6 articles tagged
NVIDIA announced Groq 3 LPX in full production on 24 August 2026 and named Nebius the first cloud to adopt it. Groq's post the same day claims it is among the first. Neither published a date or a price.
TrendForce forecasts server DRAM contract prices up 13-18% QoQ in 3Q26 and SLC NAND up 120-170% across 2H26. Amazon raised device prices by as much as 60%. The published averages hide who actually pays.
SambaNova's Developer tier publishes 12,000 requests a day on DeepSeek-V3.1 and 48,000 on Llama-3.3-70B, then caps the account at 20M tokens a day in a note. Above 1,667 tokens a call, RPD stops mattering.
AWS's remaining performance obligations jumped to $496B in Q2 2026 and much of 2027 capacity is already reserved. Here is what the backlog means for your cloud bill and a sourced FinOps playbook for choosing Savings
AMD put EPYC Venice into production on TSMC 2nm in May 2026, then spent July announcing where it lands first: two new Azure VM series and Anthropic's 2 gigawatt Helios deployment. Here is how to read the numbers before
Gartner expects power to constrain 40% of AI data centers by 2027, and GPU lead times run 36 to 52 weeks. This 2026 playbook covers capacity forecasting, spot vs reserved, neo-clouds and procurement governance.
