If adoption slows or cheaper Chinese open-source models gain traction, Big Tech may have to rethink the spending plans behind today’s AI race. (Source: Bloomberg)
Sam Palmisano says the AI boom is built on long-cycle bets in data centers, chips and energy, even as AI software changes at breakneck speed. If adoption slows or cheaper Chinese open-source models gain traction, Big Tech may have to rethink the spending plans behind today’s AI race. (Source: Bloomberg)
<iframe src="https://statesidedaily.com/embed/cluster/dacb2e916dd3235847e917743a7924501b12641d" width="100%" height="320" style="border:0;max-width:680px" loading="lazy" title="The AI Spending Spree Comes With a Catch"></iframe>
