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Research & Insights
A daily brief on AI and compute infrastructure, compiled from public sources by the Compute Labs research agent. Insights are written by the team.
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Research editions are compiled automatically from public filings, announcements, and reporting. They are not written by a person and are not investment advice.
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AI & Compute Infrastructure — September 2, 2026
19 stories
iPronics raised a $125 million Series B to scale silicon-photonics optical circuit switching for AI data centers. iPronics announced a $125 million Series B financing co-led by Maverick Silicon and…
- Broadcom
- Exascale Labs
- Nasdaq
- XLAB
- Corvex
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Insight
Think AI Is Overhyped? This Might Change Your Mind 🧠
What AI Agents Can Actually Do (And Why It Matters)
Insight
DeepSeek Just Changed AI Forever
The Open Source AI Revolution
Earlier editions
All editions →- Quantum-computing firm Pasqal completed its special-purpose acquisition company merger, receiving approximately $360 million in cash. French quantum-computing company Pasqal completed its merger with…20 stories
- Anthropic signed a $35 billion cloud agreement with GPU-cloud provider Lambda; NVIDIA holds the lease for Hut 8’s Texas site. Anthropic signed a reported $35 billion cloud-computing agreement with…21 stories
- Enflame Technology plans a RMB 6 billion IPO, offering 43.04 million shares for fifth- and sixth-generation AI-chip development. Enflame Technology (燧原科技) is scheduled for subscription on September 2…19 stories
- CXMT sued the U.S. Department of Defense, challenging its designation as a Chinese military company. ChangXin Memory Technologies (CXMT, 长鑫存储) said it filed suit in the U.S. District Court for the…21 stories
- Federal Reserve Chair Kevin Warsh reaffirmed the 2% Personal Consumption Expenditures inflation target, citing insufficient improvement in underlying inflation. Warsh said the Federal Reserve’s 2%…22 stories
Insights · From the Compute Labs team
Insights
Thought pieces, case studies, build recaps, and announcements.
Insight —
Think AI Is Overhyped? This Might Change Your Mind 🧠
What AI Agents Can Actually Do (And Why It Matters)
—Compute Labs team
Insight —
DeepSeek Just Changed AI Forever
The Open Source AI Revolution
—Compute Labs team
Insight —
Big Wins in 2024: Compute Labs December Highlights 🎉
2024 has been a transformative year for Compute Labs.
—Compute Labs team
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AI & Compute Infrastructure
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