The AWS of AI framing is everywhere right now, but the Cast AI stat about 95% of chips sitting idle in enterprise deployments is the one number in this piece worth arguing about. The Microsoft and Meta contracts are real revenue, but the question is whether those anchor clients represent the leading edge of demand or the full picture of it.
The AWS of AI framing is everywhere right now, but the Cast AI stat about 95% of chips sitting idle in enterprise deployments is the one number in this piece worth arguing about. The Microsoft and Meta contracts are real revenue, but the question is whether those anchor clients represent the leading edge of demand or the full picture of it.
Really appreciate this deep dive. Great work!
Thanks, Aven!