Sumant Mandal, an investor for 26 years, stated that Together.ai is the fastest-growing company he has ever seen.

Sumant Mandal predicts that the emergence of physical AI and robotics could double the demand for compute capacity over the next five years.

Microsoft's Chief Strategy Officer stated that the company is throttling sales commitments because it lacks the GPU capacity to serve them.

Microsoft's Chief Strategy Officer believes Wall Street incorrectly perceives the company as over-investing in capacity, when in reality, they are under-investing relative to demand.

Google is building a $20 billion data center in India.

Sumant Mandal stated that Anthropic's revenue run rate grew from $9.5 billion in December to $19 billion in approximately three months.

According to Google's CTO, every product at Google is now considered a generative AI product.

A board member at Anthropic reported that the company's head of technology was concerned about launching a coding product because the internal team feared it was so effective it would make their own j...

AI infrastructure company Together.ai experienced a workload shift from 80% training and 20% inference to a 50/50 split within a three-month period.

Microsoft's Chief Strategy Officer stated that the company is throttling demand for its AI services due to insufficient capacity, suggesting the market is wrong to penalize its stock for high CapEx.