AI Infrastructure

Cisco's AI WAN Forecast Says Inference Is Becoming Network Architecture

Cisco's 2026 WAN report frames agentic AI and inference traffic as a long-term networking design problem.

Nvidia Cosmos 3 Turns World Models Into the Next AI Platform Fight

Nvidia's Cosmos 3 pushes open world models toward robotics, autonomous vehicles, and physical AI infrastructure.

Groq’s 650 Million Dollar Second Act Is About Inference, Not Chips

Groq is reportedly raising 650 million dollars as AI infrastructure shifts from training chips to inference clouds.

ByteDance Custom CPU Plan Shows AI Infrastructure Is Moving Beyond GPU Shortages

ByteDance is reportedly developing Arm and RISC-V CPUs for AI infrastructure as chip shortages push hyperscale buyers toward custom silicon.

XCENA Raises $135 Million on the Bet That AI Biggest Bottleneck Is Memory

XCENA raised $135 million as investors focus on memory bandwidth, not only compute, as the next constraint for AI inference.

Dell Deskside Agentic AI Brings the Agent Race Back to Local Workgroup Compute

Dell Deskside Agentic AI pairs workstations, NVIDIA NemoClaw, and OpenShell to run governed agents near enterprise data.

Anthropic and Amazon’s 5GW Compute Deal Shows Claude Is Now an Infrastructure Business

Anthropic’s expanded Amazon compute agreement makes Claude’s future a story about Trainium, Bedrock, power, latency, and enterprise capacity.

NVIDIA and Marvell Are Turning Custom Silicon Into an AI Factory Supply Chain

NVIDIA and Marvell expanded NVLink Fusion work, pointing toward semi-custom AI factories, optical links, and AI-RAN infrastructure.

Cisco's AI Orders Surge Shows the Bottleneck Is Moving Into the Network

Cisco's raised AI order forecast shows hyperscaler demand is turning networking fabric into a central AI infrastructure constraint.

The QTS Water Fight Shows AI Data Centers Need Public Infrastructure Accounting

A Georgia data-center water dispute shows why AI infrastructure must make local utility impacts visible before trust collapses.

Microsoft's $100 Billion OpenAI Number Shows the Real Price of Owning AI Distribution

Court disclosures around Microsoft's OpenAI spending reveal how frontier AI partnerships turn cloud infrastructure into balance-sheet strategy.

Wirestock's $23 Million Round Turns Creative Data Into AI Supply Chain Infrastructure

Wirestock's Series A shows multimodal training data is becoming a supply-chain layer for foundation AI labs.

Colorado's Data Center Fight Shows AI Infrastructure Has Outrun Local Policy

Colorado lawmakers killed a data-center regulation push, leaving the AI power boom to collide with local energy and water concerns.

IREN's Pullback Exposes the Financing Gap Under the AI Cloud Boom

IREN's AI infrastructure volatility shows that GPU demand is real, but financing, power, and execution risk still decide winners.

AWS Titus Shows the AI Data Center Race Has Become an Engineering Sprint

Amazon's reported Titus data-center effort highlights how power, cooling, and rack design now shape AI competition.

Data Centers in Nepal: A Big Opportunity for Corporations, a Small Deal for Ordinary Nepalis

Data centers may bring investment and digital ambition to Nepal, but without strong public safeguards the biggest gains will flow to corporations while ordinary Nepalis carry the pressure on land, power, water, and policy.

NVIDIA and Corning Turn Optical Fiber Into the Next AI Infrastructure Bottleneck

NVIDIA and Corning announced a long-term optical connectivity partnership, making fiber capacity part of the AI factory race.

Uber’s Trainium3 Trial Shows AI Chip Competition Is Moving Into Real Workloads

Uber’s expanded AWS chip use highlights how custom AI silicon is moving from cloud marketing into production workload strategy.

Temporal Replay 2026 Shows Why AI Agents Need Durable Execution

Temporal serverless workers and workflow streams highlight the infrastructure layer enterprises need for reliable long-running AI agents.

Cerebras IPO Terms Put the AI Chip Boom in Front of Public Markets

Cerebras is reportedly targeting a valuation up to $26.6 billion, giving public investors a sharper test of AI chip demand beyond Nvidia.

Panthalassa's Ocean AI Data Center Bet Turns Power Into the New Frontier

Panthalassa raised $140 million to build wave-powered AI inference nodes at sea, a sign of how far the compute bottleneck is pushing infrastructure.

Nutanix's Agentic AI Stack Shows Why Production Agents Need Infrastructure, Not Just Prompts

Nutanix's agentic AI push highlights the infrastructure, governance, Kubernetes, and cost controls enterprises need for production AI agents.

Intel's Physical AI Reorg Pulls the PC Business Toward Robotics and Edge Inference

Intel hired Qualcomm veteran Alex Katouzian to lead Client Computing and Physical AI, signaling a wider shift beyond traditional PCs.

The AI Memory Boom Is Turning RAM Into the New Data Center Gatekeeper

Micron and Samsung rallies show how AI memory demand is reshaping data centers, consumer devices, and semiconductor economics.

Huawei's AI Chip Surge Shows the Inference War Is Becoming a China Supply Chain Story

Huawei's expected AI chip gains in China show how export controls are pushing inference hardware, software, and sovereignty together.

Meta’s AWS Graviton Deal Shows Agentic AI Is Becoming a CPU Problem Too

Meta’s plan to add tens of millions of AWS Graviton cores reframes agentic AI infrastructure beyond GPUs and training clusters.

Adaptive Intelligence: DeepSeek V4 and the Geopolitics of Efficiency

With a 1M token context window and adaptive sparse architecture, DeepSeek V4 redefines large model economics under extreme hardware constraints.

Adaptive Intelligence: DeepSeek V4 and the Geopolitics of Efficiency

With a 1M token context window and adaptive sparse architecture, DeepSeek V4 redefines large model economics under extreme hardware constraints.

Lesson 2: Context Window Limitations

Master the boundaries of AI reasoning. Learn how to monitor token consumption, handle 'Context Overflow', and optimize your architecture to respect the physical limits of the Claude 3.5 model family.

NVIDIA’s $2 Billion Bet on Nebius: The 'Neocloud' Wars Enter a New Phase

An in-depth look at NVIDIA's $2 billion strategic investment in Nebius, the acceleration of the Rubin platform, and the shifting landscape of hyperscale AI cloud providers.

Small, Smart, and Local: When Edge and On-Device Models Beat Frontier LLMs