Reports
AI-generated structured vendor updates
NVIDIA Rubin Mandates 100% Liquid Cooling with 45°C Warm Water, Reshaping Data Center Thermal Design
NVIDIA reveals Rubin platform's full liquid cooling design: 100% liquid, 45°C warm water inlet, eliminating chillers and fans. Mass production starts H2 2026, with a mandate for all data centers to transition to liquid cooling, marking a definitive shift in AI thermal management.
Making private MCP servers reachable without making them public | OpenAI Developers
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Microsoft Cuts Azure China R&D: Geopolitics Forces AI Cloud Retreat
Microsoft is cutting 200-400 Azure R&D roles in Beijing and Shanghai, with departures by July 2026. US AI chip export controls and China's data security laws make frontier AI development impossible. Azure China, operated via 21Vianet, has <5% market share vs Alibaba (30%) and Huawei (19%).
Qualcomm Enters AI Datacenter with Dragonfly ARM CPU, Meta Signs Multi-Generation Deal
Qualcomm unveils Dragonfly C1000 ARM-based datacenter CPU, AI300 accelerator, and interconnect. Meta commits to multi-generation CPU supply, Microsoft Azure to deploy HBC chips. Qualcomm targets $15B+ datacenter revenue by FY2029, acquires Modular for software stack.
OpenAI and Broadcom unveil Jalapeño inference ASIC to bypass NVIDIA GPU dependency
OpenAI and Broadcom launch Jalapeño, a custom ASIC for LLM inference, achieving tape-out in 9 months. OpenAI designs architecture, Broadcom provides networking, Celestica handles integration. Planned for large-scale deployment by end-2026 with gigawatt-scale datacenters, aiming to cut inference costs and reduce NVIDIA dependency.
NVIDIA Unveils Vera CPU for AI Agents, Shifting Control from x86 to Proprietary Silicon
At the annual meeting, Huang announced Vera CPU for AI agents paired with Rubin GPU, claimed Blackwell delivers 30x token throughput over next-best platform, and reiterated CUDA as a moat. This move aims to shift AI compute control from general-purpose CPUs to NVIDIA's proprietary architecture.
Huawei Pushes Token-Based Billing at MWC Shanghai 2026: Shifting Carrier Monetization from Bytes to AI Inference Value
At MWC Shanghai 2026, Huawei urged carriers to shift from byte-based to token-based billing for AI workloads, showcasing a 372% token throughput improvement in long-sequence inference via its AI Inference Acceleration Solution. It also highlighted the Upper-6 GHz band as critical for AI wearables requiring 20 Mbps uplink, aiming to reposition 5G-A networks as AI compute delivery infrastructure.
Qualcomm HBC Gen 1 Stacks LPDDR to 133 TB/s, Challenging HBM Dominance
Qualcomm announces HBC Gen 1, a 3D-stacked LPDDR memory with integrated compute die, achieving 133 TB/s bandwidth and 6x energy efficiency over HBM. Aimed at replacing HBM in AI accelerators, shipping with AI250 in mid-2027, but supply chain and feasibility remain uncertain.
Anthropic Alleges Largest AI Distillation Attack by Alibaba-Linked Operators, Exposing API Security Gaps
Anthropic alerted U.S. senators that Alibaba-linked operators conducted the largest known distillation attack, generating 28.8 million model exchanges via 25,000 fraudulent accounts to harvest Claude's frontier capabilities. The incident exposes a critical vulnerability in AI API security, forcing a rethinking of inference endpoint protection and usage monitoring.
Oracle Defense Ecosystem Cohort 3: Offline AI on Roving Edge Devices Goes Operational
Oracle announced the third cohort of its Defense Ecosystem at the Brussels summit, adding 10 companies. Concurrently, Whitespace's Saga AI system deployed on Oracle Roving Edge Devices during Royal Navy's Operation HIGHMAST, running classified AI workloads completely offline, proving sovereign edge AI is operational.
