AI Infrastructure

FADU’s File-Semantic SSD Puts the Filesystem Inside the Drive: What It Means for AI Servers

FADU wants the drive itself to handle files so GPUs can skip the CPU. Here’s what’s real, what’s unproven, and when it might ship.

Nvidia says its new prebuilt DSX POD can cut AI data center builds from six months to 14 days. Here’s what it is and when it ships.

SpaceX’s AI unit brought in $7.56B last quarter, more than Starlink. Here’s where the money comes from and why profit still lags.

Anthropic signed a 20-year lease for a Nova Scotia campus. Here is what is confirmed, what is missing, and why your Claude chats are not moving yet.