Artificial intelligence is entering a period where infrastructure strategy is becoming inseparable from model capability. For years, hyperscale datacenters have powered the rise of large scale training, enabling frontier models to grow from millions to trillions of parameters. But as AI adoption accelerates across enterprises, industries, and real-time systems, inference is replacing training as the dominant workload, and inference has fundamentally different requirements. The next era of AI… [...]
Here is a scenario that should concern every enterprise architect shipping autonomous AI systems right now: An observability agent is running in production. Its job is to detect infrastructure anomali [...]
Enterprise AI has a new infrastructure problem: companies are accumulating agents faster than they are developing systems to govern them.Gartner estimates that the average global Fortune 500 company w [...]
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 [...]
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 [...]
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 [...]
When enterprise buyers build out their next AI accelerator evaluation list this cycle, they're more likely to put a non-Nvidia chip on it than Nvidia's own next-generation GPU. According to [...]
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 [...]
Microsoft and OpenAI on Monday announced a sweeping overhaul of the partnership that has defined the commercial AI era, dismantling key pillars of exclusivity and revenue-sharing that bound the two co [...]