- News
Ollama Raises $65M with 8.9M Monthly Developers
Ollama's Series B funding confirms the local AI movement is serious. 85% of Fortune 500 companies already use it.
- News
SambaNova Raises $1B to Compete With Nvidia on AI Inference
SambaNova's Series F signals investors are betting big on Nvidia alternatives as JPMorgan and SoftBank back on-premises AI inference at scale.
- News
Anthropic Signs $19B Data Center Lease in Kentucky
Anthropic locks in 401 MW of AI computing infrastructure at TeraWulf's Justified Data campus, signaling a long-term infrastructure bet as its IPO approaches.
- News
China's LongCat-2.0: Frontier AI Trained on Domestic Chips
Meituan's LongCat-2.0 is a 1.6 trillion parameter coding model trained on 50,000 Chinese chips with no Nvidia hardware — released under MIT license.
- News
Meta Enters Enterprise Cloud AI to Sell Excess GPU Compute
Meta is entering the enterprise cloud market to sell GPU capacity and hosted Llama models, potentially undercutting AWS, Azure, and Google Cloud by up to 30%.
- News
MGX Closes $49B AI Fund, a Historic Bet on Enterprise AI
Abu Dhabi's MGX closed its Fund I at $49 billion, exceeding targets and backing Anthropic, OpenAI, and xAI. Here is what the raise signals for enterprise AI.
- News
Together AI Raises $800M to Cut Open-Source AI Costs
Together AI closed an $800M Series C at an $8.3B valuation on July 1, 2026, led by Aramco Ventures, with NVIDIA and General Catalyst joining.
- News
Big Tech's $725B AI Spending Is Draining Cash Fast
Combined AI capex from Amazon, Microsoft, Alphabet, and Meta reaches $725B in 2026, pushing free cash flow toward zero. What it means for your AI costs.
- News
Even Google Is Running Out of AI Compute to Sell
Google capped Meta's Gemini access in March as demand exceeded supply, delaying internal AI projects and forcing Google into a $920M/month SpaceX deal.
- News
Samsung Leads Korea's $1.3 Trillion AI and Chip Commitment
South Korea announced a historic national AI investment backed by Samsung and SK Hynix, committing $1.3 trillion to chips, data centers, and physical AI.
- Blog
Embedding Models: What Engineers Actually Found
Engineers share what embedding models deliver in production, where they break down, and the real cost and latency tradeoffs across providers.
- Blog
Self-Hosting vs API: What Teams Actually Found
Self-hosted LLMs vs API access, dissected through real practitioner reports. Where hosting wins, where APIs dominate, and what teams actually pay.
- Blog
Fly.io for AI: What Engineers Actually Found
Practitioners tested Fly.io for AI inference and GPU workloads. Here's what works, what breaks, and when to pick something else.
- Blog
Helicone: What Engineers Actually Found
Helicone promises drop-in LLM observability. Practitioners on Reddit and HN report mixed results. Here is what production teams actually saw.
- Blog
OpenRouter vs Direct: What Teams Actually Found
A practitioner's look at OpenRouter vs direct API costs in production. Real latency numbers, surprise fees, and what teams actually pair it with.
- Blog
Modal: What Engineers Actually Found
A practitioner's honest look at Modal serverless compute after months in production, covering cold starts, GPU costs, and where it actually fits.
- News
OpenAI's Jalapeño Chip Cuts AI Inference Costs by 50%
OpenAI and Broadcom unveiled Jalapeño, a custom chip promising 50% lower AI compute costs. What falling inference prices mean for enterprise adoption.
- News
Qualcomm Buys Modular for $4B to Challenge Nvidia CUDA
Qualcomm's $4B acquisition of Modular targets Nvidia's grip on AI inference. Here's what hardware-agnostic AI means for enterprise teams.
- News
Cerebras Q1 2026: 92% Revenue Growth, $20B OpenAI Deal
Cerebras posted $193M in Q1 2026 revenue, confirmed a $20B+ OpenAI inference deal, and launched an AWS partnership in its first earnings since going public.
- News
OpenAI and Broadcom Unveil Jalapeño AI Inference Chip
OpenAI and Broadcom revealed Jalapeño on June 24, a custom AI chip designed in 9 months targeting 50% lower inference cost than Nvidia GPUs.
