Amazon and Nvidia announced an expanded partnership adding 2 million Blackwell Ultra, Rubin, and Rubin Ultra GPUs to AWS data centers in 2027–2028, tripling a prior 1-million-GPU commitment made five months earlier. The...
Anthropic has reportedly agreed to rent roughly $45 billion of AI compute from British infrastructure firm Nscale over six years, drawing on Nvidia's Vera Rubin chip systems from a West Virginia data center starting in l...
At Hot Chips, OpenAI presented the first benchmark results for Jalapeño, its custom inference chip co-developed with Broadcom, showing higher tokens per user and throughput per kilowatt than Nvidia Blackwell on Semianaly...
Starcloud, a startup building satellites that run AI inference in orbit, raised a $250 million extension to its Series A at a $2.3 billion valuation, with participation from Nvidia and Cisco. The funds will expand manufa...
AI chip startup Etched raised $700 million at a $21 billion valuation led by Jane Street, doubling its valuation in a single month after a $10.3 billion round in July. The company sells "frontier inference clusters" buil...
Nvidia announced a $1.5 billion investment in SB Energy, a SoftBank- and OpenAI-backed data center and power developer, securing its position as sole compute supplier for OpenAI's Ports-Pike facility near Cincinnati. Nvi...
Nvidia announced that Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR are prepared to commit up to $500 billion toward AI data centers, with Nvidia guaranteeing up to 25% of any shortfall if GPUs pledge...
Anthropic is assembling a "custom silicon team" to design its own AI chips, aiming to co-design hardware and models for faster, more efficient inference and training. The move follows reported talks with Samsung and come...
Anthropic has reportedly signed a $10 billion, six-year cloud compute agreement with Volta, an AI cloud startup founded earlier this year and part of Nvidia's Cloud Partner program. Volta will work with crypto-mining fir...
PJM Interconnection, the largest US electrical grid operator, announced it will cut power to data centers of 50 megawatts or larger during shortages beginning June 2027, after a capacity auction fell short. The move foll...
