Today in AI: Power Bottleneck Replaces GPU Scarcity, Crusoe Locks $65M Inference Deal, AMD CPU-GPU Ratio Shifts — September 24, 2026
September 24, 2026 — curated links and takeaways. 1. Thinking Machines Lab Signs $65M Annual Deal for Crusoe Cloud Inference Thinking Machines Lab committed $65M annually to Crusoe for inference workloads on September 23, 2026. This signals sustained demand for alternative inference providers beyond hyperscaler clouds, with multi-year contracts now the infrastructure norm. 2. Power … Read more