5% GPU utilization: The $401 billion AI infrastructure problem enterprises can't keep ignoring

For the last 24 months, one narrative justified every over-provisioned data center and bloated IT budget: the GPU scramble. Silicon was the new oil, and H100s traded like contraband. Reserve capacity [...]

Cerebras stock nearly doubles on day one as AI chipmaker hits $100 billion — what it means for AI infrastructure

Cerebras Systems, the Silicon Valley chipmaker that built the world's largest commercial AI processor, erupted onto the Nasdaq on Wednesday, opening at $350 per share — nearly double its $185 I [...]

Tesla is giving away one year free Supercharging with Model 3 Premium and Performance purchases

Tesla completely ended its free lifetime Supercharging offer way back in 2018, but it has given customers the perk for certain promotions since then. It brought back free Supercharging for Model S and [...]

Baseten takes on hyperscalers with new AI training platform that lets you own your model weights

Baseten, the AI infrastructure company recently valued at $2.15 billion, is making its most significant product pivot yet: a full-scale push into model training that could reshape how enterprises wean [...]

AI hit the memory wall — now it needs a new context tier

Presented by SolidigmAs inference workloads evolve from discrete question-and-answer exchanges into persistent, multi-step agentic systems, GPU availability is no longer the most critical AI bottlenec [...]

Nvidia BlueField-4 STX adds a context memory layer to storage to close the agentic AI throughput gap

When an AI agent loses context mid-task because traditional storage can't keep pace with inference, it is not a model problem — it is a storage problem. At GTC 2026, Nvidia announced BlueField- [...]

Inference is splitting in two — Nvidia’s $20B Groq bet explains its next act

Nvidia’s $20 billion strategic licensing deal with Groq represents one of the first clear moves in a four-front fight over the future AI stack. 2026 is when that fight becomes obvious to enterprise [...]

Perplexity AI unveils hybrid local-cloud inference system at Computex 2026

Perplexity AI, the fast-growing search startup now valued at $20 billion, unveiled what it calls the first hybrid local-server inference orchestrator at Computex 2026 on Monday night, demonstrating so [...]

Together AI's ATLAS adaptive speculator delivers 400% inference speedup by learning from workloads in real-time

Enterprises expanding AI deployments are hitting an invisible performance wall. The culprit? Static speculators that can't keep up with shifting workloads.Speculators are smaller AI models that w [...]