Tag: AI Infrastructure
Nvidia backstops face a credit test as neocloud shares slide
Three portfolio cloud providers are down at least 30 percent this month while insurance against their default gets…
TikTok’s US arm shops for four gigawatts of compute
The joint venture wants capacity by the early 2030s and says Oracle will stay its primary cloud provider.
Credit markets put the AI buildout on notice
CoreWeave protection costs passed 11 percent, three neoclouds shed more than 30 percent this month, and SK Hynix…
Google and Nvidia both decided agents need their own plumbing
Within hours of each other, Google shipped a microVM per agent and Nvidia shipped a telemetry layer for…
Nvidia turns one desktop box into a shared model server
At GTC Berlin the company said eight linked Sparks can hold a terabyte of memory, enough to keep…
Railway admits attackers may have decrypted customer secrets
A hosting platform that had been telling developers to keep keys in environment variables said it had to…
TinyFish drops retrieval fees and bets the cost hides in tokens
The web infrastructure startup made its search and fetch APIs free within rate limits, arguing that page size…
Nvidia frees the GPU scheduler it acquired back in 2024
The full orchestration stack ships under Apache 2.0, giving platform teams a self-hosted alternative to paid Nvidia subscriptions.
Credit markets flag distress in CoreWeave’s debt pile
Spreads on the AI cloud provider's default insurance blew past 1,100 basis points as investors questioned who pays…
Modal Labs nets $750M Series D at $15.75B value
The AI cloud provider tripled its annualized revenue in five months and now counts over $1B a year.
Intel and Broadcom chiefs warn that capital may stall AI buildout
Both executives said financing, not chips or power, could become the binding constraint as returns take years to…
Amazon commits $1B more to towns hosting its data centers
AWS will add more than $1B over five years for schools, energy upgrades and local grants in US…