Jensen Huang Calls Marvell the Next Trillion-Dollar Company at Computex
INSIDE 硬塞 AI13h agoHardwareAt Computex, Marvell argued that connectivity is becoming a key bottleneck for AI infrastructure as systems scale. NVIDIA CEO Jensen Huang appeared at the event and described Marvell as the next trillion-dollar company. The presentation highlighted Marvell's AI connectivity stack, reflecting growing industry attention on the links supporting large-scale AI systems.
Snowflake and AWS Expand AI Infrastructure Bet to $6B Over Five Years★ 72
INSIDE 硬塞 AI4d 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.
Anthropic Series H Valuation Reaches $965B, Backed by Memory Giants★ 78
INSIDE 硬塞 AI4d agoBusinessAnthropic completed a $65 billion Series H round, bringing its valuation to $965 billion and reportedly surpassing OpenAI. The round included strategic investments from memory makers Micron, Samsung, and SK Hynix. The news highlights how frontier AI companies are increasingly tied to hardware and memory supply chains, as investors continue backing foundational model competition.
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 AI5d 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 AI6d 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.
Millions of AI agents imperiled by critical vulnerability in open source package★ 78
Ars Technica AI6d agoIncidentArs Technica reports that Starlette, a Python package with about 325 million weekly downloads, has a critical vulnerability called BadHost. The flaw can let crafted Host headers confuse request.url.path, potentially bypassing middleware-based path authorization. AI infrastructure using FastAPI or Starlette, including vLLM, LiteLLM, MCP servers, LLM proxies, and agent frameworks, should upgrade Starlette and audit custom middleware.
Digital Infinite to Showcase AI-Stack and ixCSP at COMPUTEX 2026
INSIDE 硬塞 AI7d 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.
As Grok flounders, SpaceX bets future on beating Big Tech at AI★ 85
Ars Technica AI11d agoBusiness隨著 xAI 的 Grok 表現落後於競爭對手，SpaceX 在最新披露的 IPO 招股書中展現了巨大的 AI 野心。該公司計劃打造「軌道數據中心」（orbital data centers），利用其衛星發射與太空基礎設施優勢，解決地表 AI 數據中心的電力與散熱瓶頸，直接與微軟、Google 等科技巨頭在 AI 算力基礎設施上展開競爭。
AI agents and services on the Vercel Marketplace★ 75
Vercel Changelog222d agoReleaseVercel 宣布在其 Marketplace 中引入 AI Agent 與 AI 服務。開發者現在可以直接在 Vercel 平台中發現、安裝並管理各種 AI 代理工具、向量資料庫及 LLM 監控服務。這項更新簡化了 AI 應用的基礎設施配置，讓開發者能更專注於構建 AI 驅動的 Next.js 應用。
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。