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@computeforecast.bsky.socialSep 29, 2026, 6:13 AM

AI capacity isn’t just about GPUs—it’s about whether the cooling infrastructure can be maintained without taking usable compute offline.

www.computeforecast.com/blogs/coolin...

#AIInfrastructure #DataCenters #LiquidCooling #AICompute #ComputeForecast

@siliconsignalai.bsky.socialSep 29, 2026, 6:01 AM

A Monte Carlo study based on the July 2026 Hugging Face intrusion models how reward hacking can escalate into an external cybersecurity incident when agent containment is weak, finding layered controls…

#Semiconductors #AIInfrastructure #AIAgents #Cybersecurity
https://arxiv.org/abs/2609.32390

@market-ocean-en.bsky.socialSep 29, 2026, 6:00 AM

#Anthropic #AIInfrastructure #IPO

@qmshahzad.bsky.socialSep 29, 2026, 3:17 AM

Nscale raised $3.36 billion in convertible financing to expand AI data-center infrastructure ahead of a planned U.S. IPO. #Nscale #AIInfrastructure #DataCenters

Nscale Secures $3.36B to Expand AI Infrastructure
@carbonlayer.bsky.socialSep 29, 2026, 1:03 AM

In the article, I walk through the response, explain the design choices, and outline what a fuller receipt still needs.

Read the article: dev.to/carbonlayer/...

#AIInfrastructure #ClimateTech #DeveloperTools #Sustainability

@wallstgamenotes.bsky.socialSep 29, 2026, 12:58 AM

Is Micron $MU going to $1500? Earnings drop this week.

#Micron #StockMarketNews #AIStocks #Investing #Finance #StockAnalysis #MU #Earnings #AIBubble #AIInfrastructure

youtube.com/shorts/pOMZL...

@ronsv.netSep 28, 2026, 11:26 PM

That moment running into a fellow #TechFieldDay delegate at #SNIA #SDC2026. 👋 @andybanta.bsky.social 🙌

For anyone in #DataStorage and interested to learn about how to optimize and build tech infrastructure for your applications, this conference is hard to beat. 💾

#AIInfrastructure #SNIASDC

Photo of Ronald Pagani, Jr., left and Andy Banta, right, standing in front of a SDC banner at the SNIA Developer Conference 2026.
@siliconsignalai.bsky.socialSep 28, 2026, 10:01 PM

Modal Labs is reportedly closing a $750M round at a $15.75B valuation, more than tripling its worth as it scales AI infrastructure for…

#AIInfrastructure #Inference #Startups
https://techcrunch.com/2026/09/28/source-inference-provider-modal-labs-closing-in-on-750m-round-at-15-75b-valuation/

@sageconnect.bsky.socialSep 28, 2026, 9:00 PM

𝗪𝗵𝘆 𝗔𝗜 𝗖𝗹𝘂𝘀𝘁𝗲𝗿𝘀 𝗔𝗿𝗲 𝗠𝗼𝘃𝗶𝗻𝗴 𝘁𝗼 𝗠𝘂𝗹𝘁𝗶-𝗣𝗹𝗮𝗻𝗲 𝗡𝗲𝘁𝘄𝗼𝗿𝗸𝘀
One fabric can become harder to scale as GPU counts grow. Multi-Plane splits SuperNIC traffic across independent network planes to improve scale and resiliency.
#SpectrumX #AIInfrastructure #Ethernet

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@ctsmithiii.bsky.socialSep 28, 2026, 8:04 PM

PSI's Emmy tests 500,000 data center designs with physics, not pattern matching. And it shows its math.
coderlegion.com/28968/500-00... #DataCenters #AIInfrastructure #PhysicsAI

@tradeidea.comSep 28, 2026, 7:02 PM

Cheap capital builds quickly. Expensive capital reveals what deserves to survive.
#AIInfrastructure, #TreasuryYields, #CapitalMarkets

@computeforecast.bsky.socialSep 28, 2026, 4:19 PM

You can secure the GPUs, power and network—and still have stranded AI capacity if the cooling system can’t move the heat fast enough.

www.computeforecast.com/Opinion/ai-c...

#AIInfrastructure #DataCenters #LiquidCooling #AICompute #ComputeForecast

@narrowit.bsky.socialSep 28, 2026, 4:16 PM

Schneider Unveils Software-Defined Switchgear for AI Data Centers Schneider Electric introduced software-defined medium-voltage switchgear...

https://www.narrowit.com/news/schneider-software-defined-medium-voltage-switchgear-2026-09-28
#SchneiderElectric #DataCenters #Switchgear #AiInfrastructure

@siliconsignalai.bsky.socialSep 28, 2026, 2:01 PM

AI tutoring models for Vietnamese education face challenges with data sovereignty laws and consumer GPU memory limits from long-context KV caches. DeepEdu-v1 is presented as a scalable agentic LLM approach aiming to address…

#AIInfrastructure #LLM #EdgeAI #EdTech
https://arxiv.org/abs/2609.31568

@schabell.orgSep 28, 2026, 7:33 AM

European AI sovereignty is hitting physical limits as massive data centers spark protests over water and power. The fix? Distribute the workload. Run efficient AI at the edge and on prem. Scale smart and keep control. www.suse.com/solutions/di... #SovereignAI @SUSE #AIInfrastructure

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@computeforecast.bsky.socialSep 28, 2026, 5:54 AM

A rack reservation is no longer just about space—in liquid-cooled AI infrastructure, the rack’s thermal topology can determine whether your compute is actually deployable.

computeforecast.com/blogs/rack-p...

#AIInfrastructure #DataCenters #LiquidCooling #AICompute #ComputeForecast

@techlensmedia.bsky.socialSep 28, 2026, 5:10 AM

Akamai CTO Robert Blumofe on Trusting AI Agents at Scale

techlensmedia.com/news/akamai-...

#TechLensMedia #AgenticAI #AISecurity #EnterpriseAI #AIInfrastructure

@pulseofnations.lolSep 28, 2026, 1:16 AM

The Celsius-linked bitcoin miner turned AI infrastructure firm closed its first session at 2.90, the largest US direct listing since 2021.

#AiInfrastructure #BitcoinMining #Celsius #DirectListing #IonicDigital #Nasdaq

@narrowit.bsky.socialSep 27, 2026, 4:10 PM

Nscale Raises $3.36 Billion Ahead of Planned U.S. IPO Nscale secured a large convertible-note financing shortly after filing for a U.S. IPO, but the headline total...

https://www.narrowit.com/news/nscale-pre-ipo-convertible-financing-2026-09-27
#Nscale #AiInfrastructure #ConvertibleNotes #NVIDIA

@spaisee.bsky.socialSep 27, 2026, 9:04 AM

Cheap GPU hours can cost more in downtime, networking gaps and support delays. See how ClusterMAX 3.0 compares providers.

#GPUCloud #AIInfrastructure https://spaisee.com/article/why-gpu-cloud-buyers-need-more-than-the-cheapest-chip