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 [...]
Across 107 enterprises, AI infrastructure spending is accelerating well ahead of the ability to see or steer its economics. Most organizations run their AI on a familiar base of hyperscalers and model [...]
DeepSeek’s announcement over the weekend that it has made its 75% price cut permanent on its flagship V4 Pro model is a disruptive assault on the capital-heavy business models of Silicon Valley’s [...]
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 [...]
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 [...]