By Sarosh Nagar and DavidĀ Eaves
Interest in artificial intelligence (AI) is perhaps one of the few things growing more quickly than the size of new AI models from companies like OpenAI and Anthropic. Central to this boom is ācomputeāāāāthe processing power, memory, and resources needed to perform the computations underlying AI systems. The worldās compute is mostly concentrated within three American giantsāāāAmazon Web Services, Microsoft Azure, and Google Cloud, while in China, Tencent and Alibaba are formidable players.