AI infrastructure
Reporting and analysis on ai infrastructure
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ModCon 2026: why one good AI model is no longer enough
Qualcomm paid nearly $4 billion not for another model, but for a way to run many models across many chips. Modular’s conference showed why that still depends on memory, networking, electricity and the people holding the system together.
Alibaba Raised $10 Billion for AI: What It Changes for Qwen and Russian Businesses
Alibaba is selling HK$80 billion in new shares and says all net proceeds will go to AI. For a Russian business, the important question is not whether Qwen wins another benchmark, but where to run it: in an external cloud, with a local provider, or on an in-house server.
Can Russian Businesses Buy Huawei Atlas 950 — and Who Needs Chinese AI Servers?
Huawei has shown Atlas 950 SuperPoD with 1,024 Ascend 950 accelerators and says availability will begin in Q4 2026. For a Russian business, this is not yet an off-the-shelf product; it is a reason to test the workload, software stack, facility, and economics of a Chinese AI infrastructure purchase now.