Filing: Nvidia says it plans to rent $26B worth of servers over the next six years, which is double the cloud spending commitments it disclosed three months ago
Anissa Gardizy / The Information :
Sources: PsiQuantum, which is building a physical quantum computer, is in the process of raising $750M+; a source says Nvidia is in advanced talks to invest
Anissa Gardizy / The Information :
Crusoe, a startup helping build the first data center for Stargate, says it secured a deal with a gas turbine owner to generate 4.5 gigawatts of energy by 2027
Anissa Gardizy / The Information :
Google says it made a major quantum error correction breakthrough, unveils its Willow quantum chip with 105 improved qubits, and shares benchmarks and a roadmap
Is Bitcoin's security at risk? Matt Swayne / The Quantum Insider : Willow Wows Elon Musk in X Exchange With Sundar Pichai Mudit Dube / NewsBytes : Google makes quantum computing breakthrough with new ...
Sources: in recent months, Nvidia has asked its suppliers to change the design of server racks for Blackwell GPUs several times to overcome overheating problems
PowerEdge XE9712 servers are enterprise-ready Kate Irwin / PCMag : Nvidia's Delayed Blackwell AI Chips Overheating in Servers Matthew Gooding / DatacenterDynamics : Nvidia redesigns 72-GPU AI server r...
Sources: execs at xAI rivals were alarmed by how fast Elon Musk set up the 100K GPU cluster Colossus; a source says Sam Altman argued with Microsoft over it
On a sunny day last month, a propeller plane made multiple passes in the air over a large industrial building surrounded … Bluesky: @niedermeyer.io . X: @sundeep and @anissagardizy8 Bluesky: E.W. Nied...
Filing: US regulators rejected a proposal to let Amazon buy nuclear power for AWS data centers in Pennsylvania over energy grid reliability and other concerns
Anissa Gardizy / The Information :
Sources: xAI ends talks with Oracle to expand an existing arrangement to rent Nvidia chips; source: Oracle is not part of xAI's supercomputer project in Memphis
Anissa Gardizy / The Information :
Source: Cisco is paying ~$650M in cash for Isovalent, or 32 times the startup's ARR; Isovalent raised a $40M Series B at a ~$250M valuation in September 2022
Anissa Gardizy / The Information : X: @anissagardizy8 . LinkedIn: Timothy Snow X: Anissa Gardizy / @anissagardizy8 : scoop: Cisco plans to buy cloud networking startup Isovalent for ~$650mm in cash $...
Sources: OpenAI Interim CEO Mira Murati tried to calm shell-shocked employees in a companywide meeting following Sam Altman's firing
More senior staff are following Greg Brockman lead and resigning from the company after Sam was ousted. … X: Anissa Gardizy / @anissagardizy8 : OpenAI Interim CEO Mira Murati told staff in a companywi...