Generative AI Tech Trends

Generative AI Tech Trends

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What OpenAI’s $250M NewsCorp Deal Signals & Perplexity–TIME Rough Revenue Uplift Analysis
Between 2022 and 2025, licensing data for AI model training evolved from a niche practice into a standard industry paradigm.
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GenAIExperts
GPU-as-a-Service Is Heating Up: How CoreWeave Delivers 30–50% Lower Costs
2024–2025 saw major deals in GPU-as-a-Service space.
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GenAIExperts
Why Meta Chose Pure Storage? OEMs expect to power over 50% of SSDs with QLC by 2026
Meta’s blog on “A case for QLC SSDs in the data center” is getting a lot of traction, and our clients are asking pointed questions: Is QLC really ready?
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GenAIExperts
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Unleashing the Power of LLMs: Disrupting the AI Landscape and Transforming Enterprise Software
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AI Data Center Interconnects: AEC / AOC Cables and Retimers Market; Why Investors are Looking at Credo and Astera Labs
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Part 2 - Data Center Prediction for 2024: GPU Accounts for ~65% of BOM, Significant Demand for Renewable Energy & PUE Closer to 1
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Oracle's Aggressive Pricing & Partnerships to Capture Market Share in Gen AI Infrastructure
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CoPilot Series 1: From Blood, Sweat and Spreadsheets to Productivity Copilot -Microsoft 365
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DeepSeek - Key Questions & Their Answers From Our Client Conversations
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2026 AI Compute Predictions: Where Will the Next 10M+ GPUs Be Deployed?
At GTC 2025, Nvidia emphasized that we are at an inflection point in computing, where AI data centers are becoming the new factories of the digital age.
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GenAIExperts
Microsoft’s Data Center Pullback: Who Are the Likely Lessors?
The data center industry has been sent into a frenzy with recent reports that Microsoft has canceled select leases with at least two private data center…
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GenAIExperts
AI Data Services Market Projected $30B+ TAM by 2028: Surge in Demands for RLHF, Eval & Synthetic Data
As we progress toward AGI, it is becoming increasingly evident that data quality will have a greater impact on model performance than algorithmic…
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GenAIExperts
DeepSeek - Key Questions & Their Answers From Our Client Conversations
We Have Been Inundated
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GenAIExperts
GPU vs. Custom ASIC; Broadcom says $60B-$90B+ Opportunity in 2027
It’s no longer just a GPU-driven world.
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GenAIExperts
Edge AI Market Is Expected $140B+ in 2034: Why Move LLM Compute to the Edge?
According to a response from Elon Musk on X, Tesla’s investment in training computing, data pipelines, and video storage is set to exceed $10 billion…
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GenAIExperts
Are LLMs Plateauing in Pre-Training? Industry Impact and Levers to Enhance LLM Performance Further
In recent news, the AI community has been abuzz with discussions about the slowing progress in LLM performance during pre-training.
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GenAIExperts
20%+ GPU Utilization Gains in Data Centers? Meet Co-Packaged Optics
As AI workloads skyrocket, the importance of GPU utilization in hyper-connected AI data centers has taken center stage.
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GenAIExperts
Where Are NVIDIA's $100B Worth of GPUs Headed?
Many of our investor clients are increasingly questioning whether AI data center investments are approaching saturation or if they will continue to…
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GenAIExperts
Generative AI Tech Trends
Generative AI Tech Trends
Employed AI experts from likes of Goldman Sachs, Uber, Meta, Corning, PwC and Scale AI, advising hedge funds and IBs for the last 18 months on AI. Now, sharing insights from those discussions to give a real-time view on where the smart money is going to.

Generative AI Tech Trends

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