…6:40 am PT When SpaceX isn’t landing rockets, it’s apparently landing AI company deals. Two months ago, the firm behind Starlink absorbed xAI , which includes Twitter-turned-X. Now…
…NVIDIA CEO Talks AI, Competition, China, & Supply Chain Moat In Podcast, Says Accelerated Computing Has Been Their Secret Sauce In a podcast with Dwarkesh Patel , NVIDIA CEO Jensen Huang talked about several…
…Anthropic signed a deal in May to buy 300 megawatts of compute, the entire output of xAI’s Colossus 1 data center near Memphis, Tennessee. (Musk’s xAI merged with SpaceX in…
Systems Oracle and OpenAI's Texas Stargate datacenter expansion reportedly on the skids Meta supposedly considering untapped capacity in deal brokered by Nvidia OpenAI and compute partner Oracle have reportedly abandoned a…
…In a statement provided to Bloomberg , the company said that it still sees a "huge potential for the UK's AI future." It added that "AI compute is foundational to that goal…
…Research firm IDC vice-president of software development Arnal Dayaratna said the deal shows Musk is turning Colossus into an external computing platform for major AI companies. That is a shift from…
…rockets, it’s apparently landing AI company deals. In February, the firm behind Starlink absorbed xAI , which includes Twitter-turned-X. In April, SpaceX inked a deal with Cursor, a competitor to…
…It is significantly older than any of its AI competitors, save Microsoft, and it has decided its future involves an enormous compute deal with OpenAI, a company that does not make money…
…The proposed facility would rank among the largest AI data center developments planned anywhere in the world, but its financing structure combines private investment, government-backed infrastructure and long-term computing demand…
…The truth was, Cerebras hasn’t yet grown big enough to handle multiple fast-growing model makers anyway. He likened selling AI compute capacity to an all-you-can eat buffet. Instead…