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Showing 1-18 of 37Results matching "GPU-as-a-Service"

Today

2 stories

Morgan Stanley Raises Oracle Target by $3, Keeps Equal Weight as GPU Margins Improve

The small target increase puts a fresh margin signal beside an unchanged rating—and an AI infrastructure plan that still requires substantial spending and new financing.

2 hours ago

2 min readRead story

Partnership Infrastructure

HPE Issues Oracle Warrants in AI Network Deal With Financing and Telemetry

The newly detailed terms add stock warrants, support, financing capabilities and network-monitoring work around Oracle’s prospective global Juniper deployment.

15 hours ago

2 min readRead story

Last week

9 stories

Benchmark Infrastructure

InferenceX Ranks B300 First for Qwen3.5 at 15,815 Tokens per Second

The live ranking gives operators a matched speed-and-cost comparison for a long single-turn chat request, not a verdict on every production inference pattern.

Sep 5, 2026

2 min readRead story

Infrastructure

HyperVault Targets $7.4 Billion for a 1-Gigawatt AI Campus in Hyderabad

The proposed campus would give TCS’s infrastructure unit a large physical base for GPU-heavy AI workloads. The next test is converting a secured site and planned capacity into service for AI companies and hyperscalers.

Sep 5, 2026

3 min readRead story

Partnership Infrastructure

Crusoe Signs Reported $13 Billion, Five-Year AI Cloud Deal With Jane Street

The reported agreement gives the trading firm access to Crusoe’s cloud infrastructure for AI training and inference, but it does not connect the $13 billion commitment to a specific site or amount of capacity.

Sep 3, 2026

2 min readRead story

Security risk Tools

Capsule Security Adds a Last-Second Block for AI-Agent Actions

The new control layer judges a planned action before it runs, rather than relying only on access permissions or post-incident review. Its reported benchmark results are promising, but the company’s internal model comparison remains difficult to assess fully.

Sep 2, 2026

2 min readRead story

Partnership Infrastructure

SpaceX’s External Compute Deals Add a Potential Rival for CoreWeave

A 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.

Sep 2, 2026

2 min readRead story

Launch Products

ASUS Adds RTX Spark to ProArt PCs for Local AI Work

The new creator systems center on memory capacity and local execution, while ASUS’s performance and workload figures remain company-supplied specifications.

Sep 2, 2026

2 min readRead story

Funding Startups

Aranya Raises $11M for Software It Says Can Ready GPU Clusters in 48 Hours

The startup is targeting the operational work that follows GPU procurement: configuring workloads, storage and networking into infrastructure that can run AI services. Its deployment and scale figures are company-reported.

Sep 2, 2026

2 min readRead story

Open release Models

DeepSeek Releases 305B Vision Weights Under MIT License, but Local Use Needs Serious Hardware

The release gives developers the model files and serving references needed to run or adapt DeepSeek-V4-Flash-Vision-Exp independently. Its 168GB size means that freedom is aimed more at infrastructure-equipped teams than typical individual users.

Aug 31, 2026

3 min readRead story

Launch Infrastructure

Broadcom Validates Five AI Model Families for VMware’s On-Premises Model Service

The update gives enterprises a path to run models from NVIDIA, Google, NEC, Alibaba Cloud and Z.ai inside their own infrastructure, with new sharing, routing and code-isolation services around them.

Aug 31, 2026

2 min readRead story

August 2026

7 stories

Funding Infrastructure

Blue Owl Leads $2.4 Billion IREN GPU Financing Tied to Hardware Delivery

IREN has a large debt commitment for its Canadian AI-cloud buildout, but the amount becomes available alongside delivered and commissioned hardware—not as one immediate cash payment.

Aug 30, 2026

2 min readRead story

Launch Infrastructure

OpenRelay Routes AI Inference Across GPUs, TPUs and Trainium Through One API

The early-access network aims to let developers buy performance rather than a particular accelerator, but its cost-savings claims and ability to deliver consistent service across mixed infrastructure remain unproven.

Aug 29, 2026

3 min readRead story

Enterprise adoption Infrastructure

Salesforce Uses SageMaker Placement Controls to Meet 2-AZ Agentforce Standard, Keep 8x Savings

The configuration separates model-level resilience from an endpoint’s infrastructure footprint, but balanced placement still depends on GPU capacity in each target Availability Zone.

Aug 28, 2026

3 min readRead story

Open release Tools

Intel Releases 20 Agent Skills for Arc GPUs, With an Open-Port Security Catch

The open repository turns Intel’s GPU deployment steps into reusable instructions for coding agents, but several model-server launchers bind broadly without authentication by default.

Aug 28, 2026

3 min readRead story

Earnings Business

IREN Takes $639M Mining Writedown as AI Cloud Revenue Rises Nearly 8x

IREN is retiring older mining hardware and preparing sites for AI cloud growth, but contracted annualized capacity revenue remains well ahead of the cloud revenue it has recognized.

Aug 28, 2026

2 min readRead story

Open release Infrastructure

Snowflake Open-Sources Semi-Persistence With Sub-Second Single-GPU vLLM Swaps

The release treats GPU model copies as disposable while retaining weights in CPU memory, aiming to let many specialized models share costly accelerator capacity without long reload delays.

Aug 27, 2026

3 min readRead story

Benchmark Infrastructure

Heidi Cuts ASR GPUs From 16 to 4 With CUDA MPS, Holding Sub-Second Latency

The production design turns spare capacity in small speech-inference requests into concurrency, but it depends on workload-specific scheduling and protections against MPS failure modes.

Aug 27, 2026

3 min readRead story

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Latest AI News

Today

Morgan Stanley Raises Oracle Target by $3, Keeps Equal Weight as GPU Margins Improve

HPE Issues Oracle Warrants in AI Network Deal With Financing and Telemetry

Last week

InferenceX Ranks B300 First for Qwen3.5 at 15,815 Tokens per Second

HyperVault Targets $7.4 Billion for a 1-Gigawatt AI Campus in Hyderabad

Crusoe Signs Reported $13 Billion, Five-Year AI Cloud Deal With Jane Street

Capsule Security Adds a Last-Second Block for AI-Agent Actions

SpaceX’s External Compute Deals Add a Potential Rival for CoreWeave

ASUS Adds RTX Spark to ProArt PCs for Local AI Work

Aranya Raises $11M for Software It Says Can Ready GPU Clusters in 48 Hours

DeepSeek Releases 305B Vision Weights Under MIT License, but Local Use Needs Serious Hardware

Broadcom Validates Five AI Model Families for VMware’s On-Premises Model Service

August 2026

Blue Owl Leads $2.4 Billion IREN GPU Financing Tied to Hardware Delivery

OpenRelay Routes AI Inference Across GPUs, TPUs and Trainium Through One API

Salesforce Uses SageMaker Placement Controls to Meet 2-AZ Agentforce Standard, Keep 8x Savings

Intel Releases 20 Agent Skills for Arc GPUs, With an Open-Port Security Catch

IREN Takes $639M Mining Writedown as AI Cloud Revenue Rises Nearly 8x

Snowflake Open-Sources Semi-Persistence With Sub-Second Single-GPU vLLM Swaps

Heidi Cuts ASR GPUs From 16 to 4 With CUDA MPS, Holding Sub-Second Latency