JustGhostIt — Compute & Infrastructure archive, page 2.
MediaTek's MDDC 2025 focuses on advancing agent AI experiences. Meanwhile, Google Cloud Next highlights Ironwood TPU and A2A protocols for cloud-based agent interoperability.
Capital markets continue to bet big on top AI labs, with large chip orders, cloud credit lines, and secondary market valuations dominating headlines.
Meta released Llama 4 (MoE), upgrading multilingual, multimodal, and long-context capabilities. Controversy followed over evaluation methods and 'special edition' models.
Nvidia's Blackwell architecture enters mass delivery: GB200 systems begin bulk supply. Data center deployment narratives intensify alongside power and cooling constraints.
US and Chinese cloud providers rapidly adopt DeepSeek. Microsoft Azure, Nvidia platforms, and domestic clouds roll out hosting and access capabilities.
US AI chip stocks saw wild swings as markets debated whether efficient open-source models erode Nvidia's moat, leading to historic single-day market cap losses followed by a recovery.
OpenAI, SoftBank, and Oracle announced a massive US data center and AI infrastructure partnership. Media reports cite private investment commitments in the hundreds of billions, though financing details remain under development.