AI Infrastructure news and analysis on Web Pulse: 12856 curated articles tracking the latest AI Infrastructure developments, tools, and research, updated continuously from vetted sources.
Palantir CEO Alex Karp argues that the AI bubble is deflating, with value shifting from data-providing companies to dominant platforms that engineered dependency through loss-leading API pricing and contract structures. …
Apple plans to release a new Apple TV 4K in 2026 with an A17 Pro chip, Wi-Fi 7, and Bluetooth 6, but the launch is delayed until after Siri AI features debut in iOS 27. The device will retain the same design as the curre…
AI agents that can both read and send email create a 'Lethal Trifecta' of security risks from untrusted content, sensitive data, and external communication. MailKite, a company building agent email infrastructure, offers…
Hugging Face announced that its Transformers modeling backend for vLLM now matches or exceeds native vLLM speed for compatible architectures, reducing the need for separate hand-optimized serving ports. The update allows…
Skillburst launches a platform that lets non-engineers use AI workflows built by their technical teams inside tools like Claude, Cursor, and ChatGPT without writing code. The startup addresses the problem of workflows be…
Zhipu AI, a Beijing-based developer of large language models, priced its share placement at HK$1,588 per share to raise approximately $4 billion, testing investor appetite for Chinese AI stocks after its stock surged nea…
Focused Labs argues that AI agent security must be enforced at the tool call, not at connection setup. The HCP paper defines eight runtime invariants for MCP-style systems, and its benchmark shows that naive architecture…
Xsight Labs is developing networking gear for AI and SpaceX satellites, with a focus on full switch programmability, on-path cores in DPUs, and open-sourcing the ISA. The company's 12.8T power-optimized switch targets a …
Chinese AI models now account for 30-46% of enterprise API token usage on US developer platforms, driven by costs 60-90% lower than US frontier models, with DeepSeek V4 Flash alone commanding 16.3% of OpenRouter token vo…
Cloudflare launched Drop on July 8, 2026, a frictionless edge ingestion service allowing anonymous static site uploads for one-hour previews, with a post-claim feature enabling AI agents to access content as structured M…
OpenAI previewed its GPT-5.6 model family on June 26, 2026, with the flagship Sol variant targeting 750 tokens per second via a partnership with Cerebras Systems. Cerebras' wafer-scale compute could outperform convention…
A contractor for Meta's AI datacenter in Cheyenne, Wyoming, flushed water contaminated with the rare bacterium Cupriavidus gilardii into public sewers, prompting the city to permanently revoke Meta's wastewater discharge…
Swedish AI startup Lovable is in talks to raise $300 million at a valuation between $13 billion and $13.2 billion, more than doubling its December valuation. The company, which lets users build apps by typing plain Engli…
Modal CTO Akshat Bubna argues that AI infrastructure must evolve from developer experience to agent experience, as agents require tighter feedback loops, sandboxes, and programmatic infra. Modal, which raised a $355M Ser…
Apache Polaris, co-created by Snowflake and Dremio, graduated to a Top-Level Project at the Apache Software Foundation in February 2026 after eighteen months of incubation. The project now runs monthly releases and has s…
Tensordyne announced its Napier inference processor, which uses logarithmic math to convert matrix multiplications into additions, and said the 3nm TSMC chip is now in production. The company claims the approach can deli…
NATO is building an AI-powered 'Kill Web' along its eastern flank to detect and counter a Russian attack before it begins, according to internal documents obtained by BILD. The system, called the Eastern Flank Deterrence…
Positron AI is in talks to raise $750 million across two funding rounds to challenge Nvidia's dominance in AI inference chips. The Reno-based startup claims its Atlas system delivers 3.5x better performance-per-watt than…
Bank of America reiterated its Buy rating on Nvidia stock with a $350 price target, calling it a compelling buying opportunity at a seven-year low valuation. Analyst Vivek Arya argued that the market has overcorrected on…
SpaceXAI released Grok 4.5 on July 8, pricing it at $2 per million input tokens and $6 per million output, less than half the cost of comparable models from Anthropic and OpenAI. Elon Musk claimed the model is "roughly c…