Broadcom Brought Back the Cheap VMware Edition With a 128 Core Ceiling
vSphere Express is live at 128 cores with no published price. The cheap VMware edition is back, and the ceiling is the product.
SambaNova Is Selling Rack Capacity, and the Proof Is a Number Nobody Printed
SambaNova and Supermicro plan racks that split disaggregated inference between GPUs and SN50 chips. The 10,000 chip plan has no performance numbers.
NVIDIA Automated the Restart. The Checkpoint Interval Still Sets Your Goodput
NVIDIA Recovery logged 8,550 training failures in 90 days on one cluster. Restarts are automated now. Checkpoint cadence still drains the GPU budget.
Three of the Top Seven Models on HuggingFace Now Generate Video or 3D
Video and 3D models on HuggingFace now hold three of the top seven slots. A gaussian-splatting model from a tiny lab is the fastest riser on the board.
The Fastest Growing AI Projects Are Harnesses, Not Servers
DeepSeek Harness climbs 3,270 stars a day. Four projects exist only to shrink context, and stars no longer track code.
Antigravity Taught the Industry What an Agent Tool Looks Like, Then Lost the Sale
Google Antigravity set the agent-first design language and sits flat at 6 percent adoption while Claude Code hit 39.
AI Suppliers Accelerated While the Buyers Hit a Delivery Wall
Every AI supplier beat, three of four hyperscalers burned cash, and the reason is capacity arriving late.
A $6.5 Billion AI Lease Missed Its Closing. The Condition Was Financing, Not Demand
Fermi's 222 MW TensorWave lease carries $6.5 billion over 15 years. It still is not effective, because data center lease financing has to close first.
A Gigawatt of Demand Response Meets the Workload That Can’t Stop
OpenAI promised Georgia Power 1,000 MW of AI data center demand response. Inference is the load that cannot pause, and it is 87 percent of the fleet.
One Library File Was the VMware Exit Gate. A Stranger Rebuilt It in Go
OpenVDDK is an Apache 2.0 replacement for the VMware VDDK library Broadcom pulled from public downloads, and migration tools load it unchanged.