Launch
Munito AI: Open-model inference provider for Europe, private by default (opens ycombinator.com)
Open-models in the EU, private by default, works with the SDKs and agents you already use.
AnalysisOpinion
Why AI Compute Comes in Rectangles — Erik Bernhardsson, Modal CEO (opens latent.space)
Elastic GPUs, sandbox growth, and the economics of the agent cloud
Launch
Google Cloud introduces Agent Compute Engine to host AI agents (opens siliconangle.com)
Google LLC’s cloud unit today introduced Agent Compute Engine, an infrastructure service optimized to host artificial intelligence agents. AI agents run in technology environments called sandboxes. They host the applications, data and user instructions that agents need to carry out their work.
Launch
OpenAI models are coming to Google Cloud (opens openai.com)
OpenAI's latest models will be offered through Google Cloud's Model Garden, alongside more than 200 models from Google, partners and open source.
AnalysisOpinion
Blackstone’s Jas Khaira says fears over AI-buildout debt are overblown (opens techcrunch.com)
Blackstone’s AI head on why the PE giant isn't panicked by market jitters.
Launch
Nvidia debuts new AI reference architectures, development tools (opens siliconangle.com)
At GTC Berlin, Jensen Huang introduced reference architectures and tools for building data centers and robots, including the DSX Pod plug-in data center.
News
The bridge to agent-scale Git infrastructure (opens github.blog)
GitHub says it has copied 99.99999% of its repositories to Azure and explains how it will move the rest.
Funding
Photon Bridge raises €10M to mass-produce lasers for AI data centres (opens thenextweb.com)
Eindhoven-based Photon Bridge builds laser light sources for optical links in AI data centers; first samples are planned for 2027 and volume production from 2028.
Launch
Orgo - Computers for Agents (opens ycombinator.com)
Orgo (YC Fall 2026) gives AI agents their own cloud computers.