This editorial examines the rapid growth of AI infrastructure investments, highlighting the associated risks of sustainability, resource allocation, and ethical considerations. It calls for coordinate...
Cloud GPU Pricing Divide: Hyperscalers vs Specialty Providers The cloud GPU market has developed a stark pricing divide in early 2026, with hyperscalers AWS, Azure, and Google Cloud charging significa...
NVIDIA Blackwell Enters Volume Production as AI Infrastructure Race Intensifies NVIDIA has officially moved its Blackwell architecture into volume production as of February 2026, marking a significant...
Anthropic’s expanded partnerships with Google and Broadcom to secure multi-gigawatt next-generation compute capacity reflect a pivotal shift in AI infrastructure dynamics. Broadcom’s emerging role as ...
We’re seeing major shifts as companies like Microsoft and Meta invest heavily in agentic AI and custom chip partnerships. These moves signal a new phase where AI hardware and software evolve together,...
Meta’s recent multi-million-core deal with AWS Graviton CPUs marks a significant shift away from GPU-only AI infrastructure. This move highlights growing hardware diversification to better support age...
Publicis Groupe finalized its $2.5 billion acquisition of LiveRamp in March 2026 to integrate agentic AI into its marketing operations. The deal combines Publicis’ marketing infrastructure with LiveRa...
Iceotope has raised $26 million to expand its liquid cooling technology designed for AI data centers. The funding will support scaling production, accelerating product development, and meeting growing...
Arista Networks has announced a strategic shift to focus on AI networking solutions, aiming to meet the growing demands of AI data centers for high bandwidth, low latency, and scalability. This move p...
This opinion piece argues that the AI industry’s focus on raw compute power is insufficient for advancing agentic AI. Instead, holistic chip design integrating architecture, communication, and softwar...