News
U.S. Launches Genesis Mission: Government-Backed National AI Platform—What Operators Need to Know# U.S. Launches Genesis Mission: Government-Backed National AI Platform—What Operators Need to Know
November 29, 2025
Articles
News
SanDisk's S&P 500 Entry Signals a Memory Cost Inflection Point for AI WorkloadsSanDisk's November 28 entry into the S&P 500—capping a 512% YTD surge—validates high-bandwidth flash (HBF) as production-ready infrastructure for AI inference, not a niche bet[1][5
November 28, 2025
News
Oracle's $96B AI Debt Load Signals Infrastructure Crisis: What Operators Need to Know Right NowOracle and peers have amassed $96 billion in debt to build AI infrastructure on speculative demand, with OpenAI accounting for nearly all of Oracle's contracted revenue growth—yet
November 28, 2025
How to
Specialization Over Scale: 4B Model Beats GPT-5 on Telecom Benchmarks# Specialization Over Scale: 4B Model Beats GPT-5 on Telecom Benchmarks
November 27, 2025
News
Inside the Microsoft-OpenAI ShakeupThe new partnership terms finally give operators leverage on cloud spend and model choice.
October 29, 2025
Interviews
Local AI Gets Real With GLM-4.6A weekend experiment with Zhipu's open-weight release replaced most of our GPT-4 office workflows.
August 18, 2025
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