AI Infrastructure news and analysis on Web Pulse: 14295 curated articles tracking the latest AI Infrastructure developments, tools, and research, updated continuously from vetted sources.
Microsoft's early lead in artificial intelligence is now testing investor confidence as the company's capital spending surges, raising questions about the returns on its massive AI investments.
Meta released Muse Spark 1.1, claiming it surpasses prior AI models from OpenAI, Anthropic, and Google on some benchmarks, though it still lags behind flagship models. The update comes under new chief AI officer Alexandr…
AMD's data center revenue surged 57% year-over-year to $5.775 billion in Q1 FY2026, driven by massive GPU deals with Meta and OpenAI for up to 6 gigawatts of capacity. The chipmaker's stock surged 274% over the past year…
Investor Michael Burry, known for 'The Big Short,' argues that the AI trade's bull case contains a major contradiction: Nvidia requires endless demand for its chips, while AI hyperscalers like Meta, Amazon, and Microsoft…
Microsoft's total greenhouse gas emissions rose 23.4% from its 2020 baseline in fiscal year 2024, driven by AI and cloud computing infrastructure, according to its 2025 Environmental Sustainability Report. The company si…
Chinese generative AI startup MiniMax Group plans to raise up to $2 billion through new share issuances and convertible bond sales, just months after its Hong Kong IPO raised $619 million. The capital-intensive AI sector…
OpenAI scheduled a 10 a.m. Pacific livestream for July 9th without specifying the product, a deliberate tactic to concentrate attention and prevent competitors from preparing. The announcement follows the July 8th launch…
Y Combinator-backed Context.dev launched a unified API that bundles web scraping, brand data extraction, and screenshot capture for AI agents, replacing the need for developers to build custom data pipelines. Founded by …
Amazon Web Services announced new capabilities for Amazon SageMaker HyperPod, including inference data capture, direct model deployment from community hubs, NVMe storage for reduced latency, and Route 53 DNS integration.…
Kong's AI Gateway operates at the infrastructure layer, enforcing policies defined by AI governance platforms, which Gartner categorizes separately in its Magic Quadrant. The distinction highlights that governance platfo…
A developer explains that AI agents on different clouds often fail to communicate due to security groups blocking inbound traffic, ephemeral IPs and NAT hiding peers, and ingress rules designed for human traffic. The fix…
Micron Technology's stock surged 15% after reporting $41.46 billion in Q3 FY2026 revenue, driven by AI demand for memory chips. The company announced a $200 billion domestic manufacturing plan, including new fabs in Idah…
Micron Technology reported fiscal Q3 2026 revenue of $41.46 billion, up from $9.3 billion a year earlier, and guided Q4 revenue to approximately $50 billion, sending shares up 15% and pushing its market cap past $1 trill…
Mercor, an AI recruiting and training-data unicorn valued at $10 billion, acquired Deeptune, a startup building simulated office software for AI agents, on July 9. Mercor CEO Brendan Foody had personally invested in Deep…
Jeff Morgan and Michael Chiang's Ollama raised a $65 million Series B led by Theory Ventures, bringing total funding to $88 million. The open-source AI developer tool, used by over 8.9 million developers monthly and pres…
AMD CTO Mark Papermaster said at the RAISE Summit that agentic AI requires significantly more CPU resources, not just GPUs, as orchestration and reasoning tasks run on CPUs before GPU computation. AMD's market value has …
Outside Agent launched a platform that lets users build SMS-based AI agents from Claude Code, handling phone numbers, memory, database state, and human handoff. The service offers pre-built workflows for industries like …
Apple is exploring using startup PrismML's technology to run larger AI models directly on iPhones, potentially reducing costs and enhancing privacy. PrismML claims to have shrunk Alibaba's 27-billion-parameter Qwen 3.6 m…
AWS published a July 9, 2026 migration guide showing how teams can move a Node.js app from Amazon EC2 to EKS Auto Mode using Kiro CLI and MCP servers. The guide provides a reproducible modernization pattern that uses AI-…
MemLedger, an open-source AI agent memory framework, provides transparent provenance for every stored fact, enabling users to trace the origin, extraction model, and approval history of memories. It uses a deterministic …