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What's happening in the industry? (33)
We follow AI, search and digital marketing news and add our own reading.
Microsoft's Maia 300 chip will run its AI services from 2027
Microsoft unveiled Maia 300, its third-generation AI chip with 288 GB of HBM4. It will be deployed at multi-gigawatt scale from 2027 as the main inference hardware for Microsoft's services.
Read News · Infrastructure 3 min readAMD lifts its Taiwan supply-chain investment
Lisa Su is in Taiwan for the second time in five months. AMD will expand the $10 billion-plus investment it announced in May, aiming to lock in packaging and substrate capacity.
Read News · Infrastructure 3 min readDayOne files for a Nasdaq IPO at a $20 billion target
Singapore-based data center developer DayOne filed for an IPO aiming to raise about $5 billion. First-half revenue hit $512 million, but two-thirds comes from one customer.
Read News · Infrastructure 3 min readAI's memory appetite is killing the sub-$100 phone
Memory makers shifted capacity to AI data centers. Shipments of phones under $100 fell almost 60% in the second quarter, hitting developing markets hardest.
Read News · Infrastructure 3 min readApple tightens macOS Full Disk Access over AI agent risks
Apple is making it harder to grant apps access to the whole disk on macOS, saying always-on AI agents have made that permission far riskier.
Read News · Infrastructure 1 min readCoreWeave puts Nvidia Vera Rubin NVL72 into production
The first customer is Cognition, maker of Devin, which measured up to 4.8x higher token throughput per GPU than the previous generation.
Read News · Infrastructure 1 min readMeta cut $3.9 billion in tax by calling data centers experiments
Meta told US tax authorities its AI data centers were experimental pilot models. The research credit cut its 2025 tax bill by $3.9 billion.
Read News · Infrastructure 1 min readAnthropic signs $11.6 billion, 7-year deal with Akamai
Akamai signed the largest deal in its history with Anthropic. The contract covers CPU workloads rather than GPUs.
Read News · Infrastructure 1 min readNvidia and Google want faster grid hookups for flexible AI
Nvidia, Google and Emerald AI formed an alliance so AI data centers that cut power use at peak hours can connect to the grid faster.
Read News · Infrastructure 1 min readAnthropic signs deal for a giant Queensland data centre
Anthropic has agreed to use what is planned as Australia's largest data centre. The project is valued at 32 billion Australian dollars.
Read News · Infrastructure 1 min readWaymo plans driverless taxis in Tokyo in 2027
Waymo signed with Nihon Kotsu and GO to launch Japan's first fully driverless commercial taxi service in Tokyo in 2027.
Read News · Infrastructure 1 min readNvidia announces CUDA-Q Logical for quantum
Nvidia added a layer to its open-source CUDA-Q platform to make building applications for fault-tolerant quantum computers easier.
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