6 articles tagged
AI infrastructure spending is projected at $1.5 trillion for 2026, and Sequoia's arithmetic says the industry must earn $3 trillion to justify it. Frontier lab revenue sits in the low hundreds of billions. Here is what
AWS lifted EC2 Capacity Block rates roughly 20% on July 1, 2026, six months after a 15% rise on January 4. P6-B300 now bills at $14.04 per accelerator hour. Here is what changed, why analysts disagree on the cause
Kubernetes is the default home for AI, yet GPUs often run at 5% utilization, wasting over $100,000 a year. How a managed platform fixes GPU scheduling and cost for Indian enterprises running AI.
Bloomberg reported on July 1, 2026 that Meta is building a cloud business to rent out AI compute and host Llama models. A fourth serious cloud vendor changes the math on price, negotiation, and lock-in for enterprise
NVIDIA's Vera Rubin platform entered full production on June 1, 2026 and ships to eight cloud partners this fall, promising 5x inference over Blackwell and up to 10x lower cost per token. Here is what infrastructure
At WWDC 2026 Apple extended Private Cloud Compute to Google Cloud on Nvidia Blackwell GPUs. Here are five architecture decisions CTOs should take from Apple's private-AI design.
