Unblocking AI Infrastructure Will Define AI’s Next Chapter More Than Models

Unblocking AI Infrastructure Will Define AI’s Next Chapter More Than Models

This Industry Viewpoint was authored by Tom Traugott, SVP of Emerging Technologies at EdgeCore Digital Infrastructure

For most of the AI boom, the limiting question was who could secure the most advanced chips. In August of this year, NVIDIA signaled that the challenge has moved beyond silicon. It announced memorandums of understanding with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR intended to mobilize more than $500 billion of third-party capital for AI infrastructure over time. The goal is to finance not just accelerators, but the broader systems required to turn them into usable compute. … [visit site to read more]