NVIDIA Ships Vera CPU to Labs, Claims $200B Market
NVIDIA delivered first Vera CPUs to Anthropic, OpenAI, and SpaceX on May 17-19 as Q1 FY2027 earnings hit $81.6B, with $20B in standalone Vera CPU orders on the books for 2026.
Articles Tagged "AI Infrastructure"
SpaceX S-1 Reveals Anthropic's $15B Annual Compute Deal
SpaceX's IPO filing discloses that Anthropic will pay $1.25 billion per month for compute across both Colossus data centers through May 2029, totaling roughly $45 billion.
Chrome Ships WebMCP - Every Website Becomes an AI Agent Tool
Google shipped WebMCP as an early preview at I/O 2026, a proposed open web standard that lets websites expose structured tools to browser-based AI agents without DOM scraping or fragile visual automation.
Dell Brings OpenAI Codex On-Prem as AI Workloads Quit Cloud
Dell Technologies World 2026 centers on sovereign AI: OpenAI Codex, Google Gemini, Grok, and Palantir are all coming on-prem via Dell AI Factory, alongside new PowerRack hardware deployable in 6.5 hours.
Android XR Glasses Land with Samsung and Warby Parker
Google unveiled three Android XR smart glasses form factors at I/O 2026, backed by Samsung, XREAL, Warby Parker, and Gentle Monster as launch partners.
Raindrop Workshop Gives AI Agents a Local Debugger
Raindrop's MIT-licensed Workshop streams every token and tool call from your AI agent to a local browser dashboard, then lets Claude Code write and fix evaluations automatically.
Cerebras $5.5B IPO Pops 68% - Biggest US Tech Debut Since 2020
Cerebras raised $5.55B and surged 68% on Nasdaq debut, the largest US tech IPO since Snowflake in 2020, but a 200x revenue multiple and a single-customer backlog tell a more complicated story.
xAI Runs 46 Gas Turbines Near Memphis - NAACP Sues
xAI operates 46 gas turbines at its Southaven data center power plant, five above its state permit, as the NAACP seeks an emergency court order over Clean Air Act violations.
SubQ Review: 52x Faster, but Show Your Work
Subquadratic's SubQ claims the first linear-scaling LLM with a 12M-token window - but private beta access, self-reported benchmarks, and a 17-point MRCR gap make independent verification the only test that matters.
Cisco Bets $9B on AI Networking, Cuts 4,000 Jobs
Cisco reported record quarterly revenue of $15.8B and immediately announced 4,000 layoffs, raising its FY2026 AI infrastructure order target from $5B to $9B.
Notion 3.5 Turns the Workspace Into an Agent Hub
Notion 3.5's Developer Platform adds Workers, live database sync, and first-class Claude Code and Cursor support - turning the workspace into an AI agent orchestration layer.
Google Turns to SpaceX for Orbital AI Data Centers
Bloomberg reports Google is in talks with SpaceX to launch its Project Suncatcher satellites - TPU-equipped spacecraft designed to run ML workloads in low Earth orbit.
