infrastructure
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The $500 billion Stargate infrastructure buildout
OpenAI, Oracle, and SoftBank are managing the $500 billion Stargate project to build AI infrastructure with a target of 10 gigawatts of…
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The economics of Adept’s agentic AI pivot to Amazon automation
Adept is pivoting toward agentic AI for enterprise automation after Amazon hired most of its researchers. This talent transfer allows investors like…
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Mistral AI infrastructure pivot and SAP enterprise deployments
Mistral AI aims to build 200 megawatts of computing capacity by 2027 to support its sovereign AI strategy. Partnerships with SAP and…
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Tenstorrent Blackhole and Wormhole architecture explained
Tenstorrent’s RISC-V based architecture utilizes Tensix cores and explicit DMA data movement to provide an alternative to NVIDIA. The Blackhole p150 developer…
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Memory Bandwidth, Not FLOPs, Is What Limits LLM Inference
Accelerators are sold on peak FLOPs, but token generation is bound by how fast weights move out of memory. What to actually…
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