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AI compute, cloud infrastructure, MLOps, and deployment tooling
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Anthropic Partners With Macquarie, GIC on Dedicated Data Centers
Applied Compute Doubles Valuation to $3B on Open-Source Demand
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GPU Shortage Hits AI Startups Harder Than Tech Giants
AI chip shortages are creating acute pressure on startups building proprietary models, forcing founders to negotiate…
Data Infrastructure, Not AI Models, Limits Agent Success
A MIT Technology Review Insights report based on a survey of 300 data and technology executives finds that legacy data…
AI Compute Prices Spike as Demand Outpaces Supply
Nvidia-backed cloud compute firms CoreWeave and Nebius are capitalizing on surging demand for AI chip capacity by…
Cisco AI Networking Demand Strong, But Stock Signals Market Caution
Cisco Systems reported strong fourth quarter revenue growth driven by cloud providers increasing spending on AI…
Tencent Triples Capex to Build AI Infrastructure
Tencent nearly tripled its capital expenditures to 52.8 billion yuan ($7.8 billion) in Q2 2026, driven by investments…
Mistral Bets on European AI Sovereignty with 1-Gigawatt Infrastructure Plan
Mistral AI announced a three-part infrastructure expansion targeting 1 gigawatt of European compute capacity by 2030,…
NVIDIA Releases Nemotron 3.5 Lightning for Specialized Agent Tasks
NVIDIA released Nemotron 3.5 Lightning, a 30-billion-parameter mixture-of-experts model designed for specialized tasks…
AWS Embeds Security in Rival AI Models, Betting on Control Plane
AWS announced at Black Hat USA 2026 that its Continuum vulnerability platform will integrate directly into Anthropic's…
Microsoft Bets Big on Homegrown AI Chips Despite Slow Start
Microsoft is planning to dramatically scale production of its next-generation Maia 300 AI chip, with plans to order…
Amazon's Texas data center could be U.S. largest climate polluter
Amazon is building a data center in Texas that includes an on-site power plant reportedly capable of becoming the…
Microsoft's Data Center Gamble: Leasing Over Building
Microsoft generated $19.6 billion in free cash flow in its June quarter and forecast continued positive cash…
Firebird Opens CIS AI Factory in Armenia, Eyes 2-Gigawatt Expansion
Firebird, an emerging AI cloud provider, opened the CIS region's largest AI factory in Armenia with support from NVIDIA…
AWS Pushes Engineers to Cut CPU Waste as Capacity Tightens
AWS leadership told engineers in May to reduce CPU and AI chip capacity waste across its EC2 cloud server business to…
SoftBank's $50M library donation precedes federal data center lease
SoftBank donated $50 million to the Trump Presidential Library in January 2026, two months before the Trump…
SpaceX AI Revenue Triples, But Losses Persist
SpaceX's AI division generated $2.6 billion in revenue, more than triple the prior year, driven by compute supply deals…
Runware launches portable data center pod for AI inference
AI infrastructure company Runware announced the launch of Sonic Inference Pod, a modular data center designed for…
NVIDIA Opens Storage APIs as AI Demands Overwhelm Infrastructure
NVIDIA is addressing a critical bottleneck in AI infrastructure by open sourcing its cuFile APIs and advancing storage…