Anthropic’s Dario Amodei Says AI Must Deliver, Not Advertise, Its Way Out of a Trust Crisis Data centers — culture 3 /posts/anthropic-s-dario-amodei-says-ai-must-deliver-not-advertise-its-way-out-of-a-trust-crisis A Naming Error Let Anthropic Models Reach a Real Production Database Compute infrastructure — models 2 /posts/a-naming-error-let-anthropic-models-reach-a-real-production-database Kling AI’s $2.8 Billion Round Drives Southeast Asia’s Funding Surge Data centers — startups 2 /posts/kling-ai-s-2-8-billion-round-drives-southeast-asia-s-funding-surge Nvidia’s AI Financing Push Turns Chip Value Into a Credit Question Data centers — business 2 /posts/nvidia-s-ai-financing-push-turns-chip-value-into-a-credit-question Anthropic’s Reported $11.5 Billion Quarter Sharpens Its IPO Case, Not Its Price Data centers — business 2 /posts/anthropic-s-reported-11-5-billion-quarter-sharpens-its-ipo-case-not-its-price Claude’s New Text Watermark Will Steer Word Choices—and Test Whether Anyone Notices Compute infrastructure — policy 3 /posts/claude-s-new-text-watermark-will-steer-word-choices-and-test-whether-anyone-notices Zhipu Says GLM-5.3 Can Find Bugs Across an Exploitation Chain Compute infrastructure — models 2 /posts/zhipu-says-glm-5-3-can-find-bugs-across-an-exploitation-chain Nvidia’s Reported Lancium Deal Would Put Grid Connections at the Center of Its AI Buildout Data centers — business 3 /posts/nvidia-s-ai-infrastructure-bet-reaches-the-grid-not-just-the-data-center Higgsfield Raises $400 Million at a $5.4 Billion Valuation Power — startups 2 /posts/higgsfield-raises-400-million-at-a-5-4-billion-valuation Groq Raises $350 Million to Build an Nvidia-Powered Cloud After Its Chip Pivot Data centers — startups 3 /posts/groq-raises-350-million-to-build-an-nvidia-powered-cloud-after-its-chip-pivot OpenAI Funds a Study of How AI Could Shift Tax Revenue Data centers — policy 1 /posts/openai-funds-a-study-of-how-ai-could-shift-tax-revenue Etched’s $700 Million Round Puts a $21 Billion Price on Inference Hardware Data centers — startups 3 /posts/etched-s-700-million-round-puts-a-21-billion-price-on-inference-hardware AgentX Replays Claude Code Sessions to Test AI Serving Systems Chips — tools 1 /posts/agentx-replays-claude-code-sessions-to-test-ai-serving-systems Cerebras Turns Up the Power on Its CS-4 Inference Rack Power — products 2 /posts/cerebras-turns-up-the-power-on-its-cs-4-inference-rack Nvidia Dynamo’s Agentic Speedups Target the Work Around the Model Power — tools 2 /posts/nvidia-dynamo-s-agentic-speedups-target-the-work-around-the-model LMCache Reworks the Cache Plumbing That Can Stall Long-Running Agents Chips — tools 1 /posts/lmcache-reworks-the-cache-plumbing-that-can-stall-long-running-agents Velaura Raises $110 Million as Its AI Chip Design Push Clears $1 Billion Data centers — startups 2 /posts/velaura-raises-110-million-for-its-low-power-ai-chip-design-shift Oakley Buys Majority Stake in Graphwise as It Plans Expansion and Acquisitions Chips — business 2 /posts/oakley-takes-majority-control-of-graphwise-as-it-plans-a-global-ai-push Google’s Marvell Warrant Puts Equity Behind Its TPU Supply Chain Chips — business 2 /posts/google-s-marvell-deal-puts-12-2-billion-in-share-rights-behind-ai-hardware Vivodyne Builds a Human-Tissue Data Factory for Drug AI Data centers — startups 1 /posts/vivodyne-built-a-robot-lab-for-the-human-biology-data-ai-still-lacks Stripe’s OpenRouter Deal Puts AI Routing Beside the Billing Stack Compute infrastructure — business 2 /posts/stripe-s-openrouter-deal-puts-ai-routing-beside-the-billing-stack SandboxAQ Opens a Drug-Screening Model That Does Not Need Protein Structures Compute infrastructure — models 0 /posts/sandboxaq-opens-a-drug-screening-model-that-does-not-need-protein-structures OpenAI Tests Cross-Session Safety Checks Without Prompt Access Compute infrastructure — products 0 /posts/openai-tests-cross-session-safety-checks-without-prompt-access OpenAI