Ai Infrastructure

AI agents are breaking enterprise observability stacks built for human-scale query patterns

Continuous, round-the-clock AI agent traffic is exposing the limits of observability tools designed for human-paced workloads.

AI budgets are burning out before year-end, and CFOs are rethinking every token

Enterprise AI costs are outpacing value, with annual budgets exhausted in months and CFOs now weighing headcount against token spend.

OpenAI, Anthropic, and Google are competing for startups with credit packages topping $3M

AI model makers are flooding early-stage startups with computing credits and steep discounts, reshaping how enterprise teams should evaluate vendor lock-in risk

Southeast Asia's enterprise AI push hits a familiar wall: data, talent, and integration debt

SEA enterprises are accelerating AI investment, but legacy infrastructure, talent gaps, and ERP friction continue to stall real deployment.

Fable 5 and Mythos 5 Are Back. What the 19-Day Shutdown Taught Every Enterprise About AI as Infrastructure.

On June 30, the U.S. Department of Commerce lifted export controls on Anthropic's Claude Fable 5 and Mythos 5, ending a 19-day global shutdown. The models return globally on July 1. Here is what changed, what it means for B2B buyers worldwide, and what the broader AI race looks like now.

Enterprise AI moves from pilot to infrastructure as agentic platforms define the next buying cycle

Enterprise AI spending is accelerating fast, and agentic platforms are raising the bar on what production-ready deployment actually requires.

Enterprise AI adoption shifts from pilot projects to core business strategy

Most enterprise AI pilots never scale. Here's what separates organizations that reach production from those stuck in perpetual experimentation.

Google extends financial lifeline to power Anthropics AI ambitions

Google is providing vital financial backing to Anthropic, underwriting $35 billion for AI-driven data centers. Tracking the strategic alliances in AI development.

Amazon partners with Corning to power AI data centers in the U.S.

Amazon's billion-dollar deal with Corning highlights a critical shift in AI data infrastructure demands.

Extreme Solidifies Networking Leadership with Major Enhancements to Extreme Platform ONE

Autonomous AI meets integrated security, simple pricing, and third-party management to power the next era of networking

Visibility at Scale: How Data, Telemetry, and IT Architecture Enable High-Performance Data Centers

As AI infrastructure scales at an unprecedented pace, the complexity of managing data center operations has shifted from purely physical challenges to deeply digital ones. Today’s facilities generate enormous volumes of telemetry, and industry estimates suggest hyperscale and AI data centers produce millions of data points per second. At that scale, visibility is no…

Power, Pressure, and Precision: What It Takes to Keep AI Online 24/7

The rise of generative AI and large-scale model training has transformed data centers into high-intensity “AI factories,” where workloads are no longer predictable or gradual. Unlike traditional cloud environments, AI data centers generate highly volatile and fast-changing power loads. Research shows that large-scale AI workloads can trigger rapid, synchronized spikes and drops in electricity…

Power, Cooling, and Risk: What It Takes to Bring a 100MW AI Data Center Online

The industry knows how to build data centers. What it’s still figuring out is how to turn on AI factories at scale. With facilities now crossing 100 megawatts—far beyond the 5 to 10 megawatt norm of traditional builds—operators are no longer just validating equipment. They’re testing whether entire systems—power, cooling, controls, and the teams behind…

No Idle GPUs, No Data Leakage: QumulusAI Maximizes GPU Utilization for Multiple Customers on Shared Infrastructure

Multi-tenant GPU infrastructure is becoming essential as AI deployments scale across customers. Organizations must maximize GPU utilization while maintaining strict data isolation. Idle compute reduces efficiency, yet shared environments can introduce security risks if not designed properly. Optimizing GPU cycles across multiple customers is essential to maintaining performance and cost efficiency. Mazda Marvasti, the…

QumulusAI Brings Fixed Monthly Pricing to Unpredictable AI Costs in Private LLM Deployment

Unpredictable AI costs have become a growing concern for organizations running private LLM platforms. Usage-based pricing models can drive significant swings in monthly expenses as adoption increases. Budgeting becomes difficult when infrastructure spending rises with every new user interaction. Mazda Marvasti, CEO of Amberd, says pricing volatility created challenges as his team expanded its…

Amberd Moves to the Front of the Line With QumulusAI’s GPU Infrastructure

Reliable GPU infrastructure determines how quickly AI companies can execute. Teams developing private LLM platforms depend on consistent high-performance compute. Shared cloud environments often create delays when demand exceeds available capacity. Amberd CEO Mazda Marvasti says waiting for GPU capacity did not align with his company’s pace. Amberd required guaranteed availability to support its…

QumulusAI Secures Priority GPU Infrastructure Amid AWS Capacity Constraints on Private LLM Development

Developing a private large language model (LLM) on AWS can expose infrastructure constraints, particularly around GPU access. For smaller companies, securing consistent access to high-performance computing often proves difficult when competing with larger cloud customers. Mazda Marvasti, CEO of Amberd, encountered these challenges while scaling his company’s AI platform. Because Amberd operates its own…

Facing High GPU Costs and Infrastructure Constraints, Amberd Turned to QumulusAI for Fixed-Cost AI

