devtake.dev — #ai-infrastructureArticles tagged ai-infrastructure on devtake.dev.https://devtake.dev/en-usNvidia's RTX Spark laptops run 120-billion-parameter models locally, no cloud neededhttps://devtake.dev/article/nvidia-rtx-spark-laptops/https://devtake.dev/article/nvidia-rtx-spark-laptops/Nvidia's RTX Spark laptops put a Grace Blackwell superchip and 128GB of unified memory in a notebook, aimed at running 120B-parameter models offline.Wed, 03 Jun 2026 12:15:00 GMThardwarenvidiaai-chipsai-infrastructurelaptopmemoryblackwellhiro-tanakaSpaceX's S-1 revealed who's paying for Colossus. Anthropic just locked in $45B through 2029.https://devtake.dev/article/anthropic-spacex-colossus-15-billion/https://devtake.dev/article/anthropic-spacex-colossus-15-billion/Anthropic is paying SpaceX $1.25 billion a month for Colossus 1 and 2 capacity. The contract runs through May 2029 and books about 83% of SpaceX's revenue.Thu, 21 May 2026 11:45:00 GMTaianthropicspacexcolossusai-infrastructurenvidiagb200data-centersclaudedieter-morelliAlibaba's new Zhenwu M890 chip is 3x faster and aimed straight at agent workloadshttps://devtake.dev/article/alibaba-zhenwu-m890-qwen-3-7-max/https://devtake.dev/article/alibaba-zhenwu-m890-qwen-3-7-max/Alibaba showed the Zhenwu M890 at its Cloud Summit on May 19. 144 GB of memory, 800 GB/s interchip bandwidth, and Qwen3.7-Max riding on top.Wed, 20 May 2026 10:00:00 GMThardwarealibabaai-chipscustom-siliconqwenai-infrastructurenvidiaai-agentssemiconductorhiro-tanakaCisco cut 4,000 jobs on its record revenue day. AI infrastructure orders jumped to $9 billion.https://devtake.dev/article/cisco-4000-layoffs-record-q3-revenue/https://devtake.dev/article/cisco-4000-layoffs-record-q3-revenue/Cisco posted $15.8B in Q3 FY26 revenue on May 14, up 12% YoY, then sent layoff notices to 4,000 staff the same day. AI orders are now tracking to $9B for the fiscal year.Tue, 19 May 2026 09:30:00 GMThardwareciscolayoffsai-infrastructurenetworkingrestructuringearningsai-chipshiro-tanakaCerebras priced its IPO at $185 and closed at $311. Andrew Feldman and Sean Lie became billionaires.https://devtake.dev/article/cerebras-ipo-debut-nasdaq/https://devtake.dev/article/cerebras-ipo-debut-nasdaq/Cerebras raised $5.55 billion on May 14 and closed its first day at a $95 billion market cap. The wafer-scale AI chip maker shipped the year's biggest tech IPO.Fri, 15 May 2026 09:30:00 GMThardwarecerebrasai-chipsipocustom-siliconai-infrastructurenasdaqopenaiamazonhiro-tanakaNV Energy is cutting off 49,000 Lake Tahoe homes by May 2027. The power is going to AI data centers.https://devtake.dev/article/tahoe-liberty-utility-data-center-power/https://devtake.dev/article/tahoe-liberty-utility-data-center-power/Liberty Utilities serves 49,000 Tahoe customers. NV Energy supplies 75% of that power and is reclaiming it for Northern Nevada data center expansion.Thu, 14 May 2026 10:00:00 GMTpolicypolicydata-centersai-infrastructureenergynv-energyliberty-utilitiescalifornianevadaclara-wexlerResidents can't sleep. 29 million gallons vanished. Oregon sent the bill. Data centers are losing the neighborhood.https://devtake.dev/article/data-center-infrasound-water-community-backlash/https://devtake.dev/article/data-center-infrasound-water-community-backlash/Three data center stories trended in one week: infrasound, 29M gallons of missing water, and Oregon forcing grid cost pass-through.Tue, 12 May 2026 11:00:00 GMTpolicydata-centersai-infrastructureenergywaterinfrasoundenvironmentpolicyregulationclara-wexlerNintendo hiked the Switch 2 by $50. AI data center demand for memory chips drove it.https://devtake.dev/article/nintendo-switch-2-50-price-hike-memory/https://devtake.dev/article/nintendo-switch-2-50-price-hike-memory/Nintendo confirmed a $50 Switch 2 price increase effective September 1 in the US, citing market conditions. The DRAM shortage caused by AI buildouts is the trigger.Mon, 11 May 2026 10:45:00 