AI Infrastructure

Millennium Management, a $70 billion hedge fund, is launching its own AI lab within weeks, led by veteran researcher Vaibhava Goel from IBM Watson. The lab aims to accelerate access to cutting-edge AI, run collaborative …

ScriptorDB, an open-source project, uses only 73 lines of code to invoke Pydantic AI, while over 90% of engineering effort goes into architecture concerns like workspace isolation, secrets management, and session persist…

Intel is advancing U.S. innovation, AI, and manufacturing as the nation marks its 250th anniversary, emphasizing domestic semiconductor production for economic growth and national security. The company's end-to-end capab…

Calistoga residents opposed a data center proposal for the city's fairgrounds, presented by Global Stack LLC, which would include a three-story parking garage and a helipad for future eVTOL aircraft. The plan aims to gen…

Anders Rudolfsson, investment chief at Ålandsbanken, says a stronger dollar benefits the Swedish stock market, particularly export companies like Sandvik, ABB, and Lifco. The Swedish krona has weakened 5.7% against the d…

Nearly 60% of energy leaders expect AI to deliver results within a year, yet 70% report dissatisfaction with progress, according to a Boston Consulting Group report. The report highlights that AI can boost worker product…

LucidLink launched a public beta of its MCP server, giving AI agents real-time, streamed file access to its Filespaces product. The server provides a persistent, shared state layer for multi-agent workflows, enabling con…

Goldman Sachs strategist Ben Snider estimates AI infrastructure stocks will contribute nearly 60% of S&P 500 EPS growth this quarter, with Nvidia, Micron, and Broadcom accounting for about 54% of total earnings growth. I…

Cockroach Labs' State of AI Infrastructure 2026 report reveals that 83% of engineering leaders expect AI-driven demand to cause data infrastructure failure within 24 months without major upgrades. The report warns that A…

Guardrails in AI deployments are deterministic or model-based layers that enforce operational constraints at the I/O level, distinct from fine-tuning. They mitigate threats like hallucination, prompt injection, and jailb…

At Build 2026, Microsoft declared independence from OpenAI, unveiling new AI tools and infrastructure that reduce reliance on the partnership. The move signals a strategic shift for Microsoft, impacting the AI industry's…

NVIDIA validated STMicroelectronics' 12 kW power delivery proof-of-concept board for 800 V HVDC AI data centers, achieving over 98% efficiency and 2,600 W/in³ power density. ST also introduced 6 kW and 20 kW delivery boa…

Researchers accidentally discovered that ordinary CMOS transistors can function as artificial neurons and synapses, potentially enabling neuromorphic computing that is vastly more energy-efficient than current AI hardwar…

Omen AI raised $31 million in Series A funding led by Nava Ventures to deploy real-time fluid monitoring spectrometers in data centers, preventing costly shutdowns from bacterial contamination in liquid cooling systems. …

Honeycomb released a technical guide on instrumenting AI agents with OpenTelemetry's GenAI semantic conventions to enable debugging via the Agent Timeline, which captures tool calls, multi-agent handoffs, and downstream …

Apple is lobbying the Trump administration for permission to buy DRAM chips from Chinese manufacturer ChangXin Memory Technologies (CXMT), which is on the Pentagon's 1260H list of companies with alleged military ties. Th…

Baidu is preparing to take its AI chip subsidiary Kunlunxin public on the Hong Kong Stock Exchange, targeting a $50 billion valuation. The spin-off aims to highlight Kunlunxin's standalone value amid China's push for sem…

Oracle co-founder Larry Ellison's net worth has surged to around $192 billion as investors reward the company's aggressive push into AI cloud infrastructure, even as Oracle cuts jobs in other areas. The company's AI stra…

Developer Ayush has released Screenmind, an open-source, privacy-first alternative to Microsoft Recall that runs vision models locally on device. The tool captures and indexes screenshots, enabling search, chat with scre…

US IPOs and share sales hit a record $251 billion in the first half of 2026, driven by SpaceX's $86.2 billion listing and Alphabet's $85 billion fundraise. AI infrastructure spending is fueling demand, with bankers expec…