News section

Infrastructure

Compute, hosting, and the infrastructure layer underneath AI.

Edition of Wednesday, July 29, 2026All news

2 Important · 2 verdict changes · 1 FYI · 0 watching · 5 total

AAImportantInfrastructure · Jul 23

AMD Bets $5B on Anthropic: 2GW of Instinct GPUs

AMD commits up to $5 billion in strategic equity and 2 gigawatts of MI450 Instinct GPUs to Anthropic, the largest AI infrastructure deal in AMD's history and a direct challenge to Nvidia's training monopoly.

Read the full call

MFYIInfrastructure · Jul 29

MCP Goes Stateless in Its Biggest Protocol Update Yet

Anthropic shipped MCP 2026-07-28: a stateless rewrite that eliminates sticky sessions, adds header-based routing, and formalizes extensions. AWS, Microsoft, and Cloudflare are already in production with the new spec.

ImportantInfrastructure · Jun 25

OpenAI Ships Jalapeño Chip: Opening Shot Against Nvidia

OpenAI and Broadcom unveiled Jalapeño, a custom LLM inference chip built in nine months, the opening shot of a silicon war that will reshape AI economics.

AVerdict changedInfrastructure · Jun 29

BIS: AI Bust Could Trigger 2008-Style Financial Crisis

The BIS warns AI infrastructure overinvestment, circular financing, and off-balance-sheet leverage could trigger a 2008-scale crisis, as AI stocks shed $2.7T this June.

Verdict changedInfrastructure · Jun 28

Google Caps Meta's Gemini: AI Compute Crunch Is Here

Google told Meta it can't supply the full Gemini capacity Meta wanted, the first sign frontier AI is supply-constrained even for the largest companies.

Never need to catch up again

The weekly delta: only verdict changes and act-now items. No digest filler.