Takes Codex From Coding to Tax Returns Compute infrastructure — tools 0 /posts/openai-takes-codex-from-coding-to-tax-returns SpaceX Completes Cursor Acquisition, Making GPU Access the Immediate Prize Chips — startups 4 /posts/spacex-completes-cursor-acquisition-making-gpu-access-the-immediate-prize TrueFoundry Gives Away Its Agent Runtime to Sell the Layer Beneath It Compute infrastructure — tools 0 /posts/truefoundry-gives-away-its-agent-runtime-to-sell-the-layer-beneath-it UK Cyber Tests Show AI Agents Going Beyond the Technical Task Compute infrastructure — models 0 /posts/ai-cyber-tests-are-reaching-real-targets-not-just-sandboxes Slack Wants to Be the Shared Desk for Rival Coding Agents Compute infrastructure — products 0 /posts/slack-wants-to-be-the-shared-desk-for-rival-coding-agents Binance Lets AI Agents Trade With User-Funded Exposure Compute infrastructure — tools 1 /posts/binance-lets-ai-agents-trade-through-sub-accounts-without-a-separate-loss-cap AI Data Center Builders Offer Concessions as Local Backlash Hardens Data centers — policy 2 /posts/ai-data-center-builders-offer-concessions-as-local-backlash-hardens Loudoun’s Recycled Water Covers 43% of Data-Center Use. Treatment Capacity Sets the Limit. Data centers — business 1 /posts/loudoun-data-centers-reuse-200-million-gallons-a-day-but-drinking-water-still-leads Greater Manchester Is Holding Out Against Palantir’s NHS Platform Compute infrastructure — policy 1 /posts/greater-manchester-is-holding-out-against-palantir-s-nhs-platform Callosum Raises $100 Million as It Routes AI Work Across Models and Chips Chips — startups 2 /posts/callosum-raises-100-million-to-route-ai-work-across-models-and-chips Google Expands Marvell’s Chip Role Alongside Broadcom Data centers — business 2 /posts/google-s-marvell-deal-puts-broadcom-s-ai-financing-bet-under-a-sharper-lens Fortinet Buys Virtue AI to Put Controls Around Agent Actions Compute infrastructure — business 4 /posts/fortinet-buys-virtue-ai-to-put-security-controls-around-agent-actions TerraPower’s Data-Center Pitch Is a Heat Battery Attached to a Nuclear Reactor Data centers — business 1 /posts/terrapower-s-ai-data-center-pitch-depends-on-a-sodium-heat-bank Micron’s Memory Boom Is Giving Nvidia’s AI Lead a New Counterweight Data centers — business 2 /posts/micron-s-memory-boom-is-giving-nvidia-s-ai-lead-a-new-counterweight Starcloud Has $250 Million for Orbital AI. It Still Needs a Ride. Data centers — startups 1 /posts/starcloud-has-250-million-for-orbital-ai-it-still-needs-a-ride Nvidia’s AVO Clears ARC-AGI-3’s Public Set. Withheld Tests Still Matter. Power — models 1 /posts/nvidia-s-avo-clears-arc-agi-3-s-public-set-withheld-tests-still-matter Grok Reversed a China-Influence Finding After an Audit of Its Sources Data centers — models 0 /posts/grok-reversed-its-china-campaign-finding-after-an-audit-exposed-the-citation-chain Anthropic’s IPO Pitch Faces Two Tests: Compute Growth and Enterprise Data Control Data centers — business 2 /posts/anthropic-s-ipo-pitch-faces-two-tests-compute-growth-and-enterprise-data-control China’s New AI Hub Has 12.5 Gigawatts Planned—and a Water Problem Data centers — business 1 /posts/china-s-new-ai-hub-has-12-5-gigawatts-planned-and-a-water-problem Nscale’s Reported $3 Billion IPO Would Put AI Data-Center Contracts to a Public Test Data centers — business 3 /posts/nscale-s-reported-3-billion-ipo-would-put-its-ai-data-center-buildout-before-public-investors MAHA Activists Break With Trump Over Coal for AI Data Centers Data centers — policy 2 /posts/maha-activists-challenge-trump-s-coal-push-for-ai-data-centers Nvidia Reportedly Connects GPU Customers With Nordic Data Centers Data centers — business 1 /posts/nvidia-is-reportedly-connecting-gpu-customers-to-nordic-data-center-space Meta Is a Major Microsoft AI Customer—and a Potential Foundry Rival Data centers — business 1 /posts/meta-is-a-major-microsoft-ai-customer-and-a-potential-foundry-rival GOP Senate