Insights on GPU infrastructure, AI, and data centers.
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...
OpenAI partners with NEXTDC for $7B+ AUD Sydney AI campus. Sovereign compute for government, defense, finance. Groq and Google also expanding.
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
Samsung and SK Hynix control 90% of global HBM production. With HBM4 mass production launching February 2026 and 900K wafers pledged to Stargate, memory has become a strategic weapon. Server DRAM pric...
Lightricks releases LTX-2 with 14B video + 5B audio parameters. Native 4K at 50fps with lip sync, foley, and ambient sound. Fully open weights.
Singapore's DC-CFA2 allocates 200MW with mandatory 50% renewable energy. Applications close March 31, 2026. AI workloads prioritized. Land-scarce city-state redefines DC standards.
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.
Microsoft commits $60B+ to neocloud providers including $23B to Nscale for 200K GB300 GPUs. Azure capacity crunch extends into 2026. Neoclouds reshape AI infrastructure.
A 47-second power interruption at Meta's data center caused $65 million in losses when 10,000 GPUs performing distributed training lost synchronization, corrupting three weeks of model progress.
CXL memory pooling achieves 3.8x speedup compared to 200G RDMA and 6.5x speedup compared to 100G RDMA when sharing memory across GPU servers running large language model inference. The
Trump reverses Biden export restrictions, allowing NVIDIA H200 sales to China with 25% surcharge. Blackwell GPUs remain restricted. Tariff-based controls replace bans.
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