Insights on GPU infrastructure, AI, and data centers.
Lisa Su unveiled AMD's Helios system at CES 2026—a direct competitor to NVIDIA's NVL72 featuring 72 MI455X accelerators. With claims of 1000x performance improvement in the upcoming MI500 series, AMD ...
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.
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.
Korean memory giants commit to 900K DRAM wafers/month for OpenAI's Stargate. HBM4 launches February 2026. Server DRAM prices surge 60-70%.
AWS, Microsoft, Oracle pour $28B into Japan. Power connections take 5-10 years in Tokyo. Hyperscalers deploy triple-region strategies as demand triples.
AWS, Microsoft, and Oracle committed $26 billion to Japan. Power connections in Tokyo take 5-10 years. Demand will triple to 66 TWh by 2034. Hyperscalers deploy triple-region strategies to work around...
Google DeepMind's autonomous cooling AI reduced data center cooling energy consumption by 40%, translating to a 15% decrease in overall Power Usage Effectiveness (PUE). Every five minutes, the
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...
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.
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.
OpenAI partners with NEXTDC for $7B+ AUD Sydney AI campus. Sovereign compute for government, defense, finance. Groq and Google also expanding.
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.
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