Insights on GPU infrastructure, AI, and data centers.
Jensen Huang stunned CES 2026 with news that NVIDIA's next-generation Rubin platform has already entered full production—months ahead of expectations. The six-chip architecture promises 10x inference ...
Big Five hyperscaler capex surges to $602B in 2026 (+36% YoY). 75% tied to AI. $108B debt raised in 2025; $1.5T projected over next few years.
Marvell acquires XConn for $540M, marking major consolidation in CXL/UALink switching silicon for AI data centers.
China's Future Network Test Facility spans 1,243 miles, achieving 98% single-datacenter efficiency. Xi touts AI breakthroughs. $70B investment wave coming.
A new architecture lets AI models reason in latent space instead of generating tokens. The recurrent depth approach scales test-time compute without chain-of-thought.
Lightricks releases LTX-2 with 14B video + 5B audio parameters. Native 4K at 50fps with lip sync, foley, and ambient sound. Fully open weights.
MIT's RLM architecture lets models delegate context to sub-LLMs and Python scripts. 100x context extension with 2-3x token efficiency. Prime Intellect predicts the paradigm of 2026.
MiroThinker introduces interaction scaling—training agents to handle 600 tool calls per task. 81.9% on GAIA benchmark. A new dimension beyond model size and context.
OpenAI's $7B Sydney campus, Amazon's $20B AWS expansion, and Google's Christmas Island defense play converge. Australia emerges as APAC's sovereign AI hub with 3.2 GW capacity by 2035.
China activated the world's largest distributed AI computing network spanning 40 cities. FNTF achieves 98% single-datacenter efficiency. The DeepSeek effect reshapes infrastructure strategy as $70B in...
Stanford's s1 model uses 'budget forcing' to exceed o1-preview on math benchmarks with just 1K training examples. The test-time scaling breakthrough explained.
Load balancing determines whether AI inference systems achieve 95% GPU utilization or waste 40% of compute capacity through inefficient request distribution. When OpenAI serves 100 million ChatGPT
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