AI Infrastructure news and analysis on Web Pulse: 32036 curated articles tracking the latest AI Infrastructure developments, tools, and research, updated continuously from vetted sources.
Apple has struck a $1 billion-a-year deal to run a 1.2-trillion-parameter Gemini model in Google's Cloud for Siri, highlighting Apple's failure to capitalize on its 2010 AI headstart and its reliance on external AI infra…
A developer traced a hybrid Mamba-Transformer MoE inference run and found that MoE all-to-all collective stalls dominate the tail latency, with a 69x tail ratio, despite dashboards showing 96% GPU utilization. The per-la…
The KV cache, a memory store for attention keys and values, grows linearly with context length and can exceed model weights in VRAM usage, causing out-of-memory errors for local LLM users. At 32k context, a 7B model's ca…
Cybersecurity startup NewCore emerged from stealth with $66 million in seed funding to provide identity management for AI agents, treating them as employees with permissions and lifecycle controls. The round was led by C…
Observability teams must shift from traditional metrics like uptime and MTTR to measuring business outcomes, as complex AI-driven systems make degraded experiences more costly than outages. A roundtable at LDX highlighte…
Cloudflare announced that key members of Ensemble AI are joining the company to accelerate AI infrastructure development. Ensemble AI, founded in 2023, focuses on making large AI models faster and more cost-effective thr…
1Password acquired Apono to become the control plane for businesses using agentic AI, transitioning from securing credentials to governing access. The Toronto firm aims to address the growing need for access management i…
Twilio CFO Aidan Viggiano detailed a multi-year turnaround that restored Wall Street confidence, involving workforce cuts, strategic focus on AI integration, and making the Segment unit profitable. The company's gross pr…
HBM costs have grown from 52% of AI chip component costs in Q1 2024 to 63% in Q4 2025, with total AI chip component spending rising from $22B to $52B. Reasonix is an open-source terminal coding agent optimized for DeepSe…
Perplexity CEO Aravind Srinivas predicted that Micron will surpass Meta in market value, identified power supply shortages as the tech industry's biggest hurdle, and stated that AI's role is shifting from answering quest…
Zilliz, the Milvus AI vector database supplier, launched Vector Lakebase, a product that extends real-time vector search with an external data lake connector, batch analytics, and interactive discovery. The new offering …
Omada launched Omada Agent Governance, a solution to apply governance to AI agents and non-human identities, addressing visibility and accountability gaps as AI agents become autonomous digital actors in enterprises.
TD Cowen raised its price target on Micron Technology to $1,500 from $660, citing surging demand for AI memory chips. The analyst maintained a Buy rating as Micron's high-bandwidth memory supply for 2026 is fully sold ou…
The Trump administration's proposal to set price floors for critical minerals using a Pentagon AI model faced skepticism from G7 allies at a June 15 summit in Evian-les-Bains, France. European partners raised concerns ab…
Atyeti Inc. announced a strategic partnership with Transient.AI to deploy compliance-native Autonomous Intelligence in capital markets, with Atyeti leading integration and engineering support globally. The collaboration …
OpenAI's Operator moves beyond standard LLM workflows by enabling multi-step, iterative browser interactions. The model holds state across events, parsing DOM elements and handling dynamic content to perform complex task…
Nvidia plans to raise at least $20 billion through a high-grade bond sale, its largest debt offering ever, to finance AI chip production amid surging demand. The move follows similar debt financing by Alphabet, Microsoft…
Agentic AI workloads are shifting the compute ratio, making CPUs the critical coordination substrate rather than a support component for GPUs. This inversion is exposed by current Xeon supply tightness, which reveals tha…
A developer outlines a practical approach to building a multi-model LLM fallback layer that allows applications to use multiple providers without spreading provider-specific logic throughout the codebase. The system defi…
Tencent-backed AI chip startup Enflame won approval for a 6 billion yuan ($888m) IPO on Shanghai's STAR board, becoming the last of China's 'four AI chip dragons' to go public. The company, which relies on Tencent for 84…