Nscale Booked $103 Billion of Compute and Runs 25,000 GPUs
The Nscale IPO wants $30bn on $103bn of contracts. At the last filing, 5.4 percent of its contracted GPUs were running.
AWS Made Trainium a PyTorch Device. The Shapes Are Still Yours.
PyTorch on Trainium is now a config change, not a rewrite. Static shapes and missing operators are the real migration cost.
The Keys OpenCode Held for Teams Were the Keys Someone Spent
The OpenCode API key breach hit the shared key store, not the CLI. Rotation stops the charges. It doesn't restore the projects already suspended.
Amazon Signed 960 MW of Reactors Where the Grid Was Already Built
Twelve small modular reactor units on a retired coal site say more about grid queues than about reactors. Amazon funds it and would buy the power.
Azure VMware Solution’s License-Included Path Ends in 12 Days
Azure VMware Solution licensing shifts on 31 October. PayGo SKUs with VCF included retire, and six months of migration work will not fit in 12 days.
Microsoft Walked From 23,000 GPUs Because the Grid Says 2030s
Nscale's Essex site lost its anchor tenant over AI data center power that arrives in the 2030s. Contracted capacity is not billable capacity.
A 501B Open Model Fits on Four GPUs. The Context Window Still Sets Your Bill
Reflection's Beam shows the shrink is easy and the KV cache memory is the hard part. About 19 long contexts per node, not two hundred.
Your 2029 AI Capacity Plan Is About Three Times Too Big
A new AI data center capacity forecast expects hyperscalers to build 5.86 GW in 2029 against 18 GW announced.
A Stolen App Secret Reached 162 Tenants, and Disabling the App Is Not the Fix
The ConnectWise Cloud Backup breach used one app credential to reach 162 tenants. Disabling the app leaves what it planted behind.
Amazon Wants Decart, and AI Chip Portability Is the Prize
Amazon is in talks to buy Decart for about $7 billion. The prize is AI chip portability, software that lets a model leave Nvidia.