Two-minute reads on what just changed
Short, sharp summaries of cloud-native and enterprise infrastructure news. Each one links to the full analysis.
Microsoft’s Biggest Bet on Its Own Silicon, in a Bite
Microsoft's Maia 300 claims 40% more tokens per megawatt than leading GPUs, and Microsoft wants it to be its main inference system…
Read the full Bite →Data Center Fires Doubled While the Reporting Thinned, in a Bite
Data center fires and power failures went from 8 reported incidents in 2024 to 20 in 2025, and most reports never name…
Read the full Bite →Money, Not Chips, Is the AI Bottleneck, in a Bite
Broadcom and Intel CEOs said capital, not chips or power, is the AI buildout bottleneck. Broadcom has arranged over $145 billion of…
Read the full Bite →The Agent Took Sixteen Minutes to Reach the Plant Floor, in a Bite
Booz Allen's OT attack chain tests ended the same way eight times. One agent crossed from the perimeter to plant control in…
Read the full Bite →323 Companies Rent Out GPUs Now, and the Price Still Rose, in a Bite
The GPU cloud market has 323 providers now, and the B200 spot price still doubled since March.
Read the full Bite →vLLM Hit 7.8x More Per-GPU Throughput on Rubin, in a Bite
vLLM runs on Vera Rubin NVL72 at 7.8x the per-GPU throughput of GB200, and memory bandwidth did the work.
Read the full Bite →The State of Enterprise Infrastructure
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