AI Infrastructure news and analysis on Web Pulse: 35761 curated articles tracking the latest AI Infrastructure developments, tools, and research, updated continuously from vetted sources.
Arduino has announced VENTUNO Q, a standard Ubuntu computer with up to 40 dense TOPS of AI compute, supporting models like Qwen 3 4B, Qwen 2.5 7B, Gemma 4, Whisper, and YoloX. The board features a dual-brain architecture…
TSMC's CoWoS advanced packaging capacity is sold out through 2025 and into 2026, with the supply-demand gap expected to narrow from around 20% to around 10% by the end of 2026, according to industry analyses. The largest…
The enterprise AI agent platform market is projected to exceed $10B in annual revenue by the end of 2025, with 150%+ year-over-year growth, according to CB Insights. A 2026 McKinsey survey found 40% of large enterprises …
Samsung Electronics unveiled its next-generation P9 and P7 portable solid-state drives featuring USB4 connectivity at Gamescom 2026 in Cologne, Germany, held Aug. 26-30. The P9 targets professional users with high-end pe…
Arm's Senior Principal Robotics Research Lead Federico Pecora published a technical paper, 'The missing science of robotic systems,' outlining a system-wide approach for scaling robots from demonstrations to commercial d…
Nvidia's stock is up 14% year to date, trailing the S&P 500's 12% gain and significantly underperforming peers like Micron (up 225%), Intel (up 138%), and AMD (up 124%). Raymond James analyst Simon Leopold, who rates Nvi…
A forum user argues that 32GB of VRAM is the practical threshold for useful large language model use, noting that 24GB cards work but with limited context size. The user highlights that NVIDIA offers the best software su…
Leopold Aschenbrenner's Situational Awareness Fund lost $35 billion of its $45 billion assets under management in about a month after running 4x leveraged bets on AI infrastructure stocks including SK Hynix and CoreWeave…
TrendForce reports that DRAM and NAND Flash will account for 68% of major cloud service providers' total CapEx in 2027, up from 47% in 2026, as memory contract prices surge. Server DRAM contract prices rose 64% cumulativ…
Moonshot AI is negotiating with Microsoft, Amazon, and Google to earn up to 30% of revenue from Kimi K3 services sold through Azure, AWS, and Google Cloud, according to Reuters. The talks, which may end without agreement…
A data engineer with nearly a decade of experience in travel industry data systems detailed the complexities of AI-driven dynamic pricing in hotels, emphasizing the shift from batch to real-time inference and the importa…
Grafana Labs surpassed $600 million in annual recurring revenue and 10,000 customers globally, up at least 50% from $400 million in September, with CEO Raj Dutt attributing the growth to the AI boom's shift from experime…
Regulatory approval, not infrastructure, is now the biggest bottleneck for AI growth, according to Melius Research, as state governments clamp down on data center construction ahead of the midterm elections. New York ena…
The memory market is projected to grow nearly four-fold to over $837 billion by 2026, driven by AI demand for high-bandwidth memory (HBM), according to a Gartner forecast cited in EE Times Japan. Japan's chip equipment g…
Arm unveiled its AGI CPU architecture at Hot Chips 2026, targeting AI agent workloads such as tool calling and workflow orchestration. Based on the Neoverse V3 core and manufactured on TSMC's 3nm process, the processor a…
Nvidia's credit default swaps hit a record high as the bond market reacts to its approximately $750 billion in AI commitments, including $500 billion in customer financing and a $105 billion guarantee for OpenAI's Ohio d…
Pydantic AI has launched realtime voice support for its AI agents, enabling live speech-to-speech conversations through a provider-agnostic API that works with OpenAI Realtime, Azure OpenAI, Gemini Live, and xAI Grok Voi…
Pydantic Logfire, from the team behind Pydantic, is named the best OpenTelemetry backend in 2026 in a comparison that evaluates cross-signal querying, high-cardinality tolerance, and GenAI awareness. The free plan includ…
China has built dozens of data centers in the rural southwestern province of Guizhou, including Huawei's largest, as part of a government strategy to power AI development by relocating digital infrastructure away from th…
Israel's national grid operator Noga reported 100 new data center proposals nationwide, driven by AI and cloud computing demand, with projects planned at sites owned by IKEA, BIG, and Rami Levy. The surge has strained Is…