I don’t agree. I think that what these investors are missing are all the software that will be built on top of the intelligence provided by the frontier labs. They are still not seeing the top layer of the Gen AI stack that will replace the current role of the SaaS layer in the cloud industry stack. This layer will be comprised of all those connections, source of context, and security sandboxes required to run the agents.
(Image credit: Intel)Intel positions Clearwater Forest for telecom and cloud workloads. The company says operators deploying 5G Advanced and future 6G networks increasingly rely on server CPUs for virtualized RAN and edge AI inference, as they do not want to re-architect their data centers in a bid to accommodate AI accelerators. By combining matrix/vector acceleration, vRAN offloads (using the vRAN Boost), large caches, and broad I/O in one platform, the CPU can perform jobs that are normally reserved for various accelerators that consume more power and take up space.
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Overlapping Unit Tests