Intel Is Selling Inference by Memory, and Its Own Card Holds 160 GB
Intel GPU D-series promotes 480 GB of LPDDR5X for inference. The card Intel itself sells carries 160 GB, and the gap decides the purchase.
The CPU’s Memory Is the Next Line on the AI Power Bill
AMD EPYC Verano is the first EPYC to carry LPDDR5X in SOCAMM2 modules, and server memory is now a rack power decision.
Nvidia Is Paying Researchers to Attack the Agent Sandbox It Built
Nvidia pledged $250M in compute for UK agent safety research. The money funds the adversarial testing its own sandbox still needs.
PJM Wants to Review a Ten-Gigawatt AI Campus as One Project
PJM filed to review a ten-gigawatt Ohio AI campus as one integrated project, a new path around the data center interconnection queue.
The AI Buildout Just Met Its Cost of Capital
AI infrastructure spending now runs about five trillion dollars ahead of the AI revenue that pays for it. On Wednesday the bond market priced the gap.
NGINX Patched a 9.2 Flaw and Called It Medium
NGINX CVE-2026-15176 carries a 9.2 score and a medium vendor rating. The trigger is a config shape, and the fix may not reach your ingress tier.
Adani and Jabil Are Building the AI Rack Itself
Adani and Jabil signed a 50:50 MoU for AI rack manufacturing in India, covering racks, networking, power distribution units and liquid cooling.
HBM Cannot Hold the Context Window, and the Memory Industry Just Said So
The KV cache is outgrowing HBM. Marvell, Tensormesh and Inworld each shipped a tier for it this week, and inference economics moves down the stack.
Gemini 4 Argon Is Half Price Until December 1, and the Deadline Is the Point
Gemini 4 Argon is half price on the Gemini API until December 1, then input and output tokens double. What that means for agent budgets.
NVIDIA Run:ai Goes Open Source, and Support Is the Part It Kept
NVIDIA Run:ai open source means platform teams can schedule and share GPUs on Kubernetes without a subscription, but support stays commercial.