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Infrastructure
AI compute, cloud infrastructure, MLOps, and deployment tooling
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Modal Seeks $4.5B Valuation as GPU Infrastructure Demand Surges

U.S. Clears Nvidia H200 Sales to 10 Major Chinese Tech Firms
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The Real AI Battle: Control Planes, Not Models
New VB Pulse survey data shows Microsoft and OpenAI dominating enterprise agent orchestration platforms, but…
Enterprises Demand AI Sovereignty as Dependence on Cloud LLMs Becomes a Risk
Enterprises are shifting away from the early AI adoption model of outsourcing data and models to third-party providers,…
Data Quality, Not Model Power, Limits Agentic AI in Finance
Financial services firms deploying agentic AI face a critical bottleneck: data quality, security, and accessibility.…

Bedrock AgentCore adds Chrome policies for controlled agent browsing
Amazon Bedrock AgentCore now supports Chrome enterprise policies and custom root CA certificates, enabling…

Fervo's $2B IPO Bets on Geothermal for AI Power
Fervo Energy, a leader in enhanced geothermal systems, raised nearly $2 billion in its initial public offering. The…

OpenAI Responds to TanStack npm Supply Chain Attack
OpenAI has disclosed and responded to the TanStack 'Mini Shai-Hulud' supply chain attack, which compromised npm…
Chipmakers Must Break Silos to Solve AI's Energy Problem
Applied Materials argues that energy-efficient AI requires breaking down traditional semiconductor R&D silos and…

AWS and Cisco tackle AI agent security at scale
AWS and Cisco AI Defense have partnered to address security gaps in AI agent deployments, particularly around Model…

Pulse AI and Bedrock Cut Financial Document Processing From Days to Hours
AWS and Pulse AI have demonstrated a financial document processing pipeline that combines Pulse's document…

AWS, Databricks Show How to Fine-Tune LLMs Without Bypassing Data Governance
AWS and Databricks have published a reference architecture for fine-tuning large language models while maintaining data…

Tencent Signals AI Chip Shortage Easing, Plans H2 Spending Surge
Tencent Holdings said on its earnings call that China's AI chip shortage is beginning to ease, signaling the company…
NVIDIA, Ineffable Intelligence Build RL Infrastructure
NVIDIA and Ineffable Intelligence, a London-based AI lab founded by AlphaGo architect David Silver, are collaborating…
Rural Data Centers: AI Infrastructure Moves to Shuttered Mills
A shuttered paper mill in rural Maine is being converted into a data center, marking a shift in how AI infrastructure…

OpenAI Bets Billions on Cerebras as Nvidia Grip Loosens
On Christmas Eve 2025, OpenAI committed billions of dollars to purchase chips from Cerebras, a startup that…

From AI Pilots to Adaptive Systems: Why Enterprise Integration Matters
Enterprise AI adoption is stalling at the pilot stage because organizations treat AI as isolated tools rather than…

AWS Adds FLOPs Tracking to SageMaker for EU AI Act Compliance
Amazon SageMaker AI now offers a Fine-Tuning FLOPs Meter toolkit to help organizations track computational resources…

AWS Automates Schema Generation for Document Processing
AWS has added automated schema generation to its IDP Accelerator, a serverless document processing solution. The new…

Circle Raises $222M for Arc Blockchain at $3B Valuation
Circle, the stablecoin issuer behind USDC, raised $222 million for Arc, a planned blockchain focused on stablecoin…

AWS Maps Foundation Model Scaling Across Training, Post-Training, and Inference
AWS and collaborators have published a technical framework for understanding how foundation model training and…

AWS Launches Native Claude Platform Access
Anthropic and AWS announced general availability of Claude Platform on AWS, a service that provides direct access to…

Capital, Not Compute, is the Real AI Bottleneck
AI infrastructure financing is becoming the primary bottleneck in the AI build-out, not compute itself. With single…

Why AI Agents Fail Confidently, and How to Test for It
A production observability agent confidently executed a catastrophic rollback in response to a scheduled batch job it…

Windows 11 tests macOS-style speed boost for app launches
Microsoft is testing a new Windows 11 feature called Low Latency Profile that improves app launch times and menu…
