AI Inference

Nvidia’s $81.6B AI Factory Quarter: The Honest Read

Article BriefKey Takeaways4 points24s read01The quarter-Nvidia reported $81.615 billion in Q1 fiscal 2027 revenue, up 20% sequentially and 85% from…

2 months ago

Google’s 3.2Q Token Shock: Inference Demand Goes Vertical

Article BriefKey Takeaways5 points30s read01The correction-Google's 3.2Q+ monthly token figure is about 330x the May 2024 level of 9.7T, not…

2 months ago