AI Infrastructure news and analysis on Web Pulse: 25212 curated articles tracking the latest AI Infrastructure developments, tools, and research, updated continuously from vetted sources.
A developer at KARIMO built a multi-agent routing system that loads full capability specs into the context window, but discovered that with 200-400 capabilities, the token count exceeds the 128K window by 25x. The develo…
Abuja-based developer Okhai has released Foundation, an open-source full-stack application substrate designed for teams building high-performance, event-driven systems with AI coding agents. The project aims to reduce th…
Needham maintained a Buy rating and $25 price target on Zeta Global on June 24, citing the company's new partnership with Palantir as strategically positive. Zeta will rearchitect its Data Cloud on Palantir Foundry to su…
Cantor Fitzgerald raised its price target on Marvell Technology to $300 from $220 on June 29, 2026, while maintaining a Neutral rating, citing a durable AI infrastructure buildout and supply constraints. The firm expects…
B. Riley raised its price target on Applied Materials to $790 from $550 on June 26, maintaining a Buy rating, citing DRAM, advanced packaging, and a multi-year semiconductor equipment investment cycle tied to AI demand. …
Evercore ISI maintained an Outperform rating on Apple with a $365 price target on June 25, following price increases of 17% to 25% on selected Mac, iPad, and home devices, which Insider Monkey attributed to memory-cost p…
S&P Global Ratings revised its outlook on TSMC's AA- long-term issuer credit rating to Positive on June 23, citing stronger leadership in advanced high-performance computing chips. S&P estimated AI processors accounted f…
Argus maintained a Buy rating on Alphabet on June 23, 2026, with a $440 price objective, reinforcing investor confidence in Alphabet's AI, cloud, and compute-infrastructure spending. The analyst note signals market suppo…
NVIDIA announced Halos for Robotics on June 22, 2026, a full-stack safety system for robotics and physical AI. Agility is the first company using Halos for humanoid robots in factories and warehouses for customers includ…
Microsoft announced Xbox console price increases effective August 1, 2026, with 512GB models rising by $100 and 1TB models by $150, citing memory and storage costs that have more than doubled due to AI infrastructure dem…
OpenAI has moved GPT-5.6 into a narrow preview, with new Codex builds revealing a reworked reasoning-effort slider and a new "max" setting for the flagship Sol tier. The release, rumored for next week, comes as Anthropic…
Gartner analyst Max Goss warned CIOs in London that by 2028, the average Fortune 500 enterprise will run over 150,000 AI agents, up from under 15 in 2025. This agent sprawl, driven by uncontrolled proliferation without c…
Gartner forecasts that by 2028, an average Fortune 500 enterprise could run over 150,000 AI agents, up from fewer than 15 in 2025, creating governance and security risks due to unmanaged identities, credentials, and perm…
French President Emmanuel Macron and Indian Prime Minister Narendra Modi are personally courting tech CEOs to secure AI infrastructure investments, with Macron texting SoftBank's Masayoshi Son to land a €75 billion data …
A Guardian investigation found OpenAI apparently never visited a key site for its Stargate UK data centre project before it was announced. The partnership was paused in April 2026, and a previous investigation found the …
Micron Technology broke ground on a $9.3 billion expansion of its Hiroshima factory to produce high-bandwidth memory for AI accelerators, with commercial shipments expected by summer 2028. The Japanese government is subs…
Data teams are converging on the multimodal lakehouse architecture to handle AI workloads on unstructured data, which now accounts for 80-90% of new enterprise data and grows three times faster than structured data. The …
FactSet partnered with Google Cloud on June 30 to embed Gemini AI models into its FactSet Workstation, serving over 241,000 financial professionals. The deal includes agentic AI workflows for portfolio management, deal a…
A developer building production AI systems found that integrating multiple LLM providers led to complex, tightly coupled code. They adopted OpenRouter as a single API gateway, which abstracts provider differences and all…
Chamath Palihapitiya has taken the CEO role at 8090 Labs, an enterprise AI coding company that raised a $135 million Series A led by Salesforce Ventures. The startup powers EY's AI-native software development framework, …