Sep 3, 2026InfrastructureOpen releaseInfrastructurePerplexity Open-Sources Lily, a Qwen-Specific Mac Engine That Beats MLX-LM in Its TestThe Rust-and-Metal runtime gives developers a public, deployable version of Perplexity’s local inference stack. Its reported gains come from one Qwen model, one hardware family and a batch-one comparison on a high-memory M5 Max.3 min
Sep 2, 2026InfrastructureBenchmarkInfrastructureInferenceX Puts GB300 First for MiniMax M2.7, but Only on a Fixed Chat TestThe new ranking gives infrastructure teams a comparable speed and cost snapshot, but its single-turn design does not test the multi-step agent work MiniMax highlights for M2.7.2 min
Sep 2, 2026InfrastructureInfrastructureSouth Korea’s Chip Exports Hit $46.65 Billion as AI Demand Raises Concentration RiskAugust’s record semiconductor shipments show how strongly cloud-provider AI investment is reaching the supply chain. They also put more weight on whether demand cools gradually or suddenly while monetary policy remains tight.3 min
Sep 2, 2026InfrastructurePlatform shiftInfrastructureBroadcom Forecasts $230 Billion in AI Chip Revenue for Fiscal 2028The long-range target would put Broadcom on a far larger AI-chip trajectory. Its fourth-quarter guidance is the next concrete measure of whether that momentum continues.2 min
Sep 2, 2026InfrastructureEnterprise adoptionInfrastructureEnterprise Buyers Put Non-Nvidia Chip Evaluations Ahead of Nvidia’s Next GPUsThe July survey signals a broader search across AWS, Google, AMD, Intel and custom hardware. It does not show a migration away from Nvidia, but it does show buyers weighing performance, reliability and integration at the workload level.3 min
Sep 2, 2026InfrastructurePartnershipInfrastructureGoogle Agrees to Buy 396 MW of Geothermal Power for a Planned Utah Data CenterThe agreement gives Fervo a defined customer for Cape Station while tying Google’s future data-center supply to a geothermal project still under construction.2 min
Sep 2, 2026InfrastructureGovernment actionInfrastructureNvidia’s Huang Urges G20 Countries to Build AI Infrastructure for Economic GrowthThe Nvidia chief’s pitch puts domestic data centers at the center of national AI strategy. Nvidia’s Ohio project illustrates the physical requirements behind that argument: land, electricity and buildings alongside computing hardware.2 min
Sep 2, 2026InfrastructureLaunchInfrastructureEquinix Sets Late-2026 Fabric One Beta for AI and Multicloud LinksThe planned service would put a managed orchestration layer over connections among enterprise systems, clouds and AI environments. The key test is whether it can turn broad customer requirements into dependable routing, security and recovery controls.2 min
Sep 2, 2026InfrastructureLaunchInfrastructureDatabricks Pushes Lakebase Postgres as the Backend for Apps and AgentsThe developer push pairs managed PostgreSQL with Databricks Apps, handling application identities and connection details inside the workspace while leaving teams to choose their database environment and data-access model.3 min
Sep 2, 2026InfrastructurePartnershipInfrastructureEquinix Sets Q1 2027 Start for Distributed Enterprise AI Inference ServiceThe planned service combines NVIDIA infrastructure designs, Together AI model serving and Equinix connectivity. Its test is whether one package can simplify placing AI workloads across providers and locations.2 min
Sep 2, 2026InfrastructureInfrastructureBerkshire’s Greg Abel Says Hyperscalers Must Cover Their Own Grid CostsThe condition puts cost allocation at the center of Berkshire Hathaway Energy’s AI-infrastructure strategy as local opposition increasingly focuses on electricity bills and resource use.3 min
Sep 2, 2026InfrastructurePartnershipInfrastructureSpaceX’s External Compute Deals Add a Potential Rival for CoreWeaveA confirmed Anthropic arrangement and reported outside-customer contracts put more large-scale AI capacity into the market. The unanswered question is whether it can become a repeatable cloud service.2 min
Sep 2, 2026InfrastructureInfrastructureLoudoun County Confronts Data-Center Backlash After Reaping a Tax WindfallVirginia’s Data Center Alley shows the bargain confronting new AI-infrastructure hosts: commercial revenue can transform public services, while the physical costs become harder for residents to ignore.3 min
Sep 2, 2026InfrastructureInfrastructureMusk Warns of AI Power Shortfall as Zuckerberg Cites Data-Center Labor GapAt the G20 Innovation Ministerial in Chapel Hill, two leading AI infrastructure backers pointed to limits outside the data center: available electricity and the people qualified to build facilities.3 min
Sep 2, 2026InfrastructureInfrastructureU.S. Data-Center Construction Hits $75B Annual Pace as AI Buildout Meets BottlenecksJuly’s construction surge covers buildings and integrated site equipment, not the far costlier servers and power systems still needed to put new AI capacity online.3 min
Sep 1, 2026InfrastructureResearchInfrastructureBaseten’s New Inference Guide Separates Configuration Tradeoffs From True Efficiency GainsThe guide’s useful test for infrastructure teams is whether a change merely reallocates latency, throughput and cost—or reduces the work required to serve every token.3 min
Sep 1, 2026InfrastructureGovernment actionInfrastructureArmy’s $10B ITES-4H Tests Whether Faster AI Infrastructure Buying Can Keep Its GuardrailsA new expert debate frames the Army’s existing hardware vehicle as more than a purchasing channel: it is a test of whether shared standards can speed AI readiness without reducing competition and technical diligence to formalities.2 min
Sep 1, 2026InfrastructureEarningsInfrastructureDell Lifts AI Server Goal to $74B; Shares Rise 10% After Earnings and OutlookThe higher target puts a concrete annual delivery marker on Dell’s AI infrastructure business. Its reported quarter establishes the starting point; future server sales must now substantiate the forecast.3 min