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 [...]

The limits of bubble thinking: How AI breaks every historical analogy

It’s always the same story: A new technology appears and everyone starts talking about how it’ll change everything. Then capital rushes in, companies form overnight, and valuations climb faster th [...]

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 [...]

Miami startup Subquadratic claims 1,000x AI efficiency gain with SubQ model; researchers demand independent proof.

A little-known Miami-based startup called Subquadratic emerged from stealth on Tuesday with a sweeping claim: that it has built the first large language model to fully escape the mathematical constrai [...]

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 [...]

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 [...]

Private Internet Access VPN review: Both more and less than a budget VPN

I came into this review thinking of Private Internet Access (PIA) as one of the better VPNs. It's in the Kape Technologies portfolio, along with the top-tier ExpressVPN and the generally reliable [...]

New AI optimization framework beats Claude Code and Codex by 2.5x on the same compute budget

Imagine your engineering team just deployed an AI agent to search through internal company documents and answer employee questions. It works perfectly in development, but in production, it consistentl [...]

TTT-Discover optimizes GPU kernels 2x faster than human experts — by training during inference

Researchers from Stanford, Nvidia, and Together AI have developed a new technique that can discover new solutions to very complex problems. For example, they managed to optimize a critical GPU kernel [...]