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012 minAWS has sold out its main 2026 capacity and is essentially sold out for 2027
AWS has sold out its main 2026 capacity, is essentially sold out for 2027 and has a large share of 2028 committed; the company plans about $220B of capex this year and still cannot meet demand.
Compute & infrastructure · Capital allocationRead the record
022 minMeta publishes the weights for Muse Spark Open
Meta released Muse Spark Open, an open-weights model that runs on two paired Mac desktops and scores 39 on the Artificial Analysis Intelligence Index. Meta calls it the most capable open-weights model from the US.
Compute & infrastructure · Application layerRead the record
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