Huawei Unveils AI-Centric Network with Token Monetization, UCM Caching Breaks Long-Context Barriers
At MWC Shanghai 2026, Huawei unveiled an AI-native network architecture integrating service, network, and compute, shifting from traffic-centric to intelligence-centric operations. The Unified Cache Manager (UCM) extends KV cache to petabyte-scale external storage, achieving 372% token throughput gains on GLM-5.1 at 128K sequence lengths. Token monetization frameworks and agentic operations enable carriers to charge for AI inference capacity and personalize services.
Google Cloud Multi-Agent Architecture Shifts Control from Human to Autonomous Verification
Google Cloud introduces agent-scale data management with multi-agent verification to reduce human oversight. Deploys six Gemini agents with Nokia for autonomous network operations. Amazon plans to commercialize Trainium chips, intensifying AI hardware competition against Google TPU and Nvidia GPU.
Anthropic Accuses Alibaba of Massive Distillation Attack on Claude AI Model
Anthropic accused Alibaba-linked operators of conducting 29 million exchanges via thousands of fraudulent accounts to distill Claude's capabilities, including long-context reasoning and decision-making. This highlights the vulnerability of AI model IP under API access, prompting a redefinition of model security boundaries.
Qualcomm Dragonfly: 250-core CPU, HBC memory, UALink interconnects target AI inference TCO
Qualcomm unveils full data center portfolio: Dragonfly C1000 250-core Oryon CPU (>5GHz, PCIe Gen7, CXL), HBC near-memory compute (133TB/s Gen1, 18x-54x effective BW), AI300 inference accelerator (UALink/ESUN scale-up), and 800G/1.6T connectivity. Multi-year Meta CPU deal. Commercial sampling 2027-2028. Targets inference TCO with tokens-per-watt leadership.
Cisco Launches AI Troubleshooting Agent for Industrial Networks, Shifting Control Plane
Cisco launches AI Troubleshooting for Industrial Networks, an ambient agent on Cisco Cloud Control. It monitors switch syslogs, uses deterministic logic to diagnose physical and network faults, and provides OT technicians with actionable fix steps, aiming to reduce MTTD and MTTR by minimizing escalations to network experts.
OpenAI and Broadcom Unveil Jalapeno Inference ASIC, Reshaping AI Hardware Landscape
OpenAI, in collaboration with Broadcom, has developed Jalapeno, a custom LLM inference accelerator. The chip uses a multi-chip module with HBM3E memory and achieved tape-out in just nine months. Designed for OpenAI's model stack, it aims to reduce inference costs and dependency on NVIDIA GPUs, with initial deployment planned for late 2026.
TSMC Hikes Advanced Node Prices 5-10%, Squeezing AI Chip Margins
TSMC informs clients of 5-10% price hikes across all advanced nodes (7nm+), affecting 74% of wafer revenue. Apple, Nvidia, AMD, and others face higher costs, potentially raising AI infrastructure prices.
Huawei and Hubei Mobile Validate AI Inference Acceleration: External KV Cache Boosts Throughput 372%
Huawei and Hubei Mobile completed the first operator AI inference acceleration trial, using OceanStor A800 storage and Ascend A3 supernode with UCM to externalize KV Cache to PB-level storage, achieving up to 372% TPS improvement for long-context inference on GLM-5.1 and MiniMax M2.5 models.
Cisco Live US & InfoComm 2026 : la collaboration entre dans l’ère agentique
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Mandiant Reveals Cisco SD-WAN Manager Zero-Day: Control Plane Becomes Prime Target
Mandiant identified a zero-day (CVE-2026-20245) in Cisco Catalyst SD-WAN Manager exploited via malicious CSV upload to escalate to root. The intrusion involved rogue peering, credential manipulation, and anti-forensic cleanup. This highlights SD-WAN centralized control planes as a new attack surface for advanced threats.