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Latest articles on AI, technology, and software development.

Submarine cables are the physical bottleneck behind the AI data center boom
Internet & Network

Submarine cables are the physical bottleneck behind the AI data center boom

Meta, Microsoft, Google, and Amazon are all building their own subsea cables for the first time. The reason is a physical constraint no software fix can solve: undersea cables are capped near 24 fiber pairs, and the ships that lay them are booked years out.

Metaai-infrastructure
The circular AI financing loop that has investors worried
Startups & Business

The circular AI financing loop that has investors worried

AMD invests $5 billion in Anthropic, then sells Anthropic the chips that investment buys. Nvidia commits roughly $100 billion to OpenAI, tied to compute purchase agreements. This is not fraud — but the pattern is starting to look like the vendor financing that preceded the 2001 telecom bust.

OpenaiAnthropic