Zachary Henderson+FollowNvidia’s CUDA Moat: Fortress or Walled Garden?Nvidia just snapped up SchedMD, the brains behind Slurm, to further lock down its AI infrastructure dominance. With Slurm now optimized for Nvidia’s hardware, are we witnessing the ultimate power play in AI, or is this just another step toward vendor lock-in? Is Nvidia building the future of open AI, or tightening its grip on the ecosystem? Let’s debate: does this move fuel innovation or stifle competition? #Tech #Nvidia #AIInfrastructure00Share
Paul Hall+FollowIs $8T in AI Data Centers Overkill or Inevitable?AMD and IBM’s CEOs are split on the AI gold rush: Lisa Su sees a future where generative AI is everywhere, justifying massive data center investments. Arvind Krishna, meanwhile, warns the math doesn’t add up unless hardware, power, and cloud costs drop fast. Are we building the backbone of a new digital era, or setting ourselves up for a costly reckoning? Where do you stand on the $8 trillion question? #Tech #AIInfrastructure #DataCenters00Share
chenmichele+FollowWill Half of AI Data Centers Really Fail?Kevin O’Leary’s bold prediction that 50% of North American AI data centers will fail is stirring up the tech world. With skyrocketing demand for compute power and energy costs becoming a make-or-break factor, are we heading for a massive shakeout in AI infrastructure? Is this a necessary correction, or are we underestimating the resilience of next-gen data centers? Let’s debate the future of AI and digital infrastructure! #Tech #AIInfrastructure #DataCenters00Share
Paul Hall+FollowAre AI 'Picks and Shovels' the Real Gold?Everyone’s talking about the AI arms race between the tech giants, but what if the real winners are the companies supplying the hardware, energy, and infrastructure? The so-called 'picks and shovels' of the AI revolution—chipmakers, energy producers, and data center builders—are quietly riding a wave of capital. Is this where the smart money should be? Let’s debate: would you bet on the miners or the toolmakers? #Tech #AIInfrastructure #TechInvesting00Share
