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The AI compute gap: Enterprises are buying infrastructure faster than they can measure what it costs
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 [...]
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 [...]
Anthropic says it hit a $30 billion revenue run rate after 'crazy' 80x growth
Dario Amodei is not the kind of CEO who talks loosely about numbers. The Anthropic co-founder and chief executive, a former VP of research at OpenAI with a PhD in computational neuroscience from Princ [...]
Infrastructure and compute: Enterprises are buying AI compute for speed while flying blind on what it costs
Across 170 enterprises, AI infrastructure has moved decisively into production — two-thirds now run AI workloads live and three in 10 run them at scale — while the ability to account for what that [...]
Mistral AI wants to build 1 gigawatt of European compute by 2030 — and lock in customers now.
Mistral AI wants to turn European AI sovereignty from a talking point into a product — one with a service-level agreement attached.The French artificial intelligence company announced Tuesday a thre [...]
Orbital AI data centers could work, but they might ruin Earth in the process
At the start of the month, Elon Musk announced that two of his companies — SpaceX and xAI — were merging, and would jointly launch a constellation of 1 million satellites to operate as orbital d [...]
Mistral AI launches Vibe, expands into industrial AI and announces data center push to challenge OpenAI
Mistral AI used its first-ever developer conference on Wednesday to announce a sweeping expansion into industrial manufacturing, a new inference data center south of Paris, and a rebranding of its con [...]