EnterpriseAI
-
AMD Isn’t Stealing CUDA’s Crown—It’s Building a Different Kingdom
Is AMD finally coming for CUDA’s crown—or are we watching another polished open-source demo that developers clap for and then quietly ignore? AMD’s new Lemonade LLM Server is being pitched as a unified, open, local AI stack. It runs large language models on Ryzen AI NPUs, Radeon GPUs, and Instinct accelerators. It mimics OpenAI-style APIs.…
-
Dell Isn’t Boring — The Market Is Just Missing the Point
Nvidia gets the glory. Supermicro gets the hype. Meanwhile, Dell is quietly stacking $25B in AI server shipments and trading at about 21x earnings. If that’s not a disconnect, what is? Here’s the blunt truth: Dell might be the most boring name in AI infrastructure — and that’s exactly why it’s underrated. Dell just posted…
-
Enterprise AI Has a Reliability Problem — And It’s Not Just Anthropic
Three outages in nine days. That’s not a blip — that’s a warning shot. When Anthropic’s Claude went down on March 2, then again on March 3, and again on March 11, thousands of users were locked out. Login failures. “Something went wrong” errors. Claude Code stalling mid-workflow. At peak, thousands of Downdetector reports poured…
-
The AI War Isn’t About Brains Anymore. It’s About Power Bills.
The AI hype machine used to run on one question: whose model is smarter? Bigger context windows, higher benchmark scores, splashy demos. That phase is over. The latest news cycle makes something else painfully clear. The real fight has moved down the stack, where the money is heavier, slower, and far harder to unwind: infrastructure…
You must be logged in to post a comment.