Elon Musk says Tesla's AI5 chip will be made by Samsung in Texas and TSMC in Arizona, with the “oversupply” of chips not used by Tesla going to his data centers
Elon Musk, on the AI5 chip, which is 40x better than the AI4 chip [image] Ed Ludlow / @edludlow : Musk's clarification on Samsung seems important. He's saying Samsung is involved in the AI5 process. P...
Sources: OpenAI has agreed to rent additional computing power from Oracle, totaling ~4.5 gigawatts of US data center power, as part of its Stargate initiative
OpenAI is dead man walking then, Microsoft owns all the IP, and it burns $60+b in competitor venture capital. … @onefeincat : Enough power to send 3.71 Martys McFly back to 1985, and they're using it ...
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...
Microsoft invests $1.5B in Abu Dhabi-based AI startup G42 for a minority stake, after G42 severed ties with Chinese suppliers; Brad Smith will join G42's board
The Emirati AI Giant That Just Got A $1.5 Billion Investment From Microsoft Chris McKay / Maginative : Microsoft Invests $1.5 Billion in UAE's G42 Matthias Bastian / The Decoder : Microsoft invests $1...