Showing posts from SHOP tag
Agent infrastructure day: observability standardization, commerce rails, and a compute-price contradiction
The day's heaviest material sits inside Claude's parent company - $16.8 billion of Q3 revenue, $413 billion of contractual obligations, and native OpenTelemetry …
Gigawatts of In-House Silicon: Microsoft Commits, Meta Bets $100B, and the Merchant Suppliers Reprice
Microsoft's gigawatt-scale Maia 300 deployment is the first concrete commitment to custom inference silicon at datacenter scale, and the displaced party is not …