Infrastructure
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Thinking Machines Lab Signs Multibillion-Dollar Google Cloud Deal for GB300 Compute, Adding a Second Hyperscaler to Its Stack
Mira Murati's startup expands its Google Cloud relationship with a non-exclusive multibillion-dollar deal centered on GB300 systems and reinforcement-learning workloads behind its Tinker fine-tuning API.
Meta Breaks Ground on $1 Billion AI Data Center in Tulsa as City Moratorium Exempts 'Project Anthem'
Meta's first Oklahoma data center — a 2-million-square-foot AI facility in East Tulsa — was grandfathered past a city moratorium that paused similar projects, drawing local protests.
MLPerf Inference v6.0 Delivers Its Most Ambitious Benchmark Suite Yet as NVIDIA Triples DeepSeek-R1 Throughput in Six Months
MLCommons' April 2026 inference benchmark round adds text-to-video and vision-language tests while NVIDIA posts a 2.7x jump on DeepSeek-R1 through software alone.
Equinix Ships Fabric Intelligence, an AI-Native Network Layer That Aims to Cut Enterprise AI Deployment From Weeks to Minutes
Equinix has launched Fabric Intelligence, an AI-native operational layer for its 4,400-customer interconnection platform that exposes network provisioning through natural language agents and MCP servers.
NVIDIA Launches Omniverse DSX Blueprint to Build Physically Accurate Digital Twins of Gigawatt-Scale AI Factories
NVIDIA released the Omniverse DSX Blueprint at GTC 2026, a framework for building physically accurate digital twins of AI factories that unifies power, cooling, and network simulation.
Google's TurboQuant Compresses AI Memory by 6x With No Accuracy Loss, Triggering a Selloff in Memory Chip Stocks
Google Research unveils TurboQuant, a training-free compression algorithm that reduces LLM key-value cache memory by 6x and boosts inference throughput up to 8x, sending SK Hynix and Samsung shares down 5-6 percent.
SoftBank to Build 10 GW Data Center at Former Ohio Uranium Enrichment Site With $33.3 Billion in Japanese Funding
The U.S. Department of Energy announced a partnership with SoftBank subsidiary SB Energy to develop a 10 GW data center and matching power generation complex at the decommissioned Portsmouth uranium enrichment plant in Pike County, Ohio, backed by $33.3 billion in Japanese investment.
IBM, Red Hat, and Google Donate Kubernetes LLM Inference Framework llm-d to the CNCF
IBM Research, Red Hat, and Google Cloud donated llm-d, a Kubernetes-native LLM inference framework, to the CNCF as a sandbox project at KubeCon Europe 2026, backed by NVIDIA, CoreWeave, AMD, and other partners.
KubeCon Europe 2026 Returns to Amsterdam With 12,000 Expected Attendees and a New Focus on Agentic AI Infrastructure
The largest cloud native conference opens March 23 in Amsterdam, introducing Agentics Day alongside 224 sessions spanning AI workloads, platform engineering, and security.
NVIDIA Invests 2 Billion Dollars in Nebius as the Neocloud Race for AI Infrastructure Intensifies
NVIDIA announced a 2 billion dollar strategic investment in Amsterdam-based Nebius Group, granting the AI cloud provider early access to next-generation Rubin GPUs and Vera CPUs as both companies target over 5 gigawatts of deployed capacity by 2030.
Apple Plans to Replace Core ML with Core AI Framework at WWDC 2026, Signaling a Developer-Facing AI Platform Shift
Apple is reportedly planning to retire Core ML at WWDC 2026 and introduce Core AI, a modernized framework intended to help developers integrate outside AI models into iOS apps, according to Bloomberg's Mark Gurman.
CoreWeave's $67 Billion Backlog Cannot Mask a $4.2 Billion GPU Debt Wall as Neocloud Economics Face Their First Real Test
CoreWeave reports record Q4 revenue but a $452 million loss, while approximately $21 billion in total debt and securities class actions test the viability of GPU-backed financing.