The KREO Journal · filed under
AI Infrastructure
Every piece carrying the AI Infrastructure tag, newest first.
6 articles · all articles
Analysis · The Industry
The $7 Billion Exit
The Wall Street Journal reports Amazon in talks to pay about $7 billion for Decart, a hundred-person company whose software makes AI models cheap to move between chips. The deal says the race is no longer about the model. It is about the exit.
Analysis · The Industry
The $20 Billion Hole
OpenAI told investors its annualised revenue was approaching $50bn at the end of September, about $20bn below the figure markets were told. The number did not move. The ruler did.
Analysis · Power & Policy
When Your Supplier Becomes Your Banker
SpaceX is borrowing about $40bn to buy chips from Nvidia, which owns a stake in SpaceX and helps finance its customers. The same silicon is now the collateral, the revenue and the equity.
Analysis · Power & Policy
Beyond CUDA: What DeepSeek's Move to Huawei Hardware Actually Changes
DeepSeek and Huawei have opened a practical path for Chinese AI teams to train and serve models on domestic silicon. The story is not the chip. It is the software moat around Nvidia, and the bridge that just appeared across it.
The Industry
Running LLMs On-Prem: Private AI Without Sending Your Data to the Cloud
You don't have to send your data to OpenAI to use a capable language model. Here's what it takes to run LLMs on your own hardware, and why more businesses are choosing to.
Practice
Own Your AI Stack: On-Prem vs the API Treadmill
Renting intelligence by the token is easy to start and hard to stop. A look at when owning your AI infrastructure beats paying a meter forever.
