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I did a continuation of my deep dive on the 18 month planned obsolescence of NVIDIA's product march over on Linkedin... linkedin.com/posts/lukenorr…

Broke down the size of Elons new 100k H100 cluster's power usage and impact when the new Blackwell's come out. linkedin.com/posts/lukenorr…

I was first in line for tsa pre at SeaTac this morning 3:15am, line opened at 4. By 3:45 line was easily 30-45minutes behind me with standard well over an hour. No way would someone make my 5am flight. Going to be a busy travel day….

Is the CUDA Moat Only 18 Months Deep? Last week, I attended a panel at a NYSE Wired and SiliconANGLE & theCUBE event featuring TensorWave and AMD, where Ramine Roane made a comment that stuck with me: "The CUDA moat is only as deep as the next chip generation." Initially, I

Happy to report we at Kamiwaza have raised $11m from an awesome set of investors to help enterprises deliver amazing impact with AI. geekwire.com/2025/seattle-v…

Customer support is transforming. By combining AI agents with human ingenuity, companies can elevate their support teams to address strategic business needs effectively. Imagine a customer calling to ask about forklift specifications—speed, capacity, or camera functions. The AI

How the G300 and Rubin Platforms Will Make the B200 Obsolete Before It Even Ships to the masses! Every couple of months I write about hits so I’m writing this ahead of what will likely be one of the biggest announcements at NVIDIA’s GTC keynote—the unveiling of the Blackwell

The team talked over our Intel Gaudi 3 testing results with engineers from Kamiwaza about the benchmarking process and comparisons, and how Intel and Gaudi 3 can have impact on the inference market with performance per dollar leadership. Watch it! youtube.com/watch?v=AetTMi…

🚨 AI CapEx is broken. The $100K GPUs you bought last year? Obsolete. On the latest CTO Advisor Podcast, I sit down with Luke Norris, CEO of Kamiwaza, just blocks from #GTC2025 to talk: 💰 What “planned obsolescence” in AI hardware really means 🔥 Why inferencing is the

Filing: Seattle VC firm Ascend raising third fund to back more startups in Seattle and beyond geekwire.com/2025/filing-se…

Trying to manage #AI workloads more efficiently? In the season premiere of #IntelonAI, we host Kamiwaza’s Luke Norris to explore how AI inferencing—not training—can provide a more sustainable solution to powering AI. Listen now! intel.ly/4jdIRiH

First off, I loved Keith Townsend post about our conversation. The only tweak I’d suggest is with this line: “Sounds slick. But enterprise IT folks know better than to be seduced by theory alone.” “Theory” implies a lack of proof or execution—when in fact, KamiwazaAI already

Funny that people think that tough macro or geopolitics wouldn't lead to an acceleration of jobs impacted by AI. It absolutely does. AI is deflationary, efficient, and scales wonderfully. Companies will turn to it even faster in a bad economy than a good one. Thanks for

What happens when #GenAI meets 90 years of unreadable GEMPAK-format weather data? 🌧️🌪️🌨️ With support from Intel Corporation, Homeland Security, and Government Acquistions Inc., Kamiwaza converted 1.3 billion rows of legacy weather data into actionable insights for emergency response and public

Now that the budget bill has passed Congress, we can see what the projections look like for deficits, government debt, and debt service expenses. In brief, the bill is expected to lead to spending of about $7 trillion a year with inflows of about $5 trillion a year, so the debt,

When meteorologists needed access to 55 years of inaccessible weather data to make more accurate forecasts, Kamiwaza’s GenAI agent—powered by #IntelGaudi accelerators and #IntelXeon CPUs—converted billions of rows of data in just over a week. Learn more:

A trillion data points. Decades of weather history. Nearly impossible to interpret—until a Kamiwaza #GenAI agent powered by #IntelGaudi and #IntelXeon made it accessible. Faster, smarter forecasts—and a glimpse at the future of AI. Learn more: intel.ly/4lz0H0H

There is so much opportunity right now in making AI Agents real for enterprises. The models pack insane capabilities, but to get them into the middle of an enterprise workflow requires significant scaffolding, domain understanding, and context engineering. This is the play.