IP Carrier

After analyzing more than 100 artificial intelligence products used by enterprises from 2022 to 2026, researchers at Okta find adoption patterns you might well expect: Anthropic’s growth leads all others The market still has not settled into a stable pattern Multi-vendor is a common approach Use of specialized products is significant. source: Okta The analysis suggests a widespread multi-vendor adoption pattern as well. source: Okta

Is the growing cost of Nvidia-based compute a business moat or a liability? And in either case, which contestants benefit or suffer? A new Morgan Stanley analysis suggests the cost of Nvidia's GB200 systems now cost about $35 billion per gigawatt (GW) of computing capacity, up 16 percent from prior estimates. GB300 clusters rise to $39 billion per GW, while Vera Rubin-based systems jump nearly 20% to $49 billion per GW.

Copyright is a tricky business, and has been since the advent of digital media. But artificial intelligence likely will cause a rethinking or adaptation of copyright, in part because it is getting harder to distinguish between a human author’s particular formulation of an idea and an AI-generated alternative.

Observers say artificial intelligence often changes “how work is done” or “how well work is done” () rather than just “how fast it is done,” leading to outcomes that are difficult to capture in traditional productivity statistics.

Does use of artificial intelligence necessarily pose the risk of diminishing critical thinking or thinking skills? The answer might well depend on how AI is used. But that is true of many human endeavors. People rarely stop engaging in activities they find intrinsically rewarding simply because technology makes the outcome easier to obtain. As much as I enjoy this clip of waveriding at a favorite spot, I'd much rather be doing it.

A Gallup survey suggests 71 percent of Americans do not want a data center built where they live. That “not in my backyard” (NIMBY) pattern occurs all the time, concerning landfills, homeless shelters, prisons, mental health facilities, wind turbines, airports, and cell phone towers, for example. The dynamic reoccurs because of a “mismatch” between benefits and costs.

Depreciation schedules  do not often assume strategic importance, but for neocloud suppliers of artificial intelligence “compute as a service,” depreciation of graphics processing units does seem to matter. Assume a $12 billion investment in GPUs. If one assumes a three-year depreciation cycle, that produces a $4 billion per year hit to earnings. On the other hand, if one assumes a longer six-year cycle, annual depreciation is just $2 billion per year.

At least on mobile devices, ChatGPT remains the share leader, followed by Gemini and then Claude, say analysts at Apptopia. Probably the biggest change is how much share Meta AI has gained, as it now is the fourth-largest model, in terms of mobile device use. source: Apptopia And it appears the model market is approaching a zero-sum game, where one model’s gains must come from another’s loss, as global usage rates continue to slow.

It always is difficult to separate correlation from causation in any complex endeavor. Consider the impact artificial intelligence might have on employment. Big layoffs at enterprise-sized firms, said to be driven by new AI potential, essentially shift spending from people to tokens but without clear direct financial returns. So although we are very early in the process of adopting AI, we still know very little about actual AI impact on jobs.

There's dangerous, and then there's dangerous. Shooting the pier is one of those. Huge south swell in southern California in June. We have all repeatedly seen comparisons of equity value of hyperscale app providers compared to the value of connectivity providers, which s... It really is surprising how often a Pareto distribution--the “80/20 rule--appears in business life, or in life, generally. Basically, the...