The AI race is hitting a wall of physics: computing power requires so much energy and capital that even giants like Google are recording historic financial dips. Meanwhile, AMD is preparing its answer to NVIDIA, and the US Army is running into token …
Подробнее →The AI agent market is undergoing a shift: instead of abstract demos, developers are rolling out low-level infrastructure. The main themes of the week are tool-calling optimization on local machines, agent integration into browsers, and the creation …
Подробнее →The AI market is entering a phase of aggressive commercialization. While leaders like OpenAI and Anthropic are showing astronomical revenue growth and attracting tens of billions of dollars, a fierce battle is emerging at the corporate implementation…
Подробнее →Artificial intelligence requires colossal hardware resources, and the infrastructure is starting to fray. From New York's power grids to the Pentagon's servers—compute capacity and supporting infrastructure are becoming the industry's primary bottlen…
Подробнее →AI development is rapidly hitting the physical limits of the real world. While model developers improve algorithmic efficiency, the industry is facing a severe shortage of power grids and computing resources, and the cybersecurity of agents is moving…
Подробнее →AI Hardware: Digest for July 23, 2026 AI agents are starting to hit physical and infrastructural limits. While models are getting smarter, compute resources and sandbox security are becoming the bottleneck—from data centers to token quotas. OpenAI AI…
Подробнее →The infrastructure race has reached unprecedented scales: OpenAI plans to spend $750 billion by 2030, and Anthropic has already hit a $47 billion annual revenue run rate. However, a new problem is taking center stage—token economics and the profitabi…
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