- News
OpenAI's Jalapeño Chip Cuts AI Inference Costs by 50%
OpenAI and Broadcom unveiled Jalapeño, a custom inference chip built in nine months that delivers 50% cost savings over standard AI GPUs.
- News
Google Raises $85B in the Largest AI Equity Deal Ever
Alphabet upsized a planned $80B stock sale to $85B on June 3, backed by Berkshire Hathaway, to fund a $180B AI infrastructure buildout.
- News
Reflection AI Locks In $6.3B SpaceX Compute Deal
Reflection AI will pay $150M/month for access to SpaceX's Colossus 2 data center, making Musk's infrastructure company a major compute supplier for frontier AI.
- News
Qualcomm Eyes $10B Tenstorrent Acquisition for AI Chips
Qualcomm is in talks to acquire Tenstorrent for up to $10 billion, a RISC-V AI chip startup led by legendary chip designer Jim Keller.
- News
Europe Selects EUROPA to Build Open-Source Frontier AI Model
EU selects EUROPA consortium led by Italian firm Domyn to build a 400B+ parameter open-source AI model in all 24 EU languages.
- News
AI Data Centers Get Government Fast Lane to the Power Grid
FERC ordered six regional grid operators to accelerate data center connections, tackling the biggest bottleneck limiting AI infrastructure growth.
- News
US Government Gives AI Data Centers a Grid Fast Lane
FERC issued show-cause orders to six US grid operators on June 18, requiring them to fast-track AI data center power connections within 60 days.
- Blog
LLM Context Limits: What Engineers Actually Found
Developers share what LLM context window limits mean in production, including surprises, workarounds, and which tasks break first.
- Blog
OpenRouter: What Practitioners Actually Found
A working look at OpenRouter routing in production, covering real costs, latency surprises, model fallbacks, and where teams actually deploy it.
- Guide
Connecting Business Systems to AI Agents: MCP Primer
MCP reached 97M monthly downloads and is the standard for connecting AI agents to business systems. Here is how to get started without custom builds.
- Insight
The Agent Economy's Plumbing Problem and Who Solves It
Three funded startups in one protocol's ecosystem in twelve months is a signal. MCP is becoming load-bearing infrastructure, and early adopters deploy faster.
- News
Alpic's $6M to Build MCP-Native Cloud Infrastructure
Partech-backed Alpic is building a cloud platform designed from the ground up for AI agents, not the software humans operate.
- News
Manufact's $6.3M Seed: Infrastructure for AI Agents
YC-backed Manufact is building the hosting and SDK layer that makes MCP servers deployable at enterprise scale, secured by Peak XV and Y Combinator.
- News
MCP Becomes a Dedicated AI Funding Category
Anthropic's Model Context Protocol went from open standard to 97M monthly downloads in 18 months, spawning its own dedicated VC funding wave.
- News
OpenAI Retires GPT-5.2: What Businesses Need to Know
GPT-5.2 was removed from ChatGPT on June 12. If your business runs on OpenAI's API, here's what changed and what you need to do now.
- News
Copilot Keeps Failing: No SLA for Enterprise AI
Microsoft Copilot hit three major outages in under two weeks. Enterprise IT has no financially-backed SLA and that gap is starting to cost businesses.
- News
SpaceX IPO Bundles xAI: What It Means for AI Costs
SpaceX debuted on Nasdaq June 12 at $2T+ valuation, with xAI's Colossus data centers bundled in. Here's what it means for AI costs and enterprise adoption.
- News
China Drafts $295B AI Plan to Lock Out NVIDIA and AMD
Beijing is drafting a 2 trillion yuan plan to build a nationwide AI data center network using 80% domestic chips, effectively excluding NVIDIA and AMD.
- News
Supabase Raises $500M as AI Agents Spark Database Explosion
Supabase closed a $500M Series F at a $10.5B valuation as AI agents driving 600% YoY database growth. What it means for businesses building with AI.
- News
Alphabet Raises $84.75 Billion for AI Infrastructure
Google's parent company raises $84.75 billion in equity, its largest capital raise ever, to fund AI compute infrastructure at unprecedented scale.
- News
NVIDIA Launches NemoClaw Enterprise AI Agent Platform
NVIDIA unveiled NemoClaw and Nemotron 3 Ultra today, an open-source agent stack with 5x faster inference and 30% lower cost for enterprise deployment.
