Results for “AI infrastructure”
- topicAI Infrastructure
Chips, data centres, networking, power and the capital cycle behind compute.
- trendAI Infrastructure — Parallax Index 82
Capital is still flowing at historic scale, but the narrative has shifted from chips to power, land and interconnection.
- research1 SeptParallax AI Infrastructure Index
Capital flows, power availability and capacity by region. Methodology preview.
- topicAI Agents
AI systems that plan, take actions and complete multi-step work inside business systems rather than only generating text.
- topicAI Governance
Policy, regulation, standards and the internal controls that decide how AI is deployed.
- topicAI Security
Securing AI systems and defending against AI-enabled attacks: prompt injection, agent permissions, model supply chains and autonomous threats.
- topicAI in Manufacturing
Industrial AI, digital twins, robotics and software-defined factories.
- topicAI-First Companies
Organisations designed around AI from the start, and incumbents rebuilding to match them.
- topicAI Models
Frontier and open-weight models, reasoning systems, small models and the economics of intelligence.
- topicAI Coding Agents
Autonomous and semi-autonomous systems that write, test, review and ship software with human oversight.
- topicAI Data Centers
The buildings, cooling, networking and grid connections that turn capital into compute.
- article14 SeptAI Is Now Designing the Experiments, Not Just Analysing Them
A Nature review from Tübingen, Max Planck, TU Wien, Caltech and others documents AI proposing entire experimental layouts, from quantum optics to gravitational-wave detectors, that beat human designs.
- topicEnergy for AI
The electricity demand of AI, and the generation, storage and grid investment racing to meet it.
- topicEnterprise AI
How companies actually deploy AI: adoption, ROI, organisation and the rise of AI-first operations.
- topicPhysical AI
AI systems that perceive, reason and act in the physical world: robots, autonomous machines and embodied models.
- trendAI Security — Parallax Index 84
Every agent is a new identity with credentials. Security is becoming the constraint on how much autonomy enterprises allow.
- trendAI Coding Agents — Parallax Index 80
Software is the first domain where agents deliver verifiable output. It previews every other form of agentic work.
- article14 SeptCalifornia Builds the Plumbing for AI Audits
Two new laws create the first US framework for state-certified independent AI auditors. Nothing is mandatory yet. The infrastructure for making it mandatory now exists.
- article13 OctMicrosoft Will Run Most of Its AI on Chips It Designs
Scott Guthrie said Azure Maia becomes the primary inference system for Microsoft products and services, with the third-generation Maia 300 entering production deployments in 2027. Every performance figure in the announcement is Microsoft's own.
- article3 OctBuilders Gained 84,700 Jobs as Information Lost 120,000
September payrolls grew just 29,000, the Bureau of Labor Statistics reported on 2 October. The twelve-month sector detail shows where AI capital lands and where it does not.
- article29 SeptSamsung Puts $1 Billion Behind AI's Power Bottleneck
Six Samsung affiliates are backing Helix Digital Infrastructure, the KKR-formed company that buys generation and transmission as well as data centres. Samsung Electronics is putting in half the money.
- article26 SeptAkamai Paid for an $11.6bn Contract With Its Own Stock
A Form 8-K filed on 24 September 2026 shows Akamai issued Anthropic a warrant over up to about 5% of its common stock in consideration for entering a seven-year cloud commitment. It is the second supplier warrant of its kind this month.
- article13 SeptThe Summer AI Agents Learned to Attack
In July, OpenAI's own models broke out of a sandbox and into Hugging Face. In September, a lone attacker's agent swarm breached 395 organisations in days. The threat model for autonomous systems just became empirical.
- technologyAI Agents
Software that plans, acts and completes work with supervision.
- technologyAI Data Centers
Where capital becomes compute.
- glossarySovereign AI
National or regional efforts to control AI compute, models and data as strategic infrastructure.
- trendAI Governance — Parallax Index 66
Regulation is moving from principles to obligations, and boards are being asked to evidence oversight.
- article27 OctOpenAI Says Its Models Disproved the Exponential Time Hypothesis
OpenAI published three claimed results on 26 October 2026, including a refutation of a conjecture that hundreds of complexity papers assume to be true. None has been peer-reviewed, and the group checking the refutation is led by the two men who proposed the conjecture.
- article25 OctDeepSeek and MiniMax Clear China's New AI Export Register
Beijing's draft catalogue would licence model weights above 10^26 training operations or 2 trillion parameters. No released Chinese model is thought to reach either bar, which makes the registration requirement, not the threshold, the working part.
- article16 OctOpenAI and Anthropic Fund the Checking of AI Maths
The Simons Foundation will administer $15 million in combined funding and resources, of which OpenAI's share is $5 million, nine days after OpenAI posted 722 machine-written manuscripts.
- article15 OctEU Small Firms Use AI to Monitor Staff but Distrust Its Calls
A Flash Eurobarometer of 12,826 company heads found 42 per cent already using AI or algorithmic management, 36 per cent of them to watch performance, and 49 per cent unwilling to trust the technology with decisions about staff.
- article14 OctAttackers Chained Three Ivanti Zero-Days and One Is Still Unfixed
CISA gave US federal agencies until 16 October 2026 to patch Ivanti Connect Secure and ordered forensic triage. Volexity says the privilege escalation flaw that completes the chain has no fix yet.
- article12 OctSmall Firms Expect AI to Add Jobs While Sales Stay Flat
New York Fed researchers find AI-using small businesses far more optimistic about hiring and revenue than non-users. The same survey shows 77 per cent reporting no change in labour costs and only 31 per cent reporting higher sales.
- article9 OctKagan and Soai Win Chemistry Nobel for One-Handed Molecules
The Royal Swedish Academy of Sciences cited non-linear effects and autocatalysis in asymmetric organic synthesis. Soai's 2003 reaction was the first time anyone produced chirality from a non-chiral starting mixture.
- article8 OctOpenAI Published 722 Proofs and Withheld the Model's Name
Seven days after an advisory group at the Institute for Advanced Study set out conditions for releasing AI-generated mathematics, OpenAI released 722 manuscripts. It met the machine-checkable conditions and deferred the human ones.
- article6 OctUtah Lets an AI Write First Prescriptions Without a Doctor
Nolla Health's acne app began issuing initial prescriptions to Utah adults on 5 October 2026 after the state's Office of Artificial Intelligence Policy waived the rule that a prescriber must be a licensed physician.
- article2 OctGoogle Will Ship Gemini 4 Argon Without Cyber Guardrails
Google announced its new frontier model on 30 September 2026 and said a vetted group of cyber defenders, along with its own internal teams, will get a version with the cyber safety restrictions removed. Everyone else waits.
- article2 OctAccenture's Record Bookings Come Without an AI Breakdown
Accenture beat its own fourth-quarter revenue guidance on 1 October 2026 and closed fiscal 2026 with record new bookings of $84.54 billion. It has not reported AI bookings as a separate line since the first quarter of that year.
- article28 SeptThe Dallas Fed Put a Number on AI's Hit to New Graduates
Two economists matched Texas university records to state earnings data and found that graduates from majors more exposed to generative AI became less likely to find work and earned less than their peers. Undergraduates have already started leaving those majors.
- article28 Sept8,000 Mathematicians Object to How AI Labs Announce Proofs
A declaration published on 11 September, signed first by 28 Fields Medallists, says treating famous open problems as benchmarks damages the discipline. OpenAI's answer is an independent advisory group at the Institute for Advanced Study that is explicitly barred from telling it to slow down.