GMTgamingnintendoswitch-2gaminghardwaredrammemoryai-infrastructureshuntaro-furukawahiro-tanakaCloudflare cut 1,100 jobs on its best earnings day. Revenue grew 34% and the stock dropped 18%.https://devtake.dev/article/cloudflare-layoffs-1100-restructuring/https://devtake.dev/article/cloudflare-layoffs-1100-restructuring/Cloudflare laid off 20% of its workforce on May 7 while reporting record Q1 revenue of $639.8M. The stock dropped 18% after hours.Fri, 08 May 2026 09:45:00 GMTwebcloudflarelayoffsai-infrastructureworkers-aidev-toolsrestructuringwebai-agentsnaomi-parkA Michigan town voted against a $16B data center. The lawsuit was filed two days later.https://devtake.dev/article/michigan-openai-oracle-data-center-overruled/https://devtake.dev/article/michigan-openai-oracle-data-center-overruled/Saline Township rejected rezoning for a 1.4 GW OpenAI-Oracle data center. Related Digital sued in 48 hours, and construction is underway.Fri, 08 May 2026 09:15:00 GMTpolicydata-centersai-infrastructureopenaioraclepolicyenergymichiganstargateclara-wexlerAnthropic doubled Claude Code's limits by renting 220,000 GPUs from xAIhttps://devtake.dev/article/claude-code-rate-limits-doubled-may-2026/https://devtake.dev/article/claude-code-rate-limits-doubled-may-2026/Anthropic doubled Claude Code's 5-hour limits, killed peak-hours throttling, and raised Opus API tiers. The capacity comes from xAI's Colossus 1, via a SpaceX deal.Thu, 07 May 2026 12:30:00 GMTaianthropicclaude-codeclaude-opusspacexxaiai-infrastructureai-modelscolossusdieter-morelliAMD's data center revenue jumped 57% to $5.8 billion in Q1. Its stock closed up 18%.https://devtake.dev/article/amd-q1-2026-ai-chip-record-rally/https://devtake.dev/article/amd-q1-2026-ai-chip-record-rally/AMD reported Q1 revenue of $10.25B, up 38% YoY. Data center hit $5.8B (+57%) and Q2 guidance midpoint of $11.2B beat consensus by roughly $700M.Thu, 07 May 2026 11:45:00 GMThardwareamdai-chipsai-infrastructuresemiconductordata-centerslisa-suearningsnvidiahiro-tanakaApple dropped its 7-year 'net cash neutral' policy. Ternus is freeing up the balance sheet for AI.https://devtake.dev/article/apple-ternus-power-on-invest-cash-differently/https://devtake.dev/article/apple-ternus-power-on-invest-cash-differently/Mark Gurman's May 3 Power On reads Apple's quiet capital-allocation shift as cover for John Ternus to spend more on AI infrastructure and acquisitions, less on buybacks.Tue, 05 May 2026 09:45:00 GMTappleapplejohn-ternustim-cookmark-gurmanai-infrastructureai-chipshyperscalercapital-allocationnaomi-parkAlphabet hit $109.9B in Q1 and is starting to sell TPUs to outside data centershttps://devtake.dev/article/alphabet-q1-2026-tpu-external-sales/https://devtake.dev/article/alphabet-q1-2026-tpu-external-sales/Alphabet posted $109.9B Q1 2026 revenue with Cloud up 63% and a $460B backlog. Sundar Pichai said Google will sell TPUs to select customers running them in their own data centers.Fri, 01 May 2026 11:05:00 GMTaigooglealphabetgoogle-cloudtpuai-chipsgeminiai-infrastructureq1-earningsdieter-morelliHyperscalers are on track to spend $700B on AI infrastructure in 2026https://devtake.dev/article/hyperscaler-700b-ai-capex-2026/https://devtake.dev/article/hyperscaler-700b-ai-capex-2026/Big-tech AI capex is projected at $700B in 2026, up from $410B in 2025. Microsoft alone guided $190B. Wall Street is split: Meta got punished for the spend, Alphabet rallied.Fri, 01 May 2026 10:45:00 GMTaiai-infrastructureinfrastructuredata-centershyperscalermicrosoftalphabetmetaai-chipsdieter-morelliSamsung Q1 profit hit 57.2 trillion won. Memory chips for Nvidia drove 93% of it.https://devtake.dev/article/samsung-q1-2026-record-ai-chip-profit/https://devtake.dev/article/samsung-q1-2026-record-ai-chip-profit/Samsung Electronics posted record Q1 2026 results on April 30: 133.9 trillion won revenue and 57.2 trillion won operating profit. Semiconductors did 93% of the