Jocelyn

CNBCEarnings

Cramer’s week ahead: AI data center stocks face another hurdle and so does the Fed

CoreWeave and Nebius earnings, alongside key inflation reports that could shape the Fed's next interest rate decision, are the focus.

The InformationFunding

Google Buys $548 million Qualcomm shares

Google has bought nearly 3 million shares of the chip maker Qualcomm, less than half a percent of the company’s outstanding shares, according to a securities filing on Friday. The investment will give Google exposure to Qualcomm as the company pushes into serving the AI data center market. The ...

BloombergFunding

OpenAI Completes $11 Billion Portion of Funding at $1.25 Trillion Value

OpenAI closed $11 billion in funding, valuing the company at $1.25 trillion. The round could total up to $20 billion.

BloombergInfrastructure

Google Takes Over Wyoming Data Center That Crusoe Had Pitched

Alphabet Inc.’s Google has bought out Crusoe’s data center site in southeast Wyoming, opting to take on the project itself after the AI computing upstart failed to lock in customers.

TechCrunchProduct launch

Meta introduces Spaces, a new way to collaborate with your Muse agent

Meta launched Spaces, a feature allowing users to create topic-based collaboration areas with its Muse agents. Spaces integrate with third-party apps and were introduced alongside Muse Voice, with Muse agents having 10 million users in the U.S. and Canada.

CNBCInfrastructure

Microsoft plans to use fewer neoclouds as AI buildout shows signs of strain

Microsoft is winding down the number of neoclouds it counts as partners, picking key suppliers and focusing on its own data centers.

AWS Machine Learning BlogProduct launch

SageMaker Inference now supports Multi-Instance GPU to maximize GPU utilization for model endpoints

Amazon SageMaker Inference now supports Multi-Instance GPU (MIG) to partition a single GPU into up to seven isolated instances, improving GPU utilization. This allows deploying more models per GPU and choosing the right-sized GPU slice, with support for inference components.

BloombergPartnership

Microsoft Is Winding Down Oracle Deal to Rent AI Cloud Capacity

Microsoft Corp. is winding down an arrangement to rent AI computing from Oracle Corp., part of a larger reassessment of billions of dollars in cloud partnerships.

Google Cloud BlogInfrastructure

Introducing Z4M: storage-optimized compute for AI/ML and parallel file systems

Google Cloud launched Z4M, a storage-optimized machine series with up to 168,000 GiB of Local SSD and 400 Gbps RDMA networking, enhancing AI/ML and parallel file systems. Z4M offers 15.6M random-read IOPS and 75,600 MiB/s sequential-read throughput, up 70% and 110% over Z3.

Salesforce NewsModel release

Less Reasoning. More Doing. Meet Koa Decisions.

Salesforce launched Koa Decisions, an enhanced decision model built on Google's Gemma, expanding efficient, fast decision-making across workflows. It processes requests in milliseconds, supports multimodal inputs, and integrates with Salesforce tools like flows and Apex.

The InformationInfrastructure

TSMC Weighs Making Advanced Memory Chips to Capture More AI Spending

Taiwan Semiconductor Manufacturing Co. is considering producing 3D DRAM chips at Nvidia's request. The move aims to capture more AI spending amid a memory chip shortage.

Tom's HardwareInfrastructure

Tesla unveils AI accelerator roadmap, adopts new 'SI' branding in 'Super Intelligence' push

Tesla unveiled its AI accelerator roadmap, including the SI6 inference chip, which will offer 80X more performance than the SI4. The Dojo D3 training accelerator will use a multi-chiplet design with stacked HBM, moving away from SRAM-centric architecture.

DatacenterDynamicsInfrastructure

Microsoft design change delays Iren's data center delivery in Texas

$4bn ARR now targeting online date in January

BloombergPolicy & safety

Nvidia Boosts Chip Tracking in Southeast Asia to Fight Smuggling

Nvidia Corp. is stepping up monitoring of AI accelerators sold in Southeast Asia, a strategic step to curtail semiconductor smuggling after criticism it hasn’t done enough to stop shipments from illegally reaching Chinese companies.

The New York TimesPeople & org

Microsoft’s Buyout Offer Sets Its Workforce on Edge

As Microsoft pours billions into artificial intelligence, the company has offered buyouts to about 60,000 employees. The work force was already on edge.

