Epoch AI publishes at least three doubling times for AI compute. The one in every headline measures something else, and the curve that reaches your invoice is moving about three times slower.
Samsung told its Q2 call it will put 60 to 70 percent of memory capacity into multi-year contracts. That reprices everyone still buying on an annual cycle.
Cloudflare shipped a MoQ relay API on 31 July supporting draft-14 and draft-16. The IETF working group is on draft-19, and there is still no RFC.
AWS estimated at least a day to restore its UAE region after drone strikes in March. On 30 April it said the region could not reliably support applications.
Intel is transferring Atom processor RTL to Rosaic, a startup led by its CEO's longtime co-investor. Intel Foundry's external revenue explains the move.
Arm royalty revenue rose 22 percent to 715 million dollars, and Arm credits higher royalty rates per chip. The cost inside your server silicon is rising.
Meta, Google and BlackRock have put more than 265 million dollars into training tradespeople. Europe enters the same squeeze 2.1 million builders short.
BMW named Qualcomm its lead compute silicon provider for cockpit and automated driving. Hours later Qualcomm guided its Apple revenue down by half. Read the two together.
Cloudflare switched on post-quantum authentication to customer origin servers on 29 July. It is the first part of its post-quantum work that does nothing until you change a machine you run yourself.
The new MCP spec removes the session handshake and deprecates Sampling, Roots and Logging. The quiet consequence is which side pays the inference bill.
SK hynix reported a 76 percent operating margin and, in the same release, capital expenditure discipline. What that pairing does to a 2027 memory budget.
AMD announced more than 500MW of secured AI capacity. Core Scientific's 8-K shows AMD leased 377MW and credit-supported a third party for the rest.
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One considered note on infrastructure, governance, and measurement, most mornings. No theory.