ANALYSIS Cisco Soars on Forecast Boost After AI-Focused Layoffs, Bloomberg Reports 7/10 3 min read 5 hours ago
ANALYSIS Google and Intel Expand Multiyear Deal for Custom AI Infrastructure Chips 7/10 3 min read 1 month ago
ANALYSIS OpenAI Claims Compute Advantage Over Anthropic in Investor Briefing 7/10 3 min read 1 month ago
RESEARCH AI Data Center Concentration Could Push Oregon, Virginia, Ireland Grid Stress Past Critical Threshold by 2030 7/10 4 min read 1 month ago
ANALYSIS Amazon CEO Jassy Defends $200B Capex, Touts Trainium as Nvidia Alternative 8/10 3 min read 1 month ago
ANALYSIS OpenAI Pauses Stargate UK Data Center Expansion, Citing Energy Costs Ahead of IPO 8/10 3 min read 1 month ago
FUNDING CoreWeave Expands Meta Deal to $21 Billion for GPU Capacity Through 2032 9/10 3 min read 1 month ago
LAUNCHES NVIDIA ProRL Agent Decouples RL Training from Multi-Turn LLM Rollouts 8/10 4 min read 2 months ago
TOOL UPDATES Claude Suffered Eight Major Outages in March 2026 as Demand Overwhelmed Infrastructure 7/10 2 min read 2 months ago
TOOL UPDATES Claude Suffers Four Major Outages in March as Rapid Growth Strains Anthropic Infrastructure 7/10 2 min read 2 months ago