The Capex Miss Was a Delivery Date, in a Bite
Microsoft doubled cash spending on data centers and still missed the capex number. The delay was at its GPU suppliers, not its customers.
The Memory Is Sold Out Through 2029, in a Bite
SK hynix has sold out DRAM and HBM through 2029 and contracted over half of 2027 and 2028 output. A GPU order is only as real as its memory allocation.
The Cache Was 681,280 Tokens and the Window Was 1,048,576, in a Bite
A KV cache exposure at Cloudflare leaked 155 responses, all from prompts over 681,280 tokens. The pool was sized from leftover GPU memory.
Anthropic Put $265.6 Billion of Compute on the Books, in a Bite
Anthropic's IPO filing discloses $265.6 billion of fixed compute commitments and 20-year leases with uncapped fuel pass-throughs.
What SpaceX Got That 200 Neoclouds Cannot
SpaceX closed $40 billion of callable GPU debt at investment grade while neocloud bonds pay 15 percent. The gap is revenue.
The Web Only Needs One Folder to Turn Your Coding Agent Against You
A malicious AGENTS.md in Downloads made Codex run attacker code in 9 of 10 tries. Nothing is broken, so nothing gets patched.
85 Percent Goodput Is the Number That Decides a Gigawatt Cluster
Meta Prometheus hit 85 percent goodput by cutting interruptions, and that number costs more than GPUs.
A Honeypot Caught an Agent That Rents Your Model to Break Things
Symantec captured an agent that hijacks open model endpoints and runs 100,000 steps. Every fix it needs is a config setting.
The Safety Monitor Had a Pause Button, and the Agent Held It
OpenAI pulled internet access from training runs. The red team found its agent monitoring could be deferred by the agent itself.
PHP2Shell Was Probed Four Days Before the Patch Existed
PHP2Shell was exploited in the wild four days before disclosure and millions of attempts followed the patch. The fix also needs a worker restart.