AI Infrastructure news and analysis on Web Pulse: 30715 curated articles tracking the latest AI Infrastructure developments, tools, and research, updated continuously from vetted sources.
Qualcomm announced a data center strategy that could generate over $1 billion in revenue within a year, including new CPUs, AI accelerators, and networking solutions. The company acquired Alphawave Semi for $2.4 billion …
A developer lost six hours of agent work after assuming Claude Managed Agents would retain state between sessions, discovering that Anthropic's infrastructure handles reasoning while users must manage execution environme…
SK Hynix, the dominant HBM chipmaker with 57% market share, plans a $29.65 billion Nasdaq listing on July 10, 2026, in the largest Korean ADR offering ever. The move challenges Micron Technology's position as the primary…
Traversal CEO Anish Agarwal explains that AI coding agents have made writing code easier but running it safely in production harder, as production failures are increasingly caused by system interactions rather than code …
Nvidia AI Labs researcher Ziv Ilan presented at GTC 2026 that video diffusion models can achieve real-time performance without 50 denoising steps by using a stack of quantization, caching, and distillation techniques. Th…
Billionaire fund managers David Tepper and Seth Klarman have made Amazon their largest portfolio holding, with Appaloosa Management nearly doubling its stake and Baupost Group increasing its position by 47% in Q1 2026. T…
A developer built a custom Inference Optimization Engine on an NVIDIA RTX 4050 GPU to analyze how PyTorch, ONNX, and TensorRT interact with hardware, revealing that model deployment and optimization constitute 80% of the…
AI-powered systems in production face critical security vulnerabilities, including prompt injection and tool-based exploits, as demonstrated by real-world incidents in 2025 such as a Supabase agent data breach and GitHub…
A sell-off in AI-related stocks this week has raised questions about whether the market is experiencing a healthy pause or a panic, as investors reassess valuations amid massive capital spending by tech giants on AI infr…
Morgan Stanley upgraded Qualcomm to Equalweight and raised its price target to $231, citing strong data center growth prospects. The upgrade marks a reversal from the bank's previous bearish stance, as Qualcomm targets o…
A developer demonstrated how to securely expose a local Hermes Agent to the internet using Tailscale Funnel, avoiding the need for port forwarding or renting a VPS. The Hermes Agent runs an OpenAI-compatible API server l…
OpenAI has built its first custom AI chip, named Jalapeño, in collaboration with Broadcom. The chip is designed for inference, not training, meaning it handles model responses after training is complete, while NVIDIA har…
Adapt engineer built an intelligence router to integrate Anthropic's Fable 5 model into the Adapt platform, enabling the system to dynamically choose between Fast, Balanced, and Deep intelligence levels based on task com…
South Korea's KOSPI surged over 5% on Thursday, briefly topping 9,000 points, driven by a tech rally after US chipmaker Micron Technology reported better-than-expected earnings. The index closed at 8,930.30, with Samsung…
Conductor has launched a cloud beta that allows users to run workspaces on isolated cloud machines, enabling agents to continue working even when the user's laptop is closed. The beta currently supports API key authentic…
Slack detailed its four-phase evolution to a multi-cloud AI serving platform, moving from self-managed SageMaker to AWS Bedrock and Google Cloud Vertex AI, which improved complex reasoning quality by 10% and reduced shor…
A developer who built over 10 MCP servers over three months discovered that production MCP servers require different logging than regular REST APIs after spending 8 hours debugging random failures. The engineer found tha…
Chinese PCB equipment maker CFMEE saw its Hong Kong IPO oversubscribed 1,009 times, pricing at the top end of HK$252.73 per share, as the global AI boom fuels demand for server components. The Hefei-based firm, which mak…
Micron Technology acknowledged the growing capabilities and market share of China's ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies Corp (YMTC) during an earnings call, validating their rise amid a ti…
SK Telecom signed MOUs with KG Steel and Connec to pilot its A.X K1 AI agent in steel and auto parts plants starting in the second half of 2026. The 519-billion-parameter model uses sparse activation to improve efficienc…