AI & ML

All AI & ML Compute Inference Infrastructure LLMs & Foundations Enterprise AI

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All AI & ML Compute Inference Infrastructure LLMs & Foundations Enterprise AI

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All AI & ML Compute Inference Infrastructure LLMs & Foundations Enterprise AI

AI & ML Compute

DeepSeek's $75B Valuation and the Ascend Bet: Can Chinese AI Scale Without Nvidia?

DeepSeek is reportedly raising about $14 billion to build a Huawei Ascend data center. The reports are unconfirmed, and the real test is whether Ascend chips can train frontier models, not just run them.

Oct 16, 2026 • 5 min read

AI & ML Infrastructure

Demand Is Real, but Financing Is the Weak Link: Reading This Week's AI Bubble Warnings

Four AI bubble warnings landed in three days. Demand signals from chipmakers and cloud companies are still strong, so the weak spot is how the buildout is financed.

Oct 15, 2026 • 6 min read

AI & ML Infrastructure

When Compute Becomes a Target: What the Yandex Data Center Strikes Mean for AI Infrastructure

The reported Yandex data center strikes raise a practical question for anyone running AI in the cloud: what happens when a whole data center goes offline?

Oct 12, 2026 • 5 min read

AI & ML Inference

AI That Doesn't Talk: The Rise of Decision Models That Decide in One Forward Pass

Decision models never talk. They decide: they read a situation and return a probability in milliseconds. The speed is real, but most of the numbers still come from the makers.

Oct 09, 2026 • 5 min read

AI & ML Infrastructure

The Soft Underbelly of AI Serving: An Unpatched Flaw in LMCache, and AI Tools at Pwn2Own

AI serving has a soft underbelly: a critical bug in a popular speed-up tool has no fix yet. Here is who is at risk, what the bug is and what to do, without exploit details.

Oct 08, 2026 • 5 min read

AI & ML Compute

Can AI Agents Design the Chip They Run On? Inside openTPU

An open-source project used AI agents to tune a small inference chip design for an FPGA. The results are promising, but most of the numbers come from the author.

Oct 07, 2026 • 5 min read

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