AI & ML
IREN's AI Infrastructure Pivot: What We Can't Verify Yet
A reported pivot from IREN toward AI infrastructure surfaces, but the source page returned no usable content. Here's what engineers should actually watch.
Subquadratic Launches with $29M and a 12M-Token Context Window
Subquadratic launched with $29M and a 12M-token context window, claiming 300x cheaper long-context inference than Claude Opus. Here's what breaks if it ships.
Microsoft Plans to Double AI Capacity by 2028
Microsoft added a full gigawatt of capacity in one quarter and plans to double its AI footprint by 2028. The capex math tells the real story.
Moreh Hits A100 Numbers on Tenstorrent, Skips the HBM Tax
Moreh's TT-Deploy demo split LLM prefill onto Tenstorrent Wormhole and kept decode on GPUs, matching DGX A100-class numbers without the HBM bill.
The Claude Code Story We Can't Actually Verify Yet
The only available source for this Claude Code story is a browser verification page, zero extractable facts. Here's what that absence itself tells AI buyers.
The Anthropic vs OpenAI Revenue Story We Cannot Verify Yet
A headline claiming Anthropic overtook OpenAI in LLM revenue share is making rounds, but the underlying source is currently gated behind a browser check. Here is what that means.
LMDeploy SSRF Flaw Exploited in 13 Hours, Hits AI Stacks
A critical SSRF in LMDeploy's load_image() function went from disclosure to active exploitation in 13 hours. Sysdig caught attackers hitting AWS IMDS and Redis through the AI toolkit.