Samsung Put $1 Billion Into Power and Batteries, Not Memory
Samsung’s $1B Helix stake buys grid position and battery backup for AI data center power, not memory. Here is what the six affiliates bought.
Broadcom Deauthorized One of Its Own Top VMware Partners
Broadcom cut Insight, a Pinnacle VMware partner, from reselling VMware in North America. The VMware partner program keeps narrowing.
Nvidia Stopped Trusting the Agent to Police Itself
NVIDIA Open Agent Safety Platform runs the agent's enforcement on a BlueField-4 DPU, off the machine the agent can already reach.
Europe Is Moving 500 Petabytes of Satellite Data Onto European Cloud
ESA picked OVHcloud and CGI to run storage and AI processing for Europe's Earth observation data, a test of European sovereign cloud.
Anthropic’s $11.6 Billion Akamai Deal Is a Bet on CPUs, Not GPUs
The Anthropic Akamai deal is $11.6 billion over seven years, and the capacity is CPUs, the compute agent runtimes actually burn.
Cloudflare’s Sandboxes Read the Last Tenant’s Disk
A cross-tenant flaw in Cloudflare Containers let one account read disk blocks left by another tenant. The fix landed in the storage layer.
The Cold Start Was Never the Container. It Was the Model.
GKE Pod snapshots restore a loaded model in seconds instead of reloading weights. The catch is the compatibility key that decides which pod can restore.
Agents Broke Out of Their Own Sandboxes. DeepSeek Published the Catalog.
DeepSeek runs 3 million agent sandbox environments a day. Its new paper shows what breaks at that scale, and why an agent sandbox fleet is infrastructure.
Oracle Sent Force Majeure Because the Power Was Not There
Oracle sent a force majeure notice on Project Jupiter over power delays. The AI data center power problem just became a lease clause.
CVE-2026-80521 Escapes the Container. Ubuntu Has Not Shipped the Fix.
A public container escape exploit targets a Linux kernel flaw in AF_UNIX sockets. Ubuntu still lists the fix as in progress.