A comprehensive comparison between ‘compute’ and ‘inference’ in AI


An integrated analysis of technological, infrastructural, and operational factors including AI Factories, Data Centres, development practices, chips, and overall infrastructure. The following report—structured in APA format—presents a formal, detailed comparative overview, incorporating relevant business, academic, and technical sources.Source: Perplexity.ai Compute and Inference: Definitions and Context Compute generally refers to the computational resources required for both training and running AI models, whereas inference is the process by which a trained model makes predictions or decisions on new data. Compute is foundational for both the intensive process of AI model training and the comparatively lightweight process of model inference. AI inference utilizes … Continue reading A comprehensive comparison between ‘compute’ and ‘inference’ in AI

The Evolution of AI Infrastructure: From Hyperscaler Dominance to the Rise of AI Factories (2024–2045)


The global landscape of artificial intelligence (AI) infrastructure is undergoing a profound transformation, shifting from the current era dominated by hyperscalers—massive cloud providers such as Amazon Web Services, Microsoft Azure, and Google Cloud—towards a future where AI Factories, purpose-built and sovereign-controlled facilities for manufacturing intelligence, are poised to prevail. This report provides a comprehensive analysis of this evolution, examining the technological, economic, and geopolitical forces shaping the transition. Drawing on recent market data, industry forecasts, and emerging trends, the report details the limitations of the hyperscaler model, the architectural and operational innovations of AI Factories, and the implications for global … Continue reading The Evolution of AI Infrastructure: From Hyperscaler Dominance to the Rise of AI Factories (2024–2045)

Comparison of Nebius and CoreWeave


This analysis compares Nebius and CoreWeave, two rapidly scaling AI cloud infrastructure providers, focusing on scale, vendor relationships, forward guidance, and the competitive dynamic between them. This is an ongoing effort I am undertaking to understand the inter relationships and dynamics as the ecosystem evelves to AI Factories. I also tounch on Applied Digital and how they fit within the framework. — ### Scale **CoreWeave** – CoreWeave has experienced explosive growth, reporting $1.9 billion in revenue for 2024 (a 737% year-over-year increase), driven by surging demand for AI computing[6][12]. – Its Q1 2025 revenue was $981.6 million, up 420% year-over-year[1][7]. … Continue reading Comparison of Nebius and CoreWeave

Operations and Operational Art and applicability to other business


THE UNITED STATES NAVAL WAR COLLEGE JOINT MILITARY OPERATIONS DEPARTMENT On Operations: Operational Art and Military Disciplines Kindle Edition by Brett Friedman (Author) Link is a primer for the book. On Operations and Operational Art – military terms which roughly equates to method and approach for Operations and for conducting Operations. If that explanation is fuzzy, that is because it is fuzzy. I am just working through the book and there are different approaches in Germany/ Prussia versus more recent US and UK. This post is simply to capture the beginning of what I am learning and of course how … Continue reading Operations and Operational Art and applicability to other business

Coreweave joins ‘hyperscaler’ group


Research: CoreWeave’s AI Infrastructure and Market Position They have particular differentiation in 3. Infrastructure Differentiation. it is designed explicitly to operate with GPU infrastructure, and seed investment from Nvidia cements this. They have been around for eight years(8) years but still have startup characteristics. Their debt profile is high and rates are astronomic. They are working with Bank of America to refinance $1.5Bn debt. Their efforts in Spain are spectacular and Spain in particular is in dire need of high tech support. The facility was inaugurated today by the Mayor of Barcelona, Jaume Collboni, and Albert Tort, Secretary of Telecommunications and … Continue reading Coreweave joins ‘hyperscaler’ group