AI Infrastructure news and analysis on Web Pulse: 35804 curated articles tracking the latest AI Infrastructure developments, tools, and research, updated continuously from vetted sources.
Microsoft announced on August 25, 2026, that it has become an Official Partner of the Toronto Blue Jays, Canada's Major League Baseball team, in a multi-year partnership to explore cloud and AI technologies for fan exper…
Goldman Sachs projects DRAM undersupply of 5.0% in 2026 and 5.9% in 2027, the tightest since 2017, driven by AI server demand. Micron Technology reported fiscal Q3 2026 revenue of $41.46 billion and non-GAAP EPS of $25.1…
Apple's Metal GPU glossary 'metalworking' targets developers familiar with CUDA but new to Apple Silicon, mapping every concept from GPU cores to MLX's architecture with CUDA equivalents and real kernel code. The hyperli…
Morgan Stanley upgraded CrowdStrike (CRWD) from Equal-weight to Overweight on March 10, raising its price target to $510 from $487 and naming the company a Top Pick in software, citing AI-driven threats as a structural t…
The Investing for Beginners Podcast co-hosts Andrew Sather and Stephen Morris ranked five AI stocks by margin of safety, favoring structural chokepoints in the semiconductor and infrastructure tiers over picking model le…
Elon Musk said SpaceX, in partnership with Nvidia, will launch its first AI-powered orbital data center satellites in Q4 2027, pulling forward the previous 2028 target, with significant scale in 2028. JPMorgan analyst Do…
Cisco Systems Inc. and NVIDIA Corp. are expanding their Secure AI Factory with NVIDIA to rack-scale systems, aiming to compress the path from ordering infrastructure to producing the first token, with the full solution o…
Microsoft has ended Project Natick, its decade-long underwater data center experiment, confirming in June 2024 that it has no active subsea projects and will not pursue commercial underwater deployments. The project, whi…
SpaceX, in partnership with Nvidia, will launch orbital AI data centers using a space-optimized Vera Rubin NVL72 system in Q4 2027, reaching 'significant scale' in 2028, according to Elon Musk. The deployment, which coul…
OpenAI's Jalapeño inference chip outperformed Nvidia's Blackwell system on Semianalysis's InferenceX benchmark, delivering more tokens per user and more throughput per kilowatt, according to results presented at the Hot …
Data centers, which critics decry for their energy and water use, are far less harmful than the factories that powered America's industrial rise, argues a New York Post opinion piece. The piece notes that integrated stee…
Micron Technology (NASDAQ:MU) trades at $910.43, up 674.9% over the past year, with 24/7 Wall St. setting a 12-month price target of $954.59 (4.85% upside) and a HOLD recommendation at 90% confidence ahead of NVIDIA's ea…
BCA Research estimates that companies may need to generate as much as $10 trillion in combined annual revenue to justify the costly buildout of AI data centers, according to chief global strategist Peter Berezin. The fig…
Skillprint launched Skillprint Flow, an API and toolset that converts gameplay data into structured human-performance data for AI developers, sharing 50% of resulting data revenue with participating game studios. The too…
Cisco Systems Inc. and Nvidia Corp. have extended the Cisco Secure AI Factory with Nvidia into the rack-scale era, integrating rack-to-fabric liquid cooling to support systems beyond 200 kW per rack. The expanded offerin…
AI companies will face a return-on-investment reckoning in 2026 as the shift from experimental chatbots to production-grade autonomous agents proves economically unsustainable, according to an analysis of industry trends…
ZoomInfo CEO Henry Schuck says no one knows where B2B pricing is going, but the traditional per-seat model is dying due to four years of price increases, CIOs reallocating software budgets to AI, and the unit becoming di…
Apple announced the M5 Ultra Mac Studio on Tuesday, featuring up to 512GB of RAM and a quad-die architecture, with pre-orders starting now and shipping September 22. The M5 Ultra model starts at $5,499, a $200 increase o…
OpenAI CEO Sam Altman admitted in a podcast that AI adoption is still at the 'palm pilot stage,' saying 'We've not had the iPhone moment' and that the economy's inertia means 'we've all been too ambitious on timelines.' …
A Bitmain Antminer Z15 Pro mining Zcash is generating an estimated $727.30 in gross revenue per megawatt-hour of electricity, about 3.3 times the estimated industry-average HPC yield of $222.73 per MWh, according to The …