Arm’s second quarter of fiscal 2026 was not just another AI themed earnings beat. Revenue reached 1.14 billion dollars, up 34 percent year on year […]
AI infrastructure has entered what KKR’s digital infrastructure team recently called the “bragawatts” phase: hyperscalers and AI labs are no longer showing off model sizes […]
NVIDIA now lists the RTX PRO 5000 Blackwell with up to 72 GB of GDDR7, a 50% uplift over the 48 GB model while retaining a 300 W […]
Australia’s competition regulator has sued Microsoft, alleging the company pushed Microsoft 365 users toward higher-priced plans bundled with Copilot while keeping a cheaper “classic” option […]
TSMC’s Q3 call reads like a weather report for the entire silicon economy. The takeaway: the foundry expects a mid-40%+ AI revenue CAGR through 2029, […]
Supabase has closed a $100 million round at a $5 billion valuation, co-led by Accel and Peak XV. Beyond the headline, this is a referendum […]
Jeff Bezos argues today’s AI surge looks like the internet build-out: there will be winners and waste, but the infrastructure will pay for itself in […]
OpenAI has reportedly completed a secondary sale that lets current and former employees cash out ~$6.6B, valuing the company at roughly $500 billion—vaulting it past […]
Zyphra says it’s rolling out a large training cluster of AMD Instinct MI300X GPUs on IBM Cloud — another real workload away from total Nvidia […]
“CraftGPT” is a fully in-game computer that runs a ~5.1M-parameter small language model inside Minecraft using roughly 439 million redstone blocks. It’s a glorious engineering […]
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