Daniel Porras

𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐍𝐨𝐰: 𝐆𝐞𝐧𝐀𝐈 𝐒𝐮𝐜𝐜𝐞𝐬𝐬 𝐒𝐭𝐨𝐫𝐲 𝐨𝐫 𝐑𝐢𝐬𝐤 𝐨𝐟 𝐃𝐢𝐬𝐫𝐮𝐩𝐭𝐢𝐨𝐧? In september @flybridge AI Index update we deep dive into @ServiceNow GenAI strategy. ● ServiceNow has outperformed the NASDAQ by 3x and its nearest competitor, Atlassian, by https://t.co/YeskqvLHIK

Some interesting insights from @CerebrasSystems S1. • Expected shift from training to inference needs: Estimated TAM of AI training infrastructure to be $72Bn in 2024 (62% of total), growing to $192Bn in 2027 (39% CAGR), and TAM for AI inference to be $43Bn in 2024 (37% of https://t.co/6NbewzjFNa