'Most organizations do not have an AI investment problem, they have a data problem': New study warns infrastructure demands could be what's really holding AI back
Existing infrastructure "was not designed for continuous intelligence" – all companies, big or small, need to reinvest in their data platforms. [...]
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The Agentic Reckoning: Enterprise AI organizations have a runtime problem, not a model problem — and most are building the wrong solution
In Q1 2026, VentureBeat's Pulse Research surfaced the “Governance Mirage”: the gap between the governance org charts enterprises had drawn and the control layers they had actually built. Fort [...]
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 [...]
Nvidia-backed ThinkLabs AI raises $28 million to tackle a growing power grid crunch
ThinkLabs AI, a startup building artificial intelligence models that simulate the behavior of the electric grid, announced today that it has closed a $28 million Series A financing round led by Energy [...]
Control within connection: How data sovereignty is rewriting the rules of critical infrastructure
Presented by EquinixDigital systems are central to economic resilience. But the governance models supporting them were designed for a bygone era, when systems were smaller, often centralized, and rare [...]
Baidu just dropped an open-source multimodal AI that it claims beats GPT-5 and Gemini
Baidu Inc., China's largest search engine company, released a new artificial intelligence model on Monday that its developers claim outperforms competitors from Google and OpenAI on several visio [...]
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 [...]