Anthropic’s S-1 Puts $52.9 Billion More on Three Named Compute Commitments Than Its October 9 Draft Did, and Still Leaves Its Contractual-Obligations Table Blank
Comparing Anthropic’s October 26 S-1 with the six earlier drafts...
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AI Infrastructure
57 Articles
OpenAI’s Habitat Sequel Turns Cosmos DB Multi-Tenancy Into a Co-Managed Partnership, and Its 12x Is a Median With No Hit Rate
OpenAI’s Habitat Part II matches Azure’s documented limits, but...
Reflection’s Beam Turns an Open 501B Model Into a Memory Budget, and Its Own Serving Guides Stop at 256K Tokens
Beam’s weights set the entry price, not its cache, and...
Ai2’s GPU Scheduler Turns Priority Into a Budget, but Leaves the Preemption Bill Unreported
Ai2 replaced priority levels with GPU-time budgets, fair-share...
Atoco’s Water Harvester Turns Data Center Waste Heat Into a Question of Heat Grade and Scale
A physics check says Atoco’s 300 liters a day is plausible. How...
Kubernetes Node Swap Turns Idle Agent Memory Into a Density Bet With No Wake-Up Test
A Kubernetes blog says node swap packs up to three times more...
Anthropic’s $11.6 Billion Akamai Deal Flips the Usual AI Financing Script
Akamai's largest customer deal ever comes with a twist: the...
Nscale Raises $3.36 Billion Ahead of a Wall Street IPO Built on Two Customers
Nscale's $3.36 billion pre-IPO raise, led by Third Point and...
Newsom Signs Seven Bills Forcing California Data Centers to Disclose Water and Power Use
Gov. Gavin Newsom signed seven bills requiring California data...
Basel Action Network’s E-Waste Report Turns AI’s Hardware Refresh Into a Numbers Fight
A new Basel Action Network report projects AI data centers could...