How Chinese Clouds Compensate Without NVIDIA

This week’s podcast is the first in a series about AI infrastructure. Both capabilities and costs.

You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.

Here is the link to the TechMoat Consulting.

Here is the link to our Tech Tours.

Here is the article on the Agentic AI Operating Basics, which I wrote up last week.

• The GenAI / Agentic Operating Basics (Tech Strategy)

Here is the Huawei whitepapers related to AI Data Centers

AI-Ready Data Infrastructure Reference Architecture White Paper

https://e.huawei.com/en/forms/2024/solutions/data-storage/ai-ready-data-infrastructure-white-paper

AI Data Center Facility Reference Design

https://digitalpower.huawei.com/upload-pro/index/index/Huawei-AI-Data-Center-Reference-Design.pdf

Here are the slides from the mentioned Huawei whitepaper.

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I am a consultant and keynote speaker on how to accelerate growth with improving customer experiences (CX) and digital moats.

I am a partner at TechMoat Consulting, a consulting firm specialized in how to increase growth with improved customer experiences (CX), personalization and other types of customer value. Get in touch here.

I am also author of the Moats and Marathons book series, a framework for building and measuring competitive advantages in digital businesses.

This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.

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