Compute Infrastructure AI News & Updates
SambaNova Secures $1B to Scale Specialized AI Inference Infrastructure
AI hardware startup SambaNova Systems has raised $1 billion in its Series F round, valuing the company at $11 billion. The funding will secure its supply chain to meet heavy demand for its SN40L and SN50 chips, which spe...
Anthropic Explores Custom AI Chip Partnership with Samsung
Anthropic is in early-stage talks with Samsung to explore the design and production of its own custom AI chips, aiming to diversify its hardware stack. This move reflects a broader industry trend where major AI developer...
SpaceX and xAI Plan Massive $119B 'Terafab' Chip Manufacturing Facility for AI and Space Computing
SpaceX and xAI are considering building a semiconductor factory called 'Terafab' in Texas with potential investment up to $119 billion, partnering with Intel to manufacture chips for AI servers, satellites, space data ce...
OpenAI Secures $10 Billion Multi-Year Compute Deal with AI Chipmaker Cerebras
OpenAI has signed a multi-year agreement worth over $10 billion with AI chipmaker Cerebras to deliver 750 megawatts of compute capacity from 2026 through 2028. The deal aims to provide faster, low-latency inference capab...
Tech Giants Face Power Infrastructure Bottleneck as AI Compute Demands Outpace Energy Supply
OpenAI CEO Sam Altman and Microsoft CEO Satya Nadella reveal that energy infrastructure has become the primary bottleneck for AI deployment, with Microsoft having excess GPUs that cannot be powered due to insufficient da...
AMD Finances OpenAI's Multi-Billion Dollar GPU Purchase Through Stock Warrant Agreement
AMD and OpenAI announced a partnership where OpenAI will purchase 6 gigawatts of AMD compute capacity worth billions, paid for through up to 160 million AMD stock warrants that vest as milestones are achieved. The warran...
OpenAI Launches Stargate UAE Data Center Project with 1GW Capacity in Partnership with Major Tech Companies
OpenAI announced Stargate UAE, bringing a 1GW data center cluster to Abu Dhabi with 200MW going live in 2026, developed with partners including G42, Oracle, Nvidia, Cisco, and SoftBank. This marks the first partnership u...
OpenAI Secures $12 Billion GPU Cloud Deal with CoreWeave
OpenAI has signed a five-year, $11.9 billion agreement with GPU cloud provider CoreWeave, including receiving $350 million worth of equity in the company. The deal reduces OpenAI's dependence on Microsoft's cloud service...
xAI Seeks $10 Billion Funding at $75 Billion Valuation
Elon Musk's AI company xAI is reportedly in talks to raise $10 billion at a $75 billion valuation, bringing its total funding to over $22 billion. The company is also considering purchasing more than $5 billion in server...