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1.
Neutralizing the Gigascale Problem: How to Solve the Physical Power Paradox of Extreme AI Training Loads (spectrum.ieee.org)
2.
20 Leaders Who Built the CISO Era: 2 Decades of Change (darkreading.com)
3.
Akamai stock soars 20% on earnings, $1.8 billion AI infrastructure deal (cnbc.com)
4.
A cloud computing stock is soaring 16%. Here’s what’s driving the rally (cnbc.com)
5.
5% GPU utilization: The $401 billion AI infrastructure problem enterprises can't keep ignoring (venturebeat.com)
6.
There’s a reason data centers don’t look like castles, the Shire, or a spa (feeds.feedburner.com)
7.
A cloud computing stock is soaring more than 22%. Here’s what’s driving the rally (cnbc.com)
8.
IREN inks AI infrastructure deal with Nvidia (cnbc.com)
9.
CoreWeave stock sinks 10% on weak revenue guidance, increased spending forecast (cnbc.com)
10.
IREN shares pop 13% on AI infrastructure deal with Nvidia (cnbc.com)
11.
Hackers hack victims hacked by other hackers (techcrunch.com)
12.
How Cloudflare responded to the “Copy Fail” Linux vulnerability (news.ycombinator.com)
13.
Samsung chip workers reject $340,000 one-time bonus, demand annual payouts like SK hynix's $900,000 — workers want share of AI windfall, impending 18-day strike could cost Samsung up to $11.7 billion (tomshardware.com)
14.
FBI Director Kash Patel Says AI Has Stopped Numerous Violent Attacks Against America. We’d Love to See a Single Whiff of Evidence (futurism.com)
15.
Scaling AI into production is forcing a rethink of enterprise infrastructure (venturebeat.com)
16.
Middle East Cyber Battle Field Broadens — Especially in UAE (darkreading.com)
17.
Andy Jassy says Amazon investors will be rewarded by all its AI spending (cnbc.com)
18.
The chip industry is booming again, but only for companies building AI infrastructure (techspot.com)
19.
The Hiddn Financial Bubble in AI Infrastructure [pdf] (news.ycombinator.com)
20.
Alert-driven monitoring (news.ycombinator.com)
21.
Alert-Driven Monitoring (news.ycombinator.com)
22.
Mark Zuckerberg says Meta is cutting 8,000 jobs to pay for AI infrastructure — insatiable compute demand means the company can't rule out further headcount reductions (tomshardware.com)
23.
Cheaper tokens, bigger bills: The new math of AI infrastructure (venturebeat.com)
24.
SoftBank reportedly weighs $100 billion valuation for new AI and robotics spinout in potential U.S. IPO (cnbc.com)
25.
Investors still trust Google more than Meta when it comes to spending their money on AI (cnbc.com)
26.
Amazon’s cloud business is surging — and so is its capital spending (techcrunch.com)
27.
Online age verification is the hill to die on (news.ycombinator.com)
28.
Is Meta's AI spending blitz working? The stock's next move depends on the answer (cnbc.com)
29.
Cybersec is a thankless job: expanding workload and shrinking pay packet (news.ycombinator.com)
30.
OpenAI in Shambles as IPO Looms (futurism.com)
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