Mandeep Singh sees cloud providers as big beneficiaries in the AI boom while SaaS, IT and business services will feel pressure.
Posts published in “Cloud”
Ari Weil argues that AI applications — especially fast-moving AI agents — will need to be closer to users to reduce latency.
Alibaba's chairman allays EU's China fears, saying Europeans now have all their eggs in the U.S. basket. Why not get a second basket?
Peter DeSantis says the next phase of AI will depend on cheaper, faster and more energy efficient infrastructure.
An opinion piece by a partner at Sierra Ventures