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The AI Tipping Point: How AMD’s MLPerf 6.1 Results Signal the End of Nvidia’s Monopoly

ai, AI (Artificial Intelligence), AI accelerators, AI inference, AMD, Analysis & Insight, Artificial Intelligence, blackwell, CUDA, data center AI, Instinct MI355X, MLPerf Inference 6.1, nvidia, Rob Enderle, ROCm

Whenever a single vendor captures 80 percent of a highly lucrative market, history tells us two things are about to happen. First, the dominant player will begin to act as if their moat is impenetrable, often prioritizing lock-in and margin […] The post The AI Tipping Point: How AMD’s MLPerf 6.1 Results Signal the End

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Alibaba, DeepSeek push China’s AI model race towards lower costs

ai, AI (Artificial Intelligence), AI inference, AI Infrastructure, AI Market Trends, ai model, Alibaba, Artificial Intelligence, deepseek, Features, Infrastructure & Hardware, Open-Source & Democratised AI

Alibaba has launched Qwen3.8-Max, its largest AI model to date, as DeepSeek’s latest V4-Flash model draws attention for inference pricing that is lower than several competing systems. Qwen3.8-Max has 2.4 trillion parameters and uses a mixture-of-experts architecture, which activates only part of the model for each request. Alibaba said around 95 billion parameters are active

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Intel: Our upcoming AI chip will be cheaper, run cooler than Nvidia, AMD options

ai, AI (Artificial Intelligence), AI inference, AMD, Artificial Intelligence, data centers, inference, Intel, nvidia

Intel plans to ship an AI chip by the end of this year that uses cheaper memory and cooling technology than rival offerings from Nvidia and AMD, as the US chipmaker seeks to capitalize on a sharp turnaround in its fortunes. Kevork Kechichian, who leads Intel’s data center group, told the FT that the company

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