infrastructure
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Lambda Labs expands GPU cloud with $4 billion funding and Blackwell clusters
Lambda is raising up to $4 billion at a $14.5 billion valuation to deploy over 1 million GPUs by 2030. The company…
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Lightmatter’s Passage platform challenges NVIDIA NVLink dominance
Lightmatter’s Passage platform utilizes 3D-stacked silicon photonics to deliver 114 Tbps aggregate bandwidth. This architecture bypasses copper bottlenecks using the Guide light…
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Baidu GPU margins face Alibaba Qwen price cuts
Baidu’s AI cloud revenue surged 184% year-over-year to RMB 8.8 billion, driven by Kunlunxin chip optimization. Meanwhile, Alibaba Cloud is aggressively slashing…
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SambaNova RDU scaling and composition-of-experts
SambaNova’s SN40L RDU achieves 132 tokens per second for Llama 3.1 405B while consuming only 10KW per rack. This power-efficient architecture uses…
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Anthropic’s capital scaling and enterprise AI safety benchmarks
Anthropic’s massive capital injections from Amazon and Google support a $100 billion AWS infrastructure commitment while driving model security via Responsible Scaling…
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CoreWeave IPO and the AI cloud pricing war
CoreWeave reached a $25 billion valuation following a $1.5 billion Nasdaq debut despite reporting a $863.4 million net loss in 2024. The…
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Physical Intelligence Pi API and pi0 model capability
Physical Intelligence utilizes a 3 billion parameter PaliGemma backbone and a 300 million parameter Action Expert to power its pi0 model. The…
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Electricity demands and hardware pricing for AI clusters
AI power demand grows up to 70% annually, creating a massive infrastructure gap as electricity availability becomes a greater bottleneck than silicon.…
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Starting with High-Capacity Data Platforms and Storage for AI Training
High-capacity data platforms manage massive spatial datasets and AI training pipelines. AI-assisted medical screening increases case detection rates by 20-30% compared to…
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Palantir AIP deployment scale and reasoning accuracy
Palantir AIP drives massive operational efficiency, such as helping Novartis reduce human dose prediction time from one week to just two hours.…
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Tenstorrent scales with RISC-V to challenge NVIDIA dominance
Tenstorrent secured a $1.5 billion Series E funding round to scale its Blackhole processor and RISC-V AI infrastructure. Jim Keller leads the…
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Mistral AI expands Paris headquarters and open-weights strategy
Mistral AI is expanding its Paris headquarters to accommodate 1,000 employees following a massive investment that values the company at $14 billion.…