Anthropic has told its shareholders it expects positive adjusted operating income for a second consecutive quarter, the Financial Times reported on Sunday, citing multiple people with knowledge of the matter. The FT said the maker…
U.S. stock futures opened lower on Sunday evening, and the selling was heaviest in the index most tied to artificial intelligence. Nasdaq 100 futures fell about 1.2% within 20 minutes of trading resuming at 6…
Data Center Cost Per MW: USA, EU, UAE, India, Pakistan
September 13, 2026
Building a 10-megawatt data center in Mumbai costs about $66 million, before land and servers. The same building in Silicon Valley costs about $133 million. Running them is a different story: on Maharashtra’s state industrial…
Microsoft Stock: Azure's revenue is finally public. Its margin isn't
September 12, 2026
For the first time, Microsoft has put a dollar figure on Azure, its cloud computing business: $101.9 billion in revenue for the fiscal year that ended in June 2026. That makes Azure bigger than Microsoft…
Nvidia Stock: Nvidia has become its customers' credit line
September 12, 2026
Nvidia’s revenue doubled last quarter. Its shares are up 9% since the end of June. Somewhere between those two numbers is the question the market is actually pricing, and it is not about demand. It…
SpaceX spent 13 times more on AI than on rockets last quarter
September 12, 2026
SpaceX spent $1.17 billion on its rocket business last quarter. It spent $15.83 billion on AI compute. That ratio — 13.5 to one — is in the company’s own quarterly filing, and it is the…
Amazon Stock: most of last quarter's profit was a markup, not a sale
September 12, 2026
Amazon reported $62.6 billion of net income for the June quarter, up 245% from a year earlier. Most of it was not a sale. Inside the same filing, Amazon discloses that “upward adjustments relating to…
The 9 best-performing AI stocks of Q3 — and not one is a chipmaker
September 12, 2026
We ranked 41 US-listed AI stocks by how they actually performed this quarter. Not one of the nine best is a chipmaker. That is not a stylistic observation. Across the eleven semiconductor names in our…
Oracle opened Friday at $164.43, traded as high as $166.00, and closed at $150.28. Nothing happened in between except that investors had time to read the release. The headline was extraordinary. Oracle’s remaining performance obligations…
Nvidia may anchor Anthropic's $2 trillion IPO. It is also the supplier
September 11, 2026
Anthropic is in talks to bring Nvidia in as an anchor investor in what would be the largest initial public offering ever attempted, Reuters reported on Friday evening, citing two people familiar with the matter….
Article Brief Key takeaways 4 Points24s Read 01What opened–Firebird has launched an operating Blackwell AI facility in Hrazdan, but the opening documents do not disclose a commissioned GPU count or energized IT load. 02Capacity gap–Firebird…
Article Brief Key Takeaways 4 Points24s Read 01The flip–Microsoft will now buy GPU compute from Mistral’s European fleet, reversing their 2024 roles when Microsoft rented Azure to the startup. 02The models–Mistral’s Medium 3.5 and OCR…
The headline number out of Korea this week is 200 megawatts. It is the wrong number to watch. NAVER, NVIDIA and Brookfield said they will more than triple the NVIDIA DSX AI factory at NAVER’s…
Alphabet did two things in the same quarter it had never done together: it booked the largest profit in its history and it spent itself into negative free cash flow. Both trace to the same…
Article Brief Key Takeaways 4 Points24s Read 01The deal–Upper90 committed a debt facility of up to $400 million to inference cloud operator General Compute, starting at $100 million and scaling with customer demand. 02What is…
Article Brief Key Takeaways 5 Points30s Read 01The 95% number–More than 95% of the ~40 trillion tokens Fireworks serves daily come from models specialized on customers’ own data, not stock open models. 02Value moved up…
Article Brief Key Takeaways 5 Points30s Read 01Availability–Ironwood reached general availability on April 22, 2026, but Google publishes no on-demand price for it, while Trillium (v6e) and older TPUs still carry public rates. 02The estimate–The…
Article Brief Key Takeaways 5 Points30s Read 01The deal–AMD and Cerebras will split AI inference across two machines: AMD Helios racks process prompts and long context, the Cerebras Wafer-Scale Engine generates tokens. 02The 5x–The headline…
CoreWeave says the first measured result from a live NVIDIA Vera Rubin NVL72 rack delivered up to 10 times the DeepSeek-R1 token throughput per megawatt of a GB200 NVL72 at the same interactivity target. That…
Xinference 3.0's Biggest AI Upgrade Is a 401 Error
July 18, 2026
Article Brief Key Takeaways 4 Points24s Read 01Default boundary–Xinference 3.0 enables its SQLite-backed authentication system by default, so credential-free clients can begin receiving HTTP 401 responses. 02Bootstrap risk–First-admin creation is atomic, but the first eligible…
GPT-5.6 on Bedrock: Enterprise Cost Test
July 18, 2026
Amazon’s strongest economic claim for running GPT-5.6 through Bedrock is not that the models are cheaper. It is that the resulting usage can count toward an enterprise’s existing AWS commitments, turning model placement into a…
Article Brief Key Takeaways 4 Points24s Read 01Control surface–custom_remat lets AI framework code express forward, rematerialization and backward behavior at a function boundary. 02Opt-in path–The new behavior depends on experimental remat3, whose configuration flag remains…
AWS and xAI published a hands-on Grok 4.3 tutorial on July 16, one month after the model first reached Amazon Bedrock. The code looks familiar enough to invite an easy conclusion: point an OpenAI client…
Inkling’s Open Weights Still Need a Data Center
July 15, 2026
Article Brief What matters 4 Points24s Read 01Scale–Only 41 billion of Inkling’s 975 billion parameters are active per token, but the smallest official self-hosting floor is still 600 GB of VRAM. 02Customization–Tinker offers managed LoRA…
Thursday’s selloff priced in an AI memory glut that, on every published construction timeline, does not exist yet. SanDisk closed down 14.1% at $1,745. Teradyne lost 13.6%, KLA 11.5%, Seagate 10.4%, Lam Research 10.2%. The…
AMD set its all-time record close, $580.91, on Tuesday, June 30, 2026. It got to keep the record for exactly one session. On July 1 the stock fell 6.9% to $540.88 — about $65 billion…
NVIDIA closed at $197.58 on Wednesday, July 1, 2026, down 1.25%. In a normal tape that is rounding error. On this tape it was the strangest print of the day — because everything around NVIDIA…
Palantir Technologies closed at $125.73 on Wednesday, July 1, 2026 — up 7.8% in a session that added roughly $21.7 billion to its market value on 57 million shares of volume. The proximate cause was…
Nebius Group closed at $229.18 on Wednesday, July 1, 2026 — down 17% in a single session, the worst one-day loss in the AI-infrastructure complex on a day full of bad ones. That is roughly…
Vertiv Holdings has become one of the cleanest ways to own the AI build-out without betting on which chip wins. It does not make GPUs; it makes the power and cooling systems that keep racks…