AI hyperscaler startup Nscale has signed a sizable deal with Microsoft to bring Nvidia AI hardware to multiple data centers. The AI cloud provider announced that it signed a deal with Microsoft to bring approximately 200,000 Nvidia GB300 GPUs to three data centers in Europe and one in the U.S. on Wednesday. These GPUs will […]
Nscale inks massive AI infrastructure deal with Microsoft Read More »
OpenAI has landed a new hardware partner. The AI research lab announced Monday it formed a partnership with semiconductor company Broadcom for 10 gigawatts worth of custom AI accelerator hardware. These AI accelerator racks will be deployed to OpenAI data centers and partner data centers starting in 2026 and running through 2029. “By designing its
OpenAI and Broadcom partner on AI hardware Read More »
No company has capitalized on the AI revolution more dramatically than Nvidia. Its revenue, profitability, and cash reserves have skyrocketed since the introduction of ChatGPT over two years ago — and the many competitive generative AI services that have launched since. Its stock price has soared, making it a $4.5 trillion market cap company. The
Nvidia’s AI empire: A look at its top startup investments Read More »
It takes a lot of computing power to run an AI product — and as the tech industry races to tap the power of AI models, there’s a parallel race underway to build the infrastructure that will power them. On a recent earnings call, Nvidia CEO Jensen Huang estimated that between $3 trillion and $4
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Famed roboticist and iRobot founder Rodney Brooks has sounded the alarm on a humanoid robot investment bubble. He’s not the only one. In a recent essay, Brooks calls out the billions of venture dollars being poured into humanoid robot companies like Figure. His take: despite the amount of money being injected into the industry, humanoids
The world is just not quite ready for humanoids yet Read More »
Microsoft CEO Satya Nadella on Thursday tweeted a video of his company’s first deployed massive AI system — or AI “factory” as Nvidia likes to call them. He promised this is the “first of many” such Nvidia AI factories that will be deployed across Microsoft Azure’s global data centers to run OpenAI workloads. Each system
At nearly the same moment as Nvidia CEO Jensen Huang was expressing surprise over OpenAI’s multibillion-dollar deal with competitor AMD — shortly after his company agreed to invest up to $100 billion into the AI model maker — Sam Altman was saying that more such deals are in the works. Huang appeared on CNBC’s Squawk
It takes a lot of computing power to run an AI product — and as the tech industry races to tap the power of AI models, there’s a parallel race underway to build the infrastructure that will power them. On a recent earnings call, Nvidia CEO Jensen Huang estimated that between $3 trillion and $4
The billion-dollar infrastructure deals powering the AI boom Read More »
Silicon Valley flooded the news this week with headlines about wild AI infrastructure investments. Nvidia said it would invest up to $100 billion in OpenAI. Then OpenAI said it would build out five more Stargate AI data centers with Oracle and Softbank, adding gigawatts of new capacity online in the coming years. And it was
What’s behind the massive AI data center headlines? Read More »
From $100 billion OpenAI commitments to $100,000 visa fees, this week showed just how much the tech landscape is shifting. On the latest episode of Equity, Anthony Ha and Max Zeff unpack the AI infrastructure gold rush and tech’s talent shuffle. Listen to the full episode to hear about: Equity is TechCrunch’s flagship podcast, produced
From $100B OpenAI deals to $100K visa fees Read More »