Arm Tells AI Companies to Fix Data Centers’ Ohio Problem Data centers — policy 2 /posts/gop-campaign-arm-tells-ai-firms-to-repair-ohio-data-center-image Alibaba’s AI Cloud Is Growing Fast. Its AI Bill Is Growing Faster. Chips — business 4 /posts/alibaba-s-ai-cloud-is-growing-fast-its-ai-bill-is-growing-faster GLM-5.3’s Cheap Retries Put Fable 5’s Coding Premium Under Pressure Compute infrastructure — models 1 /posts/glm-5-3-s-cheap-retries-put-fable-5-s-coding-premium-under-pressure Oracle Wants AI Agents to Pick Trusted Reports, Not Write SQL Data centers — tools 1 /posts/oracle-wants-ai-agents-to-pick-trusted-reports-not-write-sql AI’s Data-Center Bet Faces a $2.5T-to-$10T Revenue Hurdle Data centers — business 2 /posts/ai-s-data-center-bet-faces-a-2-5t-to-10t-revenue-hurdle Hudson River Trading Makes a Multibillion-Dollar Bet on CoreWeave Compute Data centers — business 2 /posts/hudson-river-trading-makes-a-multibillion-dollar-bet-on-coreweave-compute Microsoft and Qcells Want AI Data Centers to Bring Their Own Power Data centers 12000 business 2 /posts/microsoft-and-qcells-want-ai-data-centers-to-bring-their-own-power Veeda AI Raises $90M to Make Robot Training Less Physical Compute infrastructure — startups 2 /posts/veeda-ai-raises-90m-to-make-robot-training-less-physical Udio and GRAI License AI Music Patents Built to Track the Song After the Prompt Compute infrastructure — business 2 /posts/udio-and-grai-license-ai-music-patents-built-to-track-the-song-after-the-prompt LinkedIn Measures AI Code Review Against Merged Code Compute infrastructure — business 1 /posts/linkedin-uses-multiple-ai-reviewers-to-cut-code-review-noise AI Agents Are Turning the Web Into an Infrastructure and Security Test Chips — business 2 /posts/ai-agents-are-turning-the-web-into-an-infrastructure-and-security-test Ormat Bets AI Data Centers Will Make Geothermal Worth Drilling Deeper Data centers — business 1 /posts/ormat-bets-ai-data-centers-will-make-geothermal-worth-drilling-deeper Anthropic Plans Up to 2 GW of AMD AI Capacity. Nvidia Still Has the Lead. Data centers 2000 business 3 /posts/amd-has-a-2-gigawatt-ai-commitment-nvidia-still-controls-the-larger-platform Together AI Secures $240 Million IBM Cloud Buildout for Open-Source Inference Chips — business 1 /posts/ibm-gives-together-ai-a-240-million-route-to-enterprise-open-source-inference Europe’s AI Data Centers Are Moving Toward Power, Not Cities Data centers — business 1 /posts/europe-s-ai-buildout-is-moving-beyond-its-data-center-hubs Chinese Chip Firms Spread Equity Across Their Workforces to Hold Engineers Data centers — business 1 /posts/chinese-chip-firms-spread-equity-across-their-workforces-to-hold-engineers UBS Sees $4.1 Trillion AI Infrastructure Buildout Through 2028 Data centers — business 2 /posts/ubs-sees-4-1-trillion-ai-infrastructure-buildout-through-2028 Pennsylvania Makes AI Data Centers Bring Their Own Power—and Win Local Approval Data centers — policy 2 /posts/pennsylvania-makes-new-data-centers-bring-their-own-power Nvidia Enlists Asset Managers to Mobilize More Than $500 Billion for AI Infrastructure Data centers — business 2 /posts/nvidia-enlists-asset-managers-to-mobilize-more-than-500-billion-for-ai-infrastructure MiniMax H3 Opens Its Video Weights, but Not Where Many Developers Work Chips — models 1 /posts/minimax-h3-opens-its-video-weights-but-not-where-many-developers-work Cognition CEO Denies SpaceX Buyout Talks, Leaving a Possible Compute Tie Unresolved Compute infrastructure — startups 5 /posts/cognition-ceo-denies-reported-spacex-acquisition-talks Abbott’s Grid-Freeze Call Brings Texas AI Power Plans Into Focus Data centers — policy 1 /posts/texas-s-grid-freeze-call-puts-ai-data-centers-power-demand-on-trial SemiAnalysis Says AgentX Drove 50-Plus Upstream Fixes for AI Agents Chips — tools 2 /posts/agentx-pushes-ai-serving-fixes-from-routing-to-kernels Higgsfield Puts Its Video Engine Behind Grok Bot—and Keeps the Meter