Decision Insights Signals

NVIDIA and IREN plan DSX AI factory deployments, including up to 5 gigawatts across IREN’s pipeline and a Sweetwater focus.

AMD will hold its 2026 Annual Meeting of Stockholders on May 13, 2026 at 9 a.m. PT as a virtual meeting. The notice includes links for live access and replay, and points to AMD’s 2026 Proxy Statement and Annual Report on Form 10-K for matters to be voted on.

Snyk integrated Anthropic’s Claude into its AI Security Platform to automate vulnerability discovery, prioritization, and fixes.

Solo.io added support for NVIDIA’s NemoClaw inside kagent, a Kubernetes-native agentic runtime with security, observability, and governance controls.

ASUS made the ExpertBook Ultra (B9406CAA) available for U.S. purchase at $3,599.99, with NPU up to 50 TOPS and NIST-aligned security.

Rackspace Technology and AMD signed an MOU outlining a multiyear partnership to build a governed Enterprise AI Cloud for regulated and sovereign workloads. The proposal integrates AMD Instinct GPUs and EPYC CPUs into a fully managed stack, covering private/hybrid deployment, inference runtime, and managed inference services with defined SLAs.