The ElecPartnership

Palantir, Changshin Partner to Transform Footwear Development and Manufacturing With AI

Palantir and Changshin partnered to use Palantir's Foundry and AIP platforms to integrate footwear development and manufacturing processes. The collaboration aims to improve efficiency by connecting product development with factory production planning.

DigiTimesInfrastructure

Qualcomm validates HBC memory architecture, targets AI250 samples in 1H27

Qualcomm validated its HBC memory architecture for next-gen Dragonfly AI accelerators. It targets AI250 samples in 1H27, offering a lower-cost, energy-efficient alternative to HBM4.

DigiTimesPolicy & safety

Stockpiled in Hong Kong: Beijing limits Nvidia H200 imports as domestic silicon push accelerates

Nvidia's H200 AI processors face import restrictions in China, with 600,000 units stockpiled in Hong Kong. Beijing's semiconductor self-sufficiency efforts clash with U.S. export controls.

The ElecFunding

Meta Acquires Conductor to Expand Into Multi-Agent AI Coding Tools

Meta acquired Conductor, a startup that manages multiple AI coding agents from different companies. Conductor allows developers to run Anthropic’s Claude Code, OpenAI’s Codex, and Cursor simultaneously in one environment.

CNBCEarnings

Neocloud IREN says $4 billion in annualized revenue being delayed due to customer request

Following a dramatic plunge in its stock price, IREN said some revenue is being delayed from 2026 until early next year.

ReutersInfrastructure

Microsoft tightens oversight of neocloud data center projects, Bloomberg News reports

ReutersInfrastructure

AI data center firm IREN delays Microsoft AI deliveries, plans $15 billion spending push

BloombergEarnings

Cloudflare Boosts Annual Profit View as AI Spurs Network Demand

Cloudflare Inc. lifted its profit forecast for a third time this year as rapid adoption of artificial intelligence continues to boost demand for networking services.

NVIDIA BlogInfrastructure

Vera Delivers the Best of Both Worlds: Highest Throughput and Fastest Agents

NVIDIA Vera CPU outperforms x86 CPUs in agent performance and energy efficiency. It enables 1.6x more agents per watt and 2x faster speed compared to the fastest and most energy-efficient x86 CPUs.

TechCrunchProduct launch

Meta says US users can now video chat with their Muse AI avatar

Meta's Muse AI avatar now supports video chat for U.S. users, featuring real-time voice and animated expressions. The avatar, customizable as a person, animal, or character, will also appear on a upcoming "Muse Charm" wearable device.

The InformationInfrastructure

Nvidia’s Workaround For Data Center Backlash: Retrofitting Old Telephone Buildings

Nvidia is exploring retrofitting old telecom buildings into AI data centers across 20 U.S. states with Apollo Global Management. The effort aims to accelerate chip deployment using existing infrastructure.

Hugging Face BlogModel release

New NVIDIA Cosmos 3 Open Models for Interactive World Simulation

NVIDIA released four new open-weight checkpoints for Cosmos 3, including Cosmos3-Nano-Transfer-Auto, Cosmos3-Nano-Sim-Auto, Cosmos3-Nano-Sim-Transfer, and Cosmos3-Nano-Sim-Bimanual, each with 16B parameters for interactive world simulation. The models support driving scenarios, multi-sensor data, and robot actions, using OpenMDW1.1 for commercial and non-commercial use.

BloombergInfrastructure

Google Plans to Spend $17 Billion on Wyoming Data Center

Alphabet Inc.’s Google will spend $17 billion to build a data center in Wyoming, formally putting a price tag on the proposal two days after voters across the US delivered a broad rebuke to the development of such massive projects for artificial intelligence work.

Meta NewsroomProduct launch

Give Your Muse a Voice

Meta introduces voice and expressive avatars in the Muse app, enabling real-time conversations. The feature launches in the U.S. on mobile, web, and Mac, with voice options and real-time avatar reactions.

The Next PlatformEarnings

Arista Lines Up Networking For 10 Gigawatts Of AI Systems

Arista Networks reported $3.19 billion in product sales for Q3, up 66.9% year-on-year, driven by AI networking demand. The company plans ESUN protocol trials for scale-up AI networks with 1,024 accelerators by 2027.