Wall Street reacts to $300B AI Bets, and What SMBs Must Do. Blackwell vs H100: The Inference War. скачать в хорошем качестве

Wall Street reacts to $300B AI Bets, and What SMBs Must Do. Blackwell vs H100: The Inference War.

What is your inference strategy? For SMBs, this means: Hybrid strategy becomes strategic. In this episode of This Week in AI, we break down: • Why NVIDIA Blackwell changes data center design • The power and infrastructure implications of B100 and B200 systems • Why inference, not training, may determine the next hardware winners • Wall Street’s $100–$300B capital bets on AI infrastructure • What this shift means for small and medium-sized businesses • Cloud vs hybrid vs on-prem AI strategy The AI race is no longer just about training dominance. The real battle is inference performance, power density, capital intensity, and architectural flexibility. If you are a founder, CIO, investor, or operator, this is about strategic positioning, not hype. Topics covered: AI hardware Inference vs training Blackwell GPUs AI infrastructure investment Hybrid cloud strategy SMB AI adoption Enterprise AI architecture Subscribe for weekly executive-level AI analysis.