5% GPU utilization: The $401 billion AI infrastructure problem enterprises can't keep ignoring

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 [...]

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 [...]

Agent context layers: Enterprises governing their AI data are catching twice as many bad answers as the ones who aren't

Across 101 enterprises, the context feeding AI agents is failing often and repeatedly. Sixty-eight percent have traced a confident but wrong agent answer to missing or inconsistent business context in [...]

Baseten takes on hyperscalers with new AI training platform that lets you own your model weights

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 [...]

A 0.12% parameter add-on gives AI agents the working memory RAG can't

AI agents forget. Every time a coding assistant loses track of a debugging thread, or a data analysis agent re-ingests the same context it already processed, the team pays in latency, token costs, and [...]

AI hit the memory wall — now it needs a new context tier

Presented by SolidigmAs inference workloads evolve from discrete question-and-answer exchanges into persistent, multi-step agentic systems, GPU availability is no longer the most critical AI bottlenec [...]

GAM takes aim at “context rot”: A dual-agent memory architecture that outperforms long-context LLMs

For all their superhuman power, today’s AI models suffer from a surprisingly human flaw: They forget. Give an AI assistant a sprawling conversation, a multi-step reasoning task or a project spanning [...]

Breaking through AI’s memory wall with token warehousing

As agentic AI moves from experiments to real production workloads, a quiet but serious infrastructure problem is coming into focus: memory. Not compute. Not models. Memory.Under the hood, today’s GP [...]

Inference is splitting in two — Nvidia’s $20B Groq bet explains its next act

Nvidia’s $20 billion strategic licensing deal with Groq represents one of the first clear moves in a four-front fight over the future AI stack. 2026 is when that fight becomes obvious to enterprise [...]