CPU scarcity and the fat middle of AI demand
The interesting story today is not another model launch but the supply side: CPUs are suddenly the scarce resource in the cloud, and Oracle's Jupiter force …
OpenAI's $500 Pro Max, DeepSeek's $1B Run Rate, and TPU Megakernels Hit 700 TPS
OpenAI is reportedly preparing a $500/month ChatGPT Pro Max tier, targeting heavy agentic and coding workloads with faster inference and longer sessions, timed …
Anthropic's $11.6B Akamai Bet Reshapes the Cloud
Anthropic has committed $11.6 billion over seven years to Akamai's cloud infrastructure, a deal that could expand by $9 billion and grant the AI lab a 5% stake …
YC Startups Are Ditching the API for MCP Servers
New YC startups are shipping MCP servers instead of REST APIs, and llms.txt has overtaken public API adoption. Perplexity's new Fast Search cuts latency to …
Canada's Big Six Banks Bet on Tokenized Deposits as Tether Quits Europe
Canada's six largest banks are jointly exploring a Canadian-dollar tokenized deposit system, a project that follows regulators clarifying these deposits are not …
GKE Pod Snapshots Slash AI Cold Starts, and More Agent Infrastructure News
GKE's new Pod snapshots cut AI inference startup by up to 89%, loading a 70B parameter model in 37 seconds, a direct hit on the cold-start problem that forces …