NVIDIA Certified the Batteries, and Memphis Shows Why
NVIDIA made batteries a procurement line item. A Memphis AI campus shows the scale, with 720 Tesla Megapacks on site.
Anthropic’s $11.6B CPU Bet, in a Bite
Anthropic committed $11.6 billion to CPU workloads for AI agents at Akamai. The largest CPU contract in AI explains where the agent bill lands.
Oracle’s Force Majeure Notice Is About Power, Not Construction
Oracle filed a force majeure notice on its 2.45 GW Project Jupiter campus after pipeline permits stalled. Power delivery is the new risk.
NodeWright Updates a GPU Fleet Without Stopping the Training Run
NVIDIA open sourced NodeWright, a Kubernetes native tool that patches GPU node fleets without killing long training runs.
Docker Put an Agent’s Permissions in the Image, in a Bite
Docker's Sandbox Kit Spec puts an agent, its tools and a typed list of what it may reach into one OCI image, and hands the format to CNCF.
Anthropic Is Negotiating a Gigawatt of Direct Data Center Capacity
Anthropic is negotiating a direct data center lease of up to a gigawatt from Stream Data Centers. Nothing is signed yet.
Alibaba Wants 20 Gigawatts, in a Bite
Alibaba's new AI chip comes with a 20 gigawatt data center target. The chip ships on a schedule. The gigawatts do not.
A Lab Bought Managed Inference Instead of Building It, in a Bite
Thinking Machines Lab signed a $65M managed inference deal with Crusoe. The milestone behind it is the number to watch.
Two Labs Halved Token Prices in One Night, in a Bite
OpenAI and Anthropic cut inference prices the same day. The cache line decided the real cost per token.
NVIDIA Open Sourced the Cluster Map Schedulers Never Had, in a Bite
Topograph gives schedulers a live map of GPU cluster topology, so placement stops going stale.