AI Infrastructure news and analysis on Web Pulse: 35716 curated articles tracking the latest AI Infrastructure developments, tools, and research, updated continuously from vetted sources.
SK hynix Inc. published a co-packaged-optics roadmap in Nature Electronics on August 20, describing an AI architecture where optical links directly connect processor and memory pools, expanding the potential market for C…
Neo4j published a startup guide for building graph applications on its Aura cloud database, recommending installation of the Neo4j CLI and agent skills first, then using the neo4j-getting-started-skill to scaffold a proj…
Super Micro Computer's stock surged 9.35% to close at $38.46 on August 25 after Cisco Systems announced it will integrate Supermicro's liquid- and air-cooled rack-scale AI servers into its Secure AI Factory platform, add…
The US Department of Labor is partnering with approximately 40 organizations, including Google, Microsoft, and OpenAI, to build an AI Workforce Hub, a centralized platform to track AI's impact on jobs, wages, and skills …
Nvidia Corp. is on pace to become the first semiconductor company to post $100 billion in revenue in a single quarter, with consensus estimates for fiscal Q3 2027 (ending October 2026) at roughly $104 billion. The compan…
Wiz Cloud Cost is now supported in the Wiz Service Catalog, automatically mapping cloud and AI spend to services to drive cost attribution. The integration enables service-level cost allocation without manual tagging rul…
Nvidia is set to report fiscal second-quarter 2027 earnings on August 26, with analysts expecting roughly $92 billion in revenue and adjusted EPS of $2.09, representing about 97% year-over-year growth, as the company nav…
Bloomberg and J.P. Morgan have identified AI infrastructure, defense, nuclear, and space as the dominant ETF themes for 2026, with thematic ETFs now managing over $256 billion. J.P. Morgan projects total AI-related capit…
Alibaba's Qwen organization activated the Qwen3.8-Flash API on QwenCloud on August 26, 2026, pricing it at $0.16 per million input tokens and $0.47 per million output tokens with a default 1-million-token context and Ope…
A developer building a decentralized agent mesh found that internal coordination alone is insufficient without interoperability, leading to the integration of the Agent2Agent (A2A) protocol to enable external collaborati…
Intel will showcase its AI infrastructure vision at AI Infra Summit 2026, September 15–17 at the Santa Clara Convention Center, with CEO Lip-Bu Tan delivering a fireside chat on September 15. The company will demonstrate…
NuScale Power, the only US company with full Nuclear Regulatory Commission certification for its small modular reactor design, holds $1.9 billion in cash and zero revenue, betting on a power purchase agreement with the T…
Google Cloud announced that OKF v0.2 bundles can now be published into Knowledge Catalog, Google Cloud's context engine for agents, enabling organization-wide discovery, governance, and secure access. The integration use…
Apple's Siri AI, rebuilt on a new architecture for iOS 27 and macOS 27, is a ground-up replacement for the assistant, featuring on-device models with screen and cross-app awareness. The company paid $250 million to settl…
Apple's OS 27 now routes larger Apple Intelligence workloads off-device onto Google Cloud and NVIDIA GPUs, extending its Private Cloud Compute (PCC) privacy architecture beyond Apple's own data centres. The expansion rel…
Apple's Apple Intelligence is a hybrid system that runs privacy-sensitive tasks on-device but routes heavier workloads to Private Cloud Compute (PCC), with offloads including agentic tool use, complex reasoning on AFM 3 …
Apple's macOS 27 'Golden Gate' introduces Siri AI alongside third-party models Claude (Anthropic) and Gemini (Google) as governed enterprise AI integrations, with Apple Business settings separating external intelligence …
Apple is retiring legacy MDM mechanisms across all OS 27 releases with no grace period, forcing a cutover to Declarative Device Management (DDM), a framework where servers declare desired state and devices enforce it loc…
Realtime voice agents, which combine streaming speech-to-text, a large language model, and text-to-speech in a cascaded pipeline, must achieve a time-to-first-audio (TTFA) of around 200 milliseconds to feel natural, with…
Function calling, the Model Context Protocol (MCP), and the Agent-to-Agent (A2A) protocol together decouple AI agents from vendor-specific interfaces, enabling enterprise voice agents to act on backends and coordinate ac…