AI Infrastructure news and analysis on Web Pulse: 25587 curated articles tracking the latest AI Infrastructure developments, tools, and research, updated continuously from vetted sources.
Meta stock surged 10% on Wednesday after Bloomberg reported the company plans to launch a cloud business selling excess AI compute capacity, putting it in competition with Microsoft, Amazon, and Alphabet. Despite the spi…
On June 12, 2026, a US export-control directive forced Anthropic to disable its Fable 5 and Mythos 5 AI models for non-US-national users globally, including foreign employees, until the restriction was lifted on June 30.…
At the AI Engineer conference in San Francisco, a developer observed that the industry is moving past simple chat interfaces and treating large language models like central processing units within an LLM Operating System…
MWC26 Shanghai, held June 24-26, signaled that telecom operators are building networks around AI tokens and agents, not just bandwidth. GSMA director-general Vivek Badrinath declared a mobile "IQ era" in China, while Hua…
Google researchers have developed a memory caching technique that addresses a fundamental memory problem in AI models, potentially transforming how these systems process and retain information. The innovation could lead …
Palantir CEO Alex Karp criticized OpenAI and Anthropic's token-based pricing model on CNBC, claiming enterprises face IP risks and wasted costs. The criticism coincided with Palantir's announcement of a Sovereign AI Oper…
Palantir co-founder Alex Karp criticized OpenAI and Anthropic for their token-based pricing model, arguing that skyrocketing costs are driving companies toward open-weight models and efficiency over excessive token usage…
Telnyx published a code example showing how to build a production-ready AI chat endpoint in Node.js using the Telnyx AI Assistants API. The 80-line Express app exposes a /chat endpoint that sends messages to a configured…
Gartner warns that up to $234 billion in enterprise SaaS spending, about 20% of the global total, is at risk by 2030 due to agentic AI, which enables AI agents to complete cross-system tasks without user interaction with…
Warp CEO Zach Lloyd announced at the AI Engineer World's Fair that the company is pivoting to a software factory platform called Oz, which automates the entire software development loop from triage to monitoring. Lloyd b…
Meta shares rose 8% after the company announced a new cloud business to sell excess AI compute capacity, easing investor concerns about its infrastructure spending.
Console prices are skyrocketing as Sony and Microsoft hike prices on PS5 and Xbox models, driven by a semiconductor squeeze from AI data center demand. OpenAI's deal with Samsung and SK Hynix tripled DRAM prices, leaving…
Meta Platforms reportedly spends approximately $50,000 per employee annually on AI tokens, driven by a culture that encouraged heavy usage, leading to over 60 trillion tokens consumed monthly. In June 2026, Meta sent an …
Meta is building a cloud business to sell access to AI models and computing capacity, entering competition with Amazon Web Services, Microsoft Azure, and Google Cloud. The move follows Meta's heavy investments in data ce…
The ISM report shows AI supplier-related commodities rising in price while oil prices decline, indicating AI infrastructure demand is replacing oil as the primary driver of commodity inflation. This shift could ease infl…
CoreWeave stock fell nearly 10% to $89 on July 1, 2026, as investors questioned AI spending durability despite the company reporting $2.08 billion in quarterly revenue, a 112% year-over-year increase. The GPU-centric clo…
Vercel released AI SDK 7 on June 25, introducing durable WorkflowAgent that preserves agent state across serverless timeouts and deploys, and HarnessAgent to unify multiple CLI runtimes. The update also includes stable t…
OXMIQ Labs, founded by former Intel chief GPU architect Raja Koduri, raised $35 million in Series A funding to scale its OxCore architecture, a licensable GPU core designed to run CUDA and PyTorch code without modificati…
Meta Platforms is developing a cloud business to sell excess AI computing capacity and offer access to hosted models, according to reports. The plans, still in development, could include renting raw GPU capacity or offer…
Lightning AI, the PyTorch-tooling company that merged with GPU cloud provider Voltage Park in January 2026 to form a roughly $2.5 billion AI cloud, named Peter Bershatsky Vice President of Strategy and Business Developme…