AI Infrastructure
GPUs, silicon, data centres and the data platforms underneath.
Meta’s Silicon Pivot: Creating Custom MTIA Chips to Curb GPU Reliance
Meta is launching its latest generation of custom AI chips under the MTIA program in September, a strategic move to manage compute costs. Beyond the hardware, we examine what this means for agentic AI and embodied agent infrastructure.
How Runway's Media Router Is Reshaping AI Cloud Infrastructure Companies in India and Beyond
Runway's Media Router automatically selects the best image, video, or audio generation model based on developer priorities for quality, speed, or cost—marking a strategic pivot from model provider to orchestration layer that's reshaping how AI cloud infrastructure companies in India and globally build generative media products.
Dimension Capital's $800M Third Fund Bets the Science-Compute Crossover Is Only Getting Started
Dimension Capital closed an $800M third fund — 60% larger than its prior vehicle — doubling down on deep-tech startups that blur the line between biotech and software, with marquee wins in Chai Discovery, New Limit, and Anthropic already validating the thesis.
AI’s Insatiable Appetite for Power Is Running Up Against Neuromorphic Reality
UK policymakers hear why brain-inspired neuromorphic computing could trim edge AI’s carbon footprint—but won’t displace mature cloud infrastructure for years
AI Infrastructure in 2026: Chips, Clusters, and a New Kind of Datacenter Reality
Forget the hype—here’s how AI actually runs today: heterogeneous clusters, memory walls being busted, and floating server farms. A no-BS look at the hardware crunch reshaping infrastructure.
OpenAI's Logging Glitch Causes Unexpected SSD Wear for Codex Users
OpenAI is taking steps to resolve a bug in its Codex platform that causes excessive SQLite logging, leading to unnecessary write cycles on solid-state drives and potentially reducing their total endurance.
Redefining Employability: Why a 30% Plunge in Global Hiring is Accelerating Skills-First AI Careers
As global hiring indexes slide up to 30%, LinkedIn CBO Mark Lobosco points to a critical bright spot: the rapid rise of 'new-collar' jobs in AI and cybersecurity that prioritize practical skills over traditional university credentials.
The $2 Billion Quantum Gambit: How the U.S. Government Turned a Semiconductor Law into a Venture Capital Play
An analysis of the controversial $2 billion quantum investment, the birth of Anderon, and whether a quantum foundry is a strategic necessity—or a taxpayer-funded gamble.
Microsoft Surface Laptop Ultra Leads Wave of Nvidia RTX Spark Arm PCs from Major PC Makers
Major PC manufacturers including Dell, Asus, Lenovo, HP, MSI, Acer, and Gigabyte are designing systems around Nvidia's new RTX Spark Arm-based chip for Windows PCs, with Microsoft's Surface Laptop Ultra emerging as the flagship model featuring up to 128GB unified memory and a Blackwell GPU.
Oracle's Strategic Pivot: Balancing AI Infrastructure and Workforce Reductions
Oracle slashed 21,000 jobs in 2026 amidst a massive pivot to AI. This report explores how Oracle is using debt to fund OCI infrastructure for OpenAI, Meta, and AMD, and the structural workforce restructuring, profit-per-employee ratios, and the economic reality of trading human capital for AI compute.
Scaling AI: Why Data Infrastructure is the Real Bottleneck
As enterprises shift from AI experimentation to production, optimizing data infrastructure is more critical for ROI than GPU count alone.
"Canadian Pension Giant Acquires 8.2% Stake in CtrlS Amid India's AI-Fueled Data Center Boom"
The Canadian pension giant will acquire an 8.2% stake in CtrlS, a tech giant that operates more than 15 data centers across India, signaling massive institutional confidence in the country's AI infrastructure expansion.