2025-04-15
TechCrunch
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Nvidia starts making its Blackwell chips at TSMC's Phoenix plant and says it aims to make up to $500B of AI infrastructure in the US in the next four years
Nvidia opens first US factories Reuters : Nvidia to produce AI servers worth up to $500 billion in US over four years Taiwan News : Nvidia to invest NT$16 trillion in US AI infrastructure with Taiwane...
2025-03-07
The Information
1 related
Source: Microsoft is testing out ways to replace OpenAI's models in Copilot with models from other AI labs including xAI, Meta, and DeepSeek
Aaron Holmes / The Information :
2025-01-05
CNBC
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Microsoft says it is on track to invest ~$80B in FY 2025 to build out datacenters to train AI and deploy AI and cloud apps, with 50%+ of the spending in the US
plans to spend tens of billions of dollars to build out AI data center … Rounak Jain / Benzinga : Microsoft To Invest $80 Billion In AI Data Centers For Fiscal 2025 Minh Le / Tech in Asia : Microsoft ...
2024-11-05
The Information
T-Mobile plans to use OpenAI's tech for a customer service bot slated for 2025 that can refer to customer-specific data, and will pay $100M over three years
Aaron Holmes / The Information :
2024-09-18
Financial Times
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BlackRock, GIP, Microsoft, and MGX announce a new AI fund that seeks to raise $30B+ of private equity capital and $100B+ in total investment when including debt
Should we be worried? Louisa Clarence-Smith / The Times : BlackRock and Microsoft to launch $100bn AI infrastructure fund Aaron Holmes / The Information : Microsoft, BlackRock to Launch $30 Billion Fu...
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