AI Infrastructure news and analysis on Web Pulse: 32008 curated articles tracking the latest AI Infrastructure developments, tools, and research, updated continuously from vetted sources.
Jefferies initiated coverage on IREN Limited with a Buy rating and a $79 price target, projecting 30-36% upside as the company's AI cloud services business is expected to outperform traditional data center leasing. The i…
Amazon Web Services is in early talks to sell its Trainium AI chips to other companies, directly challenging Nvidia's dominance in the AI chip market. CEO Andy Jassy indicated the chips could generate a $50 billion annua…
Anthropic released Fable 5, its highest-capability public model, alongside Managed Agents updates and a Workflow SDK cancellation primitive. The Workflow SDK now supports AbortSignal for cooperative cancellation in long-…
A developer released hyperpb, a runtime-compiled Protobuf parser for Go that achieves 10x faster parsing than dynamicpb and 3x faster than hand-written generated code. Quickwit, a Rust-based log search engine, was acquir…
Cloudflare rearchitected its Workflows control plane, replacing a single Account Durable Object bottleneck with two new components, SousChef and Gatekeeper, to scale concurrent instances from 4,500. The update signals th…
Node 26.3.1 patches 11 CVEs in TLS and WebCrypto, requiring immediate updates for untrusted code execution. Ruff v0.7 fixes inconsistent pytest rule defaults from v0.6, with auto-applicable fixes via ruff check --fix. Co…
Sen. Bernie Sanders introduced the American AI Sovereign Wealth Fund Act, which would give the U.S. government 50% ownership of AI companies with over $200 million in annual sales and pay every American $1,000 yearly fro…
Sen. Bernie Sanders introduced the 'American AI Sovereign Wealth Fund Act' on June 18, 2026, proposing a one-time 50% tax on the stock of the largest U.S. AI companies to create a public fund worth an estimated $7 trilli…
Continuous batching, introduced in the 2022 Orca paper, improves GPU utilization during LLM inference by dynamically updating the batch at each iteration, freeing slots as requests finish and immediately adding new ones.…
Ford launched Ford Energy, a $2 billion subsidiary to manufacture grid-scale battery storage systems for AI data centers and utilities, repurposing a Kentucky plant originally built for EV batteries. The subsidiary uses …
Project Glasswing reveals that frontier security models must be interchangeable in a model-agnostic harness to effectively scan enterprise codebases for vulnerabilities. The system, built from a 450-line security-audit s…
The Federal Energy Regulatory Commission ordered six major grid operators to fast-track interconnection requests from data centers and other large electricity users, aiming to address delays that threaten U.S. competitiv…
President Donald Trump claimed Apple has agreed to work with Intel to design and manufacture chips in the U.S., but neither company has confirmed the deal. The Wall Street Journal reported a preliminary agreement after o…
Jeremy Grantham warns that Big Tech's monopoly era is ending as AI spending reaches $725 billion, creating a brutal competitive landscape that could compress margins and reshape markets. The GMO co-founder compares the A…
HPE and NVIDIA expanded the HPE AI Factory portfolio at HPE Discover Las Vegas, introducing the NVIDIA Vera CPU for agent workloads, integrating the NVIDIA Agent Toolkit into HPE Private Cloud AI, and extending Confident…
Amazon Bedrock AgentCore harness is now generally available, enabling developers to build production-grade AI agents in minutes with two API calls. The managed abstraction handles sandboxed compute, memory, identity, and…
NVIDIA partners demonstrated production-ready AI infrastructure for advertising and marketing at Cannes Lions, including causal AI, real-time bidding, and agentic workflows. Alembic deployed causal AI on NVIDIA DGX syste…
HIVE Digital Technologies acquired the 32 MW Big Boden data center in Sweden after operating it as a tenant since 2018, with plans to install 2,000 NVIDIA GPUs for AI workloads. The acquisition, approved by Boden Municip…
Anjney Midha, founder of AMP, argues that the AI scaling race is not just about acquiring more GPUs but about maximizing the efficiency of existing hardware, citing xAI's sub-10% Model FLOPs Utilization as a symptom of s…
IREN Limited, formerly Iris Energy, faces a $21 billion funding gap to fulfill $13.1 billion in AI cloud contracts with Microsoft and NVIDIA. The company plans to raise capital through convertible notes, GPU financing, a…