Une semaine d'annonces dédiée aux agents. Pas de produit dans le billet d'ouverture, mais une posture assumée : le CDN veut devenir la couche runtime pour les agents en production.
03/08/2026 à 00h52 14 9
TSMC is accepting a 30-50% cost premium on US manufacturing. That's not a business decision - it's a geopolitical hedge at foundry scale.
19/08/2026 à 09h35 10 10
Logs, traces, and metrics already contain the information needed to diagnose most microservice incidents. ORCA builds a repair loop that reads them - so on-call engineers don't have to do it at 3am.
19/08/2026 à 09h33 11 13
An InfoQ architecture presentation makes the case that context quality is the new latency - and that most teams are over-indexing on window size instead of signal density.
14/08/2026 à 18h59 9 11
Korea's AI showcase brought robotics, autonomous systems, and edge compute into the same room as Hyundai, Kia, and Samsung. The embodied AI wave is moving from lab demos to product showcases.
10/08/2026 à 16h30 10 10
Microsoft's fourth India data center region signals a structural commitment to the subcontinent as a major AI compute market. It also sets the stage for a three-way race between Microsoft, Google and Amazon for India's cloud-AI future.
08/08/2026 à 09h57 12 14
Facing mainland chip restrictions, Chinese AI companies are pushing aggressively into Hong Kong's data center market - a regulatory arbitrage that is real, and finite.
07/08/2026 à 10h54 11 10
Stratechery's Ben Thompson analyzes Q2 2026 earnings from Google and Amazon. His "Frontier Case": frontier model access creates compounding advantage that commodity AI cannot replicate. The earnings support it.
05/08/2026 à 16h39 11 9
Ken Griffin's team is the first major hedge fund to quantify the systemic exposure from AI infrastructure debt - and the number is large enough to matter for credit markets.
04/08/2026 à 23h33 10 8
La startup coréenne DeepX ferme un tour de 30 M$ pour son chip IA dédié à l'inférence edge. Après les GPU datacenter, la Corée mise sur une puce spécialisée pour les déploiements on-device - hors dépendance Nvidia.
04/08/2026 à 12h01 10 11
Nscale acquires the company behind Ray - the open-source distributed-compute framework ML teams actually write against. The prize is placement, not code.
30/07/2026 à 19h38 13 14
Huawei Cloud rend son « Agentic Infrastructure » disponible en Thaïlande et ouvre la beta de CodeArts Agent dans le pays. La diplomatie IA chinoise (fil `china-ai-soft-power`) passe du discours au déploiement produit.
26/07/2026 à 18h40 9 8
