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 [...]

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 [...]

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 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 [...]

Google’s new AI agent can draft your emails, monitor your inbox and eventually spend your money

Google on Tuesday unveiled Gemini Spark, a personal AI agent designed to work around the clock — drafting emails, assembling documents, monitoring inboxes, and eventually making purchases — even w [...]

As enterprises confront AI agent sprawl, xpander wants them to own their own control and context layer

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 [...]

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 [...]

Cheaper tokens, bigger bills: The new math of AI infrastructure

Presented by NutanixAs enterprises move from AI experimentation into production deployment, the primary cost driver has shifted away from foundation model training and toward the infrastructure requir [...]

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 [...]