AI Infrastructure news and analysis on Web Pulse: 25726 curated articles tracking the latest AI Infrastructure developments, tools, and research, updated continuously from vetted sources.
Qualcomm unveiled a high-bandwidth compute architecture at its 2026 investor day, aiming to challenge NVIDIA and AMD in the AI datacenter market. The AI250-series Dragonfly rack systems, featuring stacked DRAM on XPUs, p…
AMD announced the Versal Premium Gen 2 Memory on Package adaptive SoCs, integrating up to 32 GB of LPDDR5X on-package to provide 288 GB/s memory bandwidth, reducing board area by 60% compared to discrete designs. The shi…
Trimble's Chief Platform Officer Jonah McIntire discusses the real impact of AI on logistics, arguing that AI will transform software development and M&A integration rather than cause a 'job apocalypse' in the supply cha…
A developer built a retrieval-augmented generation (RAG) knowledge base using Amazon Bedrock, Aurora PostgreSQL with pgvector, and Terraform, all synced automatically from a Git repository via GitHub Actions. The system …
Bb, a new MIT-licensed IDE for loop-driven development, orchestrates coding agents and automations locally on the user's machine, supporting Claude Code, Codex, Cursor, and Pi. It runs on existing provider subscriptions,…
A report from the Business and Policy Institute documents 21 campaigns by the Party for Socialism and Liberation (PSL) across 14 states that blocked or delayed $23.6 billion in AI infrastructure investment. The PSL is li…
Amazon and Anthropic renegotiated their partnership to replace compute-hour billing with token-based pricing starting in 2027, potentially increasing Amazon's costs for deploying Claude AI models. The shift aligns with i…
Anthropic launched Claude Sonnet 5, a mid-size model with Opus-tier agentic and coding performance at lower prices, now default on free and Pro tiers and available on GitHub Copilot and Amazon Bedrock. Introductory prici…
Amazon Web Services announced the general availability of EC2 C9g and C9gd instances powered by Graviton5 processors, offering up to 25% higher performance per vCPU than previous-generation C8g instances. The new instanc…
Wall Street investors are diversifying beyond Nvidia, pouring money into other chipmakers like AMD and Intel as the AI boom expands. The shift reflects a desire to hedge bets and capitalize on the growing demand for spec…
Morph Reflexes launches a multi-head classifier API that analyzes agent traces for behavioral failures like looping and user frustration. The system uses a shared LLM backbone with reused KV cache to run dozens of semant…
Michael Burry has initiated his first-ever short position in Caterpillar, betting against the heavy equipment giant after its stock nearly doubled during the AI infrastructure boom. Burry also increased short positions o…
BlackBerry reported Q1 revenue of $152.9 million, up 26% year-over-year, and EPS of 4 cents, beating estimates. The company's QNX operating system is now in 275 million cars and expanding into robotics, drones, and medic…
Periskop launches a product discovery API for AI agents, offering structured, hallucination-free shopping results via MCP or REST. The service returns in-stock products with live prices and merchant links, replacing slow…
A record rally in chip stocks added $2 trillion in combined value to Micron, Intel and AMD in the second quarter, as the artificial intelligence boom expanded beyond Nvidia to include more suppliers.
MDOTM Ltd. raised $27 million in growth equity led by Expedition Growth Capital, bringing total funding to $36.5 million. The company's AI platform Sphere now supports over $100 billion in assets across 60+ financial ins…
Coinbase halved its AI spending without restricting engineer access, CEO Brian Armstrong revealed on X. The company achieved this by routing traffic to cheaper open-weight models like GLM 5.2 and Kimi 2.7, with 91% of en…
Hyperscale Data, an AI-focused data center operator, has grown its Bitcoin treasury to 780.48 BTC, valued at approximately $46.9 million, after adding 53.54 BTC in about a week. The company aims to reach a $100 million B…
Thieves stole more than $300,000 worth of copper wire and other data center supplies from facilities in Alabama and Florida, with the stolen goods recovered in a Chicago-area truck yard. The theft highlights the growing …
CoreWeave became the first cloud provider to validate Nvidia's NVL72 Vera Rubin rack platform, featuring 72 Rubin GPUs, 36 Vera CPUs, and 260 TB/s of NVLink 6 fabric. The platform, described as not an incremental upgrade…