- News
SoftBank Bets €75 Billion on French AI Data Centers
Masayoshi Son commits up to €75B to build 5GW of AI data center capacity in France, citing nuclear power advantages. Europe's biggest AI infrastructure bet.
- News
Dell's AI Server Revenue Surged 757% in a Single Quarter
Dell Technologies reported $16.1 billion in AI server revenue for Q1 FY2027, up 757% year over year, with full-year guidance raised to $60 billion.
- News
OpenRouter Raises $113M for Enterprise AI Model Routing
OpenRouter's $113M Series B backed by Google, NVIDIA, and five enterprise cloud giants signals the end of single-model AI strategies for businesses.
- News
Anthropic's Compute Bill: $1.25 Billion a Month to xAI
SpaceX's S-1 filing revealed Anthropic pays xAI $1.25B monthly for Colossus compute, what AI infrastructure costs and what it means for enterprise buyers.
- News
Blue Yonder and NVIDIA Build an AI Model Factory
Blue Yonder's partnership with NVIDIA marks a shift from renting frontier AI to owning domain-specific models built on four decades of supply chain data.
- News
Anthropic in Talks to Use Microsoft's Maia 200 Chips
Anthropic may use Microsoft's Maia 200 AI chips for Claude inference, deepening a compute partnership already backed by a $5B investment.
- News
Anthropic's First Operating Profit: $10.9B Revenue
Anthropic told investors it expects its first ever operating profit in Q2 2026, projecting $10.9B revenue, up 130% from Q1. Here's what it signals.
- News
AI Power Demand Drives a $67B Utility Mega-Merger
NextEra's $67 billion acquisition of Dominion Energy to serve AI data centers shows how AI demand is reshaping industries far beyond tech.
- News
Nvidia Q1 FY2027: Record $81.6B as 'Agentic AI Has Arrived'
Record Q1 FY2027 results show enterprises aren't experimenting with AI agents. They're building infrastructure on them at a scale no one predicted.
- News
Dell and NVIDIA Launch AI Factory 2.0 for Enterprise
Dell and NVIDIA unveil enterprise AI infrastructure with Blackwell-powered servers and on-premise agentic AI capabilities for businesses.
- News
Europe Pays 4x More for AI Power Than the US
European data center electricity costs are 3-4x higher than the US, and rising. It's pushing AI investment and AI advantage elsewhere.
- News
Cisco Raises AI Orders to $9B as Networking Supercycle Hits
Cisco raised its AI orders forecast from $5B to $9B after a record quarter, with CEO Chuck Robbins declaring a 'networking supercycle' driven by AI demand.
- News
US Clears Nvidia H200 Sales to 10 Chinese Firms
The Trump-Xi summit produced a concrete AI chip outcome: Alibaba, Tencent, ByteDance and others cleared to buy H200s, but Beijing is stalling.
- News
Nvidia Commits $40 Billion to AI Equity Deals in 2026
In four months, Nvidia topped $40B in AI equity bets, $30B to OpenAI alone. What this tells businesses about where the AI supply chain is heading.
- News
Anthropic Gets 220k SpaceX GPUs, Lifts Claude Rate Limits
Anthropic secures all compute at SpaceX's Colossus 1 data center (220k Nvidia GPUs, 300MW capacity) and lifts rate limits for paid Claude subscribers.
- News
Anthropic CEO: We Planned for 10x Growth. We Got 80x.
Dario Amodei revealed that Anthropic's compute crunch isn't a supply failure: it's proof enterprise AI demand has broken all forecasts.
- News
SoftBank's Roze: $100B Bet on Robot-Built AI Data Centers
SoftBank's new venture Roze plans to automate data center construction using robotics and is already targeting a $100B US IPO in 2026.
- News
Anthropic Eyes UK Startup Fractile for Inference Chips
The Information reports Anthropic is exploring a fourth chip supplier with Fractile's SRAM-based design that claims 25x faster inference at one-tenth the cost.
- News
Meta Beat Earnings by a Mile. Then the Stock Fell 7%.
Meta reported $56B in revenue and $26.8B profit in Q1 2026, then raised AI spending to $145B. Investors sold. Here's what that tells business owners.
