AI Infrastructure news and analysis on Web Pulse: 35856 curated articles tracking the latest AI Infrastructure developments, tools, and research, updated continuously from vetted sources.
Alibaba's stock has fallen roughly 40% from its January high after the company reported a 75% plunge in quarterly net income to 10.5 billion yuan and announced a $10.2 billion share sale to fund AI infrastructure. Invest…
Dan Ives of Yorkville Ives told CNBC that investors still underestimate NVIDIA (NASDAQ: NVDA) ahead of its fiscal second-quarter earnings on August 26, 2026, arguing that analyst models for the next 12 to 18 months are 1…
XDC Network launched $XDC AI, a marketplace enabling AI agents to autonomously pay for digital services using USDC via the x402 standard, demonstrated in New York on July 29, 2026, before over 100 representatives from ba…
LLM inference optimization is the process of making large language models respond faster, cheaper, or with fewer hardware resources while preserving accuracy, and it can be categorized into model-level, inference service…
Qualcomm's shares are down 5.06% year to date, but 24/7 Wall St. sets a $226.05 price target, implying 41.14% upside, citing a diversified semiconductor platform and a data center push. CEO Cristiano Amon targets non-han…
Applied Optoelectronics Inc. (NASDAQ:AAOI) shares fell 12% to $109.94 on Monday after the company announced a $600 million at-the-market equity offering, with proceeds earmarked for general corporate purposes including d…
Micron Technology CEO Sanjay Mehrotra announced Micron Research Labs, a $10 billion investment in basic research for next-generation AI memory, during a CNBC appearance in Boise, claiming memory is no longer a commodity …
Google Cloud and Verizon have completed a full-scale deployment of Gemini Enterprise across 28,000 customer care representatives, achieving a 95% comprehensive answerability rate for customer inquiries and a near 40% inc…
RUM Group, the company behind Truth Social, has signed a $13.7 billion contract to supply AI chips to an unnamed U.S. cloud customer, sending shares up more than 8% in premarket trading. The deal marks a dramatic expansi…
Marvell Technology (NASDAQ: MRVL) heads into its August 27, 2026 fiscal Q2 2027 earnings report with a favorable setup, as CEO Matt Murphy has already raised revenue guidance for fiscal 2027 and 2028, citing exceptional …
Broadcom reported fiscal Q2 revenue of $22.19 billion, up 47.87% year over year, with AI semiconductor revenue at $10.8 billion, up 143%, while Marvell Technology reported record fiscal Q1 revenue of $2.418 billion, up 2…
Anthropic's flagship models Fable 5, Mythos 5, Opus 5, and Opus 4.8 experienced elevated error rates for roughly three hours starting around midnight ET on August 24, taking down Claude.ai, the API, Claude Code, and Cowo…
Cloudflare Inc. released three tools that enable AI agents to act autonomously: Kitesurf, a stateless Rust browser running on Cloudflare Workers; Wallets, which let humans delegate capped spending to agents; and the x402…
A new architectural analysis warns that LLM-driven autonomous agents writing directly to Electronic Health Record (EHR) systems via HL7 FHIR APIs risk silent data corruption, citing a case where a patient's 50 microgram …
TD Cowen raised its Amazon Web Services (AWS) revenue estimate to $165 billion for 2026, 3% above Wall Street consensus, and to $222 billion for 2027, 11% above consensus, citing generative AI tailwinds and Amazon's plan…
A senior engineer at an unnamed company presents a decision framework for choosing between Retrieval-Augmented Generation (RAG) and fine-tuning for LLM applications, arguing that these are architectural trade-offs betwee…
Thomson Reuters launched Thomson 1.0, its proprietary large language model trained on Westlaw and Practical Law content, developed at a fraction of the cost of frontier models like ChatGPT and Claude. The company investe…
Nebius Group (NASDAQ:NBIS) shares fell 21.09% in one week to $219.13 after a strong Q2, as investors weigh the AI cloud provider's 454.04% revenue growth against a $17.6210 billion debt load and $20–25 billion 2026 capex…
NVIDIA released a white paper at the OCP Global Summit outlining a new AI factory power architecture that shifts to an end-to-end 800 VDC bus, saving up to 26% space versus traditional multi-stage conversion. The paper h…
Thomson Reuters is launching its own language model, Thomson, built on Alibaba's Qwen, at a cost of about $40 million over two years, aiming to own its AI instead of renting from OpenAI or Anthropic. The model's benchmar…