Astera Labs Expands Taiwan Operations and Ships Scorpio X Switch Chips
INSIDE 硬塞 AI2h agoHardwareAstera Labs is expanding its Taiwan operations and cloud lab presence to deepen integration with local ecosystem partners. The company also says its Scorpio X switch chips are shipping, targeting interconnect bottlenecks in AI infrastructure. The announcement positions Taiwan as a key base for Astera Labs as it pursues the AI interconnect architecture market.
Microsoft Build: MAI-Thinking-1 and MAI Family Models★ 78
Latent Space5h agoReleaseMicrosoft used Build to present itself as both an AI platform and a first-party model lab, announcing seven MAI models across reasoning, code, image, transcription, and voice. The standout was MAI-Thinking-1, described as a 35B active MoE with 256K context and clean data lineage. The recap also ties the launches to GitHub Copilot, Windows agent runtime ambitions, Web IQ grounding APIs, Foundry distribution, and MAIA 200 hardware.
Snowflake and AWS Expand AI Infrastructure Bet to $6B Over Five Years★ 72
INSIDE 硬塞 AI5d agoBusinessSnowflake reported stronger-than-expected results and raised its annual product revenue forecast as enterprise demand grows. The company signed a five-year, $6 billion AI infrastructure agreement with AWS, expanding a previously smaller commitment. It also acquired Natoma to strengthen AI agent governance, positioning itself as a core enterprise AI platform.
Just like gold and oil, we’ll soon be able to trade AI token futures
TechCrunch AI5d agoBusinessTechCrunch reports that large exchanges are developing derivative products around AI tokens. The shift reflects a changing view of tokens: less as outputs from computation and more as input commodities, comparable to electricity or bandwidth. If these products emerge, AI token futures could let companies and investors manage exposure to future AI compute demand and pricing risk.
Nvidia bets $150B on Taiwan as US AI hub plan backfires★ 72
Ars Technica AI6d agoBusinessArs Technica reports that Nvidia will invest $150 billion annually to make Taiwan an AI “epicenter.” The headline frames the move against Trump’s effort to make the US an AI hub, suggesting the policy push may be backfiring. The provided source text does not specify investment targets, timeline, partners, or operational details, so the takeaway should remain focused on Nvidia’s strategic emphasis on Taiwan.
Jensen Huang Attends Groundbreaking for NVIDIA’s New Taiwan HQ in Beitou-Shilin
INSIDE 硬塞 AI7d agoBusinessNVIDIA CEO Jensen Huang appeared at the site of the company’s planned new Taiwan headquarters in Beitou-Shilin. The building centers on a “transparent” design concept, using an all-glass curtain wall to symbolize trustworthiness. According to the report, construction is planned to begin by the end of 2026, with completion and opening expected in 2030.
Digital Infinite to Showcase AI-Stack and ixCSP at COMPUTEX 2026
INSIDE 硬塞 AI8d agoBusinessDigital Infinite will exhibit AI-Stack and ixCSP at COMPUTEX 2026. AI-Stack focuses on managing heterogeneous AI compute resources, while ixCSP turns compute capacity into operable and billable cloud services. The article frames the company’s direction as moving from AI infrastructure toward cloud-based compute commercialization, though it does not provide benchmark data, pricing, customer deployments, or model-specific details.
Fluid compute: Evolving serverless for AI workloads★ 80
Vercel Changelog368d agoReleaseVercel 發表全新「Fluid Compute」架構，旨在解決傳統 Serverless 在處理 AI 工作負載時的痛點（如超時、冷啟動與串流中斷）。Fluid Compute 提供更長的執行時間、動態資源配置與優化的串流支援，讓開發者能更輕鬆地在 Vercel 上部署複雜的 AI Agent 與推理模型應用，無需轉向複雜的容器管理。