Infra

OpenAI launched GPT-5.4 Mini and Nano, betting on model ensembles for cost-sensitive workloads. Mini nearly matches GPT-5.4 on benchmarks while being faster and cheaper.

Forge lets enterprises build frontier-grade models trained on their own data, positioned as an alternative to fine-tuning and RAG for domain-specific performance.

Ben Thompson argues we're not in an AI bubble — agentic workloads are fundamentally reshaping compute demand in ways that justify current infrastructure spending. He draws on historical parallels to show that excess capacity creates its own use cases, making the buildout self-reinforcing rather than speculative.