work.Thu, 30 Apr 2026 09:00:00 GMThardwaresamsunghbmai-chipsdramsemiconductornvidiamemoryai-infrastructurehiro-tanakaOpenAI's models are on AWS Bedrock the day after Microsoft lost exclusivityhttps://devtake.dev/article/openai-amazon-bedrock-managed-agents/https://devtake.dev/article/openai-amazon-bedrock-managed-agents/Amazon shipped Bedrock Managed Agents powered by OpenAI on April 28, plus Codex on Bedrock. Altman tells Stratechery the runtime matters as much as the model.Wed, 29 Apr 2026 08:55:00 GMTaiopenaiamazonawsbedrockai-agentscodexsam-altmanai-infrastructuredieter-morelliMicrosoft and OpenAI just rewrote their deal. Exclusivity is dead, and so is the AGI clause.https://devtake.dev/article/microsoft-openai-deal-revenue-share-end/https://devtake.dev/article/microsoft-openai-deal-revenue-share-end/Microsoft loses exclusive rights to OpenAI's models. The revenue share now caps at 2030 and stops depending on AGI. Here's what actually changed and who it benefits.Mon, 27 Apr 2026 19:00:00 GMTaiopenaimicrosoftai-modelsazurellmai-infrastructureanthropicgpt-5-5dieter-morelliGoogle is putting up to $40B into Anthropic. That's five days after Amazon's $5B.https://devtake.dev/article/google-anthropic-40b-investment/https://devtake.dev/article/google-anthropic-40b-investment/Google committed $10B upfront and up to $40B total at a $350B valuation, plus five gigawatts of Google Cloud capacity. It's Anthropic's second nine-figure deal in a week.Fri, 24 Apr 2026 20:30:00 GMTaianthropicgooglealphabetclaudeai-infrastructureai-modelsfundingtpudieter-morelliGoogle splits its AI chip: the TPU 8t trains, the TPU 8i serves, and Axion handles the resthttps://devtake.dev/article/google-tpu-ironwood-axion-launch/https://devtake.dev/article/google-tpu-ironwood-axion-launch/At Cloud Next 2026, Google unveiled TPU 8t and TPU 8i, an 8th-generation split that matches Nvidia on agentic inference. Ironwood hit GA the same day.Thu, 23 Apr 2026 09:00:00 GMThardwaregoogletputpu-8ironwoodaxionai-infrastructurenvidiacloud-nexthiro-tanakaAmazon puts another $5B into Anthropic. Anthropic promises $100B back to AWS.https://devtake.dev/article/anthropic-amazon-5b-100b-cloud-deal/https://devtake.dev/article/anthropic-amazon-5b-100b-cloud-deal/Amazon added $5B (up to $20B) to its Anthropic stake. Anthropic committed $100B+ to AWS over 10 years and 5 GW of Trainium capacity.Tue, 21 Apr 2026 10:00:00 GMTaianthropicamazonawstrainiumclaudedario-amodeiai-infrastructuredieter-morelliWhy your next RAM kit costs double: the AI memory crunch, explainedhttps://devtake.dev/article/ram-shortage-ai-memory-2026/https://devtake.dev/article/ram-shortage-ai-memory-2026/DDR5 contract prices jumped 100% since 2025, HBM is eating 23% of DRAM wafers, and the fabs that could fix it don't come online until 2028. Here's the shape of the crunch.Mon, 20 Apr 2026 10:30:00 GMThardwarememorydramhbmsamsungsk-hynixmicronddr5ai-infrastructurehiro-tanakaVirginia turned on data centers. Here's the chart the AI industry should be watchinghttps://devtake.dev/article/virginia-data-center-voter-support-collapse/https://devtake.dev/article/virginia-data-center-voter-support-collapse/Virginia voter support for new data centers crashed from 69% to 35% in three years. The Post/Schar School poll and the Digital Gateway cancellation show why it matters.Fri, 17 Apr 2026 12:00:00 GMTpolicydata-centersvirginiaai-infrastructureenergypolicydominionprince-williamclara-wexlerThe US government is about to make data centers show their power bills for the first timehttps://devtake.dev/article/us-data-centers-energy-disclosure-rule/https://devtake.dev/article/us-data-centers-energy-disclosure-rule/The EIA confirmed it will develop a mandatory energy disclosure survey for data centers, two years behind Europe. Here's what it covers and why it matters.Thu, 16 Apr 2026 09:30:00 GMTpolicydata-centersenergyeiaregulationai-infrastructuresustainabilitypolicyclara-wexler