The New Stack
·
1 day ago
IBM's second-quarter revenue fell short of expectations at $17.2 billion versus the forecasted $17.86 billion, as enterprise customers redirected spending from software services toward AI hardware like servers and storage. CEO Arvind Krishna acknowledged the company failed to anticipate the magnitude of this shift and adapt quickly enough, causing numerous large deals to slip. Developers will face tighter software budgets and increased pressure to build custom integrations using open-source tools rather than licensed enterprise middleware.
NVIDIA
·
2 days ago
NVIDIA argues that performance per watt is the critical efficiency metric for AI infrastructure, as it determines how many tokens can be generated within a fixed power budget. The NVIDIA Blackwell NVL72 platform delivers up to 25x better performance per watt compared to the Hopper generation when serving mixture-of-experts models across a 72-GPU domain. This efficiency advantage will determine which organizations can scale their AI operations in a power-constrained environment.
The New Stack
·
2 days ago
Valantor acquired document intelligence company EyeLevel and launched its Enterprise Visual Intelligence platform to process unstructured data like PDFs, handwritten documents, and complex forms that large language models struggle to access. The company's GroundX platform processes visually complex documents through multi-pass orchestration, achieving 96% accuracy on policy questions for Air France-KLM and automating 85% of customer inquiries for AskVet. Organizations can now access the approximately 80% of corporate knowledge trapped in unstructured documents while maintaining data sovereignty and reducing processing costs by decomposing documents into smaller elements for cheaper AI models.
Rest of World
·
2 days ago
Saudi Arabia and the UAE are investing tens of billions of dollars in AI infrastructure but cannot escape dependence on Nvidia chips despite attempts to diversify suppliers. G42's Stargate data center in Abu Dhabi will run on 400,000 Nvidia chips, and Humain ordered 18,000 of Nvidia's newest Blackwell chips, as rivals lack the capabilities for training advanced AI models. The Gulf states are abandoning the pursuit of technological sovereignty and instead deepening integration with U.S. technology companies and Nvidia's proprietary ecosystem.
