AI Pulse by Inblix

Topic: AI infrastructure

35 articles

Explore our coverage of AI infrastructure — 35 curated articles, summaries, and related resources from the Inblix archive.

Nvidia bets its own money to unlock $500B in AI infrastructure deals — Inblix summary
AI News

Nvidia bets its own money to unlock $500B in AI infrastructure deals

The Decoder · Aug 11, 2026 · 2 min read

Nvidia just made a move that's either brilliantly pragmatic or a sign the AI infrastructure boom needs a crutch. The co...

SpaceX stock sinks 10% as Musk's $16B quarterly AI bet spooks Wall Street — Inblix summary
Industry

SpaceX stock sinks 10% as Musk's $16B quarterly AI bet spooks Wall Street

Ars Technica AI · Aug 5, 2026 · 3 min read

SpaceX shares cratered 10% on Wednesday, wiping out a chunk of the rocket company's post-IPO gains, after Elon Musk rev...

Texas froze new data center grid hookups after 474 GW of requests flooded ERCOT — Inblix summary
Industry

Texas froze new data center grid hookups after 474 GW of requests flooded ERCOT

Ars Technica AI · Aug 4, 2026 · 3 min read

The great Texas data center land grab just hit a wall. Governor Greg Abbott, who less than a year ago branded the state...

SpaceX's AI compute deals with Anthropic and Google drove revenue to $2.6B — Inblix summary
AI News

SpaceX's AI compute deals with Anthropic and Google drove revenue to $2.6B

The Verge AI · Aug 4, 2026 · 2 min read

SpaceX is looking less like a rocket company and more like an AI infrastructure provider. The company's AI division pul...

Amazon just dropped $173B on data centers — and Wall Street loved it — Inblix summary
Startups

Amazon just dropped $173B on data centers — and Wall Street loved it

TechCrunch AI · Jul 30, 2026 · 2 min read

Amazon’s second-quarter results delivered exactly what investors wanted to see: net sales jumped 20% and AWS revenue su...

Nscale buys Anyscale for $1.65B to lock down the full AI stack — Inblix summary
Startups

Nscale buys Anyscale for $1.65B to lock down the full AI stack

TechCrunch AI · Jul 30, 2026 · 2 min read

The British AI cloud provider Nscale is acquiring Anyscale in a $1.65 billion deal, Bloomberg reports, citing an anonym...

Anthropic's MCP goes stateless in its biggest overhaul yet, answering dev calls for scale — Inblix summary
Industry

Anthropic's MCP goes stateless in its biggest overhaul yet, answering dev calls for scale

Ars Technica AI · Jul 30, 2026 · 2 min read

The Model Context Protocol (MCP) just received its most significant architectural change since it launched. Lead mainta...

Goldman Sachs: Gen AI could boost global GDP 7% as $100B+ data center boom reshapes US — Inblix summary
Industry

Goldman Sachs: Gen AI could boost global GDP 7% as $100B+ data center boom reshapes US

AI News · Jul 27, 2026 · 2 min read

Silicon Valley's AI arms race has morphed into something much bigger—a nationwide infrastructure buildout that's rewiri...

Sakana's Fugu router now beats a model it can't even access, claiming 7.9-point gain — Inblix summary
AI News

Sakana's Fugu router now beats a model it can't even access, claiming 7.9-point gain

The Decoder · Jul 24, 2026 · 2 min read

Sakana AI just dropped an update to Fugu Ultra, its AI model router, and the claim is genuinely weird: version 1.1 can...

AMD bets $5B on Anthropic to build a 2-gigawatt AI empire by 2027 — Inblix summary
Industry

AMD bets $5B on Anthropic to build a 2-gigawatt AI empire by 2027

AI News · Jul 23, 2026 · 2 min read

AMD is putting its money where its chips are, agreeing to invest up to $5 billion in Anthropic as part of a massive inf...

Anthropic inks $5B AMD deal to power Claude with 2 gigawatts of GPUs by 2027 — Inblix summary
AI News

Anthropic inks $5B AMD deal to power Claude with 2 gigawatts of GPUs by 2027

The Decoder · Jul 22, 2026 · 2 min read

The contours of AI infrastructure spending just got a lot more concrete—and a little more circular. Anthropic and AMD h...

SenseTime Claims 2.42T Daily Tokens, But Its New AI Chip Push Is Unverified — Inblix summary
Industry

SenseTime Claims 2.42T Daily Tokens, But Its New AI Chip Push Is Unverified

AI News · Jul 22, 2026 · 2 min read

SenseTime is making a big bet on domestic chips with its Galaxy Project, a broad coalition of nearly 20 partners aimed...

Microsoft bets billions on Mistral's European AI cloud to keep regulated data local — Inblix summary
AI News

Microsoft bets billions on Mistral's European AI cloud to keep regulated data local

The Decoder · Jul 21, 2026 · 2 min read

Microsoft and Mistral just tore up their old playbook. The two companies announced a multi-billion-dollar expansion of...

The session ID mess that's been holding back AI agents — Inblix summary
Startups

The session ID mess that's been holding back AI agents

TechCrunch AI · Jul 21, 2026 · 2 min read

Next week, the Model Context Protocol gets an update that most end users will never notice, but anyone trying to run AI...

Startup Uses Inference Chips as Collateral for $400M Loan — Inblix summary
Startups

Startup Uses Inference Chips as Collateral for $400M Loan

TechCrunch AI · Jul 17, 2026 · 2 min read

General Compute, a fledgling AI infrastructure company, just secured a $400 million loan from tech investment firm Uppe...

OpenAI's first Stargate goes abroad with massive UAE deal — Inblix summary
Product

OpenAI's first Stargate goes abroad with massive UAE deal

OpenAI Blog · Jul 14, 2026 · 2 min read

The Stargate AI infrastructure project just got its first international address, and it's in Abu Dhabi. OpenAI announce...

OpenAI backs EU code, eyes infrastructure push across Europe — Inblix summary
Product

OpenAI backs EU code, eyes infrastructure push across Europe

OpenAI Blog · Jul 13, 2026 · 3 min read

OpenAI announced its intention to sign the EU's Code of Practice for General Purpose AI, pending a formal adequacy asse...

NVIDIA Bets $100B on OpenAI's 10-Gigawatt AI Supercluster — Inblix summary
Product

NVIDIA Bets $100B on OpenAI's 10-Gigawatt AI Supercluster

OpenAI Blog · Jul 12, 2026 · 2 min read

NVIDIA and OpenAI have signed a letter of intent for a partnership that puts a staggering number on the table: at least...

Samsung, SK join OpenAI's Stargate to target 900K wafers — Inblix summary
Product

Samsung, SK join OpenAI's Stargate to target 900K wafers

OpenAI Blog · Jul 12, 2026 · 2 min read

The Stargate project just got a serious hardware injection. After a meeting in Seoul between OpenAI's Sam Altman, Samsu...

AMD inks 6-gigawatt GPU deal with OpenAI — and a 160M share kicker — Inblix summary
Product

AMD inks 6-gigawatt GPU deal with OpenAI — and a 160M share kicker

OpenAI Blog · Jul 12, 2026 · 2 min read

The GPU wars just got a lot more interesting. AMD and OpenAI announced a multi-year, multi-generation agreement that wi...

OpenAI: US needs 100 GW/year to beat China in AI — Inblix summary
Product

OpenAI: US needs 100 GW/year to beat China in AI

OpenAI Blog · Jul 12, 2026 · 2 min read

OpenAI is framing electricity not as a utility but as a strategic weapon in the AI race, warning the White House that a...

OpenAI taps Foxconn to co-design AI hardware for U.S. factories — Inblix summary
Product

OpenAI taps Foxconn to co-design AI hardware for U.S. factories

OpenAI Blog · Jul 11, 2026 · 2 min read

OpenAI and manufacturing giant Foxconn are linking up to design and eventually build the next generation of physical ha...

Product

OpenAI and SoftBank pump $1B into SB Energy for AI data centers

OpenAI Blog · Jul 11, 2026 · 1 min read

OpenAI and SoftBank Group are each putting $500 million into SB Energy, a SoftBank-owned renewable energy and infrastru...

Product

OpenAI pushes US-made AI supply chains with new RFP

OpenAI Blog · Jul 11, 2026 · 1 min read

OpenAI is betting big on domestic manufacturing to power the AI boom, and they just put out a call for help. Today, the...

Product

OpenAI's Stargate: AI Growth Meets Local Community Focus

OpenAI Blog · Jul 11, 2026 · 1 min read

OpenAI is doubling down on its Stargate infrastructure project, now more than halfway to its 10GW goal by 2029 with sit...

Product

OpenAI launches India initiative with Tata Group

OpenAI Blog · Jul 10, 2026 · 1 min read

OpenAI has announced 'OpenAI for India' at the India AI Impact Summit 2026, a major push to expand AI access and adopti...

Sunrun pays homeowners to host AI compute nodes — Inblix summary
AI News

Sunrun pays homeowners to host AI compute nodes

The Verge AI · Jul 10, 2026 · 1 min read

Sunrun, a solar and home battery company, is launching a pilot program that pays customers to host small AI compute nod...

Startups

AI's $3 Trillion Revenue Gap: Can the Industry Catch Up?

TechCrunch AI · Jul 10, 2026 · 1 min read

Three years ago, Sequoia partner David Cahn first flagged the massive gap between AI infrastructure spending and actual...

Startups

Nvidia's stock slips as memory makers become AI's new darlings

TechCrunch AI · Jul 9, 2026 · 1 min read

Nvidia's stock has dropped 15% since its May peak, even as revenue projections climb. The company is now cheaper relati...

Product

OpenAI's Stargate: Building the Compute Backbone for AGI

OpenAI Blog · Jul 8, 2026 · 1 min read

OpenAI is doubling down on its Stargate infrastructure project to fuel the Intelligence Age. They originally promised 1...

Product

OpenAI’s MRC Protocol Boosts AI Supercomputer Networking

OpenAI Blog · Jul 8, 2026 · 1 min read

OpenAI dropped a new networking protocol called MRC (Multipath Reliable Connection) that’s designed to make massive AI...

Startups

Neocloud startup Netris automates data center setup for AI inference and training

TechCrunch AI · Jun 26, 2026 · 1 min read

Netris claims to solve the problem of setting up data centers for AI inference and training services by providing a sof...

Startups

Allbirds' AI Pivot: A New Market for Managed AI Compute

TechCrunch AI · Jun 20, 2026 · 1 min read

Allbirds has sold its shoe business for $43 million and rebranded as Smartbird, an AI infrastructure provider. Former A...

Hugging Face Spaces just became the app store for LLMs with MCP support — Inblix summary
Research

Hugging Face Spaces just became the app store for LLMs with MCP support

Hugging Face Blog · Jul 9, 2025 · 2 min read

Hugging Face Spaces has quietly become the most interesting thing to happen to LLM tools since function calling. With G...

Hugging Face adds Featherless AI for serverless access to models like DeepSeek-R1 — Inblix summary
Research

Hugging Face adds Featherless AI for serverless access to models like DeepSeek-R1

Hugging Face Blog · Jun 12, 2025 · 2 min read

Hugging Face just plugged a major gap in its inference ecosystem by onboarding Featherless AI as a supported provider....