Chisato · · 7 min read Microsoft Maia 300: TSMC Order and Nvidia Challenge
Microsoft is in talks with TSMC to build 300,000+ Maia 300 AI chips, aiming for over 1 million units to cut its reliance on Nvidia. The plan and what it means.
Topic
27 posts tagged “Infrastructure”.
Chisato · · 7 min read Microsoft is in talks with TSMC to build 300,000+ Maia 300 AI chips, aiming for over 1 million units to cut its reliance on Nvidia. The plan and what it means.
Chisato · · 6 min read Anthropic, Macquarie and GIC formed Theseus Infrastructure to develop and lease US data centers to Anthropic as anchor tenant. Here's the breakdown.
Chisato · · 5 min read Multi-cloud spreads workloads across public cloud providers; hybrid cloud connects private infrastructure to a public cloud. How they differ and why it matters.
Chisato · · 6 min read Google's $15B Visakhapatnam AI data center with Adani faces legal challenges and protests over water use and a nearby wildlife sanctuary. What's at stake.
Chisato · · 5 min read A DDoS attack floods a target with traffic from many sources at once, overwhelming it until real users can't get through. How it works, and how defenses respond.
Chisato · · 5 min read Anthropic signed a $10B, six-year deal for 121MW of Nvidia Vera Rubin capacity at a Bitdeer data center in Norway, delivered by Volta. Here's the breakdown.
Chisato · · 5 min read Terraform and Ansible solve different infrastructure problems: declarative provisioning versus procedural configuration. When to use each, and when to use both.
The Lycoris Team · · 4 min read A dead letter queue holds messages a system couldn't process after repeated retries, isolating failures so they don't block or silently vanish. How it works.
Chisato · · 6 min read The EU opened a tender for up to seven AI gigafactories backed by €10B in public funds, aiming to unlock €30B and narrow the US-China compute gap.
The Lycoris Team · · 3 min read Kafka is a durable, replayable log built for high-throughput streams; RabbitMQ is a traditional broker built for flexible routing and task queues.
Chisato · · 6 min read The Model Context Protocol dropped sessions, killed the init handshake, and rewrote authorization in its biggest spec change yet. What changes for AI agents.
Chisato · · 5 min read OpenAI hit its fourth outage in four days on July 25, 2026, as ChatGPT, Codex and the API returned 503 'circuit open' errors worldwide. What broke and why.
Chisato · · 5 min read A maintenance bug in Microsoft's West US Azure region took down Teams, SharePoint, OneDrive and Copilot for hours on July 23, 2026. Here's the breakdown.
Kurumi · · 5 min read OpenAI raised its planned compute and cloud spending through 2030 to about $750 billion, up from $600 billion, as new Oracle, AWS, and Azure deals stack up.
Chisato · · 5 min read OpenAI unveiled Project Camellia, a 3.2GW data center near Savannah, Georgia. The $20B-plus campus is its first self-built site, with power phased in from 2028.
Chisato · · 4 min read Immutable infrastructure replaces servers instead of patching them in place — every change ships as a new, versioned artifact. How it works and why.
Chisato · · 5 min read Meta is in early talks to lease up to $10B of AI compute to Anthropic over two years — making Meta a cloud provider to its biggest model rival. Here's the story.
Chisato · · 5 min read A 3.5-hour AWS CloudFront outage hit VPC Origins users on July 16, 2026, serving 5xx errors and taking Hugging Face and others offline. Here's the breakdown.
Chisato · · 5 min read Nvidia and Mitsubishi Heavy Industries are exploring a partnership on cooling and power systems for AI data centers, targeting the heat and energy bottleneck.
Chisato · · 5 min read New York became the first U.S. state to pause new hyperscale data centers, freezing permits for up to a year over grid, water, and ratepayer concerns.
Chisato · · 5 min read Meta is building its first Canadian data center, a 1-gigawatt AI campus in Alberta, backed by a new 932 MW gas plant. The scope, the power problem, and why it matters.
Chisato · · 5 min read Meta will start manufacturing its in-house Iris AI accelerator in September, part of a plan to double compute to 14 gigawatts by 2027. The plan and why it matters.
Chisato · · 4 min read A message queue holds tasks between producers and consumers so work happens asynchronously and reliably. How queues work and when to use one.
Chisato · · 6 min read Google's 2026 environmental report shows electricity use jumped 37% in a year — its largest-ever rise — as AI data centers reshaped its energy footprint.
Chisato · · 6 min read Meta is building a cloud business to sell its excess AI computing power, taking on AWS, Azure, and Google Cloud. Here's the plan and why the stock jumped.
Kurumi · · 6 min read Together AI raised $800M at an $8.3B valuation, led by Aramco Ventures, as enterprises shift toward open models. What the neocloud raise means.
Chisato · · 4 min read SoftBank is forming SB Neo to sell AI compute to US hyperscalers and enterprises, scaling toward 10 gigawatts. What the neocloud entrant means for the market.