Wall Street is pitching data centers as a major real estate bet. The risks are piling up
Wall Street firms are bringing AI data center investments to public markets. Political, liquidity and project risks are growing at the same time.
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Goods trade: AI accounts for 47% of growth in value
The WTO has raised its 2026 forecast for global merchandise trade growth to 3.9%, driven by AI-related goods. These goods make up 14.8% of trade but 47% of its growth in value in the first half, with Asia dominating and Europe’s export share small.
Impactful scheduling for GPU clusters
A Hugging Face blog post discusses approaches to scheduling workloads on GPU clusters.
The ROI of agentic AI hinges on the local/cloud trade-off
In retail, agentic AI calls for a hybrid architecture that mixes on-premises and cloud AI. The balance affects cost, security, sovereignty and performance.
Master AI chip principles with new IEEE design program
IEEE is launching a training program on AI chip design as hardware grows more complex. Larger models demand more computation, pushing the industry toward chips built for specific tasks.
Seismora builds a control plane to route AI workloads across devices and clouds
Seismora is developing networking technology to coordinate AI workloads across providers and computing environments. Its control plane would help applications decide whether a task runs on a device, at the edge or in the cloud.