AI Infrastructure
GPUs, silicon, data centres and the data platforms underneath.
AI Investment ROI: Why Data Delivery is the New GPU Constraint
As enterprise AI initiatives scale, performance is hitting a data delivery wall. Learn why the bottleneck to AI ROI is shifting from compute to the storage-to-compute boundary and how re-architecting for decoupled, resilient infrastructure is critical for success.
C-BRAIN: Open-Source AI Scientist Accelerating Alzheimer's Drug Discovery
The Consortium for Biomedical Research and Artificial Intelligence in Neurodegeneration (C-BRAIN) launches three open-source AI tools to address the 99% failure rate of Alzheimer's drug candidates, using federated architecture and dark data analysis to accelerate neurodegenerative disease research.
Wayve Is the Traditional Automakers’ Silicon Valley Escape Hatch
How a London startup is becoming the autonomous driving partner of choice for legacy automakers tired of Silicon Valley’s all-or-nothing playbook.
New York Just Hit the Brakes on Data Centers — And It's Only Getting Started
Gov. Kathy Hochul signs executive order temporarily barring permits for data centers 50MW or larger, setting a precedent as the first state-level moratorium on AI infrastructure.
DeepSeek’s 75% price cut is a warning shot — not the endgame for AI infrastructure
DeepSeek slashed its V4-Pro API price by 75%, but that headline move masks a deeper infrastructure bottleneck: the 100x efficiency gap between raw inference cost and sustainable AI scale.
HCL Is Building AI Datacenters—Here’s Why the Full Stack Matters More Than Renting Compute
HCLTech has launched an AI datacenter business backed by ₹3,500 crore ($36.5M) to deliver sovereign AI capabilities in India and compete on full-stack infrastructure—design, DevOps, cloud ops, and software—instead of commodity compute.
The Experimentation Trap: Why AI-Accelerated Growth Teams Build Fast and Decide Poorly
In the AI era, building experiences has become virtually free, while scaling meaningful outcomes remains rare. This piece explores how to build a high-threshold testing framework, using recent industry milestones from Miro, Reforge, and Statsig to outline how teams must pivot from velocity to judgment.
Silicon Valley's Consumer AI Optimist on Why Apps Will Outlast the Chip Boom
TechCrunch podcast: Goodwater Capital co-founder Chi-Hua Chien — who helped source Accel's early Facebook investment — argues the AI era's biggest winners will be application companies, not infrastructure, and shares what he sees inside consumer AI from hyper-personalized entertainment to women's health platforms.
Bing's IndexNow Champion Fabrice Canel Steps Down After Nearly 30 Years at Microsoft
Fabrice Canel, the Principal Product Manager who led Bing's crawling and indexing team and championed IndexNow, has announced his retirement from Microsoft effective July 1 after nearly three decades with the company. He took advantage of Microsoft's Voluntary Retirement Program, concluding a career that made him one of the most visible contacts for the SEO and webmaster community.
Third-Party Testing Shows Heterogeneous Compute Platform Combining H200s and SN50 RDUs Churning Out 763 Tok/s in MiniMax M2.7
SambaNova’s heterogeneous compute architecture—pairing Nvidia H200 GPUs with SN50 RDUs—delivers 763 tokens per second on MiniMax M2.7, reshaping how enterprises approach inference efficiency and air-cooled deployment.
Beyond Ethernet: Architecting High-Performance Fabrics for AI Workloads
AI training and inference demand unprecedented bandwidth and low latency, straining traditional Ethernet-based fabrics. We explore the architectural shift toward intent-based, AIOps-driven network fabrics in the modern AI datacenter.
Z-AI's GLM-5.2: A Game-Changer for Sovereign AI Infrastructure
Z-AI's open-weights GLM-5.2 model outperforms GPT-5.5 in long-horizon coding benchmarks at 1/6th the cost, enabling engineering teams to host frontier-level AI on their own sovereign infrastructure.