In addition to the first/best/last fit allocation strategy introduced in DOS 2.11, DOS 5.0 introduces three additional strategies, each of which is combined with the first/best/last fit strategy:
Many investors are saying that the pyramid of value accrual from the Cloud, where SaaS applications were capturing orders of magnitude more value than the lower layers of the stack, has been inverted in the Gen AI stack. Lower layers of the stack (i.e. hardware providers and hyperscalers) will be the ones capturing the most value as the opportunity to capture value in the application layer will be limited and saturated by a small number of players (i.e. AI Labs).
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