1+ week, 1+ day ago   (504+ words) India’s largest IT-services company, via subsidiary HyperVault and Telangana state, announced plans for up to 1 GW of AI compute on 264 acres in Hyderabad — a services giant moving down the stack into the physical layer of AI infrastructure. The Announcement — Key…...

1+ week, 6+ day ago   (279+ words) Broadcom’s VMware Explore launch reframes AI infrastructure from a cloud bill enterprises receive to a cost line they own — and the product it’s selling is the control plane in between. VMware Private AI Cloud — Launch Snapshot · Aug 31, 2026 AI models available…...

2+ week, 1+ day ago   (312+ words) The Wall Street Journal reported NVIDIA paused some deals under its ~$36B compute-financing program; NVIDIA denied it on the record — and the denial tells you more about the structure’s permanence than the pause ever could. Program Timeline — As Reported Reported program…...

2+ week, 5+ day ago   (354+ words) Based on Perplexity’s product announcement and reporting by VentureBeat and Gizmodo. Perplexity and Nvidia are moving the local/cloud boundary — running agents on owned hardware by default and escalating to the paid cloud only on permission. The economics behind the…...

2+ week, 6+ day ago   (341+ words) Based on reporting by The Information. The frontier model labs are reaching down, one layer at a time, into the silicon, power, and data centers their models actually run on — because they no longer trust the open market to supply…...

4+ week, 2+ day ago   (436+ words) Based on reporting by The Information, with prior figures from CNBC and the WSJ. The Information reports Nvidia is close to guaranteeing roughly $100 billion in financing for OpenAI’s Pike County campus — a structure where the chip maker underwrites the debt…...