Tendance des mentions — 20 derniers numéros

Actus en direct (69)

WSJ: ING Says the US AI Investment Craze Now Accounts for a Third of American GDP Growth in 2026

wsj.com · 2026-08-30 · Score : 22

TechCrunch: Musk's SpaceX Rush to Cast Own Gas Turbine Blades Comes as NAACP Cites Illegal xAI Emissions in Memphis

techcrunch.com · 2026-08-30 · Score : 22

The Information: OpenAI Bought Tens of Thousands of Macs for RL as Nvidia Sees Apple as Top Local-AI Rival

theinformation.com · 2026-08-30 · Score : 23

TechBBQ Copenhagen Debates Who Controls AI as Anthropic's Europe Outage Sparks Sovereignty Push

techcrunch.com · 2026-08-29 · Score : 17

CNBC: Tech Backlash Hits Fever Pitch as $130B in Q1 Data-Center Projects Delayed by Community Opposition

cnbc.com · 2026-08-29 · Score : 19

TechCrunch: Nvidia's AI Moat Now Runs Through Vera CPU, Networking and Storage — Not Just Rubin GPUs

techcrunch.com · 2026-08-29 · Score : 17

The Information: SpaceX Laying Groundwork for Bastrop Turbine-Blade Foundry to Ease AI Power Crunch

theinformation.com · 2026-08-29 · Score : 21

WSJ: Trade Unions Threaten Politicians Who Block Data Centers, Citing Construction Jobs at Stake

wsj.com · 2026-08-28 · Score : 20

vLLM v0.28.0 Ships Decode Context Parallel, Bigger Batches and Model Runner V2 Maturation

github.com · 2026-08-29 · Score : 20

Andreessen Horowitz Closes $1.1B 'Machine Age' Fund for AI Chips, Data Centers and Robots

techcrunch.com · 2026-08-28 · Score : 26

Intel Details 256-Core Xeon 7 'Diamond Rapids' With FP8 AMX at Hot Chips, Slips Launch to 2027

theregister.com · 2026-08-25 · Score : 24

Cisco Expands Secure AI Factory With Nvidia, Brings Supermicro Rack-Scale Systems Into Reference Design

hpcwire.com · 2026-08-25 · Score : 18

NYT: EPA Plans to Scrap Federal Rule Requiring Public Notice on Minor-Source Air Permits for Data Centers

nytimes.com · 2026-08-25 · Score : 23

ALERTE OpenAI Details Jalapeño, Its First Broadcom-Built Inference ASIC That Beats Nvidia Rubin on Perf-per-Watt

newsletter.semianalysis.com · 2026-08-25 · Score : 34

Emerald AI Closes $150M at $1.05B Valuation as Data-Center Grid Software Hits Unicorn Status

nytimes.com · 2026-08-25 · Score : 23

Nvidia Details 88-Core Vera CPU at Hot Chips With Six-Chiplet Design and 30x Grace Blackwell Throughput

servethehome.com · 2026-08-24 · Score : 23

Nvidia-Backed Lambda in Talks for $3B Pre-IPO Round at $12B+ Valuation as 2026 Revenue Nears $1.5B

bloomberg.com · 2026-08-24 · Score : 22

WSJ Feature: World-Model Startups Like General Intuition Train on Videogames to Pilot Real Robots

wsj.com · 2026-08-24 · Score : 19

Quintessent Closes $40M Series A Led by Cycle Capital for Quantum-Dot Comb Lasers That Cut AI Interconnect Power 40%

siliconangle.com · 2026-08-24 · Score : 21

UK Becomes First Foreign Partner to Access Ukraine's Avengers AI Labs Battlefield Data Platform

gov.uk · 2026-08-24 · Score : 27

UK Digital Infrastructure Investment Tops £11B in 2025, Hits Dot-Com Boom Levels Amid AI Data-Center Surge

bloomberg.com · 2026-08-24 · Score : 17

IBM Unveils First Dual-Architecture Mainframe Chip Running Z and Arm Code on the Same Cores

venturebeat.com · 2026-08-24 · Score : 21

ALERTE Nvidia Groq 3 LPX Inference Rack Hits Full Production, Nebius Signs as First Cloud Customer

