AWS and Google are pushing alternative stacks to CUDA while enterprise AI value moves to serving harnesses, scheduling and memory management. On-device enterprise browsers with local agents reinforce a shift toward software and infrastructure differentiation beyond model selection.
Competition with CUDA is widening: AWS and Google are pushing alternative software stacks, while AMD and Intel aim to lower the cost of AI cluster switches. Reduced dependence on NVIDIA's software and cheaper networking shift the TCO equation for lar...
The Swedish startup Strawberry exits beta with an enterprise browser that embeds AI assistants. Agents run on the user's device, not on cloud servers, which can address data sovereignty demands. The company has raised $6 million and plans to scale ac...
Enterprise AI is no longer decided by model choice. Architecture, memory management, scheduling, and optimization determine whether an LLM becomes reliable, economical, and scalable production capability. Starting from the workload, identifying the d...
