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Anthropic is discussing another $45 billion Nscale agreement for West Virginia computing capacity, adding to an existing commitment as Claude demand grows.
DeepSeek has released DeepInfer, its production inference engine, with support for V4.1 Flash on Nvidia SM100 and Huawei Ascend 950 hardware. The public release covers offline inference.
Anthropic says Claude-driven development pushed code changes past 30,000 a day, turning Git infrastructure into a bottleneck and leading to its new Scion source-control system.
Tether has invested in AIsa, which combines AI-agent access to data, models and APIs with usage-based payments in fiat or stablecoins.
Anthropic will share Q3 results with investors as it weighs a potential $2 trillion IPO. Revenue definitions and compute costs will be central to the pitch.
Navitas and Nvidia have developed a 24kW board that converts 800V to 12V in one stage, targeting more efficient power delivery for AI data centers.
Microsoft has put Cisco Silicon One P200-powered systems into production, adding deep-buffer routing capacity for its growing cloud infrastructure.
Nvidia and Cisco outline USFP optics for denser, more efficient AI networks, alongside new Cisco systems for scaling and managing data centers.
Microsoft plans to make Maia its primary AI inference system, with Maia 300 arriving in 2027 and a larger role for its homegrown chips.
AMD Helion offers CPU-only and integrated CPU/GPU racks for AI agents, with up to 32,768 Zen 6 cores and November 2026 availability planned.
Amazon is reportedly in talks to buy Decart for around $7 billion, targeting a startup whose real-time AI models and software already run on AWS Trainium.
Citi says AI returns depend on infrastructure and enterprise deployment catching up with models, as data center costs rise and many firms remain in pilots.
Arthur Hayes argues an AI investment bust could bring rescue liquidity for Bitcoin and cheaper compute for agents, while pitching his developing FLOP network.
Google models roughly 1,800 Starship launches to help lower orbital computing costs, but cooling, reliability and total infrastructure expenses remain unresolved.
SpaceX is set to launch Google’s AI chips on a Planet Labs prototype, testing whether Project Suncatcher hardware can withstand radiation and heat in orbit.