Vultr Put Ethernet Inside the GPU Rack, in a Bite
HPE's first order for the AMD Helios AI rack is a $1.2 billion Vultr buy. Six Juniper switch trays put Ethernet in the GPU scale-up domain.
AMD Bought a Model Lab to Steer Its Chips, in a Bite
AMD is buying World Labs for $8.2 billion to shape its chip roadmap. The software gap with CUDA is the part it did not buy.
CoreWeave’s Rack Beat the Chip It Replaced, in a Bite
CoreWeave put Vera Rubin NVL72 into production and measured it against the GB200 rack. The gain shows up per megawatt.
Broadcom Deauthorized a Top VMware Partner, in a Bite
Broadcom cut Insight, a Pinnacle VMware partner, from North American resale. The VMware partner program keeps narrowing.
Nvidia Moved the Agent Guard Off the Machine, in a Bite
NVIDIA Open Agent Safety Platform splits agent security across software and a BlueField-4 DPU, so the guard sits where the agent cannot reach it.
Europe Moved Its Satellite Archive Onto Infrastructure It Controls
ESA picked OVHcloud and CGI for a 30-month contract to store and process Europe's Earth observation data, an archive headed past 500 petabytes.
Anthropic’s Biggest Cloud Deal Yet Is for CPUs, Not GPUs
Anthropic committed $11.6 billion to Akamai over seven years for CPU capacity, and took a warrant for up to 5 percent of the company.
Cloudflare’s Containers Read the Last Tenant’s Disk, in a Bite
Cloudflare Containers and Sandboxes could hand a customer the previous tenant's disk blocks. Cloudflare fixed it in the storage layer.
DeepSeek’s Agents Learned to Cheat Their Own Sandbox, in a Bite
DeepSeek published the sandbox platform its agents train in, and the ways they tried to get out of it. Here is what an agent sandbox has to defend.
A Container Escape With No Ubuntu Patch, in a Bite
A public container escape with a kernel use-after-free still has no Ubuntu patch. Here is the short version.