Category: Infrastructure
5 articles-
InfrastructureNvidia's Grand Pivot: From Chip Maker to Full-Stack AI Platform Owner
Nvidia is executing a strategic transformation from GPU manufacturer to the foundational platform for enterprise AI — seeking to control the entire pipeline from silicon to software to autonomous agents, mirroring the playbook of AWS and Microsoft.
-
InfrastructureGoogle Unveils TPU 8t and TPU 8i: Purpose-Built Chips for the Agentic AI Era
At Cloud Next 2026, Google splits its TPU strategy into two purpose-built architectures — TPU 8t for massive-scale training and TPU 8i for low-latency inference — delivering up to 3x performance gains and 121 ExaFLOPs per superpod.
-
InfrastructureMeta Plans 10% Workforce Cut While Breaking Ground on $1B AI Data Center in Tulsa
Meta announces plans to cut approximately 8,000 jobs starting May 20 as part of an AI-focused restructuring, while simultaneously investing $1 billion in a new AI-optimized data center in Oklahoma.
-
InfrastructureCadence and NVIDIA Unveil AgentStack — Agentic AI That Designs Chips End-to-End
The expanded Cadence-NVIDIA partnership introduces AgentStack, an agentic AI orchestration layer that automates the entire semiconductor design flow — from RTL to physical layout — delivering up to 10x productivity gains and compressing development cycles.
-
InfrastructureMeta Bets Big on Custom Silicon With Four New MTIA Chip Generations
Meta has unveiled four new generations of custom AI chips — MTIA 300, 400, 450, and 500 — designed to reduce its dependence on Nvidia and power the next wave of generative AI and content ranking at scale.