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Recent top picks for vendors & service providers

• The AI math isn't mathing as infrastructure spending forecast to outstrip expected revenue The Register

  Infrastructure spending for artificial intelligence is projected to exceed revenue, with analysts predicting the demise of 80% of standalone neocloud businesses by 2030.

• Cheap Chinese and open source LLMs could trigger trillion-dollar AI infrastructure 'reset' The Register

  Jefferies analysts question the profitability of large language models due to declining token pricing, suggesting cheap Chinese and open-source LLMs could necessitate a significant infrastructure reset.

• Imagine there's no Shiny Hunters – AI could make human hacking crews obsolete The Register

  The Kettle podcast discusses how artificial intelligence advancements, exemplified by Mythos's expertise, could potentially render human hacking crews obsolete by discovering complex exploits.

• Samsung Forecasts Nearly Ninefold Profit Surge as AI Memory Prices Soar TechRepublic

  Samsung forecasts a significant profit increase, nearly ninefold, driven by soaring prices for AI memory due to high demand, potentially impacting enterprise hardware budgets.

• Schneider Electric drops $22.6B on PTC as datacenter boom rains money on infra companies The Register

  Schneider Electric is acquiring PTC for $22.6 billion, a move driven by the booming data center market that is significantly benefiting infrastructure companies.