infrastructure
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Developers lose MLX performance on M4 Ultra Mac Studio
Unmanaged KV cache and wired memory limits cause kernel panics on M4 Max machines when running models like Gemma 4 26B. Developers…
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Meta’s MTIA v2 outperforms GPUs for Instagram recommendation models
Meta’s MTIA v2 architecture delivers 3.5x more dense compute performance than its predecessor to optimize Instagram Reels. The custom silicon provides 128…
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The people shaping Groq’s $6.4B chip startup and TSA facial recognition
Groq secured $650 million in growth capital to expand its AI inference cloud following a major NVIDIA technology agreement. Meanwhile, the Privacy…
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Tenstorrent Blackhole architecture and AI inference economics
Tenstorrent’s Blackhole architecture offers scalable AI inference for edge deployments, providing a cost-effective alternative to Nvidia hardware. Strategic investments from LG and…
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Crusoe Energy scales AI infrastructure with flared gas capture
Crusoe Energy secured $3.9 billion in financing to expand its modular data centers that convert stranded natural gas into electricity. This technology…
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The history of NVIDIA’s DGX-1 and the evolution of AI clusters
NVIDIA’s 2016 DGX-1 system used Pascal architecture to deliver the performance of 250 x86 servers in a single 3U box. This breakthrough…
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The $29 Billion Data Infrastructure Pivot and Federal Safety Shifts
Meta invested $14.3 billion for a 49 percent stake in Scale AI, prompting founder Alexandr Wang to transition to Meta’s superintelligence efforts.…
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Geopolitical drivers of sovereign compute and national AI programs
Global sovereign AI spending is projected to exceed $100 billion in 2026 as nations build state-owned supercomputers. Major initiatives like Saudi Arabia’s…
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The Google DeepMind evolution and the $500B infrastructure race
Google DeepMind leverages Gemini, TPUs, and Google Cloud to compete against OpenAI, which is negotiating a $500 billion AI data center campus…
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Cerebras and G42 expand AI supercomputing with Condor Galaxy 3
Cerebras and G42 have launched Condor Galaxy 3, a supercomputing cluster delivering 8 exaFLOPs of AI performance using 64 Cerebras CS-3 systems.…
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The economics of Runway’s generative video models
Runway maintains a $5.3 billion valuation while Disney establishes a $1 billion framework with OpenAI to license characters for Sora. High infrastructure…
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How to get started with Axelera’s $500M Metis AI edge processor
Axelera’s $500M Metis AI edge processor enables advanced retail loss prevention and factory defect detection pipelines. The technology addresses complex data challenges…