Bloomberg Intelligence's Mandeep Singh says enterprise AI token consumption is up 2x to 5x but the link to ROI is less clear.
Posts published in “Open source”
Google's Agent2Agent lets agents from different companies to talk to one another - an important building block for agentic AI.
Kiro Crew coordinates the actions of AI agents – and it keeps working after users close the chat session.
FlexMoRE could enable mixing and matching of language- and domain-specific AI experts without the sharing of underlying data.
Mandeep Singh sees cloud providers as big beneficiaries in the AI boom while SaaS, IT and business services will feel pressure.
BofA analyst Vivek Arya says the bigger competitive risk is to AI model companies rather than AI infrastructure stocks.