Shining a Light in the Dark: Observability and Security, a SANS Profile
Observability and security integration is highlighted in a new SANS report, emphasizing a unified view of system health and threat behavior. By converging monitoring data with security analytics, organizations gain predictive maintenance capabilities, optimize resources, and reduce blind spots. The report outlines how combined observability‑security platforms enable proactive threat detection and faster response. Adoption promises higher operational resilience across IT and security teams.
CoreWeave Takes As Much Financial Engineering As It Does Datacenter Design
CoreWeave announced that Meta Platforms has signed an additional $21 billion AI‑processing contract through December 2032, pushing CoreWeave’s revenue backlog to $87.8 billion with Meta accounting for 40.1 percent. The company’s 2025 sales jumped to $5.13 billion, though it posted a $1.17 billion net loss. To...
Contemplating Meta’s Homegrown MTIA Compute Engine Roadmap
Meta Platforms is advancing its home‑grown MTIA AI compute engine to support next‑generation generative recommenders built on the Hierarchical Sequential Transduction Unit (HSTU). The roadmap introduces MTIA 100/200 (GPU‑like monolithic dies) and higher‑end MTIA 300‑500 models that use multi‑chip designs, HBM3/4 memory,...
Rebellions AI Rings Up The Money To Rack Up AI Inference Systems
South Korean AI‑chip startup Rebellions AI secured a $400 million Series D round, bringing total funding past $850 million and valuing the company at $2.34 billion. The capital will fund its push beyond Korea, delivering complete inference systems—Rebel100 engines, RebelRack, and RebelPod—to global cloud,...
Nvidia Software Pushes MLPerf Inference Benchmarks To New Highs
At GTC 2026, Nvidia announced record AI inference performance on the MLPerf v6.0 benchmark, driven by its Blackwell Ultra GPUs and a refreshed software stack. The company’s Dynamo inference framework and TensorRT‑LLM optimizations delivered up to 2.77× speed gains and cut...
The $2 Billion Nvidia Deal With Marvell Is About A Lot More Than NVLink Fusion
Nvidia is investing another $2 billion in Marvell, extending a series of multi‑billion‑dollar bets aimed at shaping the AI datacenter supply chain. The partnership will have Marvell produce custom XPUs and NVLink Fusion‑compatible networking, leveraging its recent acquisition of XConn’s high‑bandwidth PCIe...
We Need Servers – Lots Of Servers. . . .
IDC reports Q4 2025 server revenues surged to $125.3 billion, a 52.4% year‑over‑year jump, with GPU‑accelerated systems accounting for $70.65 billion (56.4%). Non‑x86, primarily Arm‑based servers grew 2.5× YoY, signaling a structural shift away from traditional x86 architectures. Dell remains the top OEM...
Nvidia Says OpenClaw Is To Agentic AI What GPT Was To Chattybots
Nvidia CEO Jensen Huang called OpenClaw “the single most important software release ever,” after the open‑source agentic AI tool amassed over 250,000 GitHub stars in less than four months, surpassing React. The rapid adoption sparked security concerns, with analysts labeling...
Four Months Into Its Comeback, Zapata Stakes Its Claim In Quantum Software
Zapata Computing, once a leading quantum‑software startup, collapsed after a mis‑guided SPAC pivot and filed for bankruptcy in late 2024. In September 2025 the company re‑emerged as Zapata Quantum, resolving over $18 million in debt and attracting fresh capital while preserving...
We Need A Proper AI Inference Benchmark Test
The article argues that the AI inference market urgently needs a unified, price‑performance benchmark suite, similar to the historic TPC benchmarks for databases. It highlights the proliferation of alternative compute engines beyond Nvidia GPUs and the current reliance on fragmented...
How AI Is Boosting Gender Equality In High Performance Racing
Formula E and Google Cloud are co‑creating an AI‑driven Driver Agent that delivers real‑time performance feedback and personalized coaching to racers. The tool, built on Vertex AI and the Gemini large language model, aims to democratize data‑rich analytics that have traditionally been...
CPU-Only Compute Still Matters To A Lot Of HPC Centers
After three decades of gradual adoption, cloud providers are now offering CPU‑only HPC instances that can compete with on‑premise clusters. Amazon Web Services introduced the HPC8a family, built on AMD’s latest Turin EPYC 9R15 processors and delivering 192 physical cores across...
AMD Says “Helios” Racks And MI400 Series GPUs On Track For 2H 2026
AMD announced that its first rack‑scale AI system, code‑named Helios, will ship engineering samples in the second half of 2026 and enter volume production by early 2027. The platform will use the Altair MI400 series GPUs—including MI455X, MI430X and MI450—offering...
AI Eats The World, And Most Of Its Flash Storage
The AI boom has turned flash storage into a bottleneck, with demand far outpacing the limited capacity of fabs operated by Samsung, Kioxia, Micron, Solidigm and others. Prices for flash drives have jumped 50‑70% since 2023 as hyperscalers and AI...