Running Compute infrastructure — products 0 /posts/higgsfield-puts-its-video-engine-behind-grok-bot-and-keeps-the-meter-running Nvidia AI Server Prices May Rise More Than 15% as Memory Costs Climb Data centers — business 5 /posts/nvidia-customers-face-a-reported-15-jump-in-ai-server-costs Nvidia Takes a Minority Stake in Cloverleaf to Push AI Data-Center Development Data centers — business 2 /posts/nvidia-takes-a-stake-in-the-power-and-site-layer-behind-ai-data-centers Mexico and AMD Sign AI Talent Pact Tied to Coatlicue Supercomputing Push Power — business 1 /posts/amd-and-mexico-sign-an-ai-talent-pact-with-the-hardware-plan-still-open Stigg Buys Received.ai to Tie AI Usage Controls to the Invoice Compute infrastructure — startups 3 /posts/stigg-buys-received-ai-to-tie-ai-usage-controls-to-the-invoice Nvidia’s $92 Billion Q2 Forecast Puts Hyperscaler Dependence in Focus Data centers — business 1 /posts/nvidia-s-92-billion-q2-forecast-puts-hyperscaler-dependence-in-focus OVHcloud Cites AI Memory Demand as It Raises New Server Prices Up to 87% Chips — business 1 /posts/ovhcloud-cites-ai-memory-demand-as-it-raises-new-server-prices-up-to-87 AI Data-Center Debt Moves Off Balance Sheets as Spending Could Reach $5.3T Data centers — business 1 /posts/ai-data-center-debt-moves-off-balance-sheets-as-spending-could-reach-5-3t China’s $226M Underwater Data Center Is Running. The Ocean Still Has to Prove It Can Scale Data centers — business 2 /posts/china-s-226m-underwater-data-center-is-running-the-ocean-still-has-to-prove-it-can-scale Hugging Face Explores $13B Sale That Could Put Its Shared AI Hub Under One Owner Chips — business 1 /posts/hugging-face-explores-13b-sale-that-could-put-its-shared-ai-hub-under-one-owner InferenceX Adds 11 Telemetry Views to AgentX, Exposing What Benchmark Curves Hide Chips 2 tools 2 /posts/inferencex-adds-11-telemetry-views-to-agentx-exposing-what-benchmark-curves-hide OpenAI Pauses Frontier Training After Sandbox Breach, Warns of Persistent AI Cyberattacks Power — policy 2 /posts/openai-pauses-frontier-training-after-sandbox-breach-warns-of-persistent-ai-cyberattacks South Korea Opens 256-B200-GPU Contest for a Domestic Cybersecurity AI Model Chips — policy 1 /posts/south-korea-offers-256-b200-gpus-for-domestic-cybersecurity-ai-with-a-five-month-review Trump Urges Cities to Welcome AI Data Centers as State Backlash Builds Data centers — policy 3 /posts/trump-urges-cities-to-welcome-ai-data-centers-as-state-backlash-builds Goldman Deploys Claude Agents as Lloyds Targets £100M in Value From 2026 AI Plan Power — business 1 /posts/goldman-deploys-claude-agents-as-lloyds-targets-100m-in-value-from-2026-ai-plan Geneva Rally Presses Hochul on 20-MW New-Project Permit Pause as Vulcan Plans AI Shift Data centers — policy 2 /posts/geneva-rally-presses-hochul-on-20-mw-new-project-permit-pause-as-vulcan-plans-ai-shift Verascient Raises $1.2M for Time-Aware, Permission-Aware Enterprise AI Compute infrastructure — startups 2 /posts/verascient-raises-1-2m-for-time-aware-permission-aware-enterprise-ai Arm and UNICEF Launch AI in Play With a 2.5 Million Reach Target Power — business 1 /posts/arm-and-unicef-launch-ai-in-play-with-a-2-5-million-reach-target Verizon Puts Gemini Enterprise at the Center of a Multi-Year AI Overhaul Compute infrastructure — business 1 /posts/verizon-puts-gemini-enterprise-at-the-center-of-a-multi-year-ai-overhaul AI Infrastructure Draws $5.5B as 60 AI-Adjacent Rounds Reach $11B Data centers — business 2 /posts/ai-infrastructure-draws-5-5b-as-60-ai-adjacent-rounds-reach-11b NVIDIA Says Vera Rubin Delivers 30x More Agentic Throughput per Megawatt, Pending Review Data centers — models 1 /posts/nvidia-says-vera-rubin-delivers-30x-more-agentic-throughput-per-megawatt-pending-review NVIDIA Says Spectrum-X Multiplane Reroutes AI Traffic Around Failed Planes in Under 3 ms Chips — products 1 /posts/nvidia-says-spectrum-x-multiplane-reroutes-ai-traffic-around-failed-planes-in-under-3-ms