/
Navigation
C
Chronicles
Browse all articles
C
E
Explore
Semantic exploration
E
R
Research
Entity momentum
R
N
Nexus
Correlations & relationships
N
~
Story Arc
Topic evolution
S
Drift Map
Semantic trajectory animation
D
P
Posts
Analysis & commentary
P
Browse
@
Entities
Companies, people, products, technologies
Domains
Browse by publication source
Handles
Browse by social media handle
Detection
?
Concept Search
Semantic similarity search
!
High Impact Stories
Top coverage by position
+
Sentiment Analysis
Positive/negative coverage
*
Anomaly Detection
Unusual coverage patterns
Analysis
vs
Rivalry Report
Compare two entities head-to-head
/\
Semantic Pivots
Narrative discontinuities
!!
Crisis Response
Event recovery patterns
Connected
Nav: C E R N
Search: /
Command: ⌘K
Embeddings: large
Entity

computing capacity

21 articles decelerating
Articles
21
mentions
Velocity
-20.0%
growth rate
Acceleration
-1.700
velocity change
Sources
4
publications

Coverage Timeline

2026-01-27
Bloomberg 19 related

iNvidia invests $2B more in CoreWeave to speed up an effort to add 5GW+ of AI computing capacity by 2030 and deploy Nvidia's new Vera CPUs; CRWV closed up 5.7%

2026-01-26
Bloomberg 50 related

Nvidia invests $2B more in CoreWeave to speed up an effort to add 5GW+ of AI computing capacity by 2030 and deploy Nvidia's new Vera CPUs; CRWV closes up 5.7%

Nvidia Corp., the dominant maker of artificial intelligence chips, invested an additional $2 billion in CoreWeave Inc. to help speed …

2026-01-15
Wall Street Journal 29 related

OpenAI strikes a multibillion-dollar, three-year deal to buy 750 MW of computing capacity from Cerebras, which Sam Altman has backed; sources: it's a $10B+ deal

The ChatGPT-maker is racing to secure more computing power, especially for responding to user queries

2026-01-14
Wall Street Journal 13 related

OpenAI strikes a multibillion-dollar agreement to buy 750 MW of computing capacity from Cerebras over three years; sources: the deal is worth more than $10B

The ChatGPT-maker is racing to secure more computing power, especially for responding to user queries

2025-12-19
The Information

Sources: Google has formed a new executive council to allocate computing capacity given a critical shortage; members include Thomas Kurian and Demis Hassabis

Earlier this year, Google convened a group of its top executives to address what some staffers see as an existential problem …

2025-12-17
Reuters 16 related

Hut 8 partners with Fluidstack to build an AI data center in Louisiana for Anthropic, backed by a 15-year, ~$7B lease, starting with 245MW of computing capacity

Hut 8 (HUT.O) has signed a deal valued at about $7 billion to lease a data center in Louisiana, it said on Wednesday …

2025-11-27
Wall Street Journal 1 related

San Francisco Compute, which provides a marketplace for AI computing capacity, raised a $40M Series A led by DCVC and Wing Venture Capital at a $300M valuation

Yuliya Chernova / Wall Street Journal :

2025-11-03
Bloomberg 24 related

Microsoft signs a five-year, ~$9.7B deal to buy AI compute capacity from Sydney-based IREN, giving Microsoft access to Nvidia's GB300 in IREN's Texas facility

Microsoft Corp. has signed a roughly $9.7 billion deal to buy artificial intelligence computing capacity from IREN Ltd., becoming the Australian company's largest customer.

2025-10-03
Bloomberg 6 related

Microsoft has committed $33B+ to neocloud providers; sources: its $19.4B Nebius deal will provide computing power for creating LLMs and a consumer AI assistant

Nebius deal alone secures 100,000 Nvidia GB300 chips for internal use Jingyue Hsiao / DigiTimes : Microsoft invests in Nebius to expand AI computing capacity Vladimir Popescu / Watcher Guru : Microsof...

2025-09-15
Reuters 8 related

CoreWeave says it has signed a new $6.3B order with Nvidia that guarantees Nvidia will purchase any cloud capacity not sold to customers through April 13, 2032

Skeptics See 90% Downside Georgia Butler / DatacenterDynamics : Nvidia to purchase unsold compute capacity from CoreWeave for $6.3bn CoinDesk : CoreWeave Stock Climbs 5% After $6.3B Cloud Capacity Dea...

Loading articles...

Quarterly Coverage

Top Sources

Narrative

Loading narrative...

Relationships

Loading graph...