← /news·[TECH]·JUL 26·1 min read

AMD Helios: first AI rack system takes aim at Nvidia as Microsoft becomes newest buyer

The competitive unit in large-scale AI infrastructure has moved up the stack. Hyperscalers sourcing capacity for training and inference want a validated rack, components co-designed and tested together, ready to deploy a…

$Devon Ashkar·NewsNTech·[NVDA] [MSFT] [AMZN] [GOOGL]

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Silicon Valley's long-shot bet is back in style

Tech investors are rediscovering the kind of long-shot, science-fiction-adjacent wagers that helped build Silicon Valley. That appetite for far-edge speculative positioning is returning.

Chase Whitlock·1 minSEP 10

[TECH]02

Visa, Mastercard, and Ant International move to standardize AI-agent payment verification

The authorization problem at the center of AI-agent commerce is structural. When a software agent transacts on a user's behalf, the existing card network architecture has no native mechanism

Chase Whitlock·2 minSEP 10

[TECH]03

Amazon adds cybersecurity veteran Kevin Mandia to board

Board-level cybersecurity expertise is a specific credential, not a general one. Amazon said Kevin Mandia, the founder and former CEO of cybersecurity company Mandiant, is joining its board of directors.

Marisol Quintero·1 minSEP 09