Nvidia Puts Groq 3 LPX Into Production for Faster AI-Agent Responses Power — products 2 /posts/nvidia-puts-groq-3-lpx-into-production-for-faster-ai-agent-responses UC San Diego Will Test $8.48M System to Make 2 MW of AI Compute Grid-Responsive Data centers 2 business 1 /posts/uc-san-diego-will-test-8-48m-ai-data-center-power-system-for-california-s-grid NVIDIA Says AVO Took Claude Opus 5 From 30% to Perfect on ARC-AGI-3 Chips — tools 1 /posts/nvidia-says-avo-took-claude-opus-5-from-30-to-perfect-on-arc-agi-3 NVIDIA Adds BlueField-4 Scale-In for 800 Gb/s AI-Factory Infrastructure Offload Power — products 1 /posts/nvidia-adds-bluefield-4-scale-in-for-800-gb-s-ai-factory-infrastructure-offload NVIDIA Invests in Lancium, Linking DSX Designs to a 15+ GW AI Campus Pipeline Data centers 4000; 15000 business 1 /posts/nvidia-backs-lancium-and-targets-its-15-gw-ai-campus-pipeline-for-dsx-systems Taiwan Indicts Nvidia Manager Over Alleged Diversion of 74 B300 Servers to China Power — policy 2 /posts/taiwan-indicts-nvidia-manager-over-alleged-diversion-of-74-b300-servers-to-china AWS Puts OpenAI’s GPT-5.6 Terra and Luna in GovCloud, but Not Its Flagship Compute infrastructure — products 0 /posts/aws-puts-openai-s-gpt-5-6-terra-and-luna-in-govcloud-but-not-its-flagship Alibaba Seeks $10.2B for AI Infrastructure as Hong Kong Shares Fall 10% Compute infrastructure — business 2 /posts/alibaba-seeks-10-2b-for-ai-infrastructure-as-hong-kong-shares-fall-10 MIT’s η-Learning Generates 100-Year Storm Maps Without Training on Extreme Events Compute infrastructure — tools 1 /posts/mit-s-learning-generates-100-year-storm-maps-without-training-on-extreme-events Meta Sends MetaRoCE to OCP for Loss-Tolerant AI Ethernet Chips — tools 1 /posts/meta-sends-metaroce-to-ocp-for-loss-tolerant-ai-ethernet AWS Brings Ray Into SageMaker HyperPod With Recovery Tools and Tiered Cache on EKS Chips — products 1 /posts/aws-brings-ray-into-sagemaker-hyperpod-with-recovery-tools-and-tiered-cache-on-eks Mistral and HUMAIN Put Hundreds of Millions Behind Saudi AI Plans, With Compute Terms Still Open Data centers — business 2 /posts/mistral-and-humain-put-hundreds-of-millions-behind-saudi-ai-plans-with-compute-terms-still-open NVIDIA Says MaxLPS Can Add Up to 40% More Rubin GPUs Within a Fixed Power Budget Data centers 10; 20; 60; 100 tools 1 /posts/nvidia-says-maxlps-can-add-up-to-40-more-rubin-gpus-within-a-fixed-power-budget Alabama Subpoenas OpenAI Over Hugging Face Breach, Testing a New Enforcement Route Compute infrastructure — policy 1 /posts/alabama-subpoenas-openai-over-hugging-face-breach-testing-a-new-enforcement-route XPeng Raises $900M+ at $6.3B for IRON, With 2027 Sales Still Ahead Power — business 2 /posts/xpeng-raises-900m-at-6-3b-for-iron-with-2027-sales-still-ahead MiniMax Maps H3 to 24GB PCs and Server Stacks, but Keeps Context Layer Hosted Chips — tools 0 /posts/minimax-maps-h3-to-24gb-pcs-and-server-stacks-but-keeps-context-layer-hosted Nvidia Falls More Than 2.2% Before Earnings as Seven-Day Slide Extends Data centers — business 1 /posts/nvidia-falls-more-than-2-2-before-earnings-as-seven-day-slide-extends Gartner Lifts 2026 Chip Forecast to $1.6T as AI Memory Demand Tightens Supply Data centers — business 1 /posts/gartner-lifts-2026-chip-forecast-to-1-6t-as-ai-memory-demand-tightens-supply Nvidia’s NeMo Switchyard Routes Agent Calls Across Models, Not One Default Compute infrastructure — tools 1 /posts/nvidia-s-nemo-switchyard-routes-agent-calls-across-models-not-one-default Antare Launches AI Body-Camera Platform, With Fixed-Camera Integration Still to Come Compute infrastructure — products 2 /posts/antare-launches-ai-body-camera-platform-with-fixed-camera-integration-still-to-come Nvidia Is Reportedly Discussing a Perplexity Stake at a $30 Billion-Plus Valuation Compute infrastructure — business 3 /posts/nvidia-is-reportedly-discussing-a-perplexity-stake-at-a-30-billion-plus-valuation EquityZen Sees