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Investing.com27d agoneutral
Databricks CEO said they are ’running out of GPUs everywhere’

"We are running out of GPUs," Ghodsi said on CNBC, framing the GPU shortage not as a near-term planning challenge but as an operational constraint pressing hard on the business right now. Surging demand for Databricks' open-source AI model hosting has apparently exhausted GPU capacity across multiple regions, making fresh capital a matter of operational necessity rather than opportunistic growth financing.

AMD just landed its biggest AI deal yet
TheStreet27d agoneutral
AMD just landed its biggest AI deal yet

AMD has broken a chip monopoly before. In the 2000s, it took server market share away from Intel’s dominant x86 processors, forcing years of price and performance competition that reshaped enterprise computing. Two decades later, AMD is attempting a similar disruption, this time against Nvidia’s ...