AI Native Infrastructure
AI Infra Brief｜Capital Surge and Data Center Governance (2026.02.10)
February 10, 2026: Alphabet raises $20B in bonds, Anthropic raises over $20B, US government advances AI data center compact.
Brief
Tracking signals in AI infrastructure, decoding industry dynamics and technological evolution
AI Native Infrastructure
AI Infra Brief｜Cost Clarity and Agent-Economy Tooling (2026.02.09)
February 9, 2026: Private LLM pricing calculator, LocalGPT release, A2A protocol, and deployment trade-offs.
AI Native Infrastructure
AI Infra Brief｜Lightweight Multimodal Models and Compute Arms Race (2026.02.08)
February 8, 2026: Z.ai releases GLM-OCR lightweight model, hyperscalers project $635-665B AI spend in 2026.
AI Native Infrastructure
AI Infra Brief｜Computing Surge & Simulation Revolution (Feb 7, 2026)
Feb 7, 2026: Amazon announces $200B AI infrastructure investment, Waymo launches World Model simulation system, US Signal builds 1,000-mile AI fiber network.
AI Native Infrastructure
AI Infra Brief | Agentic Coding Surge and Enterprise Platforms (2026.02.06)
A sharp shift toward agentic coding models and enterprise-grade orchestration, with new releases focused on long context, cybersecurity, and production readiness.
AI Native Infrastructure
AI Infra Brief | Record Capex and Memory/Attention Breakthroughs (2026.02.05)
Alphabet and Meta announce record AI infrastructure budgets for 2026, breakthrough O(1) memory attention achieves 97-99% reduction, and new video/coding models push performance boundaries.
AI Native Infrastructure
AI Infra Brief | Edge Computing, Data Integration, and Agent Tooling (2026.02.04)
Enterprise AI deployment accelerates with edge computing standardization, hyperscale cloud investments, and open source breakthroughs in models and agent frameworks.
AI Native Infrastructure
AI Infra Brief | Enterprise AI Deals, Edge Growth, and Open Source (2026.02.03)
Feb 3, 2026: EdgeLake reaches LF Edge Stage 2, OpenAI-Snowflake $200M deal, Oracle's $45-50B OCI expansion, Meta embeds LLMs in recommendations.
AI Native Infrastructure
AI Infra Brief | India AI Policy Push, Agent Security, and Open Source Momentum (2026.02.02)
Feb 2, 2026: India launches Semiconductor Mission 2.0 and zero-tax AI policy, Teleport outlines zero-trust agent framework, AIsa Skills unified API launches, and OSS ecosystem accelerates.
AI Native Infrastructure
AI Infra Brief | AI-Native Infrastructure Across Finance, PR, and Agents (2026.02.01)
Feb 1, 2026: TintraOS AI-native financial infrastructure, 41caijing AI-native PR platform, Nokia optical orders rise 17%, production LLM stack reference, and major OSS releases.
AI Native Infrastructure
AI Infra Brief | Sovereign Compute, New RAG Architecture, and Agent Evolution (2026.01.31)
Jan 31, 2026: IndiaAI Mission ₹10,300 crore plan, PageIndex tree-search RAG framework, METR Time Horizon 1.1, Modular 26.1, and Gravitino metadata lake.
AI Native Infrastructure
AI Infra Brief | Edge Orchestration, Security Drills, and Local-First AI (2026.01.30)
Jan 30, 2026: Kthena Kubernetes-native LLM orchestration, Moltworker edge agent hosting, LLM.co private infrastructure, Bizarre Bazaar scanning, and local AI tooling.