AWS Gave the Cheap Lustre Tier an SSD Ceiling. Only New File Systems Get It.
FSx for Lustre metadata IOPS on Intelligent-Tiering rises from 12,000 to 192,000. Existing file systems keep the old ceiling.
China’s Largest AI Campus Runs at 7 Percent of One Tennessee Building
Epoch AI counted the cooling towers at the Huawei Horinger data center and found 81,000 H100e against 1.1 million in Tennessee.
Five Ceilings Landed This Week. Not One Was Silicon.
Five hard limits hit AI infrastructure this week, a 702 MW power deal, an unclosed $6.5B lease, a VMware deadline, and a Xen escape with no patch.
The Second Most Used Model on OpenRouter Cannot Be Downloaded
Tencent Hy4 more than doubled to 2.72 trillion tokens a day and still has no checkpoint. Open weights stopped being the distribution channel.
The Safest Agent Tool Is the One You Never Registered
CIQ's Kubernetes MCP server ships 37 tools in three tiers and registers none above your ceiling. Blocking a call is not removing it.
The gVisor Speedup Was Never in the Code. It Was in the Host Kernel.
Google gave gVisor to the CNCF. The gVisor performance everyone benchmarks came from host kernel patches Linux declined to merge.
Half of AMD’s $2.9 Billion Chip Deal Is Still Unearned
AMD's filing prices Taalas at $2.9 billion, with $1.4 billion contingent. Inference silicon is now bought on milestones, not promises.
Google Bought the Power Plant Before It Built the Data Center
Google signed for 702 MW of fuel cells through AEP before it named a building. The data center power deal now comes first.
HuggingFace’s Board Went From Language to Geometry in Six Days
HuggingFace trending models flipped toward 3D and video inside six days. A 4B 3D coder sits at rank three and a new image-to-3d model at rank two.
Tencent Called Hy4 Open Weight. There Is Nothing to Download.
Tencent Hy4 open weights are still a promise. The model shipped on 4 November with no checkpoint, and the listing price is a discount that ends this year.