๐Ÿšจ NEWS: SoftBank investe 75 miliardi in data center francesi, ex Snap lanciano fondo Ghost Angels

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๐Ÿ’ก Due notizie segnano la settimana tecnologica: SoftBank annuncia un investimento fino a 75 miliardi di euro per costruire data center in Francia, mentre un gruppo di ex dipendenti S...

๐Ÿš€ LINK: https://meteoraweb.com/news/softbank-investe-75-miliardi-in-data-center-francesi-ex-snap-lanciano-fondo-ghost-angels

#softbank #dataCenterFrancia #ghostAngels #aIInfrastructure #snapAlumniFondoVenture

NVIDIA Paid $20B for Groq. Cerebras Still Got $5.5B.

NVIDIA spent $20B on Groq in December 2025. Five months later, Cerebras IPO'd 20x oversubscribed at $5.5B raised, then dropped 24%. Inference quietly won.

๐Ÿ”— https://memedadacoin.com/blog/cerebras-groq-inference-bet

#ai #compute #aiinfrastructure #depin

Trajectory has released a concurrent multi-LoRA training stack for continual learning, built with UC Berkeley Sky Lab and Anyscale. Each experiment maps to a dedicated LoRA adapter on an always-hot engine, delivering a 2.81ร— experiment-throughput gain over single-tenant baselines. Code is open-sourced in NovaSky-AI/SkyRL. https://www.marktechpost.com/2026/05/30/trajectory-releases-a-concurrent-multi-lora-training-stack-for-continual-learning-reporting-a-2-81x-experiment-throughput-gain/ #AIagent #AI #GenAI #AIInfrastructure

https://winbuzzer.com/2026/05/30/mistral-explores-custom-chips-as-it-builds-ai-compute-xcxwbn/

French AI lab Mistral AI is exploring custom chip design while expanding the infrastructure behind its AI models.

#AI #Mistral #AIChips #AIInfrastructure #AICompute #France #Europe

Dell just reported $16.1B in AI server revenue up 757% year-over-year โ€” with $24.4B in new orders and a $60B full-year forecast. The bigger story: enterprise AI has crossed from pilot projects into production infrastructure. The new constraints aren't models or software. They're power, cooling, memory, and rack density.
https://jefftech.substack.com/p/dells-ai-server-revenue-surged-757what
#ArtificialIntelligence #EnterpriseAI #DataCenter #AIInfrastructure #ServerHardware #ITAD #CloudComputing #LiquidCooling #GPUComputing #AIBusiness #tech
Dellโ€™s AI Server Revenue Surged 757%โ€”What It Reveals About the Future of Enterprise Computing

At first glance, these figures look like another chapter in the ongoing AI boom.

Jeffโ€™s Substack

Standard API Gateways Crumble Under Generative AI's Demands

Standard API gateways are failing under the large and unpredictable needs of Generative AI, causing performance issues for users. This is the 'Day 2' problem.

#GenAI, #APIGateway, #TechProblems, #AIInfrastructure, #Day2Problem

https://newsletter.tf/api-gateways-struggle-with-generative-ai/

Generative AI's huge demands are breaking standard API gateways. This is a big change from how things used to work.

#GenAI, #APIGateway, #TechProblems, #AIInfrastructure, #Day2Problem
https://newsletter.tf/api-gateways-struggle-with-generative-ai/

API Gateways Struggle with Generative AI Demands

Standard API gateways are failing under the large and unpredictable needs of Generative AI, causing performance issues for users. This is the 'Day 2' problem.

NewsletterTF

Dell just had its biggest single-day stock gain ever โ€” up ~32% โ€” after AI server revenue grew 757% to $16.1B. But "Dell AI server" is really one product: the PowerEdge XE9712 (NVIDIA GB200/GB300 NVL72). And the main buyers aren't AWS or Google โ€” they're neoclouds like CoreWeave and Nscale.

https://www.buysellram.com/blog/dell-ai-server-757-percent-powerede-lineup/

#DellTechnologies #DellAI #PowerEdge #NVIDIA #AIServers #AIInfrastructure #DataCenter #EnterpriseIT #ITAD #CoreWeave #Blackwell #GB200 #tech

Dell's AI Server Orders Just Jumped 757%. Here's What's Actually Selling โ€” and What It Means for Every Other PowerEdge

Dell's AI server revenue jumped 757% in one quarter. Here's the single product behind the boom โ€” and what it means for every other PowerEdge.

BuySellRam

Microsoft says its first data center helped save a struggling small town

https://fed.brid.gy/r/https://nerds.xyz/2026/05/microsoft-quincy-data-center-town/

https://winbuzzer.com/2026/05/29/samsung-ships-12-layer-hbm4e-samples-to-customers-xcxwbn/

AI system builders are now getting Samsung's first 12-layer HBM4E memory samples, a step that could speed customer qualification for next-generation memory rollout.

#AI #HBM4E #Samsung #SKHynix #Micron #Semiconductors #Chips #Memory #DRAM #AIInfrastructure