Tag
SpaceX's GPU rental business has annualized to roughly $28B, about twice the scale of major neocloud players. The customer it doesn't have tells you more about who controls AI's compute layer than the three it does.
Agents are graduating from API calls to direct computer control. A new infrastructure layer is forming underneath them, and it's quietly rewriting what the word 'agent' means.
Arize Phoenix v16.0.0 ships Code Evaluators that let users write their own scoring logic in the UI, no deployment required. The real story is what this admits about the state of agent evaluation.
Anthropic's partnership with SpaceX for Colossus compute capacity signals a power consolidation shift in AI infrastructure, not just a capacity boost.
