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Platform strategy, earnings and the concentration of power at the largest technology companies, covered by The Silicon Ledger.
As artificial intelligence takes on more enterprise infrastructure tasks, data governance and human-defined boundaries are emerging as prerequisites for trusting autonomous systems with storage operations.
A consultancy rented high-end Nvidia hardware to benchmark DeepSeek against Claude, only to find that using the model's own API remained cheaper than self-hosting.
Oracle is positioning data resiliency as a cornerstone of enterprise ransomware defense, combining Exadata, AI Database security, and Zero Data Loss Recovery Appliance to ensure critical systems can recover quickly and completely.
As artificial intelligence workloads pivot from training to inference, token economics are reshaping how companies build data center infrastructure. CoreWeave is responding by expanding beyond GPU compute into networking, storage and software layers.
As fintech companies open their systems to customer AI tools via Model Context Protocol servers, payments firms face unique risks: a compromised agent could move money at scale. Equals Money is implementing strict identity controls and read-only access to mitigate the threat.
AMD announced plans to acquire World Labs, the AI startup founded by computer vision researcher Fei-Fei Li, in a deal valued at $8.2 billion. The purchase brings leading world model expertise in-house as AMD seeks to compete with Nvidia's dominance in AI infrastructure.
As artificial intelligence systems increasingly interact directly with websites and applications, FingerprintJS is rolling out new tools to distinguish legitimate AI agents from fraudulent automation and impersonation attempts.
A graphics card owner in Delhi says Zotac denied warranty support just over a year after purchase, citing an import date that predated the sale.
