Nvidia DSX Pod Packs Seven Vera Rubin Racks Into One Shipping Container
Nvidia's DSX Pod puts 504 Rubin GPUs in a 28-tonne container Jensen Huang says can start serving tokens 14 days after it rolls off the truck.
8 min readAnIntent Editorial
AI Infrastructure
Buying guides, explainers, and news covering ai infrastructure
Microsoft Azure Maia 300 Is Built to Make Nvidia Optional for Azure Inference
Microsoft's third-gen AI accelerator targets 288GB of HBM4 per chip and a 2027 multi-gigawatt rollout, with one major catch customers can't buy around.
9 min readAnIntent Editorial
ExplainerAI Infrastructure
Nvidia's $250B Guarantee for OpenAI's Ohio Campus: What It Is and Why It Exists
Nvidia is not writing OpenAI a $250 billion check. It is co-signing a lease, because the bond market wouldn't lend to OpenAI on its own.
8 min readAnIntent Editorial
TSMC Commits $265 Billion to Arizona as Q2 Profit Surges 77%
TSMC's $265 billion Arizona pledge lands the same day it books a record $22 billion quarter, with 2nm and CoWoS packaging at the center.
9 min readAnIntent Editorial
ExplainerAI Infrastructure
OpenAI's Jalapeño Chip: The Inference ASIC Aimed at Nvidia's Weakest Flank
OpenAI's Jalapeño chip taped out in nine months, targets inference costs, and still leaves Nvidia running the training side.
9 min readAnIntent Editorial
Intel Crescent Island Bets 480GB of LPDDR5X Against Nvidia's HBM Monopoly
Intel's Xe3P inference accelerator skips HBM entirely, packing more memory than any Nvidia or AMD data center GPU shipping in 2026.
9 min readAnIntent Editorial
Qualcomm Buys Modular for $3.9B to Crack Nvidia's CUDA Lock-In
Qualcomm's all-stock deal for Chris Lattner's Modular targets the software moat that has protected Nvidia's AI dominance more than any GPU spec.
10 min readAnIntent Editorial
Alphabet Raises $84.75 Billion in Largest US Equity Offering to Fund AI Compute
Alphabet's $84.75 billion equity raise includes $10 billion from Berkshire Hathaway, but roughly $30 billion is earmarked for taxes, not GPUs.
8 min readAnIntent Editorial
OpinionAI Infrastructure
Why Microsoft's Maia 200 Is the Quiet Threat to Nvidia's Inference Lock-In
Maia 200 ships with 216GB HBM3e, native FP4, and a potential Anthropic deal that would crack Nvidia's grip on frontier-model inference.
8 min readAnIntent Editorial
Nvidia Posts $81.6B Q1 FY2027 Revenue, Guides $91B With Zero China Sales
Record quarter, a 25× dividend hike, and an $80 billion buyback land alongside a China Data Center number that has collapsed to zero.
8 min readAnIntent Editorial
ExplainerAI Infrastructure
How Cerebras' Wafer-Scale Engine Works and Why It Rattles Nvidia
The WSE-3 is 57 times larger than an H100 and serves AI tokens from on-chip SRAM at 21 PB/s. Here's what that actually changes.
10 min readAnIntent Editorial
TutorialAI Infrastructure
How to Run Low-Latency AI Inference on the Cerebras CS-3 API
The Cerebras inference API runs Llama 3.3 70B at 2,314 tokens per second, but only if you configure streaming, model choice, and TCP warming correctly.
9 min readAnIntent Editorial