NVIDIA’s Rack-Scale Scheduling Push Shows the AI Bottleneck Has Moved Up the Stack
As AI clusters become rack-scale systems, the scheduler and control plane are becoming core product layers.
As AI clusters become rack-scale systems, the scheduler and control plane are becoming core product layers.
AI News
Google has launched AI Edge Eloquent, a free dictation app that runs entirely on-device and automatically polishes your speech — removing filler words, fixing mid-sentence corrections, and outputting clean, ready-to-use text. Built on Google's open-weight Gemma architecture, Eloquent requires no subscription, has no usage
AI News
Meta says its KernelEvolve system improved ads-model inference throughput by more than 60%, highlighting AI infra as a product lever.
Google’s ADK skills approach points to a cleaner way to scale agent capabilities without prompt bloat.
Meta and Entergy will build 7 new power plants for AI data centers — a wake-up call for PMs on AI compute costs and infrastructure dependencies.
USGS releases an AI model that forecasts drought 90 days ahead — a signal for PMs on how public AI infrastructure creates new product opportunities.
Microsoft's 2026 Release Wave 1 brings autonomous AI agents to Dynamics 365, Power Platform, and M365 Copilot — reshaping enterprise automation expectations.
Q1 2026 set an all-time record: $300 billion in AI venture funding. OpenAI's $122B raise grabbed headlines, but capital is flooding the entire stack.
Cursor 3 launches Background Agents — multiple autonomous AI coding agents running in parallel in the cloud, even with the IDE closed.
Google DeepMind released Gemma 4 — multimodal, relaxed licensing, competitive with closed-source models. The open-weight race is reshaping build-vs-buy calculus.