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.
Plaud, a bootstrapped hardware company, has reached $100 million in annual recurring revenue after shipping over 2 million AI notetaker devices. The San Francisco-based firm, founded in 2021, competes with software-only …
Aembit announced support for Microsoft Copilot Studio at Identiverse 2026, extending its workload identity and access management controls to Copilot Studio agents. The integration issues ephemeral credentials scoped to e…
Noctua has launched its first-ever all-in-one liquid coolers, the NL-LC1 series, now available for purchase on Amazon. The lineup includes 240mm, 360mm, and 420mm radiator models priced between $219.95 and $279.95, featu…
JPMorgan raised its estimates for global AI and data center spending to at least $5 trillion by 2030, citing a surge in capital expenditures from hyperscalers and strong demand for high-yield data center debt. The bank p…
Anthropic's Claude models now support mid-conversation system messages, allowing developers to inject new instructions into a long-running agent session without invalidating the entire prompt cache. By placing a system-r…
BytePlus, the enterprise technology arm of ByteDance, hosted a closed-door AI roundtable at APOS 2026 in Bali, drawing senior executives from broadcasters and streaming platforms across six Asian markets to discuss gener…
Apple's iOS 27 will exclude the iPhone 17 from certain AI features due to its 8GB RAM, while iPhone 17 Pro and iPhone Air with 12GB RAM will support them. This repeats the pattern from iOS 18, where the base iPhone 15 la…
Intel's Compute Runtime 26.22.38646.4 release adds early support for Nova Lake processors and introduces an experimental LEO project that reimplements OpenCL atop Level Zero. The update enables OpenCL 3.0 and Level Zero …
Subquadratic released the model card and technical report for SubQ 1.1 Small, a long-context model using Subquadratic Sparse Attention, on June 16. The company claims the model achieves 100% retrieval accuracy at 1 milli…
CyCognito is expanding its AI-driven penetration testing capabilities to address emerging security risks from misconfigured AI services and LLM infrastructure, as traditional vulnerability management falls short for mode…
A developer found that LLM API providers can swap in cheaper models undetected, and the intuitive method of flagging low-quality responses fails because cheaper models produce more predictable text with lower perplexity.…
Western Digital has sold out its entire 2026 HDD production, driven by AI data center demand from hyperscalers including Amazon, Microsoft, Google, and Meta. The company reported $3.02 billion in Q2 2026 revenue, with cl…
Microsoft Corporation (MSFT) shares fell after the company reported heavy AI capital expenditures and softer-than-expected Azure cloud growth, raising concerns about near-term profitability.
Dollar General announced nine officer appointments on June 15-16, 2026, including Travis Nixon as senior vice president and chief data and artificial intelligence officer. Nixon will oversee AI strategy, data engineering…
Alibaba launched the Qwen Robot Suite, a set of three foundation models for embodied AI developed by its Tongyi Lab, including Qwen-RobotManip which topped the RoboChallenge generalist track with a 45% task success rate.…
OpenAI restored Codex after elevated error rates and 'model at capacity' messages affected users on June 16, 2026. The incident began at 6:32 a.m. Eastern Time and was resolved by 9:48 a.m., with Codex lead Thibault Sott…
AM Best warned U.S. property/casualty insurers that AI-driven data center proliferation creates underwriting risks beyond what the industry has previously faced, identifying business interruption as the most consequentia…
A Seeking Alpha contributor upgraded Sandisk (NASDAQ:SNDK) to Buy, reversing a previous bearish stance, citing rising edge AI deployments driving stronger-than-expected demand for higher-capacity NAND storage. Sandisk re…
The U.S. Department of Justice intervened in an NAACP lawsuit against Elon Musk's xAI, arguing that shutting down unpermitted gas turbines powering its Colossus 2 data center would threaten national security because the …
VAST Data has emerged as the dominant storage supplier to neoclouds, with a 600 PB capacity win at Australia's Sharon AI. Neoclouds, which specialize in GPU-compute-heavy AI services, saw collective revenues of $23-25 bi…