Providing managed AI services at a predictable, fixed cost can be challenging when hyperscaler pricing models require substantial upfront GPU commitments. Large upfront commitments and limited infrastructure flexibility may prevent providers from aligning costs with their delivery model. Amberd CEO Mazda Marvasti encountered this issue when exploring GPU capacity through Amazon. The minimum requirement…

OpenAI–Cerebras Deal Signals Selective Inference Optimization, Not Replacement of GPUs

OpenAI’s partnership with Cerebras has raised questions about the future of GPUs in inference workloads. Cerebras uses a wafer-scale architecture that places an entire cluster onto a single silicon chip. This design reduces communication overhead and is built to improve latency and throughput for large-scale inference. QumulusAI Senior Product Manager Mark Jackson says Cerebras’…

No Idle GPUs, No Data Leakage: QumulusAI Maximizes GPU Utilization for Multiple Customers on Shared Infrastructure

Multi-tenant GPU infrastructure is becoming essential as AI deployments scale across customers. Organizations must maximize GPU utilization while maintaining strict data isolation. Idle compute reduces efficiency, yet shared environments can introduce security risks if not designed properly. Optimizing GPU cycles across multiple customers is essential to maintaining performance and cost efficiency. Mazda Marvasti, the…

Europe’s Fiber Future: Trends, Standards, and Market Shifts

In this episode of Wavelengths, the Amphenol Broadband Solutions podcast, host Daniel Litwin connects with Carsten Engelke, Director of Technology at ANGA, to deliver a comprehensive primer on the European fiber market as it undergoes a major transformation ahead of ANGA COM 2026. As Europe accelerates its fiber-first strategies, operators, vendors, and policymakers…

Applied Digital AI Data Center July 2025 Update

In the heart of Ellendale, North Dakota, the Applied Digital AI Data Center known as Polaris Forge 1 (Previously ELN02) is steadily emerging as one of the largest purpose-built AI data centers in the United States. This July 2025 site update highlights remarkable progress at the Applied Digital project, designed to set new standards…

Reflection and What’s Ahead: How Applied Digital Built the AI Factories of Tomorrow

As AI adoption accelerates at an unprecedented pace—ChatGPT alone sees 2.5 billion daily prompts just two and a half years after launch—digital infrastructure is racing to keep up. At the center of this transformation are purpose-built data centers, evolving from air-cooled Bitcoin facilities to liquid-cooled “AI factories” designed to power the next generation of…

Execution at Scale: How Applied Digital Is Powering AI Infrastructure in Ellendale

AI infrastructure is evolving at breakneck speed, and the real challenge is no longer just designing next-generation data centers—it’s executing them at scale. As demand for AI-ready facilities grows, operators must adapt to immense increases in power density, new cooling technologies, and unconventional deployment locations. Power density requirements for AI workloads are pushing the…

Workforce, Housing, and Growth: How Applied Digital Is Revitalizing a Rural Town Through AI Infrastructure

As AI infrastructure spreads beyond tech hubs and into America’s heartland, companies face a new imperative: not just to build facilities—but to build trust, local partnerships, and long-term value for the communities that host them. In Ellendale, North Dakota, Applied Digital’s Polaris Forge 1 campus has become a case study in what rural revitalization…

Constructing 100 MW of AI Infrastructure: How Applied Digital Built for the Future in Ellendale

As demand for artificial intelligence continues to soar, the AI infrastructure needed to power it is scaling just as rapidly. A 2024 report from the International Data Corporation (IDC) forecasts that global spending on AI infrastructure will exceed $200 billion by 2028, driven by an explosion in compute-heavy applications like large language models and…

Applied Digital’s Data Center Design for a 100 MW AI Factory Built from the Ground Up

AI workloads are redefining the limits of data center design and infrastructure. Legacy data centers, built for traditional co-location, cannot handle the density, thermal demands, or power dynamics of accelerated computing. The AI boom has upended the data center sector, forcing a rapid shift to liquid-cooled racks as facilities pivot from sub-10kW racks to…

Building the Wireless Future: Low-Power IoT, Edge Computing, and the End of the Gs

As the global race to 6G heats up, telecom providers, governments, and tech companies are investing billions to advance the next generation of hyperconnected infrastructure. European operators urge regulators to release more spectrum to stay competitive, while U.S. programs like the USDA’s ReConnect have funneled over $1 billion into rural fiber backhaul. Meanwhile, companies like…

The Future of Fiber: Strategies and Collaboration

As next-generation broadband continues to transform digital experiences across the U.S., Internet Service Providers (ISPs) are reshaping how we think about infrastructure, speed, and scalability. The industry is no longer just about faster speeds—it’s about smarter service, tailored rollouts, and future-ready networks that can meet the evolving needs of homes, businesses, and communities. In this…

Applied Digital Ellendale AI Data Center: April 2025 Update

Progress continued throughout April at Applied Digital’s Ellendale AI Data Center, as construction efforts advanced across multiple fronts. With favorable weather conditions and a clear focus on critical infrastructure, the ELN02 site remains on track to support the growing demands of high-performance computing (HPC) and artificial intelligence. Key developments from April include: Metal jacketing installation…