Tag: #AI Infrastructure
Majestic Labs vs. the Memory Wall
Three ex-Google/Meta silicon execs raise $100M to build servers with 1,000× typical memory. Here's why the memory-to-compute ratio might matter more than FLOPs and what a small benchmark on a T4 tells us about the slope.
Compute Wars: Google’s TPU Push vs Nvidia Blackwell and China’s No‑Sell Moment
As Google touts new AI compute pods and Nvidia’s Blackwell remains a no‑sell to China, policy walls are reshaping where cutting‑edge AI runs. Here’s the split, who benefits, and what to watch next.
After Meta's $75B Bet: A $30B Bond Deal and Wall Street's Harsh Reality Check
One week after Meta announced $75B in AI infrastructure deals, it raised $30 billion in bonds and watched its stock drop 11%. What changed, and what it means for the AI spending race.
Meta's $75B AI Infrastructure Bet: Inside the Biggest Cloud Deals of 2025
How Meta spent $75 billion in three months on AI infrastructure-and why Wall Street is worried it might be a bubble.