§ Tag
6 signals tagged ai-infrastructure.
2026-07-21 Daily Report — Moonshot suspended new Kimi K3 subscriptions because demand outran its GPUs, a single Codex CLI session piled up 2,393 subagent files totaling 731 GiB, and Cursor formalized the new unit of AI cost as the swarm rather than the call — three failures with one cause: the metering, logging, and quota tooling around agents has not been finished.
2026-07-20 Daily Report — Claude Code moved its runtime onto a Rust-based Bun, Alibaba's Qwen 3.8 pressed the frontier on price, and on the same weekend GPU allocation tightened enough that Nvidia's CEO was reported to be arbitrating it personally — the unit economics of running intelligence, not the intelligence itself, is where the margin now gets won.
2026-07-18 Daily Report — Moonshot's Kimi K3 reached the closed-model tier for free, the market read it as a second DeepSeek shock, and on the same day a $1.7 billion AWS billing error showed where the real fragility in the AI stack now sits.
2026-07-14 Daily Report — As the model contest settles, Washington treats frontier models as strategic materiel, a 26k-token gap between coding agents turns token overhead into a measured cost, and the next bottleneck turns out to be the power grid.
2026-07-13 Daily Report — A 50-year-old open conjecture falls to 64 subagents in an hour; the same week, AI infra turns on circular financing while distributed inference breaks out, and the frontier contest moves from model size to inference economics.
2026-06-18 Daily Report — open-weight models overtake the frontier while agent infrastructure converges