siliconangle.com · 2026-08-24 · Score : 33

Ireland Weighs End to 1999 Nuclear Ban as Data Centers Now Draw 25% of National Power

ft.com · 2026-08-24 · Score : 22

FT: Oxford Economics Says US Corporate Capex to Rise 40% by 2027, Over 3x Faster Than Europe on AI Race

ft.com · 2026-08-24 · Score : 19

SoftBank Plans Record ¥1 Trillion ($6.3B) Retail Bond, Third Sale This Year to Fund AI Investments

bloomberg.com · 2026-08-24 · Score : 21

Trump Defends AI Data Centers in Michael Cohen Interview, Calls Opposition 'a Mistake' Bigger Than Oil

axios.com · 2026-08-23 · Score : 19

Alibaba Prices $10.2B Hong Kong Share Sale to Fund Full-Stack AI, Largest-Ever HK Follow-On

asia.nikkei.com · 2026-08-23 · Score : 27

ALERTE Starcloud Adds $250M to Series A at $2.3B Valuation as Nvidia Joins Orbital Data Center Round

techcrunch.com · 2026-08-21 · Score : 28

Nvidia Warns Top Customers of 15%+ Price Hikes on Vera Rubin and Grace Blackwell Systems for Early 2027

bloomberg.com · 2026-08-22 · Score : 23

arXiv Paper FlashPrefill V2 Debuts Block-Sparse Prefill Attention Kernel Aimed at Long-Context LLM Serving

huggingface.co · 2026-08-21 · Score : 16

Wired: Ulanqab, Inner Mongolia Emerges as China's AI Data-Center Capital With ~100 Sites Built or Under Construction

wired.com · 2026-08-22 · Score : 21

WSJ: Governors Who Championed AI Data Centers Now Bash Them as Bipartisan Backlash Spreads

wsj.com · 2026-08-21 · Score : 22

ALERTE Broadcom Seeks $60B+ in AI Chip Debt Backed by Apollo and Blackstone, Anthropic Is the Anchor Tenant

thenextweb.com · 2026-08-21 · Score : 28

Brazil Commits $444M to Sovereign AI Supercomputers, Splitting Projects Between Huawei/iFlytek and Nvidia

aljazeera.com · 2026-08-21 · Score : 25

Amazon Hikes Prices on Echo, Fire TV, Kindle and eero Overnight, Blaming Memory-Chip Squeeze From AI Buildout

fortune.com · 2026-08-21 · Score : 26

CNBC: Nvidia Is Matchmaking Between GPU-Owning Enterprises and Nordic Data Center Operators

cnbc.com · 2026-08-19 · Score : 22

Google Gets $12.2B Warrant to Buy 7% of Marvell in Custom AI Chip Supply Deal

bloomberg.com · 2026-08-19 · Score : 23

WSJ: Big Tech Turns to Community Investments and Open Houses to Blunt AI Data-Center Backlash

wsj.com · 2026-08-18 · Score : 19

CNBC: Nvidia's AI Moat Shifts From Chips to Capital as Quarterly Free Cash Flow Hits $48.5B

cnbc.com · 2026-08-18 · Score : 21

ALERTE OpenAI Says Astra Inference and Frontier RL Training Now Carry 20% Security Monitoring Overhead

theregister.com · 2026-08-19 · Score : 31

Bloomberg: Temporal in Talks for ~$500M Round at $12B+ Valuation, More Than Doubling February Mark

bloomberg.com · 2026-08-19 · Score : 19

ALERTE CISA Adds Ray AI Framework CVE to KEV, Sets 3-Day Federal Patch Deadline as ShadowRay 2.0 Mines Crypto

thehackernews.com · 2026-08-18 · Score : 31

Tom's Hardware: DDR5 Memory Prices Climb 500% in 12 Months as HBM Reallocation for AI Cannibalizes Commodity DRAM

tomshardware.com · 2026-08-18 · Score : 23

Baidu Q2 Revenue Slips 4% While GPU Cloud Jumps 283% YoY, AI Cloud Infra Segment Up 50%

