Tag: infrastructure
All the articles with the tag "infrastructure".
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NVIDIA AgentPerf Makes Agent Serving A Datacenter Metric
NVIDIA's AA-AgentPerf results show why agent workloads need new infrastructure benchmarks built around concurrent sessions, tool calls, and latency.
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NVIDIA Vera Says Agents Are A CPU Problem Too
NVIDIA's Vera CPU push is a reminder that agentic AI is not only about GPUs. Tool use, sandboxes, memory, and orchestration need serious CPU design.
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AI Agents Are Moving Into Physical Infrastructure
Claroty Claire is another sign that agentic AI is leaving the browser and entering cyber-physical systems where safety, uptime, and trust matter.
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Memory Is Becoming the AI Chip Tax
Epoch AI estimates high-bandwidth memory rose to 63% of AI chip component spending by late 2025. The AI infrastructure story is no longer just about logic dies.
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Anthropic Buying SpaceX Compute Is the Real AI Story
Anthropic doubled Claude Code limits after a SpaceX compute deal. The model race is turning into a capacity race in public.
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The AI Chip Story Just Moved From GPUs to CPUs
Meta signed a massive AWS Graviton deal for agentic AI workloads. GPUs still train the models, but CPUs may run more of the everyday agent work.
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Eli Lilly Built Pharma's Most Powerful AI Supercomputer. That Is the Entire Point.
LillyPod is 1,016 NVIDIA Blackwell Ultra GPUs on a DGX SuperPOD. Eli Lilly did not hire a consulting firm to write an AI strategy deck. They built a supercomputer. The gap between companies that treat AI as a feature and companies that treat it as infrastructure is about to become permanent.
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$64 Billion in AI Data Centers Blocked by the People Who Live Next to Them
142 activist groups across 24 states have blocked or delayed $64 billion in data center projects. The AI infrastructure problem is not supply chain. It is consent.
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China Processes 140 Trillion AI Tokens Per Day. The West Is Not Ready for What That Means.
Hong Kong AI IPOs up 490%. Zhipu stock up 570%. The Chinese government coined a word for 'token' and declared it an economic unit. While Silicon Valley debates safety, China built an economy around it.
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Claude AI Just Drove a Rover on Mars. The 'AI Can't Do Real Work' Argument Is Over.
For 28 years, humans manually planned every meter a Mars rover drove. Then Claude wrote the commands and Perseverance drove 456 meters across Mars in two days. JPL engineers found only minor changes needed.