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Compute Scaling AI News & Updates

[Commercial Release] [SRC↗]

OpenAI Unveils Jalapeño Inference Chip Benchmarks, Claiming Efficiency Lead Over Nvidia Blackwell

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...

Risk: [+0.03% ↑] [-1 days ↑]
AGI: [+0.02% ↑] [-1 days ↑]
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[Industry Trend] [SRC↗]

Nvidia Commits $1.5B Equity and Up to $105B Credit to Power OpenAI's 8-Gigawatt Ohio Data Center

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...

Risk: [+0.03% ↑] [-1 days ↑]
AGI: [+0.03% ↑] [-1 days ↑]
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[Industry Trend] [SRC↗]

Nvidia Backstops $500B AI Data Center Financing, Betting on a Secondhand GPU Market

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...

Risk: [+0.03% ↑] [-1 days ↑]
AGI: [+0.02% ↑] [-1 days ↑]
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[Industry Trend] [SRC↗]

Anthropic Reportedly Locks in $10B, Six-Year Compute Deal with Nvidia-Backed Cloud Startup Volta

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...

Risk: [+0.03% ↑] [-1 days ↑]
AGI: [+0.02% ↑] [-1 days ↑]
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[Industry Trend] [SRC↗]

Largest US Grid Will Curtail Power to Big Data Centers During Shortages Starting 2027

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...

Risk: [-0.02% ↓] [0 days]
AGI: [-0.01% ↓] [0 days]
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[Industry Trend] [SRC↗]

Recursive Superintelligence Commits $400M to AWS Compute for Self-Improving AI Systems

Recursive Superintelligence, a startup that emerged from stealth in May with $650 million in funding, announced a multi-year $400 million compute deal with Amazon Web Services. The company focuses on open-ended self-impr...

Risk: [+0.11% ↑] [-2 days ↑]
AGI: [+0.03% ↑] [-1 days ↑]
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