prnewswire.com · 2026-08-18 · Score : 24

UK and Google Launch Operation Blue Skies, First State-Backed AI Trial to Cut Contrails Over Shanwick

blog.google · 2026-08-18 · Score : 25

GitHub Suffers Worldwide Outage Hitting Web, API, Actions, Copilot, Issues and Pull Requests

bleepingcomputer.com · 2026-08-17 · Score : 27

Nvidia Backstops Up to $105B for OpenAI's 10GW Ohio Data Center on SoftBank's SB Energy Campus

bloomberg.com · 2026-08-17 · Score : 23

FT: 60 Largest Planned US Data Centers Could Emit 101.5M Tons of CO2 a Year, ~7% of Power Sector

ft.com · 2026-08-17 · Score : 22

FT: Meta and BlackRock's $14B El Paso AI Data Center Lacks Total-Loss Insurance, Exposing Lenders

ft.com · 2026-08-17 · Score : 22

WSJ: Nine Big Tech Firms Carry $3T in AI-Related Off-Balance-Sheet Commitments, Dwarfing $600B Capex

wsj.com · 2026-08-17 · Score : 23

SemiAnalysis: PJM's 4-GW Modeling Error Cost Ratepayers ~$12B as AI Data-Center Demand Spikes

newsletter.semianalysis.com · 2026-08-16 · Score : 18

IEEE Spectrum: Agentic AI Makes CPU the New Bottleneck, AWS Orders Cycle Rationing as Intel Sells Out

spectrum.ieee.org · 2026-08-17 · Score : 22

WSJ: Caterpillar, Eaton and Ford Pivot to AI Data-Center Power Equipment as Demand Booms

wsj.com · 2026-08-17 · Score : 21

ALERTE Stripe Finalizes $7B+ Deal to Acquire OpenRouter, the Cross-Vendor AI Model Gateway

techcrunch.com · 2026-08-16 · Score : 35

Bloomberg: AI 'Chipflation' Adds 0.4pp to UK Headline Inflation, Bank of England on Alert

bloomberg.com · 2026-08-15 · Score : 22

FT: Malaysia's Q2 GDP hits 6% as AI chipmaking and data-center construction pace growth

ft.com · 2026-08-15 · Score : 18

Bond Traders Fret Over $70B in Shadow AI Credit Backstops as Nvidia, Broadcom Guarantee Buildout

bloomberg.com · 2026-08-15 · Score : 22

The Information: Nvidia in Talks to Invest up to $3B in SoftBank's SB Energy, Backer of OpenAI's Ohio Campus

theinformation.com · 2026-08-15 · Score : 23

SMIC Weighs New Capacity as AI-Chip Orders Exceed Forecasts, Books Power-Management Demand Into 2027

scmp.com · 2026-08-14 · Score : 22

ITRC: US Data Breach Notices on Pace to Break 2025 Record as AI-Enabled Attacks Jump 56% YoY

cnbc.com · 2026-08-14 · Score : 20

Nvidia Downsizes OpenAI Data Center Backstop From $250B to Under $120B After Investor Pushback

wsj.com · 2026-08-14 · Score : 23

Super Micro Q4 Revenue Jumps 93% YoY to $11.1B, FY27 Guide Tops Rosiest Estimates

bloomberg.com · 2026-08-11 · Score : 21

CoreWeave Q2 Revenue Jumps 112% YoY to $2.58B, Backlog Hits $104B With 1.5 GW of Contracted Power

cnbc.com · 2026-08-11 · Score : 22

FT: UK-Backed Sovereign AI Lab Cosine Faces Talent and Compute Doubts as Lumen Sovereign Training Nears

ft.com · 2026-08-11 · Score : 19

Intel Upsizes Share Sale to $20B on $100B+ Investor Demand, Bloomberg Says

bloomberg.com · 2026-08-10 · Score : 22

OpenAI Hires Power-Trading Lead to Hedge Electricity Costs Across Its Data-Center Portfolio

bloomberg.com · 2026-08-10 · Score : 21

Cornell and Mila Introduce Tapered Language Models: Cosine MLP Width Tapering Improves Perplexity Across Four Architectures at Zero Additional Compute

huggingface.co · 2026-06-23 · Score : 18

St. Louis Fed's Musalem Warns Relying on AI Productivity to Ease Inflation Would Be 'Risky' Given Inconclusive Evidence

bloomberg.com · 2026-05-28 · Score : 18

Numéros de la newsletter (35)

