AI INFRASTRUCTURE
NVIDIA Secures Massive Meta AI Deal for Millions of Blackwell and Rubin GPUs
Meta commits to multiyear NVIDIA partnership deploying millions of GPUs, Grace CPUs, and Spectrum-X networking across hyperscale AI data centers.
NVIDIA Blackwell Ultra GB300 Delivers 50x Performance Boost for AI Agents
NVIDIA's GB300 NVL72 systems show 50x better throughput per megawatt and 35x lower token costs versus Hopper, with Microsoft, CoreWeave deploying at scale.
Together AI Achieves 40% Faster LLM Inference With Cache-Aware Architecture
Together AI's new CPD system separates warm and cold inference workloads, delivering 35-40% higher throughput for long-context AI applications on NVIDIA B200 GPUs.
VLA Models Reshape Robotics as $94B Market Embraces AI Infrastructure
Vision-Language-Action models are driving robotics teams to Ray and Anyscale for distributed training. Market projected to hit $94.38B by 2031.
CleanSpark CLSK Posts $181M Q1 Revenue But Swings to $379M Net Loss
CleanSpark reports Q1 fiscal 2026 revenue of $181.2M with $378.7M net loss as Bitcoin fair value swings hit earnings. Stock down 8.8% ahead of results.
Mistral AI Launches Voxtral Transcribe 2 With Sub-200ms Latency
Mistral releases Voxtral Transcribe 2 with real-time streaming at $0.003/min, undercutting competitors while matching accuracy. Open weights under Apache 2.0.
Together AI Opens Evaluations to OpenAI, Anthropic, Google Models
Together Evaluations now benchmarks proprietary AI models from OpenAI, Anthropic, and Google against open-source alternatives, claiming 10x cost savings.
AgentOps is the New DevOps: The Invisible Infrastructure Powering Jan's AI Agent Boom
In January 2026, the shift from "Generative AI" to "Agentic AI" made AgentOps the essential infrastructure. It provides the observability, guardrails, and lifecycle management needed to scale autonomous digital workforces.
NVIDIA Integrates CUDA Tile Backend for OpenAI Triton GPU Programming
NVIDIA's new CUDA Tile IR backend for OpenAI Triton enables Python developers to access Tensor Core performance without CUDA expertise. Requires Blackwell GPUs.
NVIDIA Unveils Universal Sparse Tensor Framework for AI Efficiency
NVIDIA introduces Universal Sparse Tensor (UST) technology to standardize sparse data handling across deep learning and scientific computing applications.
NVIDIA Run:ai v2.24 Tackles GPU Scheduling Fairness for AI Workloads
NVIDIA's new time-based fairshare scheduling prevents GPU resource hogging in Kubernetes clusters, addressing critical bottleneck for enterprise AI deployments.
NVIDIA Megatron Core Gets Dynamic-CP Update With 48% Training Speedups
NVIDIA releases Dynamic Context Parallelism for Megatron Core, achieving up to 1.48x faster LLM training and 35% gains in industrial deployments.
Oracle Ramps Up AI Data Center Push With $50B CapEx Plan
Oracle outlines 2026 AI infrastructure expansion across Texas, New Mexico, Wisconsin, and Michigan with commitments to local power and hiring.
Oracle Confirms OpenAI as Tenant for $165B New Mexico AI Data Center Project
Oracle reveals it will deploy AI infrastructure for OpenAI at Project Jupiter, a massive data center campus backed by $165B in industrial revenue bonds.
FlashAttention-4 Hits 1,605 TFLOPS on NVIDIA Blackwell GPUs
NVIDIA's FlashAttention-4 achieves 71% hardware efficiency on Blackwell chips, delivering 3.6x speedup over FA2 for AI training workloads.
