AI Infrastructure news and analysis on Web Pulse: 20177 curated articles tracking the latest AI Infrastructure developments, tools, and research, updated continuously from vetted sources.
Morgan Stanley chief US equity strategist Mike Wilson warned that semiconductor stocks are overbought, with the Philadelphia Semiconductor Index up 96% year-to-date and trading 35% above its 50-day moving average, the wi…
Skipper has added HD camera quality profile switching, allowing the system to autonomously determine optimal camera settings. The update also centralizes runtime config defaults for improved organization and introduces A…
Vercel AI SDK 6 introduces an agent framework where an agent is essentially a while loop that repeatedly calls a model and runs tools until a stopping condition is met. A developer demonstrated that without the `stopWhen…
Sam Bhagwat, CEO of Mastra, identified three production patterns for AI agents—customer-facing, internal enterprise, and developer platform—each with distinct harness, eval, and rollout strategies. Speaking at Arize Obse…
The bill of materials for the iPhone 18 Pro Max is expected to rise by nearly $300 compared to the iPhone 17 Pro Max, driven by a memory chip shortage linked to AI hardware demand and Apple's shift to a 2nm chip. Counter…
Microsoft integrated OpenAI's GPT-5.6 as the default model for its 365 Copilot suite on July 9, 2024, enhancing complex multi-step tasks across Word, Excel, and PowerPoint. The deployment raises transparency concerns amo…
CrowdStrike identified five new prompt injection techniques that exploit AI systems, including Trigger-Activated Rule Addition and Cognitive Token Suppression, posing risks to enterprises. The security firm urged organiz…
A developer built a solo AI publishing stack for $31 per month, running 15 blog posts with real traffic and revenue data. The stack uses self-hosted n8n on a Hetzner VPS, prompt caching to cut Claude API costs by 60%, an…
Morgan Stanley Wealth Management Chief Investment Officer Lisa Shalett warned investors on June 5 that the AI-driven rally in semiconductor stocks may be nearing its end, comparing it to the dot-com era's Cisco moment. S…
ERC-8004, a protocol designed as a permissionless trust layer for AI agent transactions, suffers from critical flaws including low active registration rates (3-15%), a reputation system vulnerable to manipulation, and wi…
China imposed a temporary ban on helium exports on Friday, citing potential shortages from renewed U.S.-Iran conflict. The move aims to secure domestic supplies of the gas critical for chip manufacturing and AI developme…
IBM researchers unveiled a new generative AI model architecture called Continued Fraction Generative Networks (CoFrGeNets) at the International Conference on Machine Learning in Seoul, which fundamentally alters transfor…
China imposed a temporary export ban on helium on July 10, 2026, citing foreign-trade rules amid Middle East conflict that threatens global supplies. The move aims to protect domestic semiconductor manufacturing, as heli…
Meta plans to begin production of its proprietary 'Iris' AI chip in September 2026 as part of a strategy to double computing power to 14 gigawatts by 2027 and deliver personal super intelligence to users. The chip, part …
The UK Ministry of Defence awarded a £2 billion, 15-year contract to Omnia Training, a consortium led by Raytheon UK and including Rheinmetall UK, to build an AI-powered collective training system for the British Army. T…
SK hynix listed its American Depositary Receipts on the Nasdaq stock market on Friday to expand its global capital markets presence and strengthen its role as a key supplier in the AI semiconductor ecosystem. The listing…
SK Hynix's American Depositary Receipts are indicated to open at $180, a 21% premium above its $149 IPO price, in the largest foreign listing in US history. The South Korean chipmaker raised $26.5 billion through the off…
Microsoft's annual sustainability report reveals a 29% increase in greenhouse gas emissions from 2020 to 2023, driven largely by the construction of AI data centers, complicating the company's goal of becoming carbon-neg…
The five largest US tech companies—Alphabet, Amazon, Meta, Microsoft, and Oracle—have doubled their combined debt to $350 billion over five years to fund AI data centers, with interest payments more than doubling since 2…
Semantic caching optimizes LLM applications by caching responses based on query meaning rather than exact wording, reducing latency and API costs while maintaining accuracy. The technique distinguishes itself from tradit…