AI Infrastructure news and analysis on Web Pulse: 30815 curated articles tracking the latest AI Infrastructure developments, tools, and research, updated continuously from vetted sources.
Qualcomm acquired Modular to challenge NVIDIA's AI dominance, unveiling a five-year plan to expand into data centers with Dragonfly AI accelerators and CPUs. The acquisition provides an alternative to NVIDIA's CUDA frame…
Zarna AI, a Y Combinator-backed startup founded in 2025, builds semi-autonomous AI agents that automate sourcing, diligence, and portfolio workflows for private equity firms. The agents capture data from CIMs, emails, an…
Sunrun, Tesla, and Renew Home announced a partnership to aggregate over 16 GW of home batteries and smart devices into the largest U.S. virtual power plant, targeting surging data center electricity demand. The deal sent…
Qualcomm announced Meta as the first named customer for its Dragonfly C1000 data centre chip, set for 2028, and confirmed a $3.9 billion acquisition of AI software startup Modular. The moves signal Qualcomm's push into A…
Arcade.dev announced support for Anthropic's Enterprise-Managed Authorization (EMA), a new MCP extension enabling centralized identity provider-based server access for AI agents. The adoption validates Arcade's existing …
Qualcomm announced new data center solutions at its Investor Day, including the Dragonfly C1000 CPU, HBC, and Dragonfly AI300 inference accelerator, targeting AI inference workloads. The company aims to leverage its low-…
A recent analysis of 250 real-world web search retail queries found that fewer than 0.4% of content retrieved by AI agents was relevant to the questions asked, revealing a critical observability gap in agentic pipelines.…
Roboflow released a Vision AI Maturity Model to help industrial enterprises move from stalled pilots to scalable production deployments. The five-level framework addresses common failures such as accuracy drops from 96% …
Companies are discovering that AI is expensive when employees actually use it, as the cost of running AI tools for tasks like generating presentations from PDFs adds up. The AI bubble relies on the hope that customers wi…
Qualcomm announced a major push into data center infrastructure at its 2026 Investor Day, unveiling a new Dragonfly C1000 CPU with 250+ cores and a High Bandwidth Compute (HBC) architecture that stacks memory on compute …
Nvidia CEO Jensen Huang told shareholders that national security takes precedence over commercial opportunities and that data centers built with smuggled Nvidia chips will fail without company support. Huang's remarks co…
OpenAI updated ChatGPT's default model to GPT-5.5 Instant in May 2026, replacing GPT-5.3 Instant for all users. The update delivers 52.5% fewer hallucinated claims and 37.3% fewer inaccurate answers, with tighter, more p…
Andreessen Horowitz (a16z) led Mirendil's seed round to build a lab-grade research platform that enables engineers and domain experts to conduct frontier AI work. Mirendil aims to democratize AI development by providing …
A tutorial demonstrates building an OpenHarness-style agent runtime from scratch, covering tool use, typed schemas, permissions, memory, skills, multi-agent coordination, and other core components. The guide provides a f…
AMD released the FSR SDK v2.3 update, making ML-based FSR Upscaling 4.1 available on RDNA 3 architecture GPUs (Radeon RX 7000 Series) for the first time, previously exclusive to RDNA 4. The update also includes improveme…
Betsy Cohen, the veteran dealmaker known as the 'SPAC Queen,' is promoting SPACs as a natural path for AI data center companies to go public, citing the need for public capital to fund massive infrastructure buildouts. C…
Qualcomm is expected to announce a new AI initiative, including new customers for its AI chips, as it seeks to challenge Nvidia's dominance in the market. The move comes amid pressure in the smartphone sector and a push …
OpenAI has taped out its first custom inference chip, named Jalapeño, built with Broadcom. The ASIC is designed to reduce inference costs for serving LLMs, following the vertical-integration strategy of Google and Amazon…
Walmart signed its first-ever long-term contract to buy nuclear power from Constellation Energy's Illinois plant, purchasing 176 megawatts over 15 years to power its operations in the region. The deal supports Constellat…
Databricks co-founders Matei Zaharia and Reynold Xin argue that the frontier AI ecosystem must remain open, unveiling Omnigent, an open-source meta-harness for combining and controlling agents across multiple platforms. …