Broadcom and Intel Say Money, Not Chips, Is the AI Bottleneck Now
Broadcom and Intel CEOs say AI infrastructure financing, not chips, is the AI buildout bottleneck. Capital costs now decide what gets built.
Russia’s Largest Cloud Lost Three Data Centers in Four Days
Three drone strikes took three Yandex sites offline in four days. The Yandex Cloud outage is a lesson in shared failure domains.
The GPU Cloud Market Grew to 323 Providers. Networking Decides Who Wins.
The GPU cloud market now has 323 providers renting Nvidia capacity, yet the B200 spot price still doubled since March.
Cloudflare Acquires Deno, and Deno Deploy Has Six Months Left
Cloudflare acquires Deno, and the runtime built as a hedge against lock-in now carries a six month migration clock.
The Biggest Data Center Subsidy Is the Sales Tax on the GPUs
A Senate report puts data center subsidies on the hardware, not the land. Staffing runs one worker per megawatt and GPUs are 39 percent of the spend.
The Gas Peaker Just Lost to a Battery in Every Market Modeled
Battery storage is now cheaper than open-cycle gas turbines in all 43 markets Wood Mackenzie modeled, and the turbine waitlist runs to the early 2030s.
AI Bought the Memory First, and PC Buyers Got the Invoice
The AI memory shortage put DRAM and NAND at nearly 40 percent of a PC component bill. Shipments fell 20.1 percent and prices are not coming back.
The Government Booked $2.4 Billion of AI Compute in Vendor Credits
The Genesis Mission drew $2.4 billion in AI compute credits from eleven vendors, led by Nvidia, AMD and OpenAI.
Nvidia Is Buying the Inference Rivals It Could Not Beat
The reported Nvidia d-Matrix investment shows how the chipmaker wires inference rivals into its rack and interconnect instead of beating them.
The Firmus IPO Died on Delivered Megawatts, Not on Price
The Firmus IPO is off. Firmus withdrew its $5 billion ASX listing after a delivery partner stepped back from a 1.6GW AI buildout that reached 42MW.