Cloud vs. On-Prem Showdown: The Future Battlefield for Generative AI Dominance

2 Views· 08/12/23
Breaking Analysis with Dave Vellante
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Google memo - we have no moat and neither does OpenAIhttps://www.semianalysis.com/p/google-we-have-no-moat-and-neither<br/>Janelle Teng - AI in the Cloud article on Substack:https://nextbigteng.substack.com/p/ai-model-layer-the-new-frontline-of-cloud-wars<br/>A16z on the economics of AI:https://a16z.com/2023/08/03/the-economic-case-for-generative-ai-and-foundation-models/<br/>Wall St Journal Article citing AWS, Google, MSFT, Dell & HPE POVhttps://www.wsj.com/articles/the-ai-boom-is-here-the-cloud-may-not-be-ready-1a51724d?reflink=mobilewebshare_permalink<br/>Technalysis GenAI study of 1,000 ITDMS:https://www.technalysisresearch.com/downloads/TECHnalysis%20Research%20Generative%20AI%20in%20Enterprise%20Survey%20Highlights.pdf<br/>AWS Outposts at the edge with Sagemaker - Circa 2021https://aws.amazon.com/blogs/m....achine-learning/mach

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