AI Infrastructure

183 articles in this category (Page 8 of 8)

AI NewsCloud ComputingAI Infrastructure

AWS re:Invent 2025: Matt Garman Unveils Full-Stack AI Infrastructure and Agent Tools

AWS re:Invent 2025 keynote highlights full-stack AI infrastructure, agent tools, and customer use cases from Sony, Adobe, and Writer.

Dec 2, 2025

Stock Weather AISemiconductorsAI Infrastructure

Astera Labs – 2025-12-02 - Increase Confidence 8/10

75.4% gross margin and 144% YoY revenue growth meet analyst upgrades to Buy with $170–$225 targets, signaling near-term upside.

Dec 2, 2025ALAB

Stock Weather AIBitcoin MiningAI Infrastructure

IREN – 2025-12-02 - Increase Confidence 7/10

Strong revenue growth and a $9.7B Microsoft AI deal offset stretched valuation and negative cash flow, pointing to near-term upside.

Dec 2, 2025IREN

Stock Weather AITelecom ServicesAI Infrastructure

Lumen Technologies – 2025-12-02 - increase Confidence 6/10

Negative free cash flow offsets strong PCF deal momentum, but AI infrastructure positioning and recent earnings beat suggest near-term upside potential.

Dec 2, 2025LUMN

Stock Weather AITechnologyAI Infrastructure

Microsoft – 2025-12-02 - increase Confidence 8/10

Strong free cash flow of $71.6B and AI-driven Azure growth signal sustained momentum; recent earnings and cloud strength support near-term upside.

Dec 2, 2025MSFT

Stock Weather AIBitcoin MiningAI Infrastructure

CleanSpark – 2025-11-27 - Increase Confidence 8/10

Strong earnings beat and strategic pivot to AI, backed by $1.15B financing, signal near-term upside despite high beta risk.

Nov 27, 2025CLSK

Stock Weather AITechnologyAI Infrastructure

Oracle – 2025-11-25 - decrease Confidence 3/10

High debt/equity and falling cash sentiment clash with aggressive AI spending, triggering sell-off; near-term downside likely.

Nov 25, 2025ORCL

AI NewsAI InfrastructureArtificial Intelligence

Seer: Online Context Learning for Fast Synchronous RL Rollouts

Moonshot AI's Seer system boosts RL rollout throughput by 74-97% with online context learning.

Nov 22, 2025

AI NewsAI InfrastructureMachine Learning

Perplexity AI Releases TransferEngine and pplx garden to Run Trillion Parameter LLMs on Existing GPU Clusters

Perplexity AI’s TransferEngine achieves 400 Gbps RDMA throughput across NVIDIA and AWS EFA networks for trillion-parameter LLMs.

Nov 21, 2025

Stock Weather AITechnologyAI Infrastructure

Microsoft – 2025-11-20 - increase Confidence 8/10

Strong free cash flow and dominant cloud position meet renewed analyst confidence in AI-driven growth, signaling near-term upside.

Nov 20, 2025MSFT

Stock Weather AITechnologyAI Infrastructure

Microsoft – 2025-11-18 - Increase Confidence 8/10

Strong free cash flow and low debt/equity meet rising AI investment momentum as Wells Fargo lifts price target to $600, signaling near-term upside.

Nov 18, 2025MSFT

AI NewsAgentic AIAI Infrastructure

Cerebras Releases MiniMax-M2-REAP-162B-A10B: A Memory Efficient Version of MiniMax-M2 for Long Context Coding Agents

Cerebras compresses 230B MiniMax-M2 to 162B with 30% expert pruning, retaining 10B active parameters per token for coding agents.

Nov 15, 2025

AI NewsCybersecurityAI Infrastructure

Researchers Find Serious AI Bugs Exposing Meta, Nvidia, and Microsoft Inference Frameworks

Critical RCE flaws in AI inference engines from Meta, Nvidia, and Microsoft expose unsafe code reuse patterns.

Nov 14, 2025

AI NewsAI InfrastructureArtificial Intelligence

Comparing the Top 6 Inference Runtimes for LLM Serving in 2025

A comprehensive analysis of six leading inference runtimes for LLM serving in 2025, focusing on performance tradeoffs, KV cache strategies, and use cases.

Nov 7, 2025

AI NewsAgentic AIAI Infrastructure

Designing an Autonomous Multi-Agent Data Infrastructure System with Lightweight Qwen Models

A tutorial on building an agentic data and infrastructure strategy system using the Qwen2.5-0.5B-Instruct model for efficient pipeline intelligence, including code examples and real-world applications.

Oct 30, 2025