Some More Game Theory, This Time On The AMD-Meta Platforms Deal
… That gives AMD 2 gigawatts of commitments from OpenAI and Meta Platforms alone, which means it can sign deals with its suppliers to fulfill those orders without much of a risk. …
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CoreWeave Takes As Much Financial Engineering As It Does Datacenter Design
… And in the GenAI boom, Meta Platforms has not shied away from renting compute capacity from others. Back in September 2025, Meta Platforms inked a supplier deal with king of the neoclouds, CoreWeave, that saw the former buy $14.2 billion in AI processing capacity through December 2031 . …
Some Game Theory On That Nvidia-Meta Platforms Partnership
… The backbreaker for Meta Platforms was that these two GPUs supported the Open Accelerator Module OAM socket format created by Microsoft and Meta Platforms, but because of the lack of volume, Meta Platforms had no choice but to not use its homegrown “Grand Teton” CPU-GPU systems. …
Microsoft: Getting Margins From AI Means Sometimes Saying No
… As The Next Platform , part of Microsoft that we care about most as the chronicler of platforms is the Intelligent Cloud group, which includes the Windows Server stack and Azure together. …
The $2 Billion Nvidia Deal With Marvell Is About A Lot More Than NVLink Fusion
… Broadcom makes Google’s TPUs and now also TPU racks for Anthropic, and is the manufacturer of the MTIA XPUs from Meta Platforms as well. …
Microsoft And OpenAI Remain Friends, Are Looking To Hook Up With Others
… The AI space of today barely resembles what it looked like even two years ago, and exclusivity deals like that between Microsoft and OpenAI, which once promised a fast-track into AI’s future, now hold them back. …
Google Is A Full Stack AI Player, And Is Playing Well
… We are seeing strong deal momentum, doubling the number of $100 million to $1 billion deals year on year, and signing multiple billion dollar plus deals. …
The Second Time Will Be The IPO Charm For Cerebras
… As these funding rounds were happening, model maker OpenAI and cloud builder Amazon Web Services inked deals to install Cerebras to drive their AI inference workloads. …
Cloud Foundation Updates Reflect The New VMware By Broadcom
… Our job right now is to truly clean up the seams around these products and make them look, feel, act, and behave like a single private cloud platform.” The latest enhancements in VMware Cloud Foundation 5.2 are the latest steps in that direction. …
Microsoft Committed To Doubling AI Infrastructure In Two Years
… Considering how much hardware Microsoft builds for Azure, this is a pretty good margin. …