compute infrastructure

The software sector’s calm has been punctured: a flurry of analyst downgrades, a bruising market reaction to otherwise-strong earnings, and fresh narrative momentum behind rival AI providers have combined to create a genuine near-term threat to incumbents—most visibly Microsoft—forcing IT...

2026 is the year AI stopped being a collection of point experiments and became an operational layer that organizations must plan for — a shift from curiosity-driven pilots to enterprise-scale deployments driven by large capital investments in compute, new agentic runtimes, and an insistence on...

OpenAI’s big moves and Meta’s platform play have pushed the AI market from a scramble for models into a complex web of turf wars, multi‑billion‑dollar partnerships, and regulatory flashpoints—an industry shift that’s visible in three compact themes: compute and infrastructure, distribution and...

Microsoft has disabled a discrete set of Azure cloud and Azure AI subscriptions used by an Israeli Ministry of Defense unit after an external review found evidence that elements of investigative reporting about large‑scale collection and processing of Palestinian communications were supported by...

OpenAI’s growing hunger for computational power is unmistakable. With ChatGPT now serving over 100 million active daily users, maintaining consistent service at scale has become a challenge that ripples far beyond just software. OpenAI’s move to lease Google’s cloud-based tensor processing units...