#525 Nvidia may buy into Perplexity above $30B before Wednesday's earnings

2026-08-24 · 3 mentions

#521 The frontier just split into three markets

2026-08-12 · 1 mentions

#520 What a week: AI became everybody's decision

2026-08-09 · 1 mentions

#517 What Happens When AI Runs Out of Content to Steal?

2026-07-29 · 5 mentions

AI in Healthcare: Vermont just made the therapy bot a crime

2026-06-21 · 1 mentions

AI Geopolitics: Washington's AI kill switch broke the alliance

2026-06-21 · 1 mentions

Frontier Research: circuits got cheap as consciousness got loud

2026-06-21 · 2 mentions

Deep Learning: a 744B open model just lapped the labs

2026-06-21 · 1 mentions

#503 Washington just repriced frontier AI

2026-06-15 · 1 mentions

#500 $1.3 trillion vanished Friday. Bubble, or just profit-taking?

2026-06-07 · 1 mentions

#499 Microsoft proves it doesn't need OpenAI; Alphabet raises $85B

2026-06-04 · 4 mentions

AI Geopolitics: the autonomous-weapons budget outran the rulebook

2026-05-26 · 2 mentions

AI in Business: Anthropic at $900B as Meta funds AI by firing 8,000

2026-05-26 · 4 mentions

Deep Learning: 4-bit pretraining just matched FP8 at scale

2026-05-26 · 2 mentions

Generative AI: DeepSeek's 75% cut rewrites the cost math

2026-05-26 · 4 mentions

Robotics: Wayve's end-to-end driver lands in Jeeps and Rams

2026-05-26 · 1 mentions

Frontier Research: LLMs reach Nature as the field bets against them

2026-05-26 · 4 mentions

Machine Learning: a reasoning model just cracked Erdős

2026-05-26 · 3 mentions

World Models: Google Ships Omni, and the LLM Monopoly Cracks

2026-05-26 · 1 mentions

AI Geopolitics: America said yes to chips, China said no

2026-05-21 · 3 mentions

AI in Education: the Class of 2026 is booing the keynote

2026-05-21 · 3 mentions

Frontier Research: reasoning is leaving the token stream

2026-05-21 · 5 mentions

Machine Learning: nobody trained bigger, everyone shrank the cache

2026-05-21 · 3 mentions

World Models: Google's Genie now simulates real streets, not just dreams

2026-05-21 · 1 mentions

#493 Meta hired $145B in capex and fired 8,000 people

2026-05-19 · 8 mentions

Machine Learning: The dataset just became the alignment lever

2026-04-18 · 1 mentions

#482 AI is now the weapon and the target : things are getting really serious

2026-04-10 · 6 mentions

#481 Musk wants Altman fired, Anthropic passes OpenAI, Meta goes closed

2026-04-09 · 8 mentions

#480 Monday Edition : npm compromised by North Korea, Iran targets AI data centers, and nobody wants OpenAI stock

2026-04-06 · 10 mentions

#476 Weekly Intelligence Briefing: Tech, AI & Policy

2026-03-27 · 5 mentions

#457 Amazon's $50B AI infrastructure bet; xAI raises $15B

2025-12-03 · 4 mentions

#460 Agentic AI takes over as Gartner sees $2.5T spending

2026-01-20 · 1 mentions

#461 Nadella warns of AI bubble; Karp's labor thesis at Davos

2026-01-21 · 3 mentions

#462 Issue #462: Is AI spending crashing ? Where is the ROI?

2026-01-29 · 2 mentions

#466 Issue #466: Everything Elon & AI special edition

2026-02-19 · 4 mentions

AI Infrastructure

Tendance des mentions — 20 derniers numéros

Actus en direct (69)

Numéros de la newsletter (35)