Private Shares Trade 38% Below Last Rounds as AI Draws Premiums Compute infrastructure — business 1 /posts/equityzen-sees-private-shares-trade-38-below-last-rounds-as-ai-draws-premiums Two Planned English Data Centres Seek Gas Power, With a 4.577m-Tonne Emissions Estimate Data centers 1300; 73000 policy 1 /posts/two-planned-english-data-centres-seek-gas-power-with-a-4-577m-tonne-emissions-estimate Kimi.ai Uses TiDB for One-Second Agent Databases and Persistent Development State Power — tools 1 /posts/kimi-ai-uses-tidb-for-one-second-agent-databases-and-persistent-development-state Nvidia’s $105 Billion OpenAI Backstop Raises the Stakes for Rubin’s Autumn Debut Data centers — business 2 /posts/nvidia-s-up-to-105-billion-openai-guarantee-raises-rubin-s-earnings-test Apple Refreshes Mac mini and Mac Studio for Linked Local AI, From $899 Chips — products 1 /posts/apple-refreshes-mac-mini-and-mac-studio-for-linked-local-ai-from-899 Cisco Adds Supermicro Rack-Scale Systems to Its NVIDIA AI Factory for October Rollout Power — products 1 /posts/cisco-adds-supermicro-rack-scale-ai-systems-to-its-nvidia-factory-starting-in-october OpenAI’s Jalapeño Claims 1.5–1.9x More AI Work Per Watt, Faces 2027 Scale Test Power — products 2 /posts/openai-s-jalape-o-claims-1-5-1-9x-more-ai-work-per-watt-faces-2027-scale-test Perplexity’s Portable Computer Runs Agents Locally—but Needs a 24GB Nvidia GPU Chips — products 2 /posts/perplexity-s-portable-computer-keeps-ai-agents-local-if-you-have-24gb-of-vram Trump Backs Data Centers as Paxton Proposes Texas Limits on Grid Costs and Rural Siting Data centers — policy 2 /posts/trump-backs-data-centers-as-paxton-proposes-texas-limits-on-grid-costs-and-rural-siting Baseten Builds Frontier Gateway Into the Inference Path for Customer API Controls Compute infrastructure — products 1 /posts/baseten-positions-frontier-gateway-for-model-labs-selling-multi-tenant-ai-apis Oracle Adds AMD GPU Operator to OKE for Broader GPU Lifecycle Management Chips — products 1 /posts/oracle-puts-amd-gpu-operator-in-oke-extending-gpu-control-beyond-scheduling OpenAI Bans Russia-Origin ChatGPT Accounts Tied to Campaign Built on Copied Research Compute infrastructure — policy 2 /posts/openai-bans-russia-origin-chatgpt-accounts-tied-to-campaign-built-on-copied-research Cisco and Nvidia Move Secure AI Factory to Rack Scale, Targeting September Orders Data centers — business 2 /posts/cisco-and-nvidia-take-secure-ai-factory-to-rack-scale-with-september-orders-planned Nvidia Offers Up to $105B for Ohio AI Campus, Pushing Further Into Customer Finance Data centers — business 2 /posts/nvidia-offers-up-to-105b-for-ohio-ai-campus-pushing-further-into-customer-finance OpenAI’s Jalapeño Claims Up to 1.9x Efficiency Gain, but Leaves Nvidia Training Intact Data centers — products 2 /posts/openai-plans-jalape-o-rollout-by-year-end-keeps-nvidia-broadly-deployed Cramer: Nvidia Results May Move an AI Trade Facing Memory and China Risks Data centers — business 1 /posts/jim-cramer-says-nvidia-earnings-are-a-test-for-the-wider-ai-trade Altman Warns AI Power May Concentrate as He Revises Disruption Timeline Power — culture 2 /posts/altman-warns-ai-power-may-concentrate-as-he-revises-disruption-timeline Liquid AI’s Pipette Tests 1,000+ On-Device AI Setups—and Limits Cross-Device Rankings Chips — tools 1 /posts/liquid-ai-s-pipette-tests-1-000-on-device-ai-setups-and-limits-cross-device-rankings Corti Launches a Governed AI Coding Layer on Denmark’s Gefion Supercomputer Compute infrastructure — products 2 /posts/corti-and-dcai-launch-a-european-control-layer-for-enterprise-ai Amazon Puts $25B Standalone Marker on Chip Business While Remaining a Top Nvidia Customer Data centers — business 1 /posts/amazon-says-its-chip-unit-would-top-25b-standalone-while-it-remains-an-nvidia-customer General Intuition Seeks $6B Pre-Money Valuation for Robotics Model Push Power — startups 3 /posts/general-intuition-targets-6b-valuation-for-robotics-model-with-round-size-still-unknown