Find published dossiers by topic, company, product or technology.

Showing 1–20 of 95 dossiers

AWS and NVIDIA plan 2 million more GPUs as their AI stack expands beyond accelerators

The scale of the AWS–NVIDIA expansion is the headline, but the builder consequence is broader: AWS is co-engineering more of the NVIDIA stack, from CPUs and interconnects to models, vector indexing and physical-AI infrastructure, rather than merely adding another GPU instance family.

Cerebras CS-4 turns Nexus into a multi-generation rack-scale inference platform

CS-4 combines three WSE-3 Turbo wafers with Cerebras’ Nexus rack design. The practical shift is architectural: compute, power and I/O become modular, while Cerebras now says the same platform is intended to support CS-5 in 2027 and a 3D-memory CS-6 generation after that.

NVIDIA Groq 3 LPX enters full production with 3,431-token/s long-context inference

Groq 3 LPX is moving from architecture announcement to manufactured infrastructure. Artificial Analysis measured about 3,400 output tokens/s at both 10K and 100K context on an NVIDIA-hosted private endpoint, but the single-concurrency benchmark does not yet establish public-cloud price, multi-tenant throughput or end-to-end agent speed.

Meta Muse turns a consumer AI assistant into a persistent agent — and its first Mac zero-day tests the containment model

Muse packages persistent autonomous execution, credentials, payments, app access and memory into a mainstream consumer product. A September macOS hotfix now provides an early real-world lesson: agent containment has to protect not only the cloud runtime but also the local control path into the agent.

OpenAI says its Jalapeño chip reached tape-out in nine months with AI-assisted design

Jalapeño is working first-party silicon rather than a roadmap item, and OpenAI now says AI itself materially accelerated the design process. The distinction still matters: tape-out means the design was finalized for manufacturing; it does not mean fleet-scale production qualification or API deployment is complete.

GitHub Spark is shutting down August 31 — export code now and replace broken `llm()` calls

GitHub Spark stops being available to existing users on August 31, 2026. Deployed apps are meant to keep running, but owners should export code to a repository now; Spark apps using `llm()` need a separate inference provider because the underlying GitHub Models service retired July 30.

Cursor turns cloud agents into event-driven workers — and now lets teams choose where they execute

Self-Hosted Machines changes the architecture of Cursor’s Cloud Agents more than another model option would. Teams can keep code, build outputs, secrets and terminal/browser actions on infrastructure they control, but the planning/inference loop remains a Cursor service and enterprise teams become responsible for worker images, scaling, secrets and production validation.

Nvidia reportedly pauses its revenue-sharing financing model for smaller AI clouds

The AI Compute Partnership tied Nvidia more directly to the capital structure and utilization risk of emerging cloud providers. Reuters says the initiative is now paused amid concerns about circular demand, control over partners and antitrust exposure, although Nvidia says the broader compute-access model continues to evolve.

Qwen3.8-27B brings stronger agentic coding into a locally deployable 27B model

The post-release evidence sharpens the original story. Qwen3.8-27B can retain useful agentic-coding performance at practical 4-bit sizes, but local model quality is not a property of the checkpoint alone: quantization, reasoning effort, context handling and the agent harness can materially change the result.