- News
xAI Launches Voice Cloning API and Grok 4.3 at 40% Off
xAI released Grok 4.3 and a custom voice cloning API on April 30: 80+ voices, 28 languages, under-2-minute clone creation, 40% cheaper than Grok 4.
- News
Big Tech Is Spending $700B on AI Infrastructure
Amazon, Google, Microsoft, and Meta are collectively committing nearly $700B to AI infrastructure this year. Here's what it signals for every business.
- News
NVIDIA Nemotron 3 Nano Omni Powers Enterprise AI Agents
NVIDIA launched an open multimodal model that unifies vision, audio, and language for enterprise AI agents, at 9x the throughput of comparable open models.
- News
Google Invests $40B in Anthropic as AI Race Escalates
Alphabet announces up to $40B in Anthropic, following Amazon's $25B deal. Claude's ARR hit $30B in April, tripling since late 2025.
- News
Amazon's New $25B Anthropic Bet Reshapes Enterprise AI
Amazon expands its Anthropic investment to $25B more as part of a $100B AWS cloud commitment, making Claude the de facto AI backbone of AWS.
- News
Cerebras Files for IPO as Nvidia Rival Eyes $25B Valuation
The wafer-scale AI chip startup filed its S-1 on April 17 with $510M in 2025 revenue, backed by a $20B+ OpenAI deal and AWS partnership.
- News
xAI Enters Enterprise Voice AI With Grok Speech APIs
xAI launched Grok STT and TTS APIs claiming 5% phone call error rate versus ElevenLabs at 12%, targeting enterprise voice builders.
- News
The AI Power Crisis Stalling Half of US Data Centers
Nearly half of planned US data center builds for 2026 face delays or cancellation due to power grid constraints and supply chain bottlenecks.
- News
Google's 6x AI Memory Trick Is Coming to Every LLM
Google's TurboQuant cuts LLM memory use by 6x with zero accuracy loss. It works on any model and presents at ICLR 2026 on April 25.
- News
Google and Intel Deepen AI Infrastructure Alliance
Google and Intel announce a multiyear AI infrastructure pact, co-developing custom IPUs and aligning Xeon CPUs across generations of Google Cloud.
- News
Anthropic Is Building Its Own AI Chips to Power Claude
Reuters reports Anthropic is weighing custom chip design as Claude demand surges past $30B ARR, mirroring similar moves by OpenAI and Meta.
- News
CoreWeave Signs $6.8B Deal to Power Anthropic's Claude
Anthropic signs a $6.8B multi-year GPU deal with CoreWeave for Vera Rubin compute, as 9 of 10 top AI providers consolidate on one cloud platform.
- News
Meta's $21B CoreWeave Deal Reveals AI's True Cost
Meta commits $21B to CoreWeave through 2032, showing what it actually costs to run frontier AI and what that means for businesses using AI tools.
- News
Amazon Logs $15B AWS AI Run Rate, Plans $200B Capex
Andy Jassy's annual shareholder letter reveals AWS AI revenue topped $15B in Q1 2026 and Amazon plans $200B capex, mostly AI infrastructure.
- News
Anthropic Hits $30B ARR as Google-Broadcom TPU Deal Scales
Anthropic signs a 3.5GW TPU expansion deal with Google and Broadcom while revenue triples to $30B ARR and enterprise customer count doubles.
- News
Microsoft Pledges $10B to Japan for AI and Security
Microsoft commits $10B to Japan over four years for AI infrastructure, cloud capacity, and training 1 million engineers by 2030.
- News
Nvidia Invests $2B in Marvell to Open Up Its AI Ecosystem
Nvidia's $2B stake in Marvell and the NVLink Fusion platform signals a fundamental shift: Nvidia is moving from closed GPU dominance to open ecosystem builder.
- News
Oracle Cuts 30,000 Jobs to Pay for AI Data Centers
Oracle cut 18% of its workforce to fund a $156B AI infrastructure bet. Here is what the largest layoff in company history signals for businesses.
- News
MCP's 2026 Roadmap for Enterprise AI Infrastructure
The Model Context Protocol's 2026 roadmap marks a shift from experimental to enterprise infrastructure, adding audit trails, SSO, and horizontal scale.
- News
Mistral Raises $830M to Break Free from US AI Clouds
Mistral AI secures $830M in debt from seven banks to build its own GPU cluster near Paris: 13,800 Nvidia GB300s, 44 MW, operations by June 2026.
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