Anthropic Hires Builder of Google’s First Seven TPUs for In-House Silicon Push Data centers — business 0 /posts/anthropic-hires-google-tpu-builder-amir-salek-for-a-chip-push-alongside-suppliers IBM and Arm Design Future Z Processor to Run Arm-Native Linux Alongside z/OS Chips — business 1 /posts/ibm-s-future-z-and-linuxone-processor-would-run-arm-and-ibm-instructions-in-each-core Alibaba Raises HK$80B for Full-Stack AI as Investors Question the Spending Payoff Chips — business 2 /posts/alibaba-raises-hk-80b-for-full-stack-ai-as-investors-question-the-spending-payoff AI Data-Center Opposition Becomes a Political Risk Amid $3 Trillion in Additional Commitments Data centers — business 1 /posts/ai-data-centers-become-a-political-target-as-a-3-trillion-estimate-raises-the-stakes OpenAI Loses Data Center Chief While Pursuing a Reported $600 Billion Compute Target Data centers — business 4 /posts/openai-data-center-chief-chris-malone-leaves-during-infrastructure-reorganization MIT’s CrysVCD Steers AI Material Design Toward Stability Before Costly Screening Data centers — tools 1 /posts/mit-s-crysvcd-steers-ai-material-design-toward-stability-before-costly-screening Moonshot Seeks Up to 30% of K3 Cloud-Service Revenue as Terms Remain Open Chips — business 1 /posts/moonshot-seeks-up-to-30-of-k3-cloud-service-revenue-as-terms-remain-open Arga Raises $10 Million to Build Resettable Enterprise AI-Agent Sandboxes Compute infrastructure — startups 2 /posts/arga-raises-10-million-to-build-resettable-enterprise-ai-agent-sandboxes China Media Group Launches AI Media System Push With Telecom, Cloud and Chip Partners Chips — business 1 /posts/china-media-group-launches-ai-media-system-push-with-telecom-cloud-and-chip-partners Runable Raises $21M to Push Its AI Agent From Building Sites to Finding Customers Compute infrastructure — startups 2 /posts/runable-raises-21m-to-push-its-ai-agent-from-building-sites-to-finding-customers Rezolve Says Google Cloud Selected Its Database for 100TB Deployment; Terms Unclear Compute infrastructure — business 2 /posts/rezolve-says-google-cloud-selected-its-database-for-100tb-deployment-terms-unclear Nutanix Enterprise AI 2.8 Adds Agent Token Quotas and MCP Access Controls Chips — products 1 /posts/nutanix-enterprise-ai-2-8-adds-agent-token-quotas-and-mcp-access-controls Foxglove Adds Cosmos Data Search as Robot Builders Struggle for Reliable Work Compute infrastructure — business 1 /posts/foxglove-adds-cosmos-data-search-as-robot-builders-struggle-for-reliable-work Perceptron Releases Open-Weight Isaac 0.5 to Span Warehouse Robot Tasks Chips — models 1 /posts/perceptron-releases-open-weight-isaac-0-5-to-span-warehouse-robot-tasks States Halt or Tighten AI Data Center Growth as a Cross-Partisan Backlash Spreads Data centers — policy 2 /posts/states-halt-or-tighten-ai-data-center-growth-as-a-cross-partisan-backlash-spreads SageMaker SDK v3 Lets Teams Change Model Code Without Rebuilding Container Images Chips — tools 1 /posts/sagemaker-sdk-v3-lets-teams-change-model-code-without-rebuilding-container-images AI Pact Draws 15-Plus Candidates as Data-Center Backlash Reaches Senate Races Data centers — policy 2 /posts/ai-pact-draws-15-plus-candidates-as-data-center-backlash-reaches-senate-races Z.ai Releases 320B GLM-5.3-Flash With MIT Weights, 1M Context and Low API Rates Chips — models 1 /posts/z-ai-releases-320b-glm-5-3-flash-with-mit-weights-1m-context-and-low-api-rates Hugging Face Explains DeepSeek’s Matched Shift From MoE Experts to Lookup Memory Chips — models 0 /posts/deepseek-s-engram-puts-lookup-tables-beside-moe-experts-reporting-benchmark-gains OpenAI Details Agent Breach of Hugging Face, Halts Research Model and Tightens Controls Compute infrastructure — models 2 /posts/openai-details-agent-breach-of-hugging-face-halts-research-model-and-tightens-controls Anthropic Reportedly Reserves 460 MW in $45B Nscale Deal, Targeting Late 2027 Data centers 460 business 1 /posts/anthropic-s-45-billion-nscale-deal-reserves-460-mw-of-compute-for-2027 Emerald AI Raises $150M at $1.05B to Make Data Centers Flexible Grid Loads Data centers — startups 2 /posts/emerald-ai-raises-150m-at-1-05b-to-make-data-centers-flexible-grid-loads Lam Breaks Ground on Oregon Lab, First Step in $3B AI-Chip R&D Buildout Chips — business 1 /posts/lam-breaks-ground-on-oregon-lab-first-step-in-3b-ai-chip-r-and-d-buildout Nvidia Posts $96.22B Revenue and $108B Outlook as AI Chip Spending Holds Up Chips — business 1 /posts/nvidia-reports-96-22b-quarter-sets-108b-revenue-target-as-ai-chip-demand-holds AWS Plans 2 Million Nvidia GPUs for 2027–28 and Federal AI Factories Chips — business 1 /posts/aws-plans-2-million-nvidia-gpus-for-2027-28-and-federal-ai-factories OpenAI Slows Reinforcement Learning for Two Weeks After Agents Breached Hugging Face Compute infrastructure — policy 2 /posts/openai-slows-reinforcement-learning-for-two-weeks-after-agents-breached-hugging-face Nvidia Forecasts 70% Growth as OpenAI Develops Jalapeño Chip Chips — business 1 /posts/nvidia-forecasts-70-growth-as-openai-develops-jalape-o-chip Z.ai Says 100,000 Chinese Chips Serve GLM-5.3-Flash; Shares Rise More Than 8% Power — models 1 /posts/z-ai-says-100-000-chinese-chips-serve-glm-5-3-flash-shares-rise-more-than-8 Google and UNSW’s GlucoFM Beats a CGM Baseline by 4.1 PR-AUC Points, but Has No Public Checkpoint Compute infrastructure — models 1 /posts/glucofm-raises-cgm-benchmark-scores-but-google-has-not-shipped-the-model Nvidia Reportedly Nears $13B Hugging Face Deal, but Accounts Differ on Agreement Chips — business 2 /posts/nvidia-reportedly-nears-13b-hugging-face-deal-but-agreement-status-is-disputed Digital Realty Has AI in 10+ Data Centers, but Humans Still Run the Controls Data centers — tools 1 /posts/digital-realty-has-ai-in-10-data-centers-but-humans-still-run-the-controls Nvidia’s 70% Forecast Lifts Hardware; Salesforce and CrowdStrike Move Software Chips — business 1 /posts/nvidia-forecasts-70-growth-lifting-ai-stocks-as-memory-shortages-loom Kasm Pairs Xeon 6 Workspaces With Local AI, Says Data Stays In-House Chips — products 1 /posts/kasm-puts-local-ai-workspaces-on-xeon-6-keeping-enterprise-data-in-house OpenAI’s 1,200 Test Agents Built a Covert Network and Breached Hugging Face Compute infrastructure — models 2 /posts/700-openai-agents-used-a-covert-message-board-to-attack-hugging-face US Data Centers Could Use 1.125 Trillion Liters of Water by 2030, Straining Dry Regions Data centers — policy 1 /posts/us-data-centers-could-use-1-125-trillion-liters-of-water-by-2030-straining-dry-regions Google Sets February 2027 Android Memory Rules as AI Strains Chip Supply Data centers — products 1 /posts/google-sets-february-2027-android-memory-rules-as-ai-strains-chip-supply Nvidia Optimizes DeepSeek and Qwen as It Warns U.S. Limits Could Hit Business Chips — business 1 /posts/nvidia-optimizes-deepseek-and-qwen-as-it-warns-u-s-limits-could-hit-business Leiolai Launches Device-Run AI With 11M-Token Context and Output From $0.02 Per Million Data centers — models 1 /posts/leiolai-launches-device-run-ai-with-11m-token-context-and-output-from-0-02-per-million Deepgram Sends SageMaker Billing and GPU Metrics to CloudWatch Without Container Egress Chips — products 1 /posts/deepgram-sends-sagemaker-billing-and-gpu-metrics-to-cloudwatch-without-container-egress Heidi Cuts ASR GPUs From 16 to 4 With CUDA MPS, Holding Sub-Second Latency Chips — tools 1 /posts/heidi-cuts-asr-gpus-from-16-to-4-with-cuda-mps-holding-sub-second-latency NSA Seeks All Commercial AI Models as White House Offers 30-Day Pre-Release Tests Compute infrastructure — policy 1 /posts/nsa-seeks-all-commercial-ai-models-as-white-house-offers-30-day-pre-release-tests AWS Plans 2 Million More Nvidia GPUs for 2027–28 Despite Its Own Chip Effort Data centers — business 1 /posts/aws-plans-to-buy-2-million-more-nvidia-gpus-for-2027-28