Nvidia Is Buying the Inference Rivals It Could Not Beat
The reported Nvidia d-Matrix investment shows how the chipmaker wires inference rivals into its rack and interconnect instead of beating them.
The Firmus IPO Died on Delivered Megawatts, Not on Price
The Firmus IPO is off. Firmus withdrew its $5 billion ASX listing after a delivery partner stepped back from a 1.6GW AI buildout that reached 42MW.
Texas Now Charges a Large Load for Its Place in the Grid Queue
AI data center grid costs land on the developer in Texas from 8 October, with a $100,000 study fee and $50,000 per megawatt posted as security.
The 4,500 Megawatt Number Meta Fought to Keep Off the Record
Meta's Hyperion data center power demand is 4,500 megawatts, four times New Orleans, and Louisiana is fast-tracking ten gas units to serve it.
GlobalFoundries Just Took the AI Chip Bottleneck to New York
GlobalFoundries will make silicon interposers for TSMC CoWoS packaging in New York, the first US source for an AI hardware bottleneck.
The Cache That Feeds vLLM Answers an Unauthenticated Root Shell
The LMCache CVE-2026-105192 flaw hands an unauthenticated attacker root on vLLM cache servers, and no fixed version exists.
IDCF Cloud Told 495 Customers to Restore From Their Own Backups
Cloud ransomware recovery at SoftBank's IDC Frontier rests on data customers hold themselves. Its East Japan Region 1 zones are not expected back.
2,100 GPU Servers Expose Their Metrics, and One Bug Can Switch Them Off
Researchers found 2,100 GPU servers exposing NVIDIA DCGM Exporter to the internet, plus a high-severity flaw that can crash GPU monitoring.
IBM Sold Its VMware Cloud Customers. Broadcom Keeps the Rent.
Hundreds of VMware Cloud Foundation customers moved from IBM Cloud to 11:11 Systems. Broadcom's partner purge reroutes accounts, it does not lose them.
The Agent Sandbox Moved Out of the Model and Into the Operating System
Agent containment is now a Windows feature. MXC ships generally available with four isolation levels, from a process sandbox to a MicroVM.