Adani and Jabil Are Building the AI Rack Itself
Adani and Jabil signed a 50:50 MoU for AI rack manufacturing in India, covering racks, networking, power distribution units and liquid cooling.
HBM Cannot Hold the Context Window, and the Memory Industry Just Said So
The KV cache is outgrowing HBM. Marvell, Tensormesh and Inworld each shipped a tier for it this week, and inference economics moves down the stack.
Gemini 4 Argon Is Half Price Until December 1, and the Deadline Is the Point
Gemini 4 Argon is half price on the Gemini API until December 1, then input and output tokens double. What that means for agent budgets.
NVIDIA Run:ai Goes Open Source, and Support Is the Part It Kept
NVIDIA Run:ai open source means platform teams can schedule and share GPUs on Kubernetes without a subscription, but support stays commercial.
Anthropic’s First Data Center in Japan Is a 500MW Bet on Osaka
NTT Data is close to a $6.3bn, 500MW data center for Anthropic in Osaka, the first dedicated site for the lab in Japan.
Nvidia Gave Away Its Rack Blueprint, and Deployment Speed Is Why
Nvidia contributed its Vera Rubin MGX rack and tray designs to the Open Compute Project, plus a 12.8 Tb/s optical module built with Cisco.
Broadcom Built HyperArmor Because Patching the Hypervisor Is Too Slow
Broadcom's VMware HyperArmor blocks hypervisor exploits without a reboot, and its own pitch concedes that reactive patching cannot keep up.
Microsoft’s Maia 300 Is an Inference Chip, and Tokens per Megawatt Is Why It Matters
Microsoft's Azure Maia 300 claims 40% more tokens per megawatt than leading GPUs. From 2027 it becomes Microsoft's primary inference system.
AMD’s New Agent Rack Holds 32,768 CPU Cores and No GPUs
AMD Helion puts agent execution on CPU-dense racks and leaves model inference to separate systems. Partner builds start in November 2026.
Data Center Fires and Power Failures Doubled Since 2024, and the Power Gear Is Why
Data center fires and power failures more than doubled since 2024. UPS and battery rooms are the top cause, and half the reports never say what failed.