Top Trend: The AI evolution from Model Training to Inference
Yes first quarter, this year, but painting a picture with projected petaflop and power projections.
NOT, apparently double precision floating point, as much science requires, but heat up those Nvidia gpus.
Projecting something greater than Avagadro's number of petaflops, near future (not double precision).
More recently, Financial Times, for those paying or transgressing the paywall:
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| sorry about the mid-item bar, not atop, but the gist remains |
https://www.ft.com/content/255dbecc-5c57-4928-824f-b3f2d764f635#26908107
That's an into-2026 thing, and if you cannot get that story because of the paywall, search = nadella $$ AI
Doing that search, multiple overlapping stories, including: https://www.businessinsider.com/microsoft-ceo-satya-nadella-ai-revolution-2025-12?op=1
Timing in the year may differ, but the leadership changes at Microsoft have been over the 2025 year, not all jammed into year-end.
https://www.ft.com/content/2f82a42c-7b41-40a4-b549-bce7805166f3
https://www.ft.com/content/8e21d389-64bb-42cc-b52d-48203837979f
Again, have an FT account, beat the paywall, or see as much as FT shows you, and search accordingly in the non-paywalled world. The content will, more or less, be there. In essence, the big players seem to be aggregating and cross-pollenating, with Elon (Xai) and the Chinese not mentioned. The Indian brain power seems to be HB-1 drained to US work, while the Chinese are not sleeping. E.g., here or here.
Those two links, plus this, say enough to where readers can search more as they choose.
Pop the popcorn, and watch. It is the whole worldwide industry moving from desktop/local to rental of gigantic stuff. As in get the riff-raft on payments. You can buy an Nvidia Spark, and learn, but the big players are playing big, and $$$ capital is being gambled upon an on-payments future cashflow model.
Good luck into 2026 and later, where pay-to-play seems to be the goal of the heaviest in hi-tech.
Not that it was not before, but IBM has waned, Digital has disappeared to Control Data land, and the beat goes on. And demand for electricity will dwarf us citizens, and the crypto guys, to where we pay more so Microsof, Google, Amazon, the Eurpoeans and the Chinese can game away their time and extra dollars.
_____________UPDATE____________
Yahoo Finance posts M$ naval gazing. Who knows? Nadella, or is he being driven by the winds of change?