… Topics AI , AI compute deals , compute , Enterprise , In Brief , Nebius , reflection ai , Yandex Related AI OpenAI pushes back on Apple trade secret lawsuit AI The real AI race may no longer be at the frontier AI Video-generation startup PixVerse raises $439M, valuation soars past $2B Latest in AI …
… The startup , which was founded in 2024 by two former Google DeepMind researchers, said the compute deal is one of the largest announced open AI infrastructure commitments to date. “Recent events highlight how important open source is to the AI ecosystem, with more nations and enterprises recognizi… …
… Topics AI , Anthropic , In Brief , volta Related Space SpaceX doubles revenue on Anthropic and Google compute deals, Starlink growth Enterprise Nvidia doesn’t mess around: A week after open AI industry group formed, it’s already showing progress Security Who’s legally to blame for Anthropic and Ope… …
… Topics AI , Anthropic , colossus , data centers , SpaceX , xAI Related Space The SpaceX IPO filing is filled with AI bets, Starship dreams, and Elon Musk at the center AI xAI burned $6.4B last year — SpaceX’s IPO filing shows why the spending is far from over AI Musk’s xAI is being sued over its da…
… Anthropic was significantly limited in its compute capacity prior to its deal with SpaceX, raising usage limits on the same day the deal was announced. Google is in a very different position, with some estimates naming it as the world’s largest single owner of AI compute . …
… Today’s announcement is “likely going to be one of the smallest compute deals we’re going to sign in the next few years,” Socher said. …
… As more alternatives to Nvidia emerge, compute providers that aren’t locked into Nvidia deals may have an advantage in providing cost-efficient inference. “There are a bunch of chips that are starting to scale that have amazing total cost of ownership , or that can operate much faster than Nvidia, … …
Earlier this month, xAI signed a major compute deal with Anthropic , pledging billions of dollars a month for exclusive use of the company’s Colossus cluster. It was a coup for both companies, giving xAI some much-needed revenue and helping Anthropic catch up in the never-ending race for compute. …
… The company had already built out two data centers in and near Memphis, Tennessee to train xAI’s models, so it instead pivoted much of that capacity to be rented out to customers like Anthropic and Google. “The incremental revenue from new hosting deals generated high incremental EBITDA margins as … …
… Microsoft’s open source tools were hacked to steal passwords of AI developers Google will pay SpaceX $920M per month for compute Mira Murati steps back into the spotlight, carefully