AI infrastructure
11 published articles
Sovereign AI in Europe
Mistral promises AI sovereignty, and its 1 GW compute bet shows the catch
Mistral's sovereignty push now has concrete products: region-locked endpoints, an SLA-backed tier, and third-party model hosting starting with GLM-5.2. The hard part is compute, which rests on a coalition of commitments and a 1 GW target for 2030.
2026-08-13
Enterprise AI
AI infrastructure gets a new security seal: Together AI passes ISO 27001:2022
Together AI's ISO 27001:2022 certification gives enterprise buyers a standardized benchmark for evaluating the security of AI infrastructure, covering the company's global platform and third-party data centers.
2026-08-06
Compute economics
AI bought the GPUs; nobody owns keeping them busy
Procurement has a team. Utilization doesn't. With multi-gigawatt GPU deals closing across four vendors, the metric that decided airline economics is becoming AI's binding constraint, and idle clusters lose money by the calendar hour.
2026-08-04
Enterprise AI
Half of Asia's enterprises don't use English for AI. That's the bottleneck
Alibaba Cloud's NielsenIQ survey of 1,000 Asian IT decision makers finds 95% raising AI budgets and 75% calling AI indispensable. The finding that matters most: only about half of enterprises use English for AI, making local-language models the next bottleneck.
2026-08-04
Inference Endpoints v2
Hugging Face isn't fighting the model war. It's making deployment boring.
Hugging Face revamps its Inference Endpoints service, emphasizing ease of deployment over raw model performance. The platform now supports vLLM, SGLang, llama.cpp, and custom containers, with autoscaling and pay-as-you-go pricing. The pitch: skip the ops work and focus on the model.
2026-07-24
Model Orchestration
The model choice is now the router's problem, not yours
Sakana AI's Fugu routes each task to a specialized model behind a single API, promising less integration overhead and better cost-performance. It lands in a fast-forming category where the model itself is becoming an implementation detail.
2026-07-18
AI Strategy
Alibaba's $53 billion bet: from lab curiosities to hospitals and pig farms
Alibaba details a first-half 2026 AI update: a new token business unit, Qwen3.7-Max, video model HappyHorse, and a $53 billion infrastructure build-out. The strategy moves Alibaba from research to real-world enterprise and consumer AI deployment.
2026-07-17
Market momentum
Nvidia just crossed $3 trillion again. The AI spending machine isn't slowing down.
Nvidia's market cap crossed $3 trillion as AI infrastructure demand keeps growing. The milestone underscores that enterprise GPU purchases remain strong despite growing competition from AMD and startups offering cheaper inference chips.
2026-07-16
Funding Round
Together AI raises $800 million at an $8.3 billion valuation as open source AI infrastructure booms
Together AI announced an $800 million Series C at an $8.3 billion valuation, led by Aramco Ventures with participation from NVIDIA and others. The company claims annual bookings exceeded $1.15 billion last quarter, driven by enterprise adoption of open source AI models.
2026-07-02
API Update
Anthropic Boosts Claude API Rate Limits, Streamlines Tiers to Three
Anthropic increases Claude API rate limits for Sonnet and Haiku, simplifies usage tiers to three (Starter, Development, Scale), and ensures no organization sees lower limits. Changes are automatic.
2026-07-01
AI Infrastructure
Groq raises $750M as inference demand surges, partners with DOE and Saudi Arabia for global expansion
Groq secures $750M in funding amid rising inference demand, partners with the U.S. Department of Energy and Saudi Arabia, and expands data centers globally, positioning itself as a next-generation AI infrastructure player.
2026-07-01