GPU Rental Prices Are Going Up. The Token Price Is Not.
GPU rental prices are rising as Nebius lifts H100 and B300 rates up to 21% on 1 October, even as cost per token keeps falling.
Cerebras and Gimlet Bet 100 Megawatts That Two Kinds of Silicon Beat One
Cerebras and Gimlet plan 100 megawatts of disaggregated inference, splitting prefill and decode across wafer-scale silicon and GPUs.
Anthropic’s Biggest IPO Number Is Not the Loss. It Is the Compute Bill.
The Anthropic IPO prospectus puts compute at 58 percent of operating expense and $518 billion of forward infrastructure obligations.
Four Countries Announced GPU Clusters This Week. Almost None Said What They Cost.
Sovereign AI infrastructure announcements name the GPUs and skip the megawatts, the cost and the offtaker. Here is what